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GABF vs. BBCB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GABF vs. BBCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gabelli Financial Services Opportunities ETF (GABF) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). The values are adjusted to include any dividend payments, if applicable.

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GABF vs. BBCB - Yearly Performance Comparison


2026 (YTD)2025202420232022
GABF
Gabelli Financial Services Opportunities ETF
-9.92%3.60%44.38%38.92%0.40%
BBCB
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
-0.22%7.69%1.97%8.42%-2.57%

Returns By Period

In the year-to-date period, GABF achieves a -9.92% return, which is significantly lower than BBCB's -0.22% return.


GABF

1D
2.41%
1M
-3.92%
YTD
-9.92%
6M
-12.00%
1Y
-3.40%
3Y*
20.11%
5Y*
10Y*

BBCB

1D
0.64%
1M
-1.86%
YTD
-0.22%
6M
0.45%
1Y
4.97%
3Y*
4.60%
5Y*
0.49%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GABF vs. BBCB - Expense Ratio Comparison

GABF has a 0.10% expense ratio, which is higher than BBCB's 0.09% 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%.


Return for Risk

GABF vs. BBCB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GABF
GABF Risk / Return Rank: 99
Overall Rank
GABF Sharpe Ratio Rank: 99
Sharpe Ratio Rank
GABF Sortino Ratio Rank: 99
Sortino Ratio Rank
GABF Omega Ratio Rank: 99
Omega Ratio Rank
GABF Calmar Ratio Rank: 99
Calmar Ratio Rank
GABF Martin Ratio Rank: 99
Martin Ratio Rank

BBCB
BBCB Risk / Return Rank: 5252
Overall Rank
BBCB Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
BBCB Sortino Ratio Rank: 4646
Sortino Ratio Rank
BBCB Omega Ratio Rank: 4545
Omega Ratio Rank
BBCB Calmar Ratio Rank: 6666
Calmar Ratio Rank
BBCB Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GABF vs. BBCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli Financial Services Opportunities ETF (GABF) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). 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.


GABFBBCBDifference

Sharpe ratio

Return per unit of total volatility

-0.15

0.93

-1.08

Sortino ratio

Return per unit of downside risk

-0.05

1.29

-1.34

Omega ratio

Gain probability vs. loss probability

0.99

1.18

-0.19

Calmar ratio

Return relative to maximum drawdown

-0.18

1.72

-1.90

Martin ratio

Return relative to average drawdown

-0.47

5.27

-5.75

GABF vs. BBCB - Sharpe Ratio Comparison

The current GABF Sharpe Ratio is -0.15, which is lower than the BBCB Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of GABF and BBCB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GABFBBCBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.15

0.93

-1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

0.41

+0.45

Correlation

The correlation between GABF and BBCB is 0.27, 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.


Dividends

GABF vs. BBCB - Dividend Comparison

GABF's dividend yield for the trailing twelve months is around 2.18%, less than BBCB's 5.05% yield.


TTM20252024202320222021202020192018
GABF
Gabelli Financial Services Opportunities ETF
2.18%1.96%4.19%4.95%1.31%0.00%0.00%0.00%0.00%
BBCB
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
5.05%5.02%5.22%4.22%3.39%3.47%4.59%5.25%0.20%

Drawdowns

GABF vs. BBCB - Drawdown Comparison

The maximum GABF drawdown since its inception was -20.86%, smaller than the maximum BBCB drawdown of -22.48%. Use the drawdown chart below to compare losses from any high point for GABF and BBCB.


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Drawdown Indicators


GABFBBCBDifference

Max Drawdown

Largest peak-to-trough decline

-20.86%

-22.48%

+1.62%

Max Drawdown (1Y)

Largest decline over 1 year

-17.16%

-2.99%

-14.17%

Max Drawdown (5Y)

Largest decline over 5 years

-22.32%

Current Drawdown

Current decline from peak

-14.35%

-2.10%

-12.25%

Average Drawdown

Average peak-to-trough decline

-4.63%

-6.81%

+2.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.43%

0.98%

+5.45%

Volatility

GABF vs. BBCB - Volatility Comparison

Gabelli Financial Services Opportunities ETF (GABF) has a higher volatility of 5.73% compared to JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) at 2.12%. This indicates that GABF's price experiences larger fluctuations and is considered to be riskier than BBCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GABFBBCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.73%

2.12%

+3.61%

Volatility (6M)

Calculated over the trailing 6-month period

13.63%

3.04%

+10.59%

Volatility (1Y)

Calculated over the trailing 1-year period

22.80%

5.38%

+17.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.70%

7.18%

+13.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.70%

7.51%

+13.19%