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AMZP vs. BDGS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMZP and BDGS is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

AMZP vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) and Bridges Capital Tactical ETF (BDGS). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AMZP:

0.27

BDGS:

1.51

Sortino Ratio

AMZP:

0.56

BDGS:

2.41

Omega Ratio

AMZP:

1.07

BDGS:

1.45

Calmar Ratio

AMZP:

0.27

BDGS:

1.92

Martin Ratio

AMZP:

0.74

BDGS:

8.98

Ulcer Index

AMZP:

9.83%

BDGS:

1.95%

Daily Std Dev

AMZP:

28.76%

BDGS:

11.52%

Max Drawdown

AMZP:

-27.35%

BDGS:

-9.12%

Current Drawdown

AMZP:

-12.61%

BDGS:

-0.65%

Returns By Period

In the year-to-date period, AMZP achieves a -5.74% return, which is significantly lower than BDGS's 2.05% return.


AMZP

YTD

-5.74%

1M

12.59%

6M

-1.31%

1Y

7.65%

5Y*

N/A

10Y*

N/A

BDGS

YTD

2.05%

1M

3.36%

6M

3.71%

1Y

17.24%

5Y*

N/A

10Y*

N/A

*Annualized

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AMZP vs. BDGS - Expense Ratio Comparison

AMZP has a 0.99% expense ratio, which is higher than BDGS's 0.85% expense ratio.


Risk-Adjusted Performance

AMZP vs. BDGS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMZP
The Risk-Adjusted Performance Rank of AMZP is 3333
Overall Rank
The Sharpe Ratio Rank of AMZP is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of AMZP is 3434
Sortino Ratio Rank
The Omega Ratio Rank of AMZP is 3232
Omega Ratio Rank
The Calmar Ratio Rank of AMZP is 3636
Calmar Ratio Rank
The Martin Ratio Rank of AMZP is 3030
Martin Ratio Rank

BDGS
The Risk-Adjusted Performance Rank of BDGS is 9393
Overall Rank
The Sharpe Ratio Rank of BDGS is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of BDGS is 9393
Sortino Ratio Rank
The Omega Ratio Rank of BDGS is 9696
Omega Ratio Rank
The Calmar Ratio Rank of BDGS is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BDGS is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMZP vs. BDGS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) and Bridges Capital Tactical ETF (BDGS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current AMZP Sharpe Ratio is 0.27, which is lower than the BDGS Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of AMZP and BDGS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AMZP vs. BDGS - Dividend Comparison

AMZP's dividend yield for the trailing twelve months is around 23.26%, more than BDGS's 1.77% yield.


TTM20242023
AMZP
Kurv Yield Premium Strategy Amazon AMZN ETF
23.26%15.15%2.46%
BDGS
Bridges Capital Tactical ETF
1.77%1.81%0.84%

Drawdowns

AMZP vs. BDGS - Drawdown Comparison

The maximum AMZP drawdown since its inception was -27.35%, which is greater than BDGS's maximum drawdown of -9.12%. Use the drawdown chart below to compare losses from any high point for AMZP and BDGS. For additional features, visit the drawdowns tool.


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Volatility

AMZP vs. BDGS - Volatility Comparison

Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) has a higher volatility of 10.15% compared to Bridges Capital Tactical ETF (BDGS) at 2.75%. This indicates that AMZP's price experiences larger fluctuations and is considered to be riskier than BDGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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