AUGW vs GGZ
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF (AUGW, ETF) and Gabelli Global Small and Mid Cap Value Trust (GGZ, ETF).
AUGW vs GGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AUGW
$138M
Winner
GGZ
$138M
Expense Ratio
AUGW
0.74%
GGZ
N/A
Max Drawdown
Winner
AUGW
8.76%
GGZ
59.05%
Sharpe Ratio
Winner
AUGW
1.79
GGZ
1.25
5Y Beta
Winner
AUGW
0.40
GGZ
0.71
5Y Dividends CAGR
AUGW
N/A
GGZ
7.06%
AUGW vs GGZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AUGW
+0.88%
GGZ
-2.73%
3M
Winner
AUGW
+3.57%
GGZ
-2.03%
6M
AUGW
+4.42%
Winner
GGZ
+12.36%
1Y
AUGW
+13.04%
Winner
GGZ
+25.92%
5Y(CAGR)
AUGW
N/A
GGZ
+5.05%
10Y(CAGR)
AUGW
N/A
GGZ
+8.31%
Max(CAGR)
Winner
AUGW
+11.15%
GGZ
+6.80%
AUGW vs GGZ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | AUGW | GGZ |
|---|---|---|
| 2026 | +3.79% | +5.18% |
| 2025 | +11.11% | +34.93% |
| 2024 | +13.44% | +6.27% |
| 2023 | +3.32% | +9.40% |
| 2022 | N/A | -26.24% |
| 2021 | N/A | +31.96% |
| 2020 | N/A | +17.72% |
| 2019 | N/A | +23.99% |
| 2018 | N/A | -22.81% |
| 2017 | N/A | +19.62% |
| 2016 | N/A | +4.79% |
| 2015 | N/A | +0.10% |
| 2014 | N/A | -3.45% |
AUGW vs GGZ Drawdown Comparison
The maximum drawdown for AUGW was -8.76%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The maximum drawdown for GGZ was -56.04%, occurring on Mar 18, 2020. Recovery took 792 trading sessions.
The current AUGW drawdown is -0.37%. The current GGZ drawdown is -5.21%.
| Rank | AUGW | GGZ |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - May 19, 2025 | -56.04% Oct 12, 2017 - Dec 4, 2020 |
| #2 | -4.44% Aug 1, 2023 - Nov 20, 2023 | -39.38% Nov 12, 2021 - Jul 3, 2025 |
| #3 | -3.20% Feb 25, 2026 - Apr 9, 2026 | -15.48% Jun 22, 2015 - Sep 6, 2016 |
| #4 | -2.77% Jul 30, 2024 - Aug 15, 2024 | -10.35% Feb 25, 2026 - Mar 20, 2026 |
| #5 | -2.07% Apr 1, 2024 - May 6, 2024 | -9.39% Sep 7, 2016 - Jan 25, 2017 |
| #6 | -1.79% Aug 30, 2024 - Sep 16, 2024 | -8.84% Sep 19, 2025 - Dec 19, 2025 |
| #7 | -1.66% Oct 27, 2025 - Nov 28, 2025 | -8.33% Jul 3, 2014 - Apr 8, 2015 |
| #8 | -1.52% Dec 6, 2024 - Jan 21, 2025 | -5.54% Jun 10, 2021 - Sep 2, 2021 |
| #9 | -1.40% May 19, 2025 - Jun 3, 2025 | -5.27% Sep 3, 2021 - Oct 20, 2021 |
| #10 | -1.23% Dec 28, 2023 - Jan 10, 2024 | -4.75% May 7, 2021 - May 21, 2021 |
| #11 | -1.11% Oct 18, 2024 - Nov 6, 2024 | -4.38% Aug 2, 2017 - Sep 13, 2017 |
| #12 | -1.02% Oct 8, 2025 - Oct 20, 2025 | -3.58% Jan 7, 2021 - Feb 4, 2021 |
| #13 | -0.89% Jan 23, 2025 - Feb 6, 2025 | -3.33% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -0.87% Feb 2, 2026 - Feb 9, 2026 | -3.18% Jan 26, 2026 - Feb 6, 2026 |
| #15 | -0.83% Jan 29, 2024 - Feb 2, 2024 | -2.79% Mar 17, 2021 - Apr 9, 2021 |
Correlation
Correlation between AUGW and GGZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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