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IWFH vs. GABF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IWFH and GABF is 0.65, 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

IWFH vs. GABF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Virtual Work and Life Multisector ETF (IWFH) and Gabelli Financial Services Opportunities ETF (GABF). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


IWFH

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

GABF

YTD

0.26%

1M

11.31%

6M

-4.18%

1Y

26.13%

5Y*

N/A

10Y*

N/A

*Annualized

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IWFH vs. GABF - Expense Ratio Comparison

IWFH has a 0.47% expense ratio, which is higher than GABF's 0.10% expense ratio.


Risk-Adjusted Performance

IWFH vs. GABF — Risk-Adjusted Performance Rank

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

IWFH
The Risk-Adjusted Performance Rank of IWFH is 1010
Overall Rank
The Sharpe Ratio Rank of IWFH is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of IWFH is 1010
Sortino Ratio Rank
The Omega Ratio Rank of IWFH is 1010
Omega Ratio Rank
The Calmar Ratio Rank of IWFH is 1010
Calmar Ratio Rank
The Martin Ratio Rank of IWFH is 99
Martin Ratio Rank

GABF
The Risk-Adjusted Performance Rank of GABF is 8585
Overall Rank
The Sharpe Ratio Rank of GABF is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of GABF is 8484
Sortino Ratio Rank
The Omega Ratio Rank of GABF is 8686
Omega Ratio Rank
The Calmar Ratio Rank of GABF is 8787
Calmar Ratio Rank
The Martin Ratio Rank of GABF is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IWFH vs. GABF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Virtual Work and Life Multisector ETF (IWFH) and Gabelli Financial Services Opportunities ETF (GABF). 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

IWFH vs. GABF - Dividend Comparison

IWFH has not paid dividends to shareholders, while GABF's dividend yield for the trailing twelve months is around 4.18%.


TTM20242023202220212020
IWFH
iShares Virtual Work and Life Multisector ETF
100.31%100.31%1.83%0.31%0.00%0.18%
GABF
Gabelli Financial Services Opportunities ETF
4.18%4.19%4.95%1.31%0.00%0.00%

Drawdowns

IWFH vs. GABF - Drawdown Comparison


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Volatility

IWFH vs. GABF - Volatility Comparison


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