GGZ vs LFGY

Comparison between Gabelli Global Small and Mid Cap Value Trust (GGZ, ETF) and YIELDMAX(R) CRYPTO INDUSTRY & TECH PORTFOLIO OPTION INCOME ETF (LFGY, ETF).

GGZ vs LFGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GGZ(ETF)	LFGY(ETF)
Net Assets	$138M	$138M
Expense Ratio	N/A	1.02%
Max Drawdown	59.05%	65.03%
Sharpe Ratio	1.39	0.20
5Y Beta	0.71	1.67
P/E Ratio	N/A	-15.95
Forward P/E	N/A	16.86
5Y Dividends CAGR	7.06%	N/A
Debt to Equity	N/A	82.00%
P/S Ratio	N/A	5.36
P/B Ratio	N/A	2.77

Net Assets

Winner

GGZ

$138M

LFGY

$138M

Expense Ratio

GGZ

N/A

LFGY

1.02%

Max Drawdown

Winner

GGZ

59.05%

LFGY

65.03%

Sharpe Ratio

Winner

GGZ

1.39

LFGY

0.20

5Y Beta

Winner

GGZ

0.71

LFGY

1.67

P/E Ratio

GGZ

N/A

LFGY

-15.95

Forward P/E

GGZ

N/A

LFGY

16.86

5Y Dividends CAGR

GGZ

7.06%

LFGY

N/A

Debt to Equity

GGZ

N/A

LFGY

82.00%

P/S Ratio

GGZ

N/A

LFGY

5.36

P/B Ratio

GGZ

N/A

LFGY

2.77

GGZ vs LFGY - Historical Returns

Returns include dividend reinvestment.

Period	GGZ	LFGY
1 month	+1.97%	-3.36%
3 months	+5.80%	+20.55%
6 months	+14.19%	+6.62%
1 year	+28.54%	+5.58%
5 years(CAGR)	+5.30%	N/A
10 years(CAGR)	+8.80%	N/A
Max(CAGR)	+7.09%	+3.87%

Winner

GGZ

+1.97%

LFGY

-3.36%

GGZ

+5.80%

Winner

LFGY

+20.55%

Winner

GGZ

+14.19%

LFGY

+6.62%

Winner

GGZ

+28.54%

LFGY

+5.58%

5Y(CAGR)

GGZ

+5.30%

LFGY

N/A

10Y(CAGR)

GGZ

+8.80%

LFGY

N/A

Max(CAGR)

Winner

GGZ

+7.09%

LFGY

+3.87%

GGZ vs LFGY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	GGZ	LFGY
2026	+8.77%	+10.15%
2025	+34.93%	-8.07%
2024	+6.27%	N/A
2023	+9.40%	N/A
2022	-26.24%	N/A
2021	+31.96%	N/A
2020	+17.72%	N/A
2019	+23.99%	N/A
2018	-22.81%	N/A
2017	+19.62%	N/A
2016	+4.79%	N/A
2015	+0.10%	N/A
2014	-3.45%	N/A

GGZ vs LFGY Drawdown Comparison

The maximum drawdown for GGZ was -56.04%, occurring on Mar 18, 2020. Recovery took 792 trading sessions.

The maximum drawdown for LFGY was -35.83%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current GGZ drawdown is -1.98%. The current LFGY drawdown is -12.26%.

Rank	GGZ	LFGY
#1	-56.04% Oct 12, 2017 - Dec 4, 2020	-35.83% Oct 15, 2025 - Feb 5, 2026
#2	-39.38% Nov 12, 2021 - Jul 3, 2025	-34.64% Jan 24, 2025 - Jul 2, 2025
#3	-15.48% Jun 22, 2015 - Sep 6, 2016	-11.25% Jul 17, 2025 - Sep 18, 2025
#4	-10.35% Feb 25, 2026 - Mar 20, 2026	-4.08% Oct 9, 2025 - Oct 15, 2025
#5	-9.39% Sep 7, 2016 - Jan 25, 2017	-3.16% Sep 22, 2025 - Sep 29, 2025
#6	-8.84% Sep 19, 2025 - Dec 19, 2025	-2.54% Jul 3, 2025 - Jul 16, 2025
#7	-8.33% Jul 3, 2014 - Apr 8, 2015	-0.99% Oct 6, 2025 - Oct 8, 2025
#8	-5.54% Jun 10, 2021 - Sep 2, 2021	-0.70% Jan 17, 2025 - Jan 24, 2025
#9	-5.27% Sep 3, 2021 - Oct 20, 2021	-0.54% Sep 18, 2025 - Sep 22, 2025
#10	-4.75% May 7, 2021 - May 21, 2021	-0.05% Sep 29, 2025 - Oct 1, 2025
#11	-4.38% Aug 2, 2017 - Sep 13, 2017	N/A
#12	-3.58% Jan 7, 2021 - Feb 4, 2021	N/A
#13	-3.33% Jul 23, 2025 - Aug 12, 2025	N/A
#14	-3.18% Jan 26, 2026 - Feb 6, 2026	N/A
#15	-2.79% Mar 17, 2021 - Apr 9, 2021	N/A