BDGS vs. AAPY
Compare and contrast key facts about Bridges Capital Tactical ETF (BDGS) and Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY).
BDGS and AAPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023. AAPY is an actively managed fund by Kurv. It was launched on Oct 26, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDGS or AAPY.
Performance
BDGS vs. AAPY - Performance Comparison
Returns By Period
In the year-to-date period, BDGS achieves a 16.97% return, which is significantly higher than AAPY's 10.38% return.
BDGS
16.97%
2.70%
12.79%
18.92%
N/A
N/A
AAPY
10.38%
-4.42%
11.66%
12.28%
N/A
N/A
Key characteristics
| BDGS | AAPY | |
|---|---|---|
| Sharpe Ratio | 4.10 | 0.71 |
| Sortino Ratio | 7.83 | 1.09 |
| Omega Ratio | 2.51 | 1.15 |
| Calmar Ratio | 7.50 | 0.96 |
| Martin Ratio | 45.30 | 2.46 |
| Ulcer Index | 0.39% | 5.00% |
| Daily Std Dev | 4.36% | 17.24% |
| Max Drawdown | -5.38% | -12.78% |
| Current Drawdown | -0.75% | -4.42% |
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BDGS vs. AAPY - Expense Ratio Comparison
BDGS has a 0.85% expense ratio, which is lower than AAPY's 0.99% expense ratio.
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.
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.
Dividends
BDGS vs. AAPY - Dividend Comparison
BDGS's dividend yield for the trailing twelve months is around 0.72%, less than AAPY's 11.95% yield.
| TTM | 2023 | |
|---|---|---|
BDGS Bridges Capital Tactical ETF | 0.72% | 0.84% |
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | 10.72% | 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 -12.78%. Use the drawdown chart below to compare losses from any high point for BDGS and AAPY. For additional features, visit the drawdowns tool.
Volatility
BDGS vs. AAPY - Volatility Comparison
The current volatility for Bridges Capital Tactical ETF (BDGS) is 2.48%, while Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) has a volatility of 4.79%. 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.