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GBHI vs. HYZD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GBHI vs. HYZD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gabelli High Income ETF (GBHI) and WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GBHI achieves a 2.28% return, which is significantly lower than HYZD's 2.65% return.


GBHI

1D
0.06%
1M
0.14%
YTD
2.28%
6M
2.23%
1Y
3Y*
5Y*
10Y*

HYZD

1D
0.00%
1M
0.13%
YTD
2.65%
6M
2.74%
1Y
7.03%
3Y*
9.03%
5Y*
6.07%
10Y*
5.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GBHI vs. HYZD - Yearly Performance Comparison


Correlation

The correlation between GBHI and HYZD is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 17, 2025

0.34

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Return for Risk

GBHI vs. HYZD — Risk / Return Rank

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

GBHI

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


HYZD
HYZD Risk / Return Rank: 8686
Overall Rank
HYZD Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
HYZD Sortino Ratio Rank: 9191
Sortino Ratio Rank
HYZD Omega Ratio Rank: 8888
Omega Ratio Rank
HYZD Calmar Ratio Rank: 8080
Calmar Ratio Rank
HYZD Martin Ratio Rank: 8686
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.

GBHI vs. HYZD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli High Income ETF (GBHI) and WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD). 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.


GBHIHYZDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.47

Calmar ratioReturn relative to maximum drawdown

3.70

Martin ratioReturn relative to average drawdown

15.74

GBHI vs. HYZD - Sharpe Ratio Comparison


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Drawdowns

GBHI vs. HYZD - Drawdown Comparison

The maximum GBHI drawdown since its inception was -2.12%, smaller than the maximum HYZD drawdown of -25.66%. Use the drawdown chart below to compare losses from any high point for GBHI and HYZD.


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Drawdown Indicators


GBHIHYZDDifference

Max Drawdown

Largest peak-to-trough decline

-2.12%

-25.66%

+23.54%

Max Drawdown (1Y)

Largest decline over 1 year

-1.91%

Max Drawdown (3Y)

Largest decline over 3 years

-5.85%

Max Drawdown (5Y)

Largest decline over 5 years

-8.97%

Max Drawdown (10Y)

Largest decline over 10 years

-25.66%

Current Drawdown

Current decline from peak

-0.14%

-0.46%

+0.32%

Average Drawdown

Average peak-to-trough decline

-0.26%

-2.19%

+1.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.45%

Volatility

GBHI vs. HYZD - Volatility Comparison


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Volatility by Period


GBHIHYZDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.12%

Volatility (6M)

Calculated over the trailing 6-month period

2.44%

Volatility (1Y)

Calculated over the trailing 1-year period

3.31%

3.04%

+0.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.31%

6.70%

-3.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.31%

8.54%

-5.23%

GBHI vs. HYZD - Expense Ratio Comparison

GBHI has a 0.55% expense ratio, which is higher than HYZD's 0.43% expense ratio.


Dividends

GBHI vs. HYZD - Dividend Comparison

GBHI's dividend yield for the trailing twelve months is around 1.84%, less than HYZD's 5.91% yield.


PositionTTM20252024202320222021202020192018201720162015
GBHI
Gabelli High Income ETF
1.84%0.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HYZD
WisdomTree Interest Rate Hedged High Yield Bond Fund
5.91%6.05%6.08%5.94%5.14%4.02%5.13%5.50%5.58%4.94%5.07%4.38%

Frequently Asked Questions


GBHI and HYZD have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HYZD is cheaper at 0.43% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HYZD is cheaper with a 0.43% expense ratio, compared with 0.55% for GBHI.

HYZD has the higher dividend yield at 5.91%, compared with 1.84% for GBHI.

They also come from different issuers: Gabelli and WisdomTree. Their fees differ too: 0.55% for GBHI and 0.43% for HYZD.

Portfolio Optimizer

Find the right allocation for GBHI and HYZD

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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