Correlation
The correlation between GABBX and QDVO is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
GABBX vs. QDVO
Compare and contrast key facts about Gabelli Dividend Growth Fund (GABBX) and Amplify CWP Growth & Income ETF (QDVO).
GABBX is managed by Gabelli. It was launched on Aug 26, 1999. QDVO is an actively managed fund by Amplify. It was launched on Aug 22, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GABBX or QDVO.
Performance
GABBX vs. QDVO - Performance Comparison
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Key characteristics
GABBX:
16.34%
QDVO:
22.60%
GABBX:
-60.85%
QDVO:
-17.75%
GABBX:
-3.73%
QDVO:
-1.31%
Returns By Period
In the year-to-date period, GABBX achieves a 1.95% return, which is significantly lower than QDVO's 2.25% return.
GABBX
1.95%
3.23%
-3.73%
6.54%
5.31%
9.93%
5.68%
QDVO
2.25%
6.88%
2.24%
N/A
N/A
N/A
N/A
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GABBX vs. QDVO - Expense Ratio Comparison
GABBX has a 2.00% expense ratio, which is higher than QDVO's 0.55% expense ratio.
Risk-Adjusted Performance
GABBX vs. QDVO — Risk-Adjusted Performance Rank
GABBX
QDVO
GABBX vs. QDVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Dividend Growth Fund (GABBX) and Amplify CWP Growth & Income ETF (QDVO). 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.
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Dividends
GABBX vs. QDVO - Dividend Comparison
GABBX's dividend yield for the trailing twelve months is around 12.33%, more than QDVO's 6.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GABBX Gabelli Dividend Growth Fund | 12.33% | 12.57% | 1.43% | 1.71% | 11.25% | 2.90% | 4.42% | 11.78% | 16.73% | 5.97% | 3.35% | 8.61% |
QDVO Amplify CWP Growth & Income ETF | 6.91% | 2.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GABBX vs. QDVO - Drawdown Comparison
The maximum GABBX drawdown since its inception was -60.85%, which is greater than QDVO's maximum drawdown of -17.75%. Use the drawdown chart below to compare losses from any high point for GABBX and QDVO.
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Volatility
GABBX vs. QDVO - Volatility Comparison
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