PCGG vs. GABF
Compare and contrast key facts about Polen Capital Global Growth ETF (PCGG) and Gabelli Financial Services Opportunities ETF (GABF).
PCGG and GABF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PCGG is an actively managed fund by Polen. It was launched on Aug 29, 2023. 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: PCGG or GABF.
Key characteristics
| PCGG | GABF | |
|---|---|---|
| YTD Return | 8.40% | 27.85% |
| 1Y Return | 14.98% | 46.68% |
| Sharpe Ratio | 1.06 | 2.86 |
| Daily Std Dev | 13.83% | 16.06% |
| Max Drawdown | -10.68% | -17.14% |
| Current Drawdown | -0.79% | -0.76% |
Correlation
The correlation between PCGG and GABF is 0.58, 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
PCGG vs. GABF - Performance Comparison
In the year-to-date period, PCGG achieves a 8.40% return, which is significantly lower than GABF's 27.85% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
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 3.87%.
| TTM | 2023 | 2022 | |
|---|---|---|---|
PCGG Polen Capital Global Growth ETF | 0.00% | 0.00% | 0.00% |
GABF Gabelli Financial Services Opportunities ETF | 3.87% | 4.95% | 1.31% |
Drawdowns
PCGG vs. GABF - Drawdown Comparison
The maximum PCGG drawdown since its inception was -10.68%, smaller than the maximum GABF drawdown of -17.14%. Use the drawdown chart below to compare losses from any high point for PCGG and GABF. For additional features, visit the drawdowns tool.
Volatility
PCGG vs. GABF - Volatility Comparison
The current volatility for Polen Capital Global Growth ETF (PCGG) is 3.35%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 4.40%. 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.