SZNE vs. BDGS
Compare and contrast key facts about Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) and Bridges Capital Tactical ETF (BDGS).
SZNE and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SZNE is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index. It was launched on Jul 23, 2018. 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: SZNE or BDGS.
Correlation
The correlation between SZNE and BDGS is 0.49, 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
SZNE vs. BDGS - Performance Comparison
Key characteristics
SZNE:
0.35
BDGS:
3.93
SZNE:
0.55
BDGS:
6.97
SZNE:
1.07
BDGS:
2.22
SZNE:
0.50
BDGS:
8.60
SZNE:
1.02
BDGS:
37.69
SZNE:
4.01%
BDGS:
0.55%
SZNE:
11.82%
BDGS:
5.24%
SZNE:
-39.79%
BDGS:
-5.38%
SZNE:
-4.46%
BDGS:
-0.25%
Returns By Period
The year-to-date returns for both investments are quite close, with SZNE having a 2.36% return and BDGS slightly higher at 2.46%.
SZNE
2.36%
2.71%
-0.08%
4.40%
4.75%
N/A
BDGS
2.46%
3.06%
10.45%
20.63%
N/A
N/A
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SZNE vs. BDGS - Expense Ratio Comparison
SZNE has a 0.60% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
SZNE vs. BDGS — Risk-Adjusted Performance Rank
SZNE
BDGS
SZNE vs. BDGS - Risk-Adjusted Performance 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.
Dividends
SZNE vs. BDGS - Dividend Comparison
SZNE's dividend yield for the trailing twelve months is around 1.18%, less than BDGS's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 1.18% | 1.21% | 1.21% | 1.11% | 0.79% | 1.37% | 0.90% | 0.69% |
BDGS Bridges Capital Tactical ETF | 1.77% | 1.81% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SZNE vs. BDGS - Drawdown Comparison
The maximum SZNE drawdown since its inception was -39.79%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for SZNE and BDGS. For additional features, visit the drawdowns tool.
Volatility
SZNE vs. BDGS - Volatility Comparison
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) has a higher volatility of 3.14% compared to Bridges Capital Tactical ETF (BDGS) at 1.79%. This indicates that SZNE'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.