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FOVL vs. GCAL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FOVL vs. GCAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Focused Value Factor ETF (FOVL) and Goldman Sachs Dynamic California Municipal Income ETF (GCAL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


FOVL

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

GCAL

1D
0.10%
1M
-0.94%
6M
0.38%
YTD
1.28%
1Y
5.19%
3Y*
5Y*
10Y*
ALL TIME*
3.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.23M$871.56K$881.01K

FOVL vs. GCAL - Yearly Performance Comparison


2026 (YTD)20252024
FOVL
iShares Focused Value Factor ETF
0.00%6.43%12.16%
GCAL
Goldman Sachs Dynamic California Municipal Income ETF
1.28%4.60%1.70%

Correlation

The correlation between FOVL and GCAL is -0.18, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.18

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2024

0.00

The correlation between FOVL and GCAL shifts across timeframes, from -0.18 (1 year) to 0.00 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

FOVL vs. GCAL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FOVL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


GCAL
GCAL Risk / Return Rank: 7373
Overall Rank
GCAL Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
GCAL Sortino Ratio Rank: 8282
Sortino Ratio Rank
GCAL Omega Ratio Rank: 8787
Omega Ratio Rank
GCAL Calmar Ratio Rank: 5757
Calmar Ratio Rank
GCAL Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FOVL vs. GCAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Focused Value Factor ETF (FOVL) and Goldman Sachs Dynamic California Municipal Income ETF (GCAL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FOVLGCALDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.42

Calmar ratioReturn relative to maximum drawdown

2.32

Martin ratioReturn relative to average drawdown

7.89

FOVL vs. GCAL - Sharpe Ratio Comparison


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Drawdowns

FOVL vs. GCAL - Drawdown Comparison


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Drawdown Indicators


FOVLGCALDifference

Max Drawdown

Largest peak-to-trough decline

-4.39%

Max Drawdown (1Y)

Largest decline over 1 year

-2.24%

Current Drawdown

Current decline from peak

-0.96%

Average Drawdown

Average peak-to-trough decline

-0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

Volatility

FOVL vs. GCAL - Volatility Comparison


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Volatility by Period


FOVLGCALDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.93%

Volatility (6M)

Calculated over the trailing 6-month period

1.96%

Volatility (1Y)

Calculated over the trailing 1-year period

2.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.56%

FOVL vs. GCAL - Expense Ratio Comparison

FOVL has a 0.25% expense ratio, which is lower than GCAL's 0.30% expense ratio.


Dividends

FOVL vs. GCAL - Dividend Comparison

FOVL has not paid dividends to shareholders, while GCAL's dividend yield for the trailing twelve months is around 3.61%.


PositionTTM2025202420232022202120202019
FOVL
iShares Focused Value Factor ETF
0.00%1.36%2.08%2.59%3.38%2.80%2.88%2.09%
GCAL
Goldman Sachs Dynamic California Municipal Income ETF
3.61%3.06%1.41%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FOVL and GCAL have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FOVL is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FOVL is cheaper with a 0.25% expense ratio, compared with 0.30% for GCAL.

GCAL has the higher dividend yield at 3.61%, compared with 0.00% for FOVL.

FOVL is categorized as Mid Cap Value Equities, while GCAL is Municipal Bonds. They also come from different issuers: iShares and Goldman Sachs. Their fees differ too: 0.25% for FOVL and 0.30% for GCAL.

Portfolio Optimizer

Find the right allocation for FOVL and GCAL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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