EFIV vs. BDGS ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Bridges Capital Tactical ETF (BDGS)
EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings *

313

* may have additional holdings in another (foreign) market
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
Performance
Period EFIV BDGS
30 Days 2.81% 3.63%
60 Days 4.79% 4.27%
90 Days 5.59% 5.12%
12 Months 30.64% 18.93%
8 Overlapping Holdings
Symbol Grade Weight in EFIV Weight in BDGS Overlap
AAPL C 9.53% 1.95% 1.95%
COST B 1.15% 2.02% 1.15%
CVX A 0.75% 2.12% 0.75%
GOOG C 2.42% 2.08% 2.08%
MSFT F 8.8% 1.98% 1.98%
NVDA C 10.02% 1.03% 1.03%
PEP F 0.63% 1.91% 0.63%
TSLA B 2.55% 2.52% 2.52%
EFIV Overweight 305 Positions Relative to BDGS
Symbol Grade Weight
GOOGL C 2.92%
JPM A 1.91%
LLY F 1.79%
UNH C 1.56%
XOM B 1.5%
V A 1.44%
MA C 1.2%
HD A 1.13%
PG A 1.09%
WMT A 1.03%
CRM B 0.92%
BAC A 0.86%
ABBV D 0.84%
MRK F 0.7%
KO D 0.68%
ADBE C 0.66%
CSCO B 0.66%
ACN C 0.65%
AMD F 0.63%
LIN D 0.61%
MCD D 0.59%
ABT B 0.56%
GE D 0.55%
DIS B 0.52%
CAT B 0.52%
GS A 0.52%
QCOM F 0.5%
CMCSA B 0.47%
MS A 0.46%
T A 0.45%
AXP A 0.45%
AMGN D 0.45%
SPGI C 0.45%
LOW D 0.43%
DHR F 0.43%
UBER D 0.42%
AMAT F 0.42%
NEE D 0.42%
UNP C 0.41%
ETN A 0.41%
BLK C 0.4%
TJX A 0.38%
C A 0.37%
SYK C 0.37%
BSX B 0.36%
ADP B 0.35%
FI A 0.34%
SCHW B 0.33%
TMUS B 0.33%
BMY B 0.33%
SBUX A 0.32%
GILD C 0.32%
MU D 0.31%
MMC B 0.31%
MDT D 0.31%
INTC D 0.3%
CB C 0.3%
PLD D 0.3%
DE A 0.28%
ELV F 0.27%
LRCX F 0.27%
UPS C 0.27%
NKE D 0.26%
CI F 0.26%
TT A 0.26%
MDLZ F 0.25%
PYPL B 0.25%
ICE C 0.25%
SHW A 0.25%
PH A 0.25%
AMT D 0.25%
REGN F 0.24%
EQIX A 0.24%
KLAC D 0.24%
CMG B 0.23%
CME A 0.23%
WM A 0.23%
PNC B 0.23%
AON A 0.23%
WELL A 0.22%
USB A 0.22%
ZTS D 0.22%
ITW B 0.21%
CL D 0.21%
EMR A 0.21%
MCO B 0.21%
CTAS B 0.21%
CSX B 0.2%
COF B 0.2%
TGT F 0.2%
BDX F 0.19%
MAR B 0.19%
ADSK A 0.19%
WMB A 0.19%
CVS D 0.19%
APD A 0.19%
ECL D 0.18%
OKE A 0.18%
CARR D 0.18%
GM B 0.18%
AJG B 0.18%
NSC B 0.17%
PCAR B 0.17%
SLB C 0.17%
FCX D 0.17%
HLT A 0.17%
TFC A 0.17%
AFL B 0.16%
BK A 0.16%
JCI C 0.16%
URI B 0.16%
TRV B 0.16%
SRE A 0.16%
ALL A 0.15%
GWW B 0.15%
PSA D 0.15%
MPC D 0.15%
PSX C 0.15%
DLR B 0.15%
AMP A 0.15%
RCL A 0.15%
FIS C 0.14%
MSCI C 0.14%
AIG B 0.14%
CMI A 0.14%
KMI A 0.14%
AME A 0.13%
PAYX C 0.13%
ROST C 0.13%
NEM D 0.13%
DHI D 0.13%
MET A 0.13%
PWR A 0.13%
DAL C 0.12%
IR B 0.12%
TRGP B 0.12%
BKR B 0.12%
PEG A 0.12%
COR B 0.12%
AXON A 0.12%
RSG A 0.12%
DFS B 0.12%
VLO C 0.12%
PRU A 0.12%
SYY B 0.11%
KDP D 0.11%
ACGL D 0.11%
YUM B 0.11%
EXC C 0.11%
A D 0.11%
EA A 0.11%
KR B 0.11%
HES B 0.11%
CTVA C 0.11%
EW C 0.11%
OTIS C 0.11%
CBRE B 0.11%
VRSK A 0.11%
HIG B 0.1%
OXY D 0.1%
RMD C 0.1%
WAB B 0.1%
EXR D 0.1%
HUM C 0.1%
MTB A 0.1%
IDXX F 0.1%
HPQ B 0.1%
GIS D 0.1%
LULU C 0.1%
CNC D 0.09%
CAH B 0.09%
CSGP D 0.09%
DOW F 0.09%
ETR B 0.09%
EIX B 0.09%
FITB A 0.09%
WTW B 0.09%
ROK B 0.09%
AVB B 0.09%
ED D 0.09%
NDAQ A 0.09%
FANG D 0.09%
IRM D 0.09%
DECK A 0.08%
HSY F 0.08%
DOV A 0.08%
KHC F 0.08%
STT A 0.08%
HPE B 0.08%
PPG F 0.08%
ON D 0.08%
TTWO A 0.08%
GPN B 0.08%
RJF A 0.08%
XYL D 0.08%
EBAY D 0.08%
TSCO D 0.08%
RF A 0.07%
HUBB B 0.07%
BIIB F 0.07%
DVN F 0.07%
CCL B 0.07%
ADM D 0.07%
SW A 0.07%
EQR B 0.07%
HBAN A 0.07%
SYF B 0.07%
EQT B 0.07%
MTD D 0.07%
AWK D 0.07%
CPAY A 0.07%
PHM D 0.07%
BR A 0.07%
TROW B 0.07%
HAL C 0.07%
VTR C 0.07%
FTV C 0.07%
OMC C 0.06%
CBOE B 0.06%
WDC D 0.06%
CFG B 0.06%
NTRS A 0.06%
LYB F 0.06%
ES D 0.06%
K A 0.06%
ZBH C 0.06%
WY D 0.06%
EXPE B 0.06%
IFF D 0.06%
WAT B 0.06%
SBAC D 0.06%
AVY D 0.05%
KIM A 0.05%
BAX D 0.05%
ARE D 0.05%
GPC D 0.05%
MAS D 0.05%
LVS C 0.05%
PNR A 0.05%
KEY B 0.05%
IEX B 0.05%
BBY D 0.05%
TSN B 0.05%
DGX A 0.05%
FDS B 0.05%
HOLX D 0.05%
PFG D 0.05%
ULTA F 0.05%
BALL D 0.05%
MKC D 0.05%
JKHY D 0.04%
ALB C 0.04%
INCY C 0.04%
POOL C 0.04%
CHRW C 0.04%
SWK D 0.04%
CAG D 0.04%
AKAM D 0.04%
UDR B 0.04%
MRNA F 0.04%
AMCR D 0.04%
EL F 0.04%
RVTY F 0.04%
APTV D 0.04%
JBHT C 0.04%
DOC D 0.04%
CF B 0.04%
EG C 0.04%
TFX F 0.03%
GL B 0.03%
MKTX D 0.03%
LKQ D 0.03%
NWSA B 0.03%
CRL C 0.03%
IPG D 0.03%
AIZ A 0.03%
TAP C 0.03%
LW C 0.03%
BXP D 0.03%
SJM D 0.03%
TPR B 0.03%
NCLH B 0.03%
REG B 0.03%
KMX B 0.03%
ALLE D 0.03%
DAY B 0.03%
HST C 0.03%
WBA F 0.02%
PARA C 0.02%
BEN C 0.02%
FMC D 0.02%
DVA B 0.02%
MHK D 0.02%
BWA D 0.02%
IVZ B 0.02%
WYNN D 0.02%
RL B 0.02%
HAS D 0.02%
MOS F 0.02%
CZR F 0.02%
FRT B 0.02%
CPB D 0.02%
MGM D 0.02%
HRL D 0.02%
NWS B 0.01%
EFIV Underweight 6 Positions Relative to BDGS
Symbol Grade Weight
BOXX A -22.92%
QQQ B -10.12%
IWB A -10.1%
AMZN C -2.19%
META D -1.99%
AVGO D -1.98%
Compare ETFs