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 5.59%/yr vs 20.47%/yr for GABF. At a 0.29 correlation, their price movements are largely independent. LQDB charges 0.15%/yr vs 0.10%/yr for GABF.
Performance
LQDB vs. GABF - Performance Comparison
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Returns By Period
In the year-to-date period, LQDB achieves a 0.77% return, which is significantly higher than GABF's -7.03% return.
LQDB
- 1D
- -0.18%
- 1M
- 0.58%
- YTD
- 0.77%
- 6M
- 0.56%
- 1Y
- 5.96%
- 3Y*
- 5.59%
- 5Y*
- 0.84%
- 10Y*
- —
GABF
- 1D
- -1.89%
- 1M
- -3.11%
- YTD
- -7.03%
- 6M
- -6.24%
- 1Y
- -3.20%
- 3Y*
- 20.47%
- 5Y*
- —
- 10Y*
- —
LQDB vs. GABF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LQDB iShares BBB Rated Corporate Bond ETF | 0.77% | 7.50% | 2.37% | 9.60% | -2.53% |
GABF Gabelli Financial Services Opportunities ETF | -7.03% | 3.60% | 44.38% | 38.92% | 0.40% |
Correlation
The correlation between LQDB and GABF is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since May 11, 2022 | 0.29 |
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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.
| LQDB | GABF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.66 | ||
| Sortino ratioReturn per unit of downside risk | +2.29 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.98 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | -0.19 | +2.43 |
| Martin ratioReturn relative to average drawdown | 6.94 | -0.44 | +7.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LQDB | GABF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | -0.19 | +1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.87 | -0.72 |
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.
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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 | -5.90% | -20.86% | +14.96% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | — | — |
Current DrawdownCurrent decline from peak | -0.83% | -11.60% | +10.77% |
Average DrawdownAverage peak-to-trough decline | -7.93% | -4.86% | -3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 7.27% | -6.41% |
Volatility
LQDB vs. GABF - Volatility Comparison
The current volatility for iShares BBB Rated Corporate Bond ETF (LQDB) is 1.31%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 4.28%. 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.
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Volatility by Period
| LQDB | GABF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 4.28% | -2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 3.08% | 13.14% | -10.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.07% | 17.37% | -13.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.87% | 20.54% | -13.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.85% | 20.54% | -13.69% |
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 4.70%, more than GABF's 2.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
GABF Gabelli Financial Services Opportunities ETF | 2.11% | 1.96% | 4.19% | 4.95% | 1.31% | 0.00% |
LQDB iShares BBB Rated Corporate Bond ETF | 4.70% | 4.65% | 4.46% | 3.90% | 4.14% | 1.32% |
Frequently Asked Questions
LQDB and GABF have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GABF has higher volatility (4.28%) compared to LQDB (1.31%). In terms of maximum drawdown, LQDB dropped -21.63% vs GABF's -20.86%.
On 3-year performance, GABF leads with 20.47% vs 5.59% for LQDB. On fees, GABF is cheaper at 0.10% per year. On volatility, LQDB has been the lower-risk option at 1.31%. 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 20.47% return vs 5.59%. 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 4.70%, compared with 2.11% 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 (1.47 vs -0.19), 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.
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