BDRY vs. ZIM
Compare and contrast key facts about Breakwave Dry Bulk Shipping ETF (BDRY) and ZIM Integrated Shipping Services Ltd. (ZIM).
BDRY is a passively managed fund by ETFMG that tracks the performance of the Breakwave Dry Freight Futures Index. It was launched on Mar 22, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDRY or ZIM.
Key characteristics
| BDRY | ZIM | |
|---|---|---|
| YTD Return | -28.20% | 160.13% |
| 1Y Return | 39.50% | 260.10% |
| 3Y Return (Ann) | -28.51% | 6.32% |
| Sharpe Ratio | 0.78 | 2.98 |
| Sortino Ratio | 1.44 | 3.01 |
| Omega Ratio | 1.17 | 1.39 |
| Calmar Ratio | 0.53 | 2.92 |
| Martin Ratio | 1.62 | 13.67 |
| Ulcer Index | 28.20% | 18.09% |
| Daily Std Dev | 58.48% | 82.97% |
| Max Drawdown | -89.16% | -84.68% |
| Current Drawdown | -80.00% | -40.31% |
Correlation
The correlation between BDRY and ZIM is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BDRY vs. ZIM - Performance Comparison
In the year-to-date period, BDRY achieves a -28.20% return, which is significantly lower than ZIM's 160.13% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BDRY vs. ZIM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Breakwave Dry Bulk Shipping ETF (BDRY) and ZIM Integrated Shipping Services Ltd. (ZIM). 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
BDRY vs. ZIM - Dividend Comparison
BDRY has not paid dividends to shareholders, while ZIM's dividend yield for the trailing twelve months is around 4.80%.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
BDRY Breakwave Dry Bulk Shipping ETF | 0.00% | 0.00% | 0.00% | 0.00% |
ZIM ZIM Integrated Shipping Services Ltd. | 4.80% | 64.84% | 160.27% | 7.65% |
Drawdowns
BDRY vs. ZIM - Drawdown Comparison
The maximum BDRY drawdown since its inception was -89.16%, which is greater than ZIM's maximum drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for BDRY and ZIM. For additional features, visit the drawdowns tool.
Volatility
BDRY vs. ZIM - Volatility Comparison
The current volatility for Breakwave Dry Bulk Shipping ETF (BDRY) is 15.16%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 19.78%. This indicates that BDRY experiences smaller price fluctuations and is considered to be less risky than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.