AAAA vs GUT

Comparison between AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF (AAAA, ETF) and Gabelli Utility Trust (GUT, ETF).

AAAA vs GUT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAAA(ETF)	GUT(ETF)
Net Assets	$282M	$281M
Expense Ratio	0.49%	N/A
Max Drawdown	7.92%	57.58%
Sharpe Ratio	1.60	1.21
5Y Beta	0.91	0.39
5Y Dividends CAGR	N/A	2.14%

Net Assets

Winner

AAAA

$282M

GUT

$281M

Expense Ratio

AAAA

0.49%

GUT

N/A

Max Drawdown

Winner

AAAA

7.92%

GUT

57.58%

Sharpe Ratio

Winner

AAAA

1.60

GUT

1.21

5Y Beta

AAAA

0.91

Winner

GUT

0.39

5Y Dividends CAGR

AAAA

N/A

GUT

2.14%

AAAA vs GUT - Historical Returns

Returns include dividend reinvestment.

Period	AAAA	GUT
1 month	+1.08%	+3.07%
3 months	+11.95%	+7.02%
6 months	+11.29%	+10.80%
1 year	+21.80%	+21.97%
5 years(CAGR)	N/A	+6.09%
10 years(CAGR)	N/A	+9.34%
Max(CAGR)	+24.31%	+8.29%

AAAA

+1.08%

Winner

GUT

+3.07%

Winner

AAAA

+11.95%

GUT

+7.02%

Winner

AAAA

+11.29%

GUT

+10.80%

AAAA

+21.80%

Winner

GUT

+21.97%

5Y(CAGR)

AAAA

N/A

GUT

+6.09%

10Y(CAGR)

AAAA

N/A

GUT

+9.34%

Max(CAGR)

Winner

AAAA

+24.31%

GUT

+8.29%

AAAA vs GUT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AAAA	GUT
2026	+10.48%	+9.34%
2025	+9.90%	+31.06%
2024	N/A	+4.26%
2023	N/A	-22.49%
2022	N/A	-1.07%
2021	N/A	+11.29%
2020	N/A	+13.94%
2019	N/A	+42.58%
2018	N/A	-8.15%
2017	N/A	+22.38%
2016	N/A	+21.28%
2015	N/A	-14.62%
2014	N/A	+25.25%
2013	N/A	+11.09%
2012	N/A	-12.76%
2011	N/A	+33.98%
2010	N/A	-20.95%
2009	N/A	+59.59%
2008	N/A	-32.37%
2007	N/A	+4.06%
2006	N/A	+18.22%
2005	N/A	+5.52%
2004	N/A	+5.46%
2003	N/A	+20.15%
2002	N/A	-0.73%
2001	N/A	+12.68%
2000	N/A	+23.64%
1999	N/A	-3.17%

AAAA vs GUT Drawdown Comparison

The maximum drawdown for AAAA was -7.83%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The maximum drawdown for GUT was -52.79%, occurring on Oct 10, 2008. Recovery took 304 trading sessions.

The current AAAA drawdown is -1.94%. The current GUT drawdown is -0.31%.

Rank	AAAA	GUT
#1	-7.83% Feb 25, 2026 - Apr 14, 2026	-52.79% Sep 11, 2008 - Nov 24, 2009
#2	-4.13% Jun 2, 2026 - Jun 10, 2026	-42.14% Feb 12, 2020 - Aug 4, 2020
#3	-3.92% Oct 29, 2025 - Dec 5, 2025	-35.57% Dec 14, 2009 - Dec 16, 2011
#4	-2.63% Oct 8, 2025 - Oct 24, 2025	-33.94% Jan 9, 2023 - Jul 9, 2025
#5	-2.10% Dec 11, 2025 - Dec 23, 2025	-25.63% May 9, 2002 - May 15, 2003
#6	-2.00% Jul 25, 2025 - Aug 8, 2025	-24.25% Aug 14, 2012 - May 23, 2014
#7	-2.00% May 14, 2026 - May 26, 2026	-21.24% Jul 10, 2003 - Jan 12, 2004
#8	-1.98% Jan 12, 2026 - Jan 26, 2026	-20.72% Jan 29, 2015 - May 24, 2016
#9	-1.71% Jan 28, 2026 - Feb 9, 2026	-19.94% Jan 11, 2022 - Aug 16, 2022
#10	-1.47% Feb 9, 2026 - Feb 25, 2026	-17.75% Feb 16, 2018 - Feb 8, 2019
#11	-1.39% Aug 13, 2025 - Aug 27, 2025	-17.63% Sep 19, 2005 - Oct 31, 2006
#12	-1.18% Aug 28, 2025 - Sep 4, 2025	-17.13% Sep 12, 2022 - Jan 6, 2023
#13	-1.04% Sep 22, 2025 - Oct 1, 2025	-16.27% Feb 10, 2021 - Jun 24, 2021
#14	-1.00% Apr 17, 2026 - Apr 24, 2026	-14.70% Mar 29, 2004 - Aug 3, 2004
#15	-0.98% Dec 24, 2025 - Jan 6, 2026	-13.14% Apr 16, 2007 - Jul 9, 2008

Correlation

Correlation between AAAA and GUT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

AAAA vs GUT dividend yield comparison.

Year	AAAA	GUT
2026	0.08%	3.93%
2025	0.79%	9.95%
2024	0.00%	11.72%
2023	0.00%	11.06%
2022	0.00%	7.98%
2021	0.00%	7.28%
2020	0.00%	7.38%
2019	0.00%	7.72%
2018	0.00%	10.09%
2017	0.00%	8.44%
2016	0.00%	9.52%
2015	0.00%	10.52%
2014	0.00%	8.19%
2013	0.00%	9.38%
2012	0.00%	9.53%
2011	0.00%	7.69%
2010	0.00%	11.27%
2009	0.00%	8.05%
2008	0.00%	12.20%
2007	0.00%	7.58%
2006	0.00%	7.24%
2005	0.00%	7.77%
2004	0.00%	7.74%
2003	0.00%	7.50%
2002	0.00%	8.26%
2001	0.00%	7.29%
2000	0.00%	7.43%