GRX vs SPY
Comparison between Gabelli Healthcare & WellnessRx Trust (GRX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed GRX, delivering a return of +13.3% compared to -1.4%
GRX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GRX
$152M
Winner
SPY
$735B
Expense Ratio
GRX
N/A
SPY
0.09%
Max Drawdown
GRX
65.00%
Winner
SPY
56.47%
Sharpe Ratio
GRX
-0.15
Winner
SPY
1.62
5Y Beta
Winner
GRX
0.41
SPY
1.00
P/E Ratio
GRX
N/A
SPY
28.99
Forward P/E
GRX
N/A
SPY
22.37
5Y Dividends CAGR
Winner
GRX
7.06%
SPY
5.43%
5Y EPS CAGR
GRX
N/A
SPY
26.05%
Debt to Equity
GRX
N/A
SPY
32.40%
P/S Ratio
GRX
N/A
SPY
3.74
P/B Ratio
GRX
N/A
SPY
5.61
GRX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
GRX
+0.33%
Winner
SPY
+1.90%
3M
GRX
-5.77%
Winner
SPY
+8.55%
6M
GRX
-1.96%
Winner
SPY
+8.18%
1Y
GRX
+1.50%
Winner
SPY
+25.79%
5Y(CAGR)
GRX
-1.36%
Winner
SPY
+13.32%
10Y(CAGR)
GRX
+4.28%
Winner
SPY
+15.19%
Max(CAGR)
GRX
+5.63%
Winner
SPY
+8.47%
GRX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | GRX | SPY |
|---|---|---|
| 2026 | -4.35% | +8.26% |
| 2025 | +6.83% | +18.00% |
| 2024 | +7.27% | +25.59% |
| 2023 | -3.78% | +26.72% |
| 2022 | -20.60% | -18.64% |
| 2021 | +23.49% | +30.52% |
| 2020 | +10.14% | +17.28% |
| 2019 | +31.00% | +31.09% |
| 2018 | -6.48% | -5.24% |
| 2017 | +13.43% | +20.78% |
| 2016 | -1.53% | +13.59% |
| 2015 | +3.12% | +1.31% |
| 2014 | +7.95% | +14.56% |
| 2013 | +30.46% | +29.00% |
| 2012 | +35.47% | +14.17% |
| 2011 | -0.42% | +0.85% |
| 2010 | +3.48% | +13.14% |
| 2009 | +30.10% | +22.67% |
| 2008 | -27.74% | -36.25% |
| 2007 | -12.90% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
GRX vs SPY Drawdown Comparison
The maximum drawdown for GRX was -64.35%, occurring on Mar 6, 2009. Recovery took 1427 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current GRX drawdown is -13.82%. The current SPY drawdown is -2.90%.
| Rank | GRX | SPY |
|---|---|---|
| #1 | -64.35% Jul 23, 2007 - Mar 22, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -37.33% Jan 3, 2022 - Oct 27, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.98% Feb 19, 2020 - Nov 17, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.64% Jul 14, 2015 - Jul 12, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.01% Sep 27, 2018 - Jul 3, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.30% Aug 9, 2016 - Jun 22, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.10% Jan 26, 2018 - Aug 20, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.09% May 20, 2013 - Dec 20, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.74% Jun 26, 2014 - Dec 3, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.71% Jun 28, 2017 - Jan 11, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.47% Sep 3, 2021 - Dec 29, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.62% Jun 26, 2007 - Jul 3, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.71% Jan 16, 2014 - Mar 4, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.31% Mar 10, 2014 - Jun 26, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.85% Jul 3, 2019 - Sep 16, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between GRX and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
GRX vs SPY dividend yield comparison.
| Year | GRX | SPY |
|---|---|---|
| 2026 | 1.88% | 0.24% |
| 2025 | 6.85% | 1.07% |
| 2024 | 6.22% | 1.21% |
| 2023 | 6.43% | 1.40% |
| 2022 | 5.84% | 1.65% |
| 2021 | 7.07% | 1.20% |
| 2020 | 4.85% | 1.52% |
| 2019 | 4.86% | 1.75% |
| 2018 | 5.62% | 2.04% |
| 2017 | 5.04% | 1.80% |
| 2016 | 5.51% | 2.03% |
| 2015 | 4.98% | 2.06% |
| 2014 | 5.95% | 1.87% |
| 2013 | 8.77% | 1.81% |
| 2012 | 12.88% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 1.00% | 3.02% |
| 2007 | 0.71% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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