GDL vs IBUY

Comparison between GDL Fund (GDL, ETF) and AMPLIFY ONLINE RETAIL ETF (IBUY, ETF).

5-Year PerformanceGDL has outperformed IBUY, delivering a return of +4.5% compared to -11.1%

GDL vs IBUY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GDL(ETF)	IBUY(ETF)
Net Assets	$118M	$118M
Expense Ratio	N/A	0.65%
Max Drawdown	71.51%	73.00%
Sharpe Ratio	0.47	-0.24
5Y Beta	0.10	1.20
P/E Ratio	N/A	39.11
Forward P/E	N/A	16.86
PEG Ratio	N/A	0.59
5Y Dividends CAGR	-4.36%	-36.54%
Debt to Equity	N/A	-8.22%
P/S Ratio	N/A	0.91
P/B Ratio	N/A	3.69

Net Assets

Winner

GDL

$118M

IBUY

$118M

Expense Ratio

GDL

N/A

IBUY

0.65%

Max Drawdown

Winner

GDL

71.51%

IBUY

73.00%

Sharpe Ratio

Winner

GDL

0.47

IBUY

-0.24

5Y Beta

Winner

GDL

0.10

IBUY

1.20

P/E Ratio

GDL

N/A

IBUY

39.11

Forward P/E

GDL

N/A

IBUY

16.86

PEG Ratio

GDL

N/A

IBUY

0.59

5Y Dividends CAGR

Winner

GDL

-4.36%

IBUY

-36.54%

Debt to Equity

GDL

N/A

IBUY

-8.22%

P/S Ratio

GDL

N/A

IBUY

0.91

P/B Ratio

GDL

N/A

IBUY

3.69

GDL vs IBUY - Historical Returns

Returns include dividend reinvestment.

Period	GDL	IBUY
1 month	+0.59%	+8.53%
3 months	+2.36%	+8.52%
6 months	+1.79%	-8.90%
1 year	+7.76%	+1.75%
5 years(CAGR)	+4.51%	-11.06%
10 years(CAGR)	+3.95%	+11.15%
Max(CAGR)	+3.28%	+10.43%

GDL

+0.59%

Winner

IBUY

+8.53%

GDL

+2.36%

Winner

IBUY

+8.52%

Winner

GDL

+1.79%

IBUY

-8.90%

Winner

GDL

+7.76%

IBUY

+1.75%

5Y(CAGR)

Winner

GDL

+4.51%

IBUY

-11.06%

10Y(CAGR)

GDL

+3.95%

Winner

IBUY

+11.15%

Max(CAGR)

GDL

+3.28%

Winner

IBUY

+10.43%

GDL vs IBUY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	GDL	IBUY
2026	+2.94%	-7.82%
2025	+11.53%	+14.69%
2024	+6.46%	+23.10%
2023	+8.16%	+36.33%
2022	-6.27%	-56.41%
2021	+8.15%	-22.13%
2020	-0.36%	+121.03%
2019	+6.91%	+28.10%
2018	-2.79%	-3.70%
2017	+4.29%	+49.12%
2016	+5.32%	+7.48%
2015	+4.44%	N/A
2014	+0.89%	N/A
2013	+6.69%	N/A
2012	+6.56%	N/A
2011	+5.01%	N/A
2010	+1.10%	N/A
2009	+17.35%	N/A
2008	-9.24%	N/A
2007	-13.32%	N/A

GDL vs IBUY Drawdown Comparison

The maximum drawdown for GDL was -38.67%, occurring on Mar 18, 2020. Recovery took 261 trading sessions.

The maximum drawdown for IBUY was -73.00%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The current GDL drawdown is -0.36%. The current IBUY drawdown is -50.61%.

Rank	GDL	IBUY
#1	-38.67% Jan 15, 2020 - Jan 28, 2021	-73.00% Feb 12, 2021 - Oct 14, 2022
#2	-36.33% Jun 4, 2007 - Mar 17, 2011	-36.07% Feb 20, 2020 - May 6, 2020
#3	-14.35% Jun 28, 2011 - Sep 12, 2012	-31.37% Sep 4, 2018 - Jan 16, 2020
#4	-13.30% Oct 12, 2017 - Jan 8, 2020	-10.21% Sep 1, 2020 - Oct 8, 2020
#5	-9.51% Dec 17, 2021 - Dec 14, 2023	-9.59% Oct 13, 2020 - Nov 5, 2020
#6	-7.91% May 13, 2014 - May 13, 2015	-9.36% Apr 20, 2016 - Jul 11, 2016
#7	-7.01% Oct 5, 2012 - Jan 23, 2013	-8.51% Mar 9, 2018 - Jun 1, 2018
#8	-6.41% Jan 5, 2016 - Mar 21, 2016	-7.37% Jul 26, 2017 - Nov 21, 2017
#9	-6.00% Mar 25, 2025 - May 21, 2025	-6.93% Nov 6, 2020 - Nov 23, 2020
#10	-4.89% May 18, 2015 - Dec 22, 2015	-6.92% Jun 8, 2020 - Jun 18, 2020
#11	-4.17% May 20, 2013 - Sep 26, 2013	-6.33% Jan 26, 2018 - Feb 15, 2018
#12	-3.54% Mar 26, 2013 - May 16, 2013	-5.93% Jan 16, 2020 - Feb 19, 2020
#13	-3.34% Dec 26, 2023 - Mar 21, 2024	-5.55% Sep 22, 2016 - Nov 21, 2016
#14	-3.22% Sep 30, 2016 - Dec 20, 2016	-5.47% Jul 17, 2018 - Aug 31, 2018
#15	-3.22% Feb 2, 2026 - May 14, 2026	-5.09% Jun 18, 2018 - Jul 17, 2018

Correlation

Correlation between GDL and IBUY is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (2007 - 2026)

GDL vs IBUY dividend yield comparison.

Year	GDL	IBUY
2026	2.86%	0.00%
2025	5.67%	0.11%
2024	5.99%	0.00%
2023	5.97%	0.00%
2022	6.12%	0.00%
2021	5.38%	0.00%
2020	5.28%	0.54%
2019	4.30%	0.29%
2018	4.36%	0.00%
2017	5.96%	0.00%
2016	6.50%	0.00%
2015	6.39%	0.00%
2014	7.82%	0.00%
2013	11.62%	0.00%
2012	11.21%	0.00%
2011	19.85%	0.00%
2010	9.57%	0.00%
2009	8.88%	0.00%
2008	12.18%	0.00%
2007	7.50%	0.00%