EZRO vs. TBFG
EZRO (AlphaDroid Defensive Sector Rotation ETF) and TBFG (The Brinsmere Fund - Growth ETF) are both Tactical Allocation funds. Both are actively managed. A 0.58 correlation means they provide meaningful diversification when combined. EZRO charges 1.01%/yr vs 0.42%/yr for TBFG.
Performance
EZRO vs. TBFG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EZRO achieves a 8.53% return, which is significantly lower than TBFG's 10.35% return.
EZRO
- 1D
- -1.77%
- 1M
- -1.37%
- YTD
- 8.53%
- 6M
- 8.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TBFG
- 1D
- -0.36%
- 1M
- 4.39%
- YTD
- 10.35%
- 6M
- 11.14%
- 1Y
- 24.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EZRO vs. TBFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 8.53% | -1.65% |
TBFG The Brinsmere Fund - Growth ETF | 10.35% | 2.30% |
Correlation
The correlation between EZRO and TBFG is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 17, 2025 | 0.58 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EZRO vs. TBFG — Risk / Return Rank
EZRO
TBFG
EZRO vs. TBFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaDroid Defensive Sector Rotation ETF (EZRO) and The Brinsmere Fund - Growth ETF (TBFG). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Sharpe Ratios by Period
| EZRO | TBFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.38 | -0.79 |
Drawdowns
EZRO vs. TBFG - Drawdown Comparison
The maximum EZRO drawdown since its inception was -11.57%, smaller than the maximum TBFG drawdown of -13.43%. Use the drawdown chart below to compare losses from any high point for EZRO and TBFG.
Loading charts...
Drawdown Indicators
| EZRO | TBFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.57% | -13.43% | +1.86% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.63% | — |
Current DrawdownCurrent decline from peak | -3.67% | -0.36% | -3.31% |
Average DrawdownAverage peak-to-trough decline | -3.57% | -1.63% | -1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.76% | — |
Volatility
EZRO vs. TBFG - Volatility Comparison
Loading charts...
Volatility by Period
| EZRO | TBFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 9.73% | +8.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 10.95% | +7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 10.95% | +7.62% |
EZRO vs. TBFG - Expense Ratio Comparison
EZRO has a 1.01% expense ratio, which is higher than TBFG's 0.42% expense ratio.
Dividends
EZRO vs. TBFG - Dividend Comparison
EZRO has not paid dividends to shareholders, while TBFG's dividend yield for the trailing twelve months is around 2.35%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 0.00% | 0.00% | 0.00% |
TBFG The Brinsmere Fund - Growth ETF | 2.35% | 2.65% | 2.43% |
Frequently Asked Questions
EZRO and TBFG have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TBFG is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TBFG is cheaper with a 0.42% expense ratio, compared with 1.01% for EZRO.
TBFG has the higher dividend yield at 2.35%, compared with 0.00% for EZRO.
They also come from different issuers: AlphaDroid and The Brinsmere Funds. Their fees differ too: 1.01% for EZRO and 0.42% for TBFG.
Find the right allocation for EZRO and TBFG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer