SZNE vs. BDGS

Last updated Jun 23, 2026

SZNE (Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF) and BDGS (Bridges Capital Tactical ETF) are both Large Cap Blend Equities funds. SZNE is passively managed, while BDGS is actively managed. At a 0.46 correlation, their price movements are largely independent. SZNE charges 0.60%/yr vs 0.87%/yr for BDGS.

Performance

SZNE vs. BDGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) and Bridges Capital Tactical ETF (BDGS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SZNE

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDGS

• 1D: -0.74%
• 1M: -0.80%
• YTD: 4.55%
• 6M: 4.54%
• 1Y: 12.84%
• 3Y*: 13.55%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SZNE vs. BDGS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	9.68%	-3.44%	2.05%	2.15%
BDGS Bridges Capital Tactical ETF	4.55%	10.61%	19.07%	8.23%

Correlation

The correlation between SZNE and BDGS is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.46
Correlation (All Time) Calculated using the full available price history since May 11, 2023	0.46

The correlation between SZNE and BDGS shifts across timeframes, from 0.31 (1 year) to 0.46 (3 years), reflecting how their relationship changes across market environments.

SZNE vs. BDGS - Sectors Allocation Comparison

Sectors	SZNE	BDGS
Consumer Cyclical	29.7%	10.9%
Technology	25.3%	37.4%
Industrials	23.6%	6.6%
Basic Materials	20.3%	1.5%
Communication Services	0.5%	16.6%
Energy	0.3%	2.6%
Utilities	0.3%	1.9%
Consumer Defensive	-	4.1%
Financial Services	-	9.3%
Healthcare	-	7.5%
Real Estate	-	1.5%

Return for Risk

SZNE vs. BDGS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SZNE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BDGS

BDGS Risk / Return Rank: 70
BDGS Sharpe Ratio Rank: 63
BDGS Sortino Ratio Rank: 69
BDGS Omega Ratio Rank: 73
BDGS Calmar Ratio Rank: 66
BDGS Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SZNE vs. BDGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SZNE	BDGS	Difference
Sharpe ratio: Return per unit of total volatility	—	2.03	—
Sortino ratio: Return per unit of downside risk	—	3.03	—
Omega ratio: Gain probability vs. loss probability	—	1.41	—
Calmar ratio: Return relative to maximum drawdown	—	3.20	—
Martin ratio: Return relative to average drawdown	—	14.21	—

Drawdowns

Drawdown Indicators

	SZNE	BDGS	Difference
Max Drawdown Largest peak-to-trough decline	—	-9.12%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-4.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.12%	—
Current Drawdown Current decline from peak	—	-1.84%	—
Average Drawdown Average peak-to-trough decline	—	-0.66%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.91%	—

Volatility

Volatility by Period

	SZNE	BDGS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.28%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.16%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	6.38%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	8.23%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	8.23%	—

SZNE vs. BDGS - Expense Ratio Comparison

SZNE has a 0.60% expense ratio, which is lower than BDGS's 0.87% expense ratio.

Dividends

SZNE vs. BDGS - Dividend Comparison

SZNE's dividend yield for the trailing twelve months is around 1.23%, more than BDGS's 0.53% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BDGS Bridges Capital Tactical ETF	0.53%	0.55%	1.81%	0.84%	0.00%	0.00%	0.00%	0.00%	0.00%
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	1.23%	1.47%	1.20%	1.21%	1.11%	0.79%	1.37%	0.90%	0.68%

Frequently Asked Questions

Can I hold both SZNE and BDGS in my portfolio?

SZNE and BDGS have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SZNE or BDGS?

On fees, SZNE is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SZNE or BDGS?

SZNE is cheaper with a 0.60% expense ratio, compared with 0.87% for BDGS.

Which ETF pays a higher dividend yield, SZNE or BDGS?

SZNE has the higher dividend yield at 1.23%, compared with 0.53% for BDGS.

What is the main difference between SZNE and BDGS?

They also come from different issuers: Pacer and Bridges. Their fees differ too: 0.60% for SZNE and 0.87% for BDGS.