GGZ vs SIHY

Comparison between Gabelli Global Small and Mid Cap Value Trust (GGZ, ETF) and HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF (SIHY, ETF).

5-Year PerformanceGGZ has outperformed SIHY, delivering a return of +6.5% compared to +4.9%

GGZ vs SIHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GGZ(ETF)	SIHY(ETF)
Net Assets	$141M	$141M
Expense Ratio	N/A	0.48%
Max Drawdown	59.05%	17.74%
Sharpe Ratio	1.30	0.74
5Y Beta	0.71	0.23
5Y Dividends CAGR	-0.25%	N/A

Net Assets

Winner

GGZ

$141M

SIHY

$141M

Expense Ratio

GGZ

N/A

SIHY

0.48%

Max Drawdown

GGZ

59.05%

Winner

SIHY

17.74%

Sharpe Ratio

Winner

GGZ

1.30

SIHY

0.74

5Y Beta

GGZ

0.71

Winner

SIHY

0.23

5Y Dividends CAGR

GGZ

-0.25%

SIHY

N/A

GGZ vs SIHY - Historical Returns

Returns include dividend reinvestment.

Period	GGZ	SIHY
1 month	-0.06%	-0.08%
3 months	-0.03%	+1.61%
6 months	+5.65%	+1.98%
1 year	+25.19%	+6.77%
5 years(CAGR)	+6.51%	+4.87%
10 years(CAGR)	+8.78%	N/A
Max(CAGR)	+7.13%	+4.87%

Winner

GGZ

-0.06%

SIHY

-0.08%

GGZ

-0.03%

Winner

SIHY

+1.61%

Winner

GGZ

+5.65%

SIHY

+1.98%

Winner

GGZ

+25.19%

SIHY

+6.77%

5Y(CAGR)

Winner

GGZ

+6.51%

SIHY

+4.87%

10Y(CAGR)

GGZ

+8.78%

SIHY

N/A

Max(CAGR)

Winner

GGZ

+7.13%

SIHY

+4.87%

GGZ vs SIHY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	GGZ	SIHY
2026	+10.03%	+2.51%
2025	+34.93%	+7.81%
2024	+6.27%	+9.16%
2023	+9.40%	+13.30%
2022	-26.24%	-7.72%
2021	+31.96%	-0.01%
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 SIHY Drawdown Comparison

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

The maximum drawdown for SIHY was -13.31%, occurring on Sep 27, 2022. Recovery took 483 trading sessions.

The current GGZ drawdown is -2.62%. The current SIHY drawdown is -0.20%.

Rank	GGZ	SIHY
#1	-56.04% Oct 12, 2017 - Dec 4, 2020	-13.31% Dec 27, 2021 - Nov 28, 2023
#2	-39.38% Nov 12, 2021 - Jul 3, 2025	-5.37% Feb 24, 2025 - Jun 6, 2025
#3	-15.48% Jun 22, 2015 - Sep 6, 2016	-3.17% Feb 19, 2026 - Apr 17, 2026
#4	-10.35% Feb 25, 2026 - Jun 29, 2026	-2.36% Nov 5, 2021 - Dec 23, 2021
#5	-9.39% Sep 7, 2016 - Jan 25, 2017	-2.09% Mar 27, 2024 - May 15, 2024
#6	-8.84% Sep 19, 2025 - Dec 19, 2025	-1.97% Dec 2, 2024 - Jan 27, 2025
#7	-8.33% Jul 3, 2014 - Apr 8, 2015	-1.66% Sep 22, 2025 - Oct 27, 2025
#8	-5.54% Jun 10, 2021 - Sep 2, 2021	-1.49% Dec 27, 2023 - Jan 12, 2024
#9	-5.27% Sep 3, 2021 - Oct 20, 2021	-1.21% Jan 29, 2024 - Mar 8, 2024
#10	-4.75% May 7, 2021 - May 21, 2021	-1.17% Jul 31, 2024 - Aug 13, 2024
#11	-4.38% Aug 2, 2017 - Sep 13, 2017	-1.13% Sep 16, 2021 - Nov 5, 2021
#12	-3.58% Jan 7, 2021 - Feb 4, 2021	-1.05% Sep 30, 2024 - Nov 7, 2024
#13	-3.33% Jul 23, 2025 - Aug 12, 2025	-0.95% Oct 27, 2025 - Nov 26, 2025
#14	-3.26% Jul 6, 2026 - Jul 20, 2026	-0.92% May 21, 2024 - Jun 3, 2024
#15	-3.18% Jan 26, 2026 - Feb 6, 2026	-0.91% Jan 12, 2024 - Jan 25, 2024