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

Correlation

The correlation between PCGG and GABF is 0.71, 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

PCGG vs. GABF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen Capital Global Growth ETF (PCGG) and Gabelli Financial Services Opportunities ETF (GABF). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PCGG:

0.34

GABF:

0.99

Sortino Ratio

PCGG:

0.70

GABF:

1.59

Omega Ratio

PCGG:

1.09

GABF:

1.24

Calmar Ratio

PCGG:

0.39

GABF:

1.28

Martin Ratio

PCGG:

1.39

GABF:

4.39

Ulcer Index

PCGG:

5.63%

GABF:

6.07%

Daily Std Dev

PCGG:

19.64%

GABF:

24.21%

Max Drawdown

PCGG:

-20.22%

GABF:

-20.86%

Current Drawdown

PCGG:

-5.38%

GABF:

-6.06%

Returns By Period

In the year-to-date period, PCGG achieves a 0.21% return, which is significantly higher than GABF's 0.06% return.


PCGG

YTD

0.21%

1M

9.99%

6M

-1.31%

1Y

6.54%

5Y*

N/A

10Y*

N/A

GABF

YTD

0.06%

1M

9.59%

6M

-2.12%

1Y

23.68%

5Y*

N/A

10Y*

N/A

*Annualized

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PCGG vs. GABF - Expense Ratio Comparison

PCGG has a 0.85% expense ratio, which is higher than GABF's 0.10% expense ratio.


Risk-Adjusted Performance

PCGG vs. GABF — Risk-Adjusted Performance Rank

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

PCGG
The Risk-Adjusted Performance Rank of PCGG is 4242
Overall Rank
The Sharpe Ratio Rank of PCGG is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of PCGG is 4242
Sortino Ratio Rank
The Omega Ratio Rank of PCGG is 4242
Omega Ratio Rank
The Calmar Ratio Rank of PCGG is 4646
Calmar Ratio Rank
The Martin Ratio Rank of PCGG is 4343
Martin Ratio Rank

GABF
The Risk-Adjusted Performance Rank of GABF is 8484
Overall Rank
The Sharpe Ratio Rank of GABF is 8282
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 8686
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.

PCGG vs. GABF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen Capital Global Growth ETF (PCGG) 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.


The current PCGG Sharpe Ratio is 0.34, which is lower than the GABF Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of PCGG and GABF, 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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Dividends

PCGG vs. GABF - Dividend Comparison

PCGG has not paid dividends to shareholders, while GABF's dividend yield for the trailing twelve months is around 4.19%.


TTM202420232022
PCGG
Polen Capital Global Growth ETF
0.00%0.00%0.00%0.00%
GABF
Gabelli Financial Services Opportunities ETF
4.19%4.19%4.95%1.31%

Drawdowns

PCGG vs. GABF - Drawdown Comparison

The maximum PCGG drawdown since its inception was -20.22%, roughly equal to the maximum GABF drawdown of -20.86%. Use the drawdown chart below to compare losses from any high point for PCGG and GABF. For additional features, visit the drawdowns tool.


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Volatility

PCGG vs. GABF - Volatility Comparison

The current volatility for Polen Capital Global Growth ETF (PCGG) is 6.30%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 6.79%. This indicates that PCGG 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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