TGOPY vs. GSIB
TGOPY (3i Group PLC ADR) is a stock, while GSIB (Themes Global Systemically Important Banks ETF) is Financials Equities fund actively managed by Themes. Over the past year, TGOPY returned -45.34% vs 45.35% for GSIB. At a 0.43 correlation, their price movements are largely independent.
Performance
TGOPY vs. GSIB - Performance Comparison
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Returns By Period
In the year-to-date period, TGOPY achieves a -28.83% return, which is significantly lower than GSIB's 13.98% return.
TGOPY
- 1D
- 3.29%
- 1M
- -7.30%
- YTD
- -28.83%
- 6M
- -25.41%
- 1Y
- -45.34%
- 3Y*
- 8.86%
- 5Y*
- 16.53%
- 10Y*
- —
GSIB
- 1D
- 1.92%
- 1M
- 6.83%
- YTD
- 13.98%
- 6M
- 16.88%
- 1Y
- 45.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TGOPY vs. GSIB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TGOPY 3i Group PLC ADR | -28.83% | -1.54% | 48.13% | 1.40% |
GSIB Themes Global Systemically Important Banks ETF | 13.98% | 61.67% | 32.86% | 1.75% |
Correlation
The correlation between TGOPY and GSIB is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2023 | 0.43 |
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Return for Risk
TGOPY vs. GSIB — Risk / Return Rank
TGOPY
GSIB
TGOPY vs. GSIB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 3i Group PLC ADR (TGOPY) and Themes Global Systemically Important Banks ETF (GSIB). 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.
| TGOPY | GSIB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.58 | ||
| Sortino ratioReturn per unit of downside risk | -4.89 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.43 | -0.63 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | 3.28 | -4.14 |
| Martin ratioReturn relative to average drawdown | -1.65 | 11.54 | -13.19 |
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Drawdowns
TGOPY vs. GSIB - Drawdown Comparison
The maximum TGOPY drawdown since its inception was -58.64%, which is greater than GSIB's maximum drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for TGOPY and GSIB.
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Drawdown Indicators
| TGOPY | GSIB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -17.71% | -40.93% |
Max Drawdown (1Y)Largest decline over 1 year | -52.74% | -13.90% | -38.84% |
Max Drawdown (3Y)Largest decline over 3 years | -52.74% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -52.74% | — | — |
Current DrawdownCurrent decline from peak | -48.34% | 0.00% | -48.34% |
Average DrawdownAverage peak-to-trough decline | -10.86% | -2.05% | -8.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.49% | 3.94% | +23.55% |
Volatility
TGOPY vs. GSIB - Volatility Comparison
3i Group PLC ADR (TGOPY) has a higher volatility of 19.46% compared to Themes Global Systemically Important Banks ETF (GSIB) at 5.59%. This indicates that TGOPY's price experiences larger fluctuations and is considered to be riskier than GSIB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TGOPY | GSIB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.46% | 5.59% | +13.87% |
Volatility (6M)Calculated over the trailing 6-month period | 39.20% | 14.41% | +24.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.78% | 17.63% | +28.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.29% | 18.51% | +19.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.31% | 18.51% | +29.80% |
Dividends
TGOPY vs. GSIB - Dividend Comparison
TGOPY's dividend yield for the trailing twelve months is around 3.40%, more than GSIB's 1.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
GSIB Themes Global Systemically Important Banks ETF | 1.67% | 1.91% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TGOPY 3i Group PLC ADR | 3.40% | 2.42% | 1.83% | 2.23% | 14.27% | 2.62% | 2.70% | 3.04% | 1.66% | 0.75% |
Frequently Asked Questions
TGOPY and GSIB have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TGOPY has higher volatility (19.46%) compared to GSIB (5.59%). In terms of maximum drawdown, TGOPY dropped -58.64% vs GSIB's -17.71%.
GSIB currently has the higher Sharpe Ratio (2.59 vs -0.99), 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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