ZHOG vs. BCPL
ZHOG (F/m Opportunistic Income ETF) and BCPL (BNY Mellon Core Plus ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. ZHOG charges 0.43%/yr vs 0.40%/yr for BCPL.
Performance
ZHOG vs. BCPL - Performance Comparison
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Returns By Period
ZHOG
- 1D
- -0.05%
- 1M
- 0.18%
- YTD
- 0.77%
- 6M
- 1.11%
- 1Y
- 5.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BCPL
- 1D
- -0.08%
- 1M
- 0.38%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZHOG vs. BCPL - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ZHOG F/m Opportunistic Income ETF | 0.55% |
BCPL BNY Mellon Core Plus ETF | 0.55% |
Correlation
The correlation between ZHOG and BCPL is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 13, 2026 | 0.80 |
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Return for Risk
ZHOG vs. BCPL — Risk / Return Rank
ZHOG
BCPL
ZHOG vs. BCPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for F/m Opportunistic Income ETF (ZHOG) and BNY Mellon Core Plus ETF (BCPL). 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.
| ZHOG | BCPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.72 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.25 | — | — |
| Martin ratioReturn relative to average drawdown | 18.40 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZHOG | BCPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.62 | 0.36 | +1.27 |
Drawdowns
ZHOG vs. BCPL - Drawdown Comparison
The maximum ZHOG drawdown since its inception was -3.66%, which is greater than BCPL's maximum drawdown of -2.95%. Use the drawdown chart below to compare losses from any high point for ZHOG and BCPL.
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Drawdown Indicators
| ZHOG | BCPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.66% | -2.95% | -0.71% |
Max Drawdown (1Y)Largest decline over 1 year | -1.31% | — | — |
Current DrawdownCurrent decline from peak | -0.08% | -1.12% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -0.70% | -1.05% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.30% | — | — |
Volatility
ZHOG vs. BCPL - Volatility Comparison
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Volatility by Period
| ZHOG | BCPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.45% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.59% | 4.04% | -2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.01% | 4.04% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.01% | 4.04% | -0.03% |
ZHOG vs. BCPL - Expense Ratio Comparison
ZHOG has a 0.43% expense ratio, which is higher than BCPL's 0.40% expense ratio.
Dividends
ZHOG vs. BCPL - Dividend Comparison
ZHOG's dividend yield for the trailing twelve months is around 5.11%, more than BCPL's 1.57% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BCPL BNY Mellon Core Plus ETF | 1.57% | 0.00% | 0.00% | 0.00% |
ZHOG F/m Opportunistic Income ETF | 5.11% | 5.35% | 5.50% | 1.70% |
Frequently Asked Questions
ZHOG and BCPL have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BCPL is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BCPL is cheaper with a 0.40% expense ratio, compared with 0.43% for ZHOG.
ZHOG has the higher dividend yield at 5.11%, compared with 1.57% for BCPL.
They also come from different issuers: F/m Investments and BNY Mellon. Their fees differ too: 0.43% for ZHOG and 0.40% for BCPL.
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