BCPL vs. ZHOG
BCPL (BNY Mellon Core Plus ETF) and ZHOG (F/m Opportunistic Income ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. BCPL charges 0.40%/yr vs 0.43%/yr for ZHOG.
Performance
BCPL vs. ZHOG - Performance Comparison
Loading charts...
Returns By Period
BCPL
- 1D
- -0.32%
- 1M
- 0.75%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZHOG
- 1D
- -0.09%
- 1M
- 0.31%
- YTD
- 0.75%
- 6M
- 0.84%
- 1Y
- 4.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BCPL vs. ZHOG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BCPL BNY Mellon Core Plus ETF | 0.51% |
ZHOG F/m Opportunistic Income ETF | 0.32% |
Correlation
The correlation between BCPL and ZHOG is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 12, 2026 | 0.80 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BCPL vs. ZHOG — Risk / Return Rank
BCPL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ZHOG
BCPL vs. ZHOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Core Plus ETF (BCPL) and F/m Opportunistic Income ETF (ZHOG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCPL | ZHOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.61 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.68 | — |
| Martin ratioReturn relative to average drawdown | — | 15.83 | — |
Loading charts...
Drawdowns
BCPL vs. ZHOG - Drawdown Comparison
The maximum BCPL drawdown since its inception was -2.95%, smaller than the maximum ZHOG drawdown of -3.66%. Use the drawdown chart below to compare losses from any high point for BCPL and ZHOG.
Loading charts...
Drawdown Indicators
| BCPL | ZHOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.95% | -3.66% | +0.71% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.31% | — |
Current DrawdownCurrent decline from peak | -1.04% | -0.28% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -0.69% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.30% | — |
Volatility
BCPL vs. ZHOG - Volatility Comparison
Loading charts...
Volatility by Period
| BCPL | ZHOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.47% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.19% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.04% | 1.59% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.04% | 3.98% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.04% | 3.98% | +0.06% |
BCPL vs. ZHOG - Expense Ratio Comparison
BCPL has a 0.40% expense ratio, which is lower than ZHOG's 0.43% expense ratio.
Dividends
BCPL vs. ZHOG - Dividend Comparison
BCPL's dividend yield for the trailing twelve months is around 1.56%, less than ZHOG's 5.12% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BCPL BNY Mellon Core Plus ETF | 1.56% | 0.00% | 0.00% | 0.00% |
ZHOG F/m Opportunistic Income ETF | 5.12% | 5.35% | 5.50% | 1.70% |
Frequently Asked Questions
BCPL and ZHOG have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BCPL is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BCPL is cheaper with a 0.40% expense ratio, compared with 0.43% for ZHOG.
ZHOG has the higher dividend yield at 5.12%, compared with 1.56% for BCPL.
They also come from different issuers: BNY Mellon and F/m Investments. Their fees differ too: 0.40% for BCPL and 0.43% for ZHOG.
Find the right allocation for BCPL and ZHOG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer