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GK vs. OUSA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GK vs. OUSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AdvisorShares Gerber Kawasaki ETF (GK) and OShares U.S. Quality Dividend ETF (OUSA). The values are adjusted to include any dividend payments, if applicable.

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GK vs. OUSA - Yearly Performance Comparison


2026 (YTD)20252024202320222021
GK
AdvisorShares Gerber Kawasaki ETF
-7.99%17.78%20.10%21.19%-42.76%4.95%
OUSA
OShares U.S. Quality Dividend ETF
-3.17%10.23%17.09%13.44%-9.33%10.32%

Returns By Period

In the year-to-date period, GK achieves a -7.99% return, which is significantly lower than OUSA's -3.17% return.


GK

1D
3.90%
1M
-7.00%
YTD
-7.99%
6M
-9.92%
1Y
21.18%
3Y*
11.60%
5Y*
10Y*

OUSA

1D
1.44%
1M
-6.28%
YTD
-3.17%
6M
-0.83%
1Y
6.15%
3Y*
11.51%
5Y*
8.66%
10Y*
9.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GK vs. OUSA - Expense Ratio Comparison

GK has a 0.75% expense ratio, which is higher than OUSA's 0.48% expense ratio.


Return for Risk

GK vs. OUSA — Risk / Return Rank

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

GK
GK Risk / Return Rank: 5757
Overall Rank
GK Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
GK Sortino Ratio Rank: 5959
Sortino Ratio Rank
GK Omega Ratio Rank: 5858
Omega Ratio Rank
GK Calmar Ratio Rank: 5757
Calmar Ratio Rank
GK Martin Ratio Rank: 5656
Martin Ratio Rank

OUSA
OUSA Risk / Return Rank: 3030
Overall Rank
OUSA Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
OUSA Sortino Ratio Rank: 2727
Sortino Ratio Rank
OUSA Omega Ratio Rank: 2626
Omega Ratio Rank
OUSA Calmar Ratio Rank: 3232
Calmar Ratio Rank
OUSA Martin Ratio Rank: 3636
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.

GK vs. OUSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Gerber Kawasaki ETF (GK) and OShares U.S. Quality Dividend ETF (OUSA). 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.


GKOUSADifference

Sharpe ratio

Return per unit of total volatility

0.96

0.45

+0.51

Sortino ratio

Return per unit of downside risk

1.50

0.74

+0.76

Omega ratio

Gain probability vs. loss probability

1.21

1.10

+0.11

Calmar ratio

Return relative to maximum drawdown

1.41

0.75

+0.65

Martin ratio

Return relative to average drawdown

5.42

3.10

+2.32

GK vs. OUSA - Sharpe Ratio Comparison

The current GK Sharpe Ratio is 0.96, which is higher than the OUSA Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of GK and OUSA, 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


GKOUSADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.96

0.45

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.05

0.66

-0.71

Correlation

The correlation between GK and OUSA is 0.66, 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.


Dividends

GK vs. OUSA - Dividend Comparison

GK's dividend yield for the trailing twelve months is around 0.08%, less than OUSA's 1.46% yield.


TTM20252024202320222021202020192018201720162015
GK
AdvisorShares Gerber Kawasaki ETF
0.08%0.08%0.00%0.13%1.30%0.04%0.00%0.00%0.00%0.00%0.00%0.00%
OUSA
OShares U.S. Quality Dividend ETF
1.46%1.39%1.50%1.81%1.92%1.56%2.03%2.31%3.06%2.15%2.32%1.17%

Drawdowns

GK vs. OUSA - Drawdown Comparison

The maximum GK drawdown since its inception was -47.72%, which is greater than OUSA's maximum drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for GK and OUSA.


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Drawdown Indicators


GKOUSADifference

Max Drawdown

Largest peak-to-trough decline

-47.72%

-33.12%

-14.60%

Max Drawdown (1Y)

Largest decline over 1 year

-15.13%

-9.80%

-5.33%

Max Drawdown (5Y)

Largest decline over 5 years

-19.54%

Max Drawdown (10Y)

Largest decline over 10 years

-33.12%

Current Drawdown

Current decline from peak

-15.10%

-6.65%

-8.45%

Average Drawdown

Average peak-to-trough decline

-24.74%

-3.53%

-21.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.93%

2.39%

+1.54%

Volatility

GK vs. OUSA - Volatility Comparison

AdvisorShares Gerber Kawasaki ETF (GK) has a higher volatility of 7.23% compared to OShares U.S. Quality Dividend ETF (OUSA) at 3.78%. This indicates that GK's price experiences larger fluctuations and is considered to be riskier than OUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GKOUSADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.23%

3.78%

+3.45%

Volatility (6M)

Calculated over the trailing 6-month period

13.31%

7.27%

+6.04%

Volatility (1Y)

Calculated over the trailing 1-year period

22.24%

13.88%

+8.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.06%

13.31%

+10.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.06%

15.15%

+8.91%