REZ vs. GABF
REZ (iShares Residential Real Estate ETF) and GABF (Gabelli Financial Services Opportunities ETF) are both exchange-traded funds - REZ is a REIT fund tracking the FTSE NAREIT All Residential Capped Index, while GABF is a Financials Equities fund actively managed by Gabelli. REZ is passively managed, while GABF is actively managed. Over the past 3 years, REZ returned 10.92%/yr vs 20.81%/yr for GABF. At a 0.50 correlation, their price movements are largely independent. REZ charges 0.48%/yr vs 0.10%/yr for GABF.
Performance
REZ vs. GABF - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, REZ achieves a 12.29% return, which is significantly higher than GABF's -3.61% return.
REZ
- 1D
- 0.89%
- 1M
- 3.84%
- YTD
- 12.29%
- 6M
- 12.93%
- 1Y
- 14.84%
- 3Y*
- 10.92%
- 5Y*
- 4.39%
- 10Y*
- 7.05%
GABF
- 1D
- 0.99%
- 1M
- 3.20%
- YTD
- -3.61%
- 6M
- -4.39%
- 1Y
- 1.35%
- 3Y*
- 20.81%
- 5Y*
- —
- 10Y*
- —
REZ vs. GABF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
REZ iShares Residential Real Estate ETF | 12.29% | 4.80% | 12.73% | 10.97% | -15.02% |
GABF Gabelli Financial Services Opportunities ETF | -3.61% | 3.60% | 44.38% | 38.92% | -0.04% |
Correlation
The correlation between REZ and GABF is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 10, 2022 | 0.50 |
The correlation between REZ and GABF shifts across timeframes, from 0.32 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
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
REZ vs. GABF — Risk / Return Rank
REZ
GABF
REZ vs. GABF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Residential Real Estate ETF (REZ) 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.
| REZ | GABF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.01 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | -0.04 | +1.64 |
| Martin ratioReturn relative to average drawdown | 4.86 | -0.10 | +4.96 |
Loading charts...
Drawdowns
REZ vs. GABF - Drawdown Comparison
The maximum REZ drawdown since its inception was -66.87%, which is greater than GABF's maximum drawdown of -20.86%. Use the drawdown chart below to compare losses from any high point for REZ and GABF.
Loading charts...
Drawdown Indicators
| REZ | GABF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.87% | -20.86% | -46.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -17.16% | +8.40% |
Max Drawdown (3Y)Largest decline over 3 years | -18.39% | -20.86% | +2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -35.05% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.15% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -8.35% | +8.35% |
Average DrawdownAverage peak-to-trough decline | -12.67% | -4.88% | -7.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 7.44% | -4.57% |
Volatility
REZ vs. GABF - Volatility Comparison
iShares Residential Real Estate ETF (REZ) has a higher volatility of 5.69% compared to Gabelli Financial Services Opportunities ETF (GABF) at 4.81%. This indicates that REZ's price experiences larger fluctuations and is considered to be riskier than GABF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| REZ | GABF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.69% | 4.81% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 13.27% | -2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.73% | 17.57% | -2.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.97% | 20.52% | -1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 20.52% | +1.03% |
REZ vs. GABF - Expense Ratio Comparison
REZ has a 0.48% expense ratio, which is higher than GABF's 0.10% expense ratio.
Dividends
REZ vs. GABF - Dividend Comparison
REZ's dividend yield for the trailing twelve months is around 2.05%, which matches GABF's 2.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GABF Gabelli Financial Services Opportunities ETF | 2.04% | 1.96% | 4.19% | 4.95% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REZ iShares Residential Real Estate ETF | 2.05% | 2.74% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% |
Frequently Asked Questions
REZ and GABF have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REZ has higher volatility (5.69%) compared to GABF (4.81%). In terms of maximum drawdown, REZ dropped -66.87% vs GABF's -20.86%.
On 3-year performance, GABF leads with 20.81% vs 10.92% for REZ. On fees, GABF is cheaper at 0.10% per year. On volatility, GABF has been the lower-risk option at 4.81%. 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 20.81% return vs 10.92%. 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 0.48% for REZ.
REZ and GABF have nearly identical dividend yields, around 2.05%.
REZ is categorized as REIT, while GABF is Financials Equities. They also come from different issuers: iShares and Gabelli. Their fees differ too: 0.48% for REZ and 0.10% for GABF.
REZ currently has the higher Sharpe Ratio (0.95 vs -0.04), 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 REZ 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