GDV vs UITB

Comparison between Gabelli Dividend & Income Trust (GDV, ETF) and VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF VICTORYSHARES CORE INTERMEDIATE BOND ETF (UITB, ETF).

5-Year PerformanceGDV has outperformed UITB, delivering a return of +8.6% compared to +0.7%

GDV vs UITB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GDV(ETF)	UITB(ETF)
Net Assets	$2.70B	$2.70B
Expense Ratio	N/A	0.25%
Max Drawdown	73.33%	20.97%
Sharpe Ratio	1.93	0.36
5Y Beta	0.77	0.03
5Y Dividends CAGR	5.44%	8.73%

Net Assets

GDV

$2.70B

UITB

$2.70B

Expense Ratio

GDV

N/A

UITB

0.25%

Max Drawdown

GDV

73.33%

Winner

UITB

20.97%

Sharpe Ratio

Winner

GDV

1.93

UITB

0.36

5Y Beta

GDV

0.77

Winner

UITB

0.03

5Y Dividends CAGR

GDV

5.44%

Winner

UITB

8.73%

GDV vs UITB - Historical Returns

Returns include dividend reinvestment.

Period	GDV	UITB
1 month	+3.73%	+0.09%
3 months	+1.17%	+0.02%
6 months	+12.55%	+0.87%
1 year	+29.28%	+5.44%
5 years(CAGR)	+8.60%	+0.69%
10 years(CAGR)	+11.37%	+2.36%
Max(CAGR)	+8.55%	+2.36%

Winner

GDV

+3.73%

UITB

+0.09%

Winner

GDV

+1.17%

UITB

+0.02%

Winner

GDV

+12.55%

UITB

+0.87%

Winner

GDV

+29.28%

UITB

+5.44%

5Y(CAGR)

Winner

GDV

+8.60%

UITB

+0.69%

10Y(CAGR)

Winner

GDV

+11.37%

UITB

+2.36%

Max(CAGR)

Winner

GDV

+8.55%

UITB

+2.36%

GDV vs UITB - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	GDV	UITB
2026	+6.94%	+0.58%
2025	+22.91%	+7.25%
2024	+18.64%	+2.20%
2023	+11.63%	+6.02%
2022	-19.09%	-11.67%
2021	+35.21%	-0.80%
2020	+4.02%	+7.85%
2019	+26.19%	+11.24%
2018	-17.09%	-1.15%
2017	+23.45%	+0.99%
2016	+19.57%	N/A
2015	-8.54%	N/A
2014	+6.24%	N/A
2013	+40.03%	N/A
2012	+10.49%	N/A
2011	+5.74%	N/A
2010	+21.68%	N/A
2009	+31.91%	N/A
2008	-44.37%	N/A
2007	+6.34%	N/A
2006	+27.58%	N/A
2005	+4.16%	N/A
2004	-4.13%	N/A
2003	+0.00%	N/A

GDV vs UITB Drawdown Comparison

The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The maximum drawdown for UITB was -17.02%, occurring on Oct 20, 2022. Recovery took 1031 trading sessions.

The current GDV drawdown is -1.09%. The current UITB drawdown is -1.27%.

Rank	GDV	UITB
#1	-68.82% Jul 13, 2007 - Apr 28, 2011	-17.02% Aug 3, 2021 - Sep 11, 2025
#2	-53.05% Jan 17, 2020 - Dec 2, 2020	-8.72% Mar 6, 2020 - Jun 22, 2020
#3	-28.61% Sep 21, 2018 - Jan 16, 2020	-3.44% Dec 29, 2017 - Jan 30, 2019
#4	-28.33% Nov 16, 2021 - Jul 12, 2024	-3.01% Dec 31, 2020 - Jul 8, 2021
#5	-26.21% Jun 23, 2014 - Aug 12, 2016	-2.56% Feb 27, 2026 - Mar 27, 2026
#6	-22.59% Jul 7, 2011 - Mar 16, 2012	-2.27% Sep 4, 2019 - Jan 3, 2020
#7	-16.69% Dec 17, 2003 - Jun 16, 2005	-1.26% Aug 6, 2020 - Nov 19, 2020
#8	-16.07% Feb 19, 2025 - May 20, 2025	-0.97% Oct 28, 2025 - Nov 25, 2025
#9	-11.99% Jan 25, 2018 - Aug 9, 2018	-0.85% Nov 26, 2025 - Feb 5, 2026
#10	-11.85% May 1, 2012 - Aug 10, 2012	-0.82% Jul 3, 2019 - Aug 1, 2019
#11	-11.65% Oct 17, 2012 - Jan 4, 2013	-0.69% Sep 16, 2025 - Oct 10, 2025
#12	-9.76% Feb 17, 2026 - Apr 17, 2026	-0.58% Jul 8, 2021 - Jul 19, 2021
#13	-9.24% May 21, 2013 - Jul 17, 2013	-0.56% Nov 6, 2017 - Nov 24, 2017
#14	-9.08% Aug 23, 2016 - Nov 23, 2016	-0.49% Jan 31, 2020 - Feb 18, 2020
#15	-8.03% Dec 27, 2013 - Mar 4, 2014	-0.47% Feb 26, 2019 - Mar 7, 2019

Correlation

Correlation between GDV and UITB is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2004 - 2026)

GDV vs UITB dividend yield comparison.

Year	GDV	UITB
2026	2.06%	1.48%
2025	6.05%	4.04%
2024	5.47%	3.89%
2023	6.10%	3.14%
2022	6.84%	2.32%
2021	5.11%	1.95%
2020	6.15%	2.79%
2019	6.01%	3.01%
2018	7.21%	2.99%
2017	5.64%	0.50%
2016	6.59%	0.00%
2015	6.72%	0.00%
2014	6.23%	0.00%
2013	4.65%	0.00%
2012	5.93%	0.00%
2011	5.84%	0.00%
2010	4.95%	0.00%
2009	7.55%	0.00%
2008	12.62%	0.00%
2007	8.03%	0.00%
2006	5.96%	0.00%
2005	7.26%	0.00%
2004	6.69%	0.00%