GABF vs. BRK-B
Compare and contrast key facts about Gabelli Financial Services Opportunities ETF (GABF) and Berkshire Hathaway Inc. (BRK-B).
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: GABF or BRK-B.
Key characteristics
| GABF | BRK-B | |
|---|---|---|
| YTD Return | 27.85% | 28.02% |
| 1Y Return | 46.68% | 23.25% |
| Sharpe Ratio | 2.86 | 1.74 |
| Daily Std Dev | 16.06% | 13.40% |
| Max Drawdown | -17.14% | -53.86% |
| Current Drawdown | -0.76% | -4.59% |
Correlation
The correlation between GABF and BRK-B is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GABF vs. BRK-B - Performance Comparison
The year-to-date returns for both investments are quite close, with GABF having a 27.85% return and BRK-B slightly higher at 28.02%. 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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Risk-Adjusted Performance
GABF vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Financial Services Opportunities ETF (GABF) and Berkshire Hathaway Inc. (BRK-B). 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
GABF vs. BRK-B - Dividend Comparison
GABF's dividend yield for the trailing twelve months is around 3.87%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | |
|---|---|---|---|
GABF Gabelli Financial Services Opportunities ETF | 3.87% | 4.95% | 1.31% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% |
Drawdowns
GABF vs. BRK-B - Drawdown Comparison
The maximum GABF drawdown since its inception was -17.14%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for GABF and BRK-B. For additional features, visit the drawdowns tool.
Volatility
GABF vs. BRK-B - Volatility Comparison
The current volatility for Gabelli Financial Services Opportunities ETF (GABF) is 4.40%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.75%. This indicates that GABF experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.