LQDB vs. GABF
LQDB (iShares BBB Rated Corporate Bond ETF) and GABF (Gabelli Financial Services Opportunities ETF) are both exchange-traded funds - LQDB is a Corporate Bonds fund tracking the iBoxx USD Liquid Investment Grade BBB 0+ Index , while GABF is a Financials Equities fund actively managed by Gabelli. LQDB is passively managed, while GABF is actively managed. Over the past 3 years, LQDB returned 5.10%/yr vs 19.89%/yr for GABF. Their 0.29 correlation means their historical movements had little consistent relationship. LQDB charges 0.15%/yr vs 0.10%/yr for GABF.
Performance
LQDB vs. GABF - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LQDB achieves a -0.38% return, which is significantly lower than GABF's 0.15% return.
LQDB
- 1D
- -0.15%
- 1M
- -1.49%
- 6M
- -0.68%
- YTD
- -0.38%
- 1Y
- 2.00%
- 3Y*
- 5.10%
- 5Y*
- 0.05%
- 10Y*
- —
- ALL TIME*
- 0.74%
GABF
- 1D
- 2.12%
- 1M
- 2.01%
- 6M
- 0.24%
- YTD
- 0.15%
- 1Y
- 0.48%
- 3Y*
- 19.89%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 18.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $107.51K | $101.42K | $192.29K | |
| $193.31K | $220.98K | $424.59K |
LQDB vs. GABF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LQDB iShares BBB Rated Corporate Bond ETF | -0.38% | 7.50% | 2.37% | 9.60% | -2.17% |
GABF Gabelli Financial Services Opportunities ETF | 0.15% | 3.60% | 44.38% | 38.92% | -0.04% |
Correlation
The correlation between LQDB and GABF is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (All Time) Calculated using the full available price history since May 10, 2022 | 0.29 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LQDB vs. GABF — Risk / Return Rank
LQDB
GABF
LQDB vs. GABF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares BBB Rated Corporate Bond ETF (LQDB) 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.
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.
| LQDB | GABF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.02 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.03 | +1.01 |
| Martin ratioReturn relative to average drawdown | 2.88 | 0.06 | +2.82 |
Loading charts...
Drawdowns
LQDB vs. GABF - Drawdown Comparison
The maximum LQDB drawdown since its inception was -21.63%, roughly equal to the maximum GABF drawdown of -20.86%. Use the drawdown chart below to compare losses from any high point for LQDB and GABF.
Loading charts...
Drawdown Indicators
| LQDB | GABF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.63% | -20.86% | -0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -2.67% | -17.16% | +14.49% |
Max Drawdown (3Y)Largest decline over 3 years | -4.78% | -20.86% | +16.08% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | — | — |
Current DrawdownCurrent decline from peak | -1.96% | -4.77% | +2.81% |
Average DrawdownAverage peak-to-trough decline | -7.71% | -4.97% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 7.90% | -6.94% |
Volatility
LQDB vs. GABF - Volatility Comparison
The current volatility for iShares BBB Rated Corporate Bond ETF (LQDB) is 1.11%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 4.88%. This indicates that LQDB 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.
Loading charts...
Volatility by Period
| LQDB | GABF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 4.88% | -3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 3.28% | 13.34% | -10.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.08% | 17.50% | -13.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.86% | 20.39% | -13.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.78% | 20.39% | -13.61% |
LQDB vs. GABF - Expense Ratio Comparison
LQDB has a 0.15% expense ratio, which is higher than GABF's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LQDB vs. GABF - Dividend Comparison
LQDB's dividend yield for the trailing twelve months is around 4.78%, more than GABF's 1.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
GABF Gabelli Financial Services Opportunities ETF | 1.96% | 1.96% | 4.19% | 4.95% | 1.31% | 0.00% |
LQDB iShares BBB Rated Corporate Bond ETF | 4.38% | 4.65% | 4.46% | 3.90% | 4.14% | 1.32% |
Frequently Asked Questions
LQDB and GABF have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GABF has higher volatility (4.88%) compared to LQDB (1.11%). In terms of maximum drawdown, LQDB dropped -21.63% vs GABF's -20.86%.
On 3-year performance, GABF leads with 19.89% vs 5.10% for LQDB. On fees, GABF is cheaper at 0.10% per year. On volatility, LQDB has been the lower-risk option at 1.11%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, GABF has performed better with a 19.89% return vs 5.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
GABF is cheaper with a 0.10% expense ratio, compared with 0.15% for LQDB.
LQDB has the higher dividend yield at 4.38%, compared with 1.96% for GABF.
LQDB is categorized as Corporate Bonds, while GABF is Financials Equities. They also come from different issuers: iShares and Gabelli. Their fees differ too: 0.15% for LQDB and 0.10% for GABF.
LQDB currently has the higher Sharpe Ratio (0.68 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for LQDB and GABF
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer