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

Correlation

The correlation between BDGS and AAPY is 0.44, 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.


-0.50.00.51.00.4

Performance

BDGS vs. AAPY - Performance Comparison

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

-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025
10.95%
9.57%
BDGS
AAPY

Key characteristics

Sharpe Ratio

BDGS:

3.99

AAPY:

0.89

Sortino Ratio

BDGS:

7.07

AAPY:

1.30

Omega Ratio

BDGS:

2.25

AAPY:

1.18

Calmar Ratio

BDGS:

8.73

AAPY:

1.25

Martin Ratio

BDGS:

38.40

AAPY:

3.33

Ulcer Index

BDGS:

0.54%

AAPY:

4.80%

Daily Std Dev

BDGS:

5.24%

AAPY:

18.06%

Max Drawdown

BDGS:

-5.38%

AAPY:

-12.77%

Current Drawdown

BDGS:

-0.33%

AAPY:

-6.12%

Returns By Period

In the year-to-date period, BDGS achieves a 2.37% return, which is significantly higher than AAPY's -3.90% return.


BDGS

YTD

2.37%

1M

2.13%

6M

9.86%

1Y

20.77%

5Y*

N/A

10Y*

N/A

AAPY

YTD

-3.90%

1M

-4.67%

6M

7.64%

1Y

18.33%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BDGS vs. AAPY - Expense Ratio Comparison

BDGS has a 0.85% expense ratio, which is lower than AAPY's 0.99% expense ratio.


AAPY
Kurv Yield Premium Strategy Apple (AAPL) ETF
Expense ratio chart for AAPY: 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

BDGS vs. AAPY — Risk-Adjusted Performance Rank

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

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

AAPY
The Risk-Adjusted Performance Rank of AAPY is 4141
Overall Rank
The Sharpe Ratio Rank of AAPY is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPY is 3737
Sortino Ratio Rank
The Omega Ratio Rank of AAPY is 4141
Omega Ratio Rank
The Calmar Ratio Rank of AAPY is 5050
Calmar Ratio Rank
The Martin Ratio Rank of AAPY is 3838
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.

BDGS vs. AAPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridges Capital Tactical ETF (BDGS) and Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY). 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.


Sharpe ratio
The chart of Sharpe ratio for BDGS, currently valued at 3.99, compared to the broader market0.002.004.003.990.89
The chart of Sortino ratio for BDGS, currently valued at 7.07, compared to the broader market0.005.0010.007.071.30
The chart of Omega ratio for BDGS, currently valued at 2.25, compared to the broader market0.501.001.502.002.503.002.251.18
The chart of Calmar ratio for BDGS, currently valued at 8.73, compared to the broader market0.005.0010.0015.0020.008.731.25
The chart of Martin ratio for BDGS, currently valued at 38.40, compared to the broader market0.0020.0040.0060.0080.00100.0038.403.33
BDGS
AAPY

The current BDGS Sharpe Ratio is 3.99, which is higher than the AAPY Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of BDGS and AAPY, 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 Ratio0.001.002.003.004.005.00Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26
3.99
0.89
BDGS
AAPY

Dividends

BDGS vs. AAPY - Dividend Comparison

BDGS's dividend yield for the trailing twelve months is around 1.77%, less than AAPY's 18.29% yield.


TTM20242023
BDGS
Bridges Capital Tactical ETF
1.77%1.81%0.84%
AAPY
Kurv Yield Premium Strategy Apple (AAPL) ETF
18.29%17.15%2.17%

Drawdowns

BDGS vs. AAPY - Drawdown Comparison

The maximum BDGS drawdown since its inception was -5.38%, smaller than the maximum AAPY drawdown of -12.77%. Use the drawdown chart below to compare losses from any high point for BDGS and AAPY. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025
-0.33%
-6.12%
BDGS
AAPY

Volatility

BDGS vs. AAPY - Volatility Comparison

The current volatility for Bridges Capital Tactical ETF (BDGS) is 2.78%, while Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) has a volatility of 7.55%. This indicates that BDGS experiences smaller price fluctuations and is considered to be less risky than AAPY 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%SeptemberOctoberNovemberDecember2025
2.78%
7.55%
BDGS
AAPY
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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