PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
BDGS vs. AAPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BDGS and AAPY is 0.45, 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

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.

10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
32.15%
28.72%
BDGS
AAPY

Key characteristics

Sharpe Ratio

BDGS:

4.85

AAPY:

1.09

Sortino Ratio

BDGS:

9.74

AAPY:

1.58

Omega Ratio

BDGS:

2.89

AAPY:

1.22

Calmar Ratio

BDGS:

8.66

AAPY:

1.48

Martin Ratio

BDGS:

52.17

AAPY:

3.78

Ulcer Index

BDGS:

0.40%

AAPY:

5.00%

Daily Std Dev

BDGS:

4.26%

AAPY:

17.26%

Max Drawdown

BDGS:

-5.38%

AAPY:

-12.77%

Current Drawdown

BDGS:

0.00%

AAPY:

0.00%

Returns By Period

In the year-to-date period, BDGS achieves a 19.31% return, which is significantly higher than AAPY's 17.85% return.


BDGS

YTD

19.31%

1M

2.43%

6M

14.63%

1Y

20.31%

5Y (annualized)

N/A

10Y (annualized)

N/A

AAPY

YTD

17.85%

1M

6.70%

6M

16.65%

1Y

18.14%

5Y (annualized)

N/A

10Y (annualized)

N/A

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 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 4.85, compared to the broader market0.002.004.004.851.09
The chart of Sortino ratio for BDGS, currently valued at 9.74, compared to the broader market-2.000.002.004.006.008.0010.0012.009.741.58
The chart of Omega ratio for BDGS, currently valued at 2.89, compared to the broader market0.501.001.502.002.503.002.891.22
The chart of Calmar ratio for BDGS, currently valued at 8.66, compared to the broader market0.005.0010.0015.008.661.48
The chart of Martin ratio for BDGS, currently valued at 52.17, compared to the broader market0.0020.0040.0060.0080.00100.0052.173.78
BDGS
AAPY

The current BDGS Sharpe Ratio is 4.85, which is higher than the AAPY Sharpe Ratio of 1.09. 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 Ratio1.002.003.004.005.00NovemberNov 03Tue 05Thu 07Sat 09Mon 11Wed 13Fri 15Nov 17Tue 19Thu 21Sat 23Mon 25Wed 27Fri 29DecemberTue 03Thu 05
4.85
1.09
BDGS
AAPY

Dividends

BDGS vs. AAPY - Dividend Comparison

BDGS's dividend yield for the trailing twelve months is around 0.70%, less than AAPY's 11.17% yield.


TTM2023
BDGS
Bridges Capital Tactical ETF
0.70%0.84%
AAPY
Kurv Yield Premium Strategy Apple (AAPL) ETF
11.17%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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember00
BDGS
AAPY

Volatility

BDGS vs. AAPY - Volatility Comparison

The current volatility for Bridges Capital Tactical ETF (BDGS) is 1.28%, while Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) has a volatility of 3.56%. 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%JulyAugustSeptemberOctoberNovemberDecember
1.28%
3.56%
BDGS
AAPY
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2024 PortfoliosLab