IYG vs. GABF
Compare and contrast key facts about iShares U.S. Financial Services ETF (IYG) and Gabelli Financial Services Opportunities ETF (GABF).
IYG and GABF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYG is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Financial Services TR. It was launched on Jun 12, 2000. 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: IYG or GABF.
Correlation
The correlation between IYG and GABF is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IYG vs. GABF - Performance Comparison
Key characteristics
IYG:
0.95
GABF:
0.90
IYG:
1.41
GABF:
1.33
IYG:
1.21
GABF:
1.20
IYG:
1.13
GABF:
1.03
IYG:
4.39
GABF:
3.86
IYG:
4.78%
GABF:
5.60%
IYG:
22.25%
GABF:
24.01%
IYG:
-81.84%
GABF:
-20.86%
IYG:
-9.05%
GABF:
-12.25%
Returns By Period
In the year-to-date period, IYG achieves a -0.87% return, which is significantly higher than GABF's -6.53% return.
IYG
-0.87%
-4.08%
3.99%
20.00%
18.44%
11.65%
GABF
-6.53%
-6.03%
-3.14%
20.47%
N/A
N/A
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IYG vs. GABF - Expense Ratio Comparison
IYG has a 0.42% expense ratio, which is higher than GABF's 0.10% expense ratio.
Risk-Adjusted Performance
IYG vs. GABF — Risk-Adjusted Performance Rank
IYG
GABF
IYG vs. GABF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Financial Services ETF (IYG) 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.
Dividends
IYG vs. GABF - Dividend Comparison
IYG's dividend yield for the trailing twelve months is around 1.19%, less than GABF's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYG iShares U.S. Financial Services ETF | 1.19% | 1.16% | 1.77% | 2.07% | 1.25% | 1.71% | 1.59% | 1.81% | 1.24% | 1.28% | 1.33% | 1.14% |
GABF Gabelli Financial Services Opportunities ETF | 4.49% | 4.19% | 4.95% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYG vs. GABF - Drawdown Comparison
The maximum IYG drawdown since its inception was -81.84%, which is greater than GABF's maximum drawdown of -20.86%. Use the drawdown chart below to compare losses from any high point for IYG and GABF. For additional features, visit the drawdowns tool.
Volatility
IYG vs. GABF - Volatility Comparison
The current volatility for iShares U.S. Financial Services ETF (IYG) is 14.71%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 15.89%. This indicates that IYG experiences smaller price fluctuations and is considered to be less risky than GABF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.