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ASG vs DUBS

Comparison between Liberty All-Star Growth Fund Inc (ASG, ETF) and APTUS LARGE CAP ENHANCED YIELD ETF (DUBS, ETF).

ASG vs DUBS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ASG
$380M
DUBS
$380M
Expense Ratio
ASG
N/A
DUBS
0.41%
Max Drawdown
ASG
84.48%
Winner
DUBS
18.89%
Sharpe Ratio
ASG
0.48
Winner
DUBS
1.65
5Y Beta
ASG
1.08
Winner
DUBS
0.96
P/E Ratio
ASG
N/A
DUBS
25.50
Forward P/E
ASG
N/A
DUBS
20.72
5Y Dividends CAGR
ASG
-2.89%
DUBS
N/A
5Y EPS CAGR
ASG
N/A
DUBS
25.40%
Debt to Equity
ASG
N/A
DUBS
23.04%
P/S Ratio
ASG
N/A
DUBS
3.47
P/B Ratio
ASG
N/A
DUBS
5.25

ASG vs DUBS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ASG
+1.14%
DUBS
-1.54%
3M
Winner
ASG
+13.27%
DUBS
+12.99%
6M
ASG
+3.10%
Winner
DUBS
+8.85%
1Y
ASG
+9.88%
Winner
DUBS
+27.27%
5Y(CAGR)
ASG
-0.36%
DUBS
N/A
10Y(CAGR)
ASG
+11.76%
DUBS
N/A
Max(CAGR)
ASG
+6.58%
Winner
DUBS
+20.35%

ASG vs DUBS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearASGDUBS
2026+5.05%+9.46%
2025+2.85%+19.42%
2024+18.41%+24.24%
2023+15.87%+8.09%
2022-40.29%N/A
2021+24.85%N/A
2020+39.32%N/A
2019+57.70%N/A
2018-14.19%N/A
2017+43.89%N/A
2016+3.13%N/A
2015+4.26%N/A
2014+0.17%N/A
2013+44.76%N/A
2012+11.88%N/A
2011-4.53%N/A
2010+33.10%N/A
2009+29.43%N/A
2008-50.81%N/A
2007+23.66%N/A
2006+9.69%N/A
2005-8.80%N/A
2004+9.47%N/A
2003+44.89%N/A
2002-33.18%N/A
2001-1.79%N/A
2000-5.79%N/A
1999+4.85%N/A

ASG vs DUBS Drawdown Comparison

The maximum drawdown for ASG was -63.66%, occurring on Nov 20, 2008. Recovery took 820 trading sessions.

The maximum drawdown for DUBS was -18.47%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current ASG drawdown is -18.40%. The current DUBS drawdown is -3.32%.

RankASGDUBS
#1-63.66%
Dec 26, 2007 - Mar 29, 2011
-18.47%
Feb 19, 2025 - Jun 27, 2025
#2-55.24%
Sep 1, 2000 - Dec 26, 2007
-9.36%
Jul 31, 2023 - Dec 11, 2023
#3-45.88%
Nov 12, 2021 - Oct 14, 2022
-8.29%
Feb 25, 2026 - Apr 13, 2026
#4-45.72%
Sep 13, 2018 - Jan 17, 2020
-8.16%
Jul 16, 2024 - Aug 30, 2024
#5-42.54%
Feb 5, 2020 - Jul 15, 2020
-4.85%
Mar 28, 2024 - May 14, 2024
#6-26.14%
Jul 21, 2011 - Jan 17, 2013
-4.74%
Jun 2, 2026 - Jun 10, 2026
#7-25.27%
Jul 20, 2015 - Jan 13, 2017
-4.68%
Oct 28, 2025 - Dec 10, 2025
#8-15.14%
Dec 27, 2013 - Apr 24, 2015
-3.91%
Dec 11, 2024 - Jan 22, 2025
#9-11.70%
Oct 28, 2013 - Dec 23, 2013
-3.73%
Aug 30, 2024 - Sep 19, 2024
#10-11.58%
Mar 23, 2000 - Jun 16, 2000
-3.53%
Oct 8, 2025 - Oct 24, 2025
#11-10.03%
Apr 30, 2021 - May 20, 2021
-2.90%
Jan 12, 2026 - Jan 27, 2026
#12-9.67%
Aug 31, 2020 - Oct 12, 2020
-2.69%
Jan 27, 2026 - Feb 25, 2026
#13-9.37%
Jan 20, 2021 - Feb 5, 2021
-2.40%
Jul 28, 2025 - Aug 8, 2025
#14-9.27%
Feb 10, 2021 - Apr 30, 2021
-2.36%
Dec 11, 2025 - Dec 23, 2025
#15-9.16%
May 20, 2021 - Oct 19, 2021
-2.28%
Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between ASG and DUBS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2000 - 2026)

ASG vs DUBS dividend yield comparison.

YearASGDUBS
20264.33%0.48%
20258.68%2.06%
20248.32%2.52%
20238.14%1.14%
202210.14%0.00%
202111.33%0.00%
20207.68%0.00%
20197.08%0.00%
201810.48%0.00%
20177.58%0.00%
20168.61%0.00%
201516.81%0.00%
20146.40%0.00%
20135.52%0.00%
20126.65%0.00%
20117.09%0.00%
20105.88%0.00%
20097.14%0.00%
200818.08%0.00%
200710.23%0.00%
200610.99%0.00%
200510.66%0.00%
20049.53%0.00%
20038.49%0.00%
200213.27%0.00%
200111.04%0.00%
20007.31%0.00%

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