BEEZ vs. BDGS
Compare and contrast key facts about Honeytree U.S. Equity ETF (BEEZ) and Bridges Capital Tactical ETF (BDGS).
BEEZ and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BEEZ is an actively managed fund by Honeytree. It was launched on Nov 6, 2023. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEEZ or BDGS.
Performance
BEEZ vs. BDGS - Performance Comparison
Returns By Period
In the year-to-date period, BEEZ achieves a 13.52% return, which is significantly lower than BDGS's 16.97% return.
BEEZ
13.52%
-1.30%
6.54%
23.42%
N/A
N/A
BDGS
16.97%
2.70%
12.79%
18.92%
N/A
N/A
Key characteristics
| BEEZ | BDGS | |
|---|---|---|
| Sharpe Ratio | 1.91 | 4.10 |
| Sortino Ratio | 2.63 | 7.83 |
| Omega Ratio | 1.33 | 2.51 |
| Calmar Ratio | 2.92 | 7.50 |
| Martin Ratio | 8.77 | 45.30 |
| Ulcer Index | 2.74% | 0.39% |
| Daily Std Dev | 12.61% | 4.36% |
| Max Drawdown | -8.22% | -5.38% |
| Current Drawdown | -2.60% | -0.75% |
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BEEZ vs. BDGS - Expense Ratio Comparison
BEEZ has a 0.64% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Correlation
The correlation between BEEZ and BDGS is 0.54, 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
BEEZ vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Honeytree U.S. Equity ETF (BEEZ) and Bridges Capital Tactical ETF (BDGS). 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
BEEZ vs. BDGS - Dividend Comparison
BEEZ's dividend yield for the trailing twelve months is around 0.17%, less than BDGS's 0.72% yield.
| TTM | 2023 | |
|---|---|---|
BEEZ Honeytree U.S. Equity ETF | 0.17% | 0.19% |
BDGS Bridges Capital Tactical ETF | 0.72% | 0.84% |
Drawdowns
BEEZ vs. BDGS - Drawdown Comparison
The maximum BEEZ drawdown since its inception was -8.22%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for BEEZ and BDGS. For additional features, visit the drawdowns tool.
Volatility
BEEZ vs. BDGS - Volatility Comparison
Honeytree U.S. Equity ETF (BEEZ) has a higher volatility of 3.15% compared to Bridges Capital Tactical ETF (BDGS) at 2.48%. This indicates that BEEZ's price experiences larger fluctuations and is considered to be riskier than BDGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.