ZTRE vs BDGS
Comparison between F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTRE, ETF) and BRIDGES CAPITAL TACTICAL ETF (BDGS, ETF).
ZTRE vs BDGS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZTRE
$42M
BDGS
$42M
Expense Ratio
Winner
ZTRE
0.15%
BDGS
0.87%
Max Drawdown
Winner
ZTRE
2.30%
BDGS
9.97%
Sharpe Ratio
ZTRE
-0.40
Winner
BDGS
0.85
5Y Beta
Winner
ZTRE
0.03
BDGS
0.50
ZTRE vs BDGS - Historical Returns
Returns include dividend reinvestment.
1M
ZTRE
+0.55%
Winner
BDGS
+0.76%
3M
ZTRE
+0.83%
Winner
BDGS
+1.03%
6M
ZTRE
+0.39%
Winner
BDGS
+7.40%
1Y
ZTRE
+3.21%
Winner
BDGS
+10.20%
Max(CAGR)
ZTRE
+4.82%
Winner
BDGS
+13.55%
ZTRE vs BDGS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ZTRE | BDGS |
|---|---|---|
| 2026 | +1.10% | +6.55% |
| 2025 | +6.60% | +10.78% |
| 2024 | +0.37% | +19.26% |
| 2023 | N/A | +8.31% |
ZTRE vs BDGS Drawdown Comparison
The maximum drawdown for ZTRE was -1.45%, occurring on Mar 26, 2026. Recovery took 90 trading sessions.
The maximum drawdown for BDGS was -9.12%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.
The current ZTRE drawdown is -0.12%. The current BDGS drawdown is -0.52%.
| Rank | ZTRE | BDGS |
|---|---|---|
| #1 | -1.45% Feb 23, 2026 - Jul 2, 2026 | -9.12% Feb 19, 2025 - Jun 10, 2025 |
| #2 | -1.16% Apr 3, 2025 - Apr 25, 2025 | -5.38% Sep 1, 2023 - Nov 7, 2023 |
| #3 | -0.52% Apr 30, 2025 - May 27, 2025 | -4.76% May 29, 2026 - Aug 4, 2026 |
| #4 | -0.48% Jul 6, 2026 - Aug 4, 2026 | -4.03% Mar 9, 2026 - Apr 9, 2026 |
| #5 | -0.40% Oct 28, 2025 - Nov 21, 2025 | -3.19% Oct 29, 2025 - Jan 27, 2026 |
| #6 | -0.39% Jun 4, 2025 - Jun 12, 2025 | -2.39% Jul 16, 2024 - Aug 15, 2024 |
| #7 | -0.37% Dec 30, 2024 - Jan 15, 2025 | -2.38% Dec 26, 2024 - Jan 21, 2025 |
| #8 | -0.36% Mar 4, 2025 - Mar 19, 2025 | -2.16% Jan 27, 2026 - Mar 5, 2026 |
| #9 | -0.35% Jun 30, 2025 - Jul 21, 2025 | -1.07% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -0.34% Sep 16, 2025 - Oct 1, 2025 | -1.04% Nov 7, 2023 - Nov 10, 2023 |
| #11 | -0.32% Feb 5, 2025 - Feb 14, 2025 | -1.00% Dec 16, 2024 - Dec 24, 2024 |
| #12 | -0.27% Nov 26, 2025 - Dec 16, 2025 | -0.87% Aug 12, 2025 - Sep 8, 2025 |
| #13 | -0.25% Aug 4, 2026 - Aug 13, 2026 | -0.87% Nov 20, 2023 - Dec 8, 2023 |
| #14 | -0.19% Mar 21, 2025 - Mar 28, 2025 | -0.73% Oct 29, 2024 - Nov 5, 2024 |
| #15 | -0.19% Aug 13, 2025 - Aug 22, 2025 | -0.73% Oct 20, 2025 - Oct 27, 2025 |
Correlation
Correlation between ZTRE and BDGS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
ZTRE vs BDGS dividend yield comparison.
| Year | ZTRE | BDGS |
|---|---|---|
| 2026 | 2.46% | 0.00% |
| 2025 | 4.37% | 0.55% |
| 2024 | 0.39% | 1.81% |
| 2023 | 0.00% | 0.84% |
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