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

Correlation

The correlation between AMZP and BDGS is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

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.

-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%SeptemberOctoberNovemberDecember2025February
17.42%
8.60%
AMZP
BDGS

Key characteristics

Sharpe Ratio

AMZP:

0.93

BDGS:

3.86

Sortino Ratio

AMZP:

1.37

BDGS:

6.85

Omega Ratio

AMZP:

1.18

BDGS:

2.17

Calmar Ratio

AMZP:

1.18

BDGS:

8.46

Martin Ratio

AMZP:

4.11

BDGS:

36.98

Ulcer Index

AMZP:

4.94%

BDGS:

0.55%

Daily Std Dev

AMZP:

21.90%

BDGS:

5.25%

Max Drawdown

AMZP:

-17.26%

BDGS:

-5.38%

Current Drawdown

AMZP:

-9.35%

BDGS:

-0.38%

Returns By Period

In the year-to-date period, AMZP achieves a -2.22% return, which is significantly lower than BDGS's 2.32% return.


AMZP

YTD

-2.22%

1M

-7.75%

6M

22.62%

1Y

20.38%

5Y*

N/A

10Y*

N/A

BDGS

YTD

2.32%

1M

0.08%

6M

8.74%

1Y

20.23%

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.


Expense ratio chart for AMZP: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%
Expense ratio chart for BDGS: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%

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 4545
Overall Rank
The Sharpe Ratio Rank of AMZP is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of AMZP is 4141
Sortino Ratio Rank
The Omega Ratio Rank of AMZP is 4444
Omega Ratio Rank
The Calmar Ratio Rank of AMZP is 5151
Calmar Ratio Rank
The Martin Ratio Rank of AMZP is 4848
Martin Ratio Rank

BDGS
The Risk-Adjusted Performance Rank of BDGS is 9898
Overall Rank
The Sharpe Ratio Rank of BDGS is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of BDGS is 9898
Sortino Ratio Rank
The Omega Ratio Rank of BDGS is 9898
Omega Ratio Rank
The Calmar Ratio Rank of BDGS is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BDGS is 9898
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 chart of Sharpe ratio for AMZP, currently valued at 0.93, compared to the broader market0.002.004.000.933.86
The chart of Sortino ratio for AMZP, currently valued at 1.37, compared to the broader market-2.000.002.004.006.008.0010.0012.001.376.85
The chart of Omega ratio for AMZP, currently valued at 1.18, compared to the broader market0.501.001.502.002.503.001.182.17
The chart of Calmar ratio for AMZP, currently valued at 1.18, compared to the broader market0.005.0010.0015.001.188.46
The chart of Martin ratio for AMZP, currently valued at 4.11, compared to the broader market0.0020.0040.0060.0080.00100.004.1136.98
AMZP
BDGS

The current AMZP Sharpe Ratio is 0.93, which is lower than the BDGS Sharpe Ratio of 3.86. 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.


Rolling 12-month Sharpe Ratio1.002.003.004.005.00Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23
0.93
3.86
AMZP
BDGS

Dividends

AMZP vs. BDGS - Dividend Comparison

AMZP's dividend yield for the trailing twelve months is around 18.19%, more than BDGS's 1.77% yield.


TTM20242023
AMZP
Kurv Yield Premium Strategy Amazon AMZN ETF
18.19%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 -17.26%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for AMZP and BDGS. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-9.35%
-0.38%
AMZP
BDGS

Volatility

AMZP vs. BDGS - Volatility Comparison

Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) has a higher volatility of 6.02% compared to Bridges Capital Tactical ETF (BDGS) at 0.51%. 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.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
6.02%
0.51%
AMZP
BDGS