UCRD vs. GABF
Compare and contrast key facts about VictoryShares ESG Corporate Bond ETF (UCRD) and Gabelli Financial Services Opportunities ETF (GABF).
UCRD and GABF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UCRD is an actively managed fund by VictoryShares. It was launched on Oct 4, 2021. 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: UCRD or GABF.
Key characteristics
| UCRD | GABF | |
|---|---|---|
| YTD Return | 6.10% | 27.85% |
| 1Y Return | 13.54% | 46.68% |
| Sharpe Ratio | 1.93 | 2.86 |
| Daily Std Dev | 6.83% | 16.06% |
| Max Drawdown | -22.37% | -17.14% |
| Current Drawdown | -3.93% | -0.76% |
Correlation
The correlation between UCRD and GABF is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UCRD vs. GABF - Performance Comparison
In the year-to-date period, UCRD achieves a 6.10% 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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UCRD vs. GABF - Expense Ratio Comparison
UCRD has a 0.40% expense ratio, which is higher than GABF's 0.10% expense ratio.
Risk-Adjusted Performance
UCRD vs. GABF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares ESG Corporate Bond ETF (UCRD) 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
UCRD vs. GABF - Dividend Comparison
UCRD's dividend yield for the trailing twelve months is around 3.81%, less than GABF's 3.87% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
UCRD VictoryShares ESG Corporate Bond ETF | 3.81% | 3.56% | 2.72% | 0.54% |
GABF Gabelli Financial Services Opportunities ETF | 3.87% | 4.95% | 1.31% | 0.00% |
Drawdowns
UCRD vs. GABF - Drawdown Comparison
The maximum UCRD drawdown since its inception was -22.37%, which is greater than GABF's maximum drawdown of -17.14%. Use the drawdown chart below to compare losses from any high point for UCRD and GABF. For additional features, visit the drawdowns tool.
Volatility
UCRD vs. GABF - Volatility Comparison
The current volatility for VictoryShares ESG Corporate Bond ETF (UCRD) is 1.29%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 4.40%. This indicates that UCRD 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.