USNZ vs. BDGS
Compare and contrast key facts about Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) and Bridges Capital Tactical ETF (BDGS).
USNZ and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USNZ is a passively managed fund by Xtrackers that tracks the performance of the Solactive ISS ESG United States Net Zero Pathway Enhanced Index - Benchmark TR Net. It was launched on Jun 27, 2022. 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: USNZ or BDGS.
Key characteristics
| USNZ | BDGS | |
|---|---|---|
| YTD Return | 19.22% | 12.80% |
| 1Y Return | 30.50% | 19.04% |
| Sharpe Ratio | 2.18 | 2.77 |
| Daily Std Dev | 13.10% | 6.59% |
| Max Drawdown | -18.03% | -5.38% |
| Current Drawdown | -0.65% | -0.10% |
Correlation
The correlation between USNZ and BDGS is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
USNZ vs. BDGS - Performance Comparison
In the year-to-date period, USNZ achieves a 19.22% return, which is significantly higher than BDGS's 12.80% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USNZ vs. BDGS - Expense Ratio Comparison
USNZ has a 0.10% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
USNZ vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) 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
USNZ vs. BDGS - Dividend Comparison
USNZ's dividend yield for the trailing twelve months is around 0.84%, more than BDGS's 0.74% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.84% | 1.19% | 0.51% |
BDGS Bridges Capital Tactical ETF | 0.74% | 0.84% | 0.00% |
Drawdowns
USNZ vs. BDGS - Drawdown Comparison
The maximum USNZ drawdown since its inception was -18.03%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for USNZ and BDGS. For additional features, visit the drawdowns tool.
Volatility
USNZ vs. BDGS - Volatility Comparison
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) has a higher volatility of 3.69% compared to Bridges Capital Tactical ETF (BDGS) at 0.81%. This indicates that USNZ'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.