SavvyShort Geared Competition

NGDN Etf

3.97 -0.35 -8.10%

The peer group for SavvyShort Geared Natural includes IShares SAMPPTSX, IShares Core, IShares Core, BMO Aggregate, and IShares Canadian among other comparable companies. The competitive peer set provides a baseline for relative evaluation. Figures are sourced from regulatory filings and reported data. Peer comparison shows whether SavvyShort Geared is priced in line with similar ETFs. SavvyShort Geared is evaluated relative to competitors across watchlist and rotation metrics.

SavvyShort Geared and BMO SAMPPTSX Correlation Details

Very good diversification

NGDN currently posts a -0.4 correlation with ZEB, indicating a Very good diversification relationship for the active sample. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Moving against SavvyShort Etf

0.77	UCSH-U	Global X USD	Pair Corr
0.76	ZWU	BMO Covered Call	Pair Corr
0.59	TLV	Invesco SAMPPTSX	Pair Corr
0.45	FINT	First Trust International	Pair Corr
0.42	XBB	iShares Canadian Universe	Pair Corr

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Investors who believe in mean reversion view SavvyShort Geared's price extremes not as permanent states but as temporary dislocations that create opportunities for disciplined, contrarian capital allocation.

A complete picture of SavvyShort Geared's investment merit requires comparative analysis. How SavvyShort Geared's growth rates, profitability, and capital efficiency stack up against peers is often the deciding factor in investment decisions.

SavvyShort Geared Competition Correlation Matrix

Reviewing how SavvyShort Geared Natural moves relative to competing etfs can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.17	0.04	0.36	-0.06	0.23	0.1	0.35	-0.16	-0.17	META
MSFT	0.17		0.83	0.23	-0.92	0.83	0.96	0.66	-0.88	-0.95	MSFT
UBER	0.04	0.83		0.16	-0.89	0.8	0.8	0.51	-0.76	-0.78	UBER
F	0.36	0.23	0.16		-0.25	0.61	0.14	0.57	-0.01	-0.33	F
T	-0.06	-0.92	-0.89	-0.25		-0.84	-0.87	-0.55	0.85	0.88	T
A	0.23	0.83	0.8	0.61	-0.84		0.78	0.81	-0.67	-0.87	A
CRM	0.1	0.96	0.8	0.14	-0.87	0.78		0.68	-0.88	-0.95	CRM
JPM	0.35	0.66	0.51	0.57	-0.55	0.81	0.68		-0.47	-0.74	JPM
MRK	-0.16	-0.88	-0.76	-0.01	0.85	-0.67	-0.88	-0.47		0.87	MRK
XOM	-0.17	-0.95	-0.78	-0.33	0.88	-0.87	-0.95	-0.74	0.87		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

CRM	+ 0.96	MSFT
XOM	+ 0.88	T
XOM	+ 0.87	MRK
MRK	+ 0.85	T
UBER	+ 0.83	MSFT
A	+ 0.83	MSFT

High negative correlations

XOM	- 0.95	CRM
XOM	- 0.95	MSFT
T	- 0.92	MSFT
T	- 0.89	UBER
MRK	- 0.88	CRM
MRK	- 0.88	MSFT

SavvyShort Geared Competition Risk-Adjusted Indicators

Strong stock returns do not always mean SavvyShort Geared ETF is outperforming its peers on a fundamental level. A thorough review of SavvyShort Geared's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.51	-0.02	0.00	-0.12	0.00	0.00	2.33	-2.82	14.24
MSFT	1.27	-0.27	0.00	-0.62	0.00	0.00	2.19	-2.87	13.28
UBER	1.54	-0.20	0.00	0.60	0.00	0.00	3.18	-3.60	11.09
F	1.34	-0.13	0.00	-0.21	0.00	0.00	3.61	-3.07	10.01
T	1.12	0.23	0.24	-1.20	1.13	-1.24	3.87	-1.92	8.53
A	1.22	-0.25	0.00	-0.35	0.00	0.00	2.48	-3.01	7.20
CRM	1.79	-0.32	0.00	-0.61	0.00	0.00	3.41	-4.75	9.78
JPM	1.11	-0.03	0.00	-0.12	0.00	0.00	2.02	-2.63	8.17
MRK	1.13	0.27	0.22	0.46	1.22	-1.26	2.54	-1.98	7.29
XOM	1.31	0.48	0.36	8.37	1.14	-1.50	2.90	-2.44	6.83

SavvyShort Geared Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	NGDN	XIU	XSP	XIC	ZAG	XBB	ZCN	ZSP	TCLB	VFV
	8.10 3.97 SavvyShort	1.68 46.23 IShares	1.46 66.04 IShares	1.78 50.12 IShares	0.95 13.61 BMO	0.89 27.82 IShares	1.80 42.01 BMO	1.64 97.90 BMO	0.78 112.12 TCLB	1.65 158.73 Vanguard
Market Volatility (90 Days Market Risk)	High	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Weak	Weak	Weak	Weak	Weak	Weak	Mild	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Hold	Strong Hold	Buy	Hold	Cautious Hold	Buy	Strong Hold	Hold	Strong Hold
Holdings Turnover	N/A	N/A	25.68	N/A	41.0	N/A	19.46	26.07	N/A	N/A
Net Asset	N/A	8.77 B	6.65 B	6.35 B	5.03 B	4.69 B	4.19 B	4.05 B	3.61 B	3.26 B
Price To Book	N/A	N/A	2.68	N/A	N/A	N/A	N/A	N/A	N/A	2.71
Five Year Return	N/A	13.9	11.0	14.3	0.8	0.8	14.2	14.4	N/A	14.4
One Year Return	N/A	27.0	15.4	30.3	1.0	1.1	30.2	12.7	N/A	12.7
Last Dividend Paid	N/A	0.19	0.27	0.22	0.04	0.074	0.16	0.15	N/A	0.27
Price To Earning	N/A	5.15	5.23	5.0	N/A	18.8	17.22	N/A	N/A	19.37
Beta	N/A	1.0	0.91	1.0	1.0	1.0	1.0	0.97	1.04	0.97
Price To Sales	N/A	N/A	1.86	N/A	N/A	N/A	N/A	N/A	N/A	1.89
Equity Positions Weight	N/A	99.83	98.88	99.69	N/A	N/A	99.75	99.94	N/A	99.97
Three Year Return	N/A	20.4	18.7	21.4	3.0	3.2	21.3	20.3	N/A	20.3
Annual Yield	N/A	N/A	N/A	N/A	0.0303	N/A	0.0392	N/A	N/A	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	97.24	96.86	N/A	N/A	99.39	0.01
Ten Year Return	N/A	12.2	12.6	12.2	1.7	1.7	12.2	14.5	N/A	14.5
Day Typical Price	3.97	46.4	66.21	50.33	13.64	27.87	42.18	98.16	112.12	159.09
Accumulation Distribution	N/A	140563.0	6454.02	16219.58	5376.97	2293.24	5606.75	3642.33	N/A	9476.33
Daily Balance Of Power	N/A	-0.85	-0.80	-0.86	-1.44	-1.32	-0.89	-0.94	N/A	-0.97
Period Momentum Indicator	-0.35	-0.79	-0.98	-0.91	-0.13	-0.25	-0.77	-1.63	-0.88	-2.67
Rate Of Daily Change	0.92	0.98	0.99	0.98	0.99	0.99	0.98	0.98	0.99	0.98
Day Median Price	3.97	46.49	66.29	50.43	13.66	27.9	42.27	98.29	112.12	159.28
Price Action Indicator	-0.18	-0.65	-0.74	-0.77	-0.11	-0.20	-0.64	-1.20	-0.44	-1.88
Coefficient Of Variation	-2,142	-62,790	-1,034	20330.51	-3,391	-4,296	28750.14	-1,079	10964.53	-1,048
Mean Deviation	7.21	0.6652	0.5812	0.7517	0.1857	0.201	0.748	0.5953	0.4272	0.591
Jensen Alpha	-0.47	0.0529	-0.01	0.066	-0.01	-0.005	0.0652	-0.01	0.0164	-0.01
Total Risk Alpha	0.8153	0.0965	0.0091	0.1166	0.0135	0.0163	0.1154	0.0124	0.0621	0.0101
Sortino Ratio	N/A	N/A	N/A	0.0745	N/A	N/A	0.0716	N/A	0.1627	N/A
Downside Variance	N/A	N/A	N/A	1.57	N/A	N/A	1.64	N/A	0.3293	N/A
Standard Deviation	10.87	0.8802	0.7381	0.9927	0.2528	0.2652	0.9945	0.7505	0.5474	0.7399
Kurtosis	7.22	0.809	0.0152	1.11	2.15	0.9997	1.11	-0.27	0.3634	-0.32
Potential Upside	12.99	1.19	0.8712	1.47	0.365	0.3934	1.49	1.02	0.8135	0.9975
Treynor Ratio	-1.12	-0.02	-0.11	-0.01	-0.15	-0.14	-0.01	-0.11	-0.02	-0.11
Maximum Drawdown	65.24	3.77	3.5	4.23	1.02	0.999	4.27	3.55	2.14	3.45
Variance	118.25	0.7747	0.5448	0.9854	0.0639	0.0704	0.989	0.5632	0.2996	0.5474
Market Risk Adjusted Performance	-1.11	-0.01	-0.1	0.0029	-0.14	-0.13	0.001	-0.1	-0.01	-0.10
Risk Adjusted Performance	-0.03	-0.0004	-0.08	0.0059	-0.05	-0.04	0.0047	-0.08	0.0027	-0.08
Skewness	1.25	-0.82	-0.20	-0.96	-1.13	-0.61	-0.97	-0.24	0.1463	-0.21
Semi Deviation	N/A	N/A	N/A	1.23	N/A	N/A	1.23	N/A	0.5504	N/A
Information Ratio	-0.04	0.0988	0.023	0.0939	0.3199	0.3098	0.0923	0.025	0.1705	0.024
Value At Risk	-18.43	-1.72	-1.46	-1.95	-0.44	-0.46	-1.90	-1.26	-0.93	-1.27
Expected Short fall	N/A	N/A	N/A	-0.66	N/A	N/A	-0.65	N/A	-0.42	N/A
Downside Deviation	N/A	N/A	N/A	1.25	N/A	N/A	1.28	N/A	0.5738	N/A
Semi Variance	N/A	N/A	N/A	1.5	N/A	N/A	1.52	N/A	0.3029	N/A

SavvyShort Geared Competition Peer Performance Charts

How to Analyze SavvyShort Geared Against Peers

SavvyShort Geared's peer analysis compares SavvyShort Geared with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether SavvyShort Geared trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where SavvyShort Geared leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Relative analysis for SavvyShort Geared helps answer whether its current valuation premium or discount versus peers is justified by fundamentals. The peer benchmarking view is most useful when filtered by business model similarity rather than just SavvyShort Geared's sector classification. Competition analysis can clarify whether SavvyShort Geared is priced richly or cheaply relative to similar exposures.

This section for SavvyShort Geared Natural is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules.

This content is curated and reviewed by:

Raphi Shpitalnik - Junior Member of Macroaxis Editorial Board

Last reviewed on March 10th, 2026

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