GAB vs PDP

Comparison between Gabelli Equity Trust Inc (GAB, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).

5-Year PerformancePDP has outperformed GAB, delivering a return of +8.4% compared to +7.2%

GAB vs PDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GAB(ETF)	PDP(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.62%
Max Drawdown	82.98%	59.45%
Sharpe Ratio	0.34	0.79
5Y Beta	0.67	1.19
P/E Ratio	N/A	49.13
Forward P/E	N/A	24.59
5Y Dividends CAGR	-3.92%	9.90%
5Y EPS CAGR	N/A	24.64%
Debt to Equity	N/A	17.04%
P/S Ratio	N/A	3.49
P/B Ratio	N/A	7.99

Net Assets

GAB

$2B

Winner

PDP

$2.10B

Expense Ratio

GAB

N/A

PDP

0.62%

Max Drawdown

GAB

82.98%

Winner

PDP

59.45%

Sharpe Ratio

GAB

0.34

Winner

PDP

0.79

5Y Beta

Winner

GAB

0.67

PDP

1.19

P/E Ratio

GAB

N/A

PDP

49.13

Forward P/E

GAB

N/A

PDP

24.59

5Y Dividends CAGR

GAB

-3.92%

Winner

PDP

9.90%

5Y EPS CAGR

GAB

N/A

PDP

24.64%

Debt to Equity

GAB

N/A

PDP

17.04%

P/S Ratio

GAB

N/A

PDP

3.49

P/B Ratio

GAB

N/A

PDP

7.99

GAB vs PDP - Historical Returns

Returns include dividend reinvestment.

Period	GAB	PDP
1 month	-1.05%	-4.35%
3 months	+1.09%	-3.77%
6 months	-3.21%	+9.42%
1 year	+7.51%	+22.68%
5 years(CAGR)	+7.22%	+8.39%
10 years(CAGR)	+11.14%	+12.60%
Max(CAGR)	+8.05%	+9.74%

Winner

GAB

-1.05%

PDP

-4.35%

Winner

GAB

+1.09%

PDP

-3.77%

GAB

-3.21%

Winner

PDP

+9.42%

GAB

+7.51%

Winner

PDP

+22.68%

5Y(CAGR)

GAB

+7.22%

Winner

PDP

+8.39%

10Y(CAGR)

GAB

+11.14%

Winner

PDP

+12.60%

Max(CAGR)

GAB

+8.05%

Winner

PDP

+9.74%

GAB vs PDP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GAB	PDP
2026	-1.15%	+15.88%
2025	+27.36%	+8.02%
2024	+18.87%	+28.47%
2023	+3.80%	+21.82%
2022	-15.48%	-23.37%
2021	+32.58%	+9.40%
2020	+15.15%	+35.79%
2019	+29.04%	+34.74%
2018	-8.90%	-6.40%
2017	+24.03%	+22.97%
2016	+18.82%	+4.62%
2015	-8.75%	+1.55%
2014	-7.66%	+13.29%
2013	+47.48%	+28.69%
2012	+21.10%	+17.82%
2011	-3.68%	+0.33%
2010	+22.13%	+24.50%
2009	+50.58%	+24.87%
2008	-53.99%	-45.65%
2007	+12.37%	+13.82%
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 PDP Drawdown Comparison

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

The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.

The current GAB drawdown is -5.19%. The current PDP drawdown is -10.25%.

Rank	GAB	PDP
#1	-74.61% Jul 12, 2007 - Feb 11, 2011	-59.34% Dec 10, 2007 - Apr 3, 2012
#2	-47.09% May 15, 2002 - Dec 2, 2004	-34.70% Feb 19, 2020 - Jul 17, 2020
#3	-46.69% Feb 19, 2020 - Oct 21, 2020	-33.92% Nov 8, 2021 - Jul 12, 2024
#4	-32.10% Mar 6, 2014 - Feb 14, 2017	-24.54% Sep 14, 2018 - Jun 10, 2019
#5	-26.78% Feb 11, 2011 - Mar 12, 2012	-23.79% Dec 4, 2024 - Sep 19, 2025
#6	-26.51% Dec 28, 2021 - Aug 30, 2024	-19.14% Mar 20, 2015 - Feb 9, 2017
#7	-24.51% Sep 20, 2018 - Apr 16, 2019	-17.58% Jun 22, 2026 - Jul 29, 2026
#8	-22.09% Jul 17, 2001 - Mar 8, 2002	-13.91% Jul 13, 2007 - Oct 9, 2007
#9	-18.14% Sep 16, 2005 - Aug 31, 2006	-13.47% Feb 12, 2021 - Aug 5, 2021
#10	-14.73% Jan 19, 2000 - May 17, 2001	-11.87% Oct 29, 2025 - Jan 13, 2026
#11	-12.90% Feb 17, 2026 - Apr 2, 2026	-11.63% Feb 25, 2026 - Apr 10, 2026
#12	-12.78% Mar 26, 2012 - Aug 28, 2012	-9.80% May 2, 2012 - Sep 14, 2012
#13	-12.35% Mar 24, 2025 - May 12, 2025	-9.76% Sep 5, 2014 - Nov 3, 2014
#14	-11.72% Sep 21, 2012 - Dec 18, 2012	-9.59% Jul 16, 2024 - Sep 19, 2024
#15	-9.98% Dec 26, 2013 - Feb 28, 2014	-9.53% Jan 26, 2018 - May 30, 2018

Correlation

Correlation between GAB and PDP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

GAB vs PDP dividend yield comparison.

Year	GAB	PDP
2026	5.30%	0.00%
2025	9.72%	0.17%
2024	11.15%	0.15%
2023	11.81%	0.42%
2022	10.95%	0.45%
2021	8.71%	0.00%
2020	9.57%	0.11%
2019	9.85%	0.25%
2018	12.55%	0.18%
2017	9.80%	0.28%
2016	10.87%	0.81%
2015	12.05%	0.39%
2014	9.89%	0.15%
2013	8.00%	0.28%
2012	10.03%	0.85%
2011	11.42%	0.16%
2010	8.99%	0.24%
2009	14.28%	0.54%
2008	21.62%	0.27%
2007	14.16%	0.09%
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%