BDRY vs ZTRE

Comparison between Breakwave Dry Bulk Shipping ETF (BDRY, ETF) and F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTRE, ETF).

BDRY vs ZTRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDRY(ETF)	ZTRE(ETF)
Net Assets	$41M	$41M
Expense Ratio	3.50%	0.15%
Max Drawdown	89.16%	1.94%
Sharpe Ratio	1.98	0.25
5Y Beta	0.00	0.03

Net Assets

BDRY

$41M

ZTRE

$41M

Expense Ratio

BDRY

3.50%

Winner

ZTRE

0.15%

Max Drawdown

BDRY

89.16%

Winner

ZTRE

1.94%

Sharpe Ratio

Winner

BDRY

1.98

ZTRE

0.25

5Y Beta

Winner

BDRY

0.00

ZTRE

0.03

BDRY vs ZTRE - Historical Returns

Returns include dividend reinvestment.

Period	BDRY	ZTRE
1 month	-7.30%	+0.33%
3 months	+18.46%	+0.91%
6 months	+41.94%	+1.16%
1 year	+115.01%	+4.13%
5 years(CAGR)	-15.03%	N/A
10 years(CAGR)	-8.47%	N/A
Max(CAGR)	-8.47%	+5.15%

BDRY

-7.30%

Winner

ZTRE

+0.33%

Winner

BDRY

+18.46%

ZTRE

+0.91%

Winner

BDRY

+41.94%

ZTRE

+1.16%

Winner

BDRY

+115.01%

ZTRE

+4.13%

5Y(CAGR)

BDRY

-15.03%

ZTRE

N/A

10Y(CAGR)

BDRY

-8.47%

ZTRE

N/A

Max(CAGR)

BDRY

-8.47%

Winner

ZTRE

+5.15%

BDRY vs ZTRE - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BDRY	ZTRE
2026	+45.63%	+0.65%
2025	+40.32%	+6.60%
2024	-42.75%	+0.37%
2023	+31.07%	N/A
2022	-68.55%	N/A
2021	+248.17%	N/A
2020	-44.84%	N/A
2019	-16.44%	N/A
2018	-27.98%	N/A

BDRY vs ZTRE Drawdown Comparison

The maximum drawdown for BDRY was -89.16%, occurring on Jul 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for ZTRE was -1.45%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The current BDRY drawdown is -70.32%. The current ZTRE drawdown is -0.15%.

Rank	BDRY	ZTRE
#1	-89.16% Oct 6, 2021 - Jul 19, 2023	-1.45% Feb 23, 2026 - Mar 26, 2026
#2	-84.71% Aug 21, 2018 - May 4, 2021	-1.16% Apr 3, 2025 - Apr 25, 2025
#3	-26.58% Mar 22, 2018 - Aug 21, 2018	-0.52% Apr 30, 2025 - May 27, 2025
#4	-23.19% Jun 16, 2021 - Aug 23, 2021	-0.40% Oct 28, 2025 - Nov 21, 2025
#5	-20.51% May 10, 2021 - Jun 11, 2021	-0.39% Jun 4, 2025 - Jun 12, 2025
#6	-12.49% Aug 26, 2021 - Sep 13, 2021	-0.37% Dec 30, 2024 - Jan 15, 2025
#7	-11.66% May 5, 2021 - May 10, 2021	-0.36% Mar 4, 2025 - Mar 19, 2025
#8	-6.26% Sep 13, 2021 - Sep 21, 2021	-0.35% Jun 30, 2025 - Jul 21, 2025
#9	-3.19% Aug 24, 2021 - Aug 26, 2021	-0.34% Sep 16, 2025 - Oct 1, 2025
#10	-2.95% Jun 11, 2021 - Jun 15, 2021	-0.32% Feb 5, 2025 - Feb 14, 2025
#11	-2.43% Sep 28, 2021 - Oct 1, 2021	-0.27% Nov 26, 2025 - Dec 16, 2025
#12	-0.52% Sep 21, 2021 - Sep 23, 2021	-0.19% Mar 21, 2025 - Mar 28, 2025
#13	N/A	-0.19% Aug 13, 2025 - Aug 22, 2025
#14	N/A	-0.18% Jul 22, 2025 - Aug 1, 2025
#15	N/A	-0.16% Oct 2, 2025 - Oct 13, 2025