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

Correlation

The correlation between BDGS and BEEZ is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

BDGS vs. BEEZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridges Capital Tactical ETF (BDGS) and Honeytree U.S. Equity ETF (BEEZ). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BDGS:

1.38

BEEZ:

0.30

Sortino Ratio

BDGS:

2.20

BEEZ:

0.64

Omega Ratio

BDGS:

1.41

BEEZ:

1.08

Calmar Ratio

BDGS:

1.74

BEEZ:

0.34

Martin Ratio

BDGS:

8.15

BEEZ:

1.26

Ulcer Index

BDGS:

1.94%

BEEZ:

5.09%

Daily Std Dev

BDGS:

11.49%

BEEZ:

17.60%

Max Drawdown

BDGS:

-9.12%

BEEZ:

-18.62%

Current Drawdown

BDGS:

-2.19%

BEEZ:

-6.42%

Returns By Period

In the year-to-date period, BDGS achieves a 0.46% return, which is significantly higher than BEEZ's -0.15% return.


BDGS

YTD

0.46%

1M

3.34%

6M

1.87%

1Y

15.69%

5Y*

N/A

10Y*

N/A

BEEZ

YTD

-0.15%

1M

6.55%

6M

-5.41%

1Y

5.23%

5Y*

N/A

10Y*

N/A

*Annualized

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BDGS vs. BEEZ - Expense Ratio Comparison

BDGS has a 0.85% expense ratio, which is higher than BEEZ's 0.64% expense ratio.


Risk-Adjusted Performance

BDGS vs. BEEZ — 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 9292
Overall Rank
The Sharpe Ratio Rank of BDGS is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of BDGS is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BDGS is 9595
Omega Ratio Rank
The Calmar Ratio Rank of BDGS is 9292
Calmar Ratio Rank
The Martin Ratio Rank of BDGS is 9292
Martin Ratio Rank

BEEZ
The Risk-Adjusted Performance Rank of BEEZ is 4646
Overall Rank
The Sharpe Ratio Rank of BEEZ is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of BEEZ is 4747
Sortino Ratio Rank
The Omega Ratio Rank of BEEZ is 4444
Omega Ratio Rank
The Calmar Ratio Rank of BEEZ is 4949
Calmar Ratio Rank
The Martin Ratio Rank of BEEZ is 4848
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. BEEZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridges Capital Tactical ETF (BDGS) and Honeytree U.S. Equity ETF (BEEZ). 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 current BDGS Sharpe Ratio is 1.38, which is higher than the BEEZ Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of BDGS and BEEZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

BDGS vs. BEEZ - Dividend Comparison

BDGS's dividend yield for the trailing twelve months is around 1.80%, more than BEEZ's 0.61% yield.


TTM20242023
BDGS
Bridges Capital Tactical ETF
1.80%1.81%0.84%
BEEZ
Honeytree U.S. Equity ETF
0.61%0.61%0.19%

Drawdowns

BDGS vs. BEEZ - Drawdown Comparison

The maximum BDGS drawdown since its inception was -9.12%, smaller than the maximum BEEZ drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for BDGS and BEEZ. For additional features, visit the drawdowns tool.


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Volatility

BDGS vs. BEEZ - Volatility Comparison


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