PTBD vs. GABF
Compare and contrast key facts about Pacer Trendpilot US Bond ETF (PTBD) and Gabelli Financial Services Opportunities ETF (GABF).
PTBD and GABF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PTBD is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Trendpilot US Bond Index. It was launched on Oct 22, 2019. 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: PTBD or GABF.
Key characteristics
| PTBD | GABF | |
|---|---|---|
| YTD Return | 4.93% | 47.99% |
| 1Y Return | 11.39% | 74.43% |
| Sharpe Ratio | 1.96 | 4.37 |
| Sortino Ratio | 2.97 | 5.73 |
| Omega Ratio | 1.36 | 1.79 |
| Calmar Ratio | 0.53 | 7.50 |
| Martin Ratio | 10.13 | 36.05 |
| Ulcer Index | 1.07% | 2.03% |
| Daily Std Dev | 5.54% | 16.76% |
| Max Drawdown | -26.00% | -17.14% |
| Current Drawdown | -11.37% | -0.10% |
Correlation
The correlation between PTBD and GABF is 0.47, 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
PTBD vs. GABF - Performance Comparison
In the year-to-date period, PTBD achieves a 4.93% return, which is significantly lower than GABF's 47.99% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PTBD vs. GABF - Expense Ratio Comparison
PTBD has a 0.60% expense ratio, which is higher than GABF's 0.10% expense ratio.
Risk-Adjusted Performance
PTBD vs. GABF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Bond ETF (PTBD) 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
PTBD vs. GABF - Dividend Comparison
PTBD's dividend yield for the trailing twelve months is around 6.62%, more than GABF's 3.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
PTBD Pacer Trendpilot US Bond ETF | 6.62% | 6.56% | 6.15% | 2.70% | 2.50% | 0.62% |
GABF Gabelli Financial Services Opportunities ETF | 3.34% | 4.95% | 1.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
PTBD vs. GABF - Drawdown Comparison
The maximum PTBD drawdown since its inception was -26.00%, which is greater than GABF's maximum drawdown of -17.14%. Use the drawdown chart below to compare losses from any high point for PTBD and GABF. For additional features, visit the drawdowns tool.
Volatility
PTBD vs. GABF - Volatility Comparison
The current volatility for Pacer Trendpilot US Bond ETF (PTBD) is 1.06%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 7.78%. This indicates that PTBD 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.