BDGS vs. BDVG ETF Comparison

Comparison of Bridges Capital Tactical ETF (BDGS) to IMGP Berkshire Dividend Growth ETF (BDVG)
BDGS

Bridges Capital Tactical ETF

BDGS Description

The fund is an actively managed, diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a blend of passively managed U.S. equity index ETFs, large-capitalization equity securities and cash or cash equivalents. It is expected that the fund will generally hold 5 to 20 investments selected from a universe that includes large-capitalization U.S. equity securities and passively managed index ETFs tracking U.S. small-, mid- and large-capitalization equity indexes (the "Indexes").

Grade (RS Rating)

Last Trade

$31.77

Average Daily Volume

3,991

Number of Holdings *

14

* may have additional holdings in another (foreign) market
BDVG

IMGP Berkshire Dividend Growth ETF

BDVG Description The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.

Grade (RS Rating)

Last Trade

$12.08

Average Daily Volume

5,726

Number of Holdings *

36

* may have additional holdings in another (foreign) market
Performance
Period BDGS BDVG
30 Days 3.63% 2.79%
60 Days 4.27% 4.18%
90 Days 5.12% 5.52%
12 Months 18.93% 22.95%
4 Overlapping Holdings
Symbol Grade Weight in BDGS Weight in BDVG Overlap
AAPL C 1.95% 4.24% 1.95%
CVX A 2.12% 4.14% 2.12%
MSFT F 1.98% 4.17% 1.98%
PEP F 1.91% 1.87% 1.87%
BDGS Overweight 10 Positions Relative to BDVG
Symbol Grade Weight
BOXX A 22.92%
QQQ B 10.12%
IWB A 10.1%
TSLA B 2.52%
AMZN C 2.19%
GOOG C 2.08%
COST B 2.02%
META D 1.99%
AVGO D 1.98%
NVDA C 1.03%
BDGS Underweight 32 Positions Relative to BDVG
Symbol Grade Weight
JPM A -4.27%
ABBV D -4.2%
NUE C -3.87%
LMT D -3.81%
WMT A -3.57%
QCOM F -3.38%
NSC B -3.07%
BAC A -3.06%
WM A -3.06%
PPL B -2.98%
MCD D -2.82%
LOW D -2.79%
CSCO B -2.77%
CB C -2.47%
EMR A -2.44%
MRK F -2.41%
MDLZ F -2.4%
PNC B -2.28%
KMI A -2.06%
HON B -1.99%
PG A -1.96%
JNJ D -1.95%
ABT B -1.88%
BMY B -1.88%
DE A -1.86%
SCHW B -1.74%
MTB A -1.71%
EOG A -1.43%
GIS D -1.39%
WPC D -1.37%
PFE D -1.06%
HSY F -0.84%
Compare ETFs