GAB vs BBMC

Comparison between Gabelli Equity Trust Inc (GAB, ETF) and JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF).

5-Year PerformanceBBMC has outperformed GAB, delivering a return of +8.1% compared to +5.6%

GAB vs BBMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GAB(ETF)	BBMC(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.07%
Max Drawdown	82.98%	30.54%
Sharpe Ratio	0.34	1.54
5Y Beta	0.68	1.04
P/E Ratio	N/A	34.04
Forward P/E	N/A	17.60
5Y Dividends CAGR	5.08%	20.05%
5Y EPS CAGR	N/A	10.92%
Debt to Equity	N/A	30.99%
P/S Ratio	N/A	1.75
P/B Ratio	N/A	2.83

Net Assets

GAB

$2B

Winner

BBMC

$2.10B

Expense Ratio

GAB

N/A

BBMC

0.07%

Max Drawdown

GAB

82.98%

Winner

BBMC

30.54%

Sharpe Ratio

GAB

0.34

Winner

BBMC

1.54

5Y Beta

Winner

GAB

0.68

BBMC

1.04

P/E Ratio

GAB

N/A

BBMC

34.04

Forward P/E

GAB

N/A

BBMC

17.60

5Y Dividends CAGR

GAB

5.08%

Winner

BBMC

20.05%

5Y EPS CAGR

GAB

N/A

BBMC

10.92%

Debt to Equity

GAB

N/A

BBMC

30.99%

P/S Ratio

GAB

N/A

BBMC

1.75

P/B Ratio

GAB

N/A

BBMC

2.83

GAB vs BBMC - Historical Returns

Returns include dividend reinvestment.

Period	GAB	BBMC
1 month	+1.25%	+4.12%
3 months	+1.99%	+16.03%
6 months	-2.96%	+16.20%
1 year	+7.87%	+32.62%
5 years(CAGR)	+5.57%	+8.15%
10 years(CAGR)	+11.21%	N/A
Max(CAGR)	+7.98%	+17.86%

GAB

+1.25%

Winner

BBMC

+4.12%

GAB

+1.99%

Winner

BBMC

+16.03%

GAB

-2.96%

Winner

BBMC

+16.20%

GAB

+7.87%

Winner

BBMC

+32.62%

5Y(CAGR)

GAB

+5.57%

Winner

BBMC

+8.15%

10Y(CAGR)

GAB

+11.21%

BBMC

N/A

Max(CAGR)

GAB

+7.98%

Winner

BBMC

+17.86%

GAB vs BBMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GAB	BBMC
2026	-3.91%	+15.99%
2025	+27.36%	+12.44%
2024	+18.87%	+15.88%
2023	+3.80%	+19.07%
2022	-15.48%	-20.05%
2021	+32.58%	+19.73%
2020	+15.15%	+61.97%
2019	+29.04%	N/A
2018	-8.90%	N/A
2017	+24.03%	N/A
2016	+18.82%	N/A
2015	-8.75%	N/A
2014	-7.66%	N/A
2013	+47.48%	N/A
2012	+21.10%	N/A
2011	-3.68%	N/A
2010	+22.13%	N/A
2009	+50.58%	N/A
2008	-53.99%	N/A
2007	+12.37%	N/A
2006	+27.71%	N/A
2005	-1.82%	N/A
2004	+22.69%	N/A
2003	+24.64%	N/A
2002	-29.96%	N/A
2001	+7.02%	N/A
2000	+1.86%	N/A
1999	+8.65%	N/A

GAB vs BBMC Drawdown Comparison

The maximum drawdown for GAB was -74.61%, occurring on Mar 9, 2009. Recovery took 905 trading sessions.

The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.

The current GAB drawdown is -7.84%.

Rank	GAB	BBMC
#1	-74.61% Jul 12, 2007 - Feb 11, 2011	-30.12% Nov 8, 2021 - Sep 19, 2024
#2	-47.09% May 15, 2002 - Dec 2, 2004	-24.18% Nov 25, 2024 - Aug 28, 2025
#3	-46.69% Feb 19, 2020 - Oct 21, 2020	-9.94% Jun 8, 2020 - Aug 5, 2020
#4	-32.10% Mar 6, 2014 - Feb 14, 2017	-9.75% Feb 26, 2026 - Apr 16, 2026
#5	-26.78% Feb 11, 2011 - Mar 12, 2012	-7.55% Sep 2, 2020 - Oct 5, 2020
#6	-26.51% Dec 28, 2021 - Aug 30, 2024	-7.21% Apr 29, 2020 - May 20, 2020
#7	-24.51% Sep 20, 2018 - Apr 16, 2019	-7.05% Apr 27, 2021 - Jun 25, 2021
#8	-22.09% Jul 17, 2001 - Mar 8, 2002	-6.71% Mar 15, 2021 - Apr 16, 2021
#9	-18.14% Sep 16, 2005 - Aug 31, 2006	-6.62% Jun 25, 2021 - Aug 27, 2021
#10	-14.73% Jan 19, 2000 - May 17, 2001	-6.45% Oct 27, 2025 - Nov 28, 2025
#11	-12.90% Feb 17, 2026 - Apr 2, 2026	-6.27% Feb 12, 2021 - Mar 12, 2021
#12	-12.78% Mar 26, 2012 - Aug 28, 2012	-6.13% Oct 12, 2020 - Nov 5, 2020
#13	-12.35% Mar 24, 2025 - May 12, 2025	-5.49% Jan 20, 2021 - Feb 5, 2021
#14	-11.72% Sep 21, 2012 - Dec 18, 2012	-4.82% Sep 2, 2021 - Oct 19, 2021
#15	-9.98% Dec 26, 2013 - Feb 28, 2014	-4.22% May 6, 2026 - May 26, 2026

Correlation

Correlation between GAB and BBMC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

GAB vs BBMC dividend yield comparison.

Year	GAB	BBMC
2026	2.65%	0.18%
2025	9.72%	1.25%
2024	11.15%	1.31%
2023	11.81%	1.36%
2022	10.95%	1.48%
2021	8.71%	0.87%
2020	9.57%	0.69%
2019	9.85%	0.00%
2018	12.55%	0.00%
2017	9.80%	0.00%
2016	10.87%	0.00%
2015	12.05%	0.00%
2014	9.89%	0.00%
2013	8.00%	0.00%
2012	10.03%	0.00%
2011	11.42%	0.00%
2010	8.99%	0.00%
2009	14.28%	0.00%
2008	21.62%	0.00%
2007	14.16%	0.00%
2006	9.35%	0.00%
2005	10.58%	0.00%
2004	8.87%	0.00%
2003	8.62%	0.00%
2002	13.87%	0.00%
2001	10.01%	0.00%
2000	6.73%	0.00%