CZAR vs. BDGS
Compare and contrast key facts about Themes Natural Monopoly ETF (CZAR) and Bridges Capital Tactical ETF (BDGS).
CZAR and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CZAR is a passively managed fund by Themes that tracks the performance of the Solactive Natural Monopoly Index - Benchmark TR Gross. It was launched on Dec 12, 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: CZAR or BDGS.
Correlation
The correlation between CZAR and BDGS is 0.51, 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.
Performance
CZAR vs. BDGS - Performance Comparison
Key characteristics
CZAR:
0.90
BDGS:
3.96
CZAR:
1.37
BDGS:
7.01
CZAR:
1.17
BDGS:
2.22
CZAR:
2.01
BDGS:
8.67
CZAR:
5.16
BDGS:
37.97
CZAR:
2.64%
BDGS:
0.55%
CZAR:
15.18%
BDGS:
5.25%
CZAR:
-6.77%
BDGS:
-5.38%
CZAR:
-1.57%
BDGS:
-0.14%
Returns By Period
In the year-to-date period, CZAR achieves a 5.29% return, which is significantly higher than BDGS's 2.57% return.
CZAR
5.29%
2.38%
5.31%
11.63%
N/A
N/A
BDGS
2.57%
0.06%
8.94%
20.47%
N/A
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.
CZAR vs. BDGS - Expense Ratio Comparison
CZAR has a 0.35% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
CZAR vs. BDGS — Risk-Adjusted Performance Rank
CZAR
BDGS
CZAR vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes Natural Monopoly ETF (CZAR) 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
CZAR vs. BDGS - Dividend Comparison
CZAR's dividend yield for the trailing twelve months is around 0.90%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
CZAR Themes Natural Monopoly ETF | 0.90% | 0.94% | 0.00% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% |
Drawdowns
CZAR vs. BDGS - Drawdown Comparison
The maximum CZAR drawdown since its inception was -6.77%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for CZAR and BDGS. For additional features, visit the drawdowns tool.
Volatility
CZAR vs. BDGS - Volatility Comparison
Themes Natural Monopoly ETF (CZAR) has a higher volatility of 3.20% compared to Bridges Capital Tactical ETF (BDGS) at 0.62%. This indicates that CZAR'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.