DFSB vs. GABF
Compare and contrast key facts about Dimensional Global Sustainability Fixed Income ETF (DFSB) and Gabelli Financial Services Opportunities ETF (GABF).
DFSB and GABF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFSB is an actively managed fund by Dimensional. It was launched on Nov 15, 2022. GABF is an actively managed fund by Gabelli. It was launched on May 9, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSB or GABF.
Key characteristics
| DFSB | GABF | |
|---|---|---|
| YTD Return | 4.51% | 25.72% |
| 1Y Return | 11.00% | 43.16% |
| Sharpe Ratio | 1.91 | 2.79 |
| Daily Std Dev | 5.79% | 16.03% |
| Max Drawdown | -5.16% | -17.14% |
| Current Drawdown | 0.00% | -2.41% |
Correlation
The correlation between DFSB and GABF is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DFSB vs. GABF - Performance Comparison
In the year-to-date period, DFSB achieves a 4.51% return, which is significantly lower than GABF's 25.72% 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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DFSB vs. GABF - Expense Ratio Comparison
DFSB has a 0.24% expense ratio, which is higher than GABF's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFSB vs. GABF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Sustainability Fixed Income ETF (DFSB) and Gabelli Financial Services Opportunities ETF (GABF). 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
DFSB vs. GABF - Dividend Comparison
DFSB's dividend yield for the trailing twelve months is around 5.66%, more than GABF's 3.93% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
DFSB Dimensional Global Sustainability Fixed Income ETF | 5.66% | 5.27% | 0.41% |
GABF Gabelli Financial Services Opportunities ETF | 3.93% | 4.95% | 1.31% |
Drawdowns
DFSB vs. GABF - Drawdown Comparison
The maximum DFSB drawdown since its inception was -5.16%, smaller than the maximum GABF drawdown of -17.14%. Use the drawdown chart below to compare losses from any high point for DFSB and GABF. For additional features, visit the drawdowns tool.
Volatility
DFSB vs. GABF - Volatility Comparison
The current volatility for Dimensional Global Sustainability Fixed Income ETF (DFSB) is 1.06%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 4.43%. This indicates that DFSB experiences smaller price fluctuations and is considered to be less risky than GABF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.