HTUS vs GGZ

Comparison between HULL TACTICAL US ETF (HTUS, ETF) and Gabelli Global Small and Mid Cap Value Trust (GGZ, ETF).

5-Year PerformanceHTUS has outperformed GGZ, delivering a return of +14.9% compared to +5.0%

HTUS vs GGZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTUS(ETF)	GGZ(ETF)
Net Assets	$138M	$138M
Expense Ratio	0.96%	N/A
Max Drawdown	50.72%	59.05%
Sharpe Ratio	1.75	1.25
5Y Beta	1.02	0.71
5Y Dividends CAGR	N/A	7.06%

Net Assets

HTUS

$138M

Winner

GGZ

$138M

Expense Ratio

HTUS

0.96%

GGZ

N/A

Max Drawdown

Winner

HTUS

50.72%

GGZ

59.05%

Sharpe Ratio

Winner

HTUS

1.75

GGZ

1.25

5Y Beta

HTUS

1.02

Winner

GGZ

0.71

5Y Dividends CAGR

HTUS

N/A

GGZ

7.06%

HTUS vs GGZ - Historical Returns

Returns include dividend reinvestment.

Period	HTUS	GGZ
1 month	+2.43%	-2.73%
3 months	+9.67%	-2.03%
6 months	+9.89%	+12.36%
1 year	+27.04%	+25.92%
5 years(CAGR)	+14.92%	+5.05%
10 years(CAGR)	+12.38%	+8.31%
Max(CAGR)	+11.66%	+6.80%

Winner

HTUS

+2.43%

GGZ

-2.73%

Winner

HTUS

+9.67%

GGZ

-2.03%

HTUS

+9.89%

Winner

GGZ

+12.36%

Winner

HTUS

+27.04%

GGZ

+25.92%

5Y(CAGR)

Winner

HTUS

+14.92%

GGZ

+5.05%

10Y(CAGR)

Winner

HTUS

+12.38%

GGZ

+8.31%

Max(CAGR)

Winner

HTUS

+11.66%

GGZ

+6.80%

HTUS vs GGZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HTUS	GGZ
2026	+9.37%	+5.18%
2025	+16.82%	+34.93%
2024	+25.97%	+6.27%
2023	+28.48%	+9.40%
2022	-13.43%	-26.24%
2021	+26.50%	+31.96%
2020	+12.18%	+17.72%
2019	+18.06%	+23.99%
2018	-10.05%	-22.81%
2017	+11.78%	+19.62%
2016	+5.41%	+4.79%
2015	+0.32%	+0.10%
2014	N/A	-3.45%

HTUS vs GGZ Drawdown Comparison

The maximum drawdown for HTUS was -47.50%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.

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

The current HTUS drawdown is -2.30%. The current GGZ drawdown is -5.21%.

Rank	HTUS	GGZ
#1	-47.50% Feb 12, 2020 - Oct 9, 2020	-56.04% Oct 12, 2017 - Dec 4, 2020
#2	-24.38% Dec 16, 2024 - Jun 27, 2025	-39.38% Nov 12, 2021 - Jul 3, 2025
#3	-21.35% Nov 22, 2021 - Jun 13, 2023	-15.48% Jun 22, 2015 - Sep 6, 2016
#4	-20.03% Jan 26, 2018 - Oct 28, 2019	-10.35% Feb 25, 2026 - Mar 20, 2026
#5	-13.65% Jul 28, 2023 - Dec 8, 2023	-9.39% Sep 7, 2016 - Jan 25, 2017
#6	-8.68% Feb 25, 2026 - Apr 14, 2026	-8.84% Sep 19, 2025 - Dec 19, 2025
#7	-7.05% Jul 16, 2024 - Aug 15, 2024	-8.33% Jul 3, 2014 - Apr 8, 2015
#8	-4.55% Mar 28, 2024 - May 14, 2024	-5.54% Jun 10, 2021 - Sep 2, 2021
#9	-4.40% Aug 30, 2024 - Sep 19, 2024	-5.27% Sep 3, 2021 - Oct 20, 2021
#10	-4.33% Sep 3, 2021 - Oct 21, 2021	-4.75% May 7, 2021 - May 21, 2021
#11	-4.22% Oct 28, 2025 - Nov 26, 2025	-4.38% Aug 2, 2017 - Sep 13, 2017
#12	-4.16% Oct 13, 2020 - Nov 5, 2020	-3.58% Jan 7, 2021 - Feb 4, 2021
#13	-4.12% Dec 20, 2023 - Jan 23, 2024	-3.33% Jul 23, 2025 - Aug 12, 2025
#14	-3.99% Feb 1, 2016 - Feb 22, 2016	-3.18% Jan 26, 2026 - Feb 6, 2026
#15	-3.32% Feb 24, 2021 - Mar 11, 2021	-2.79% Mar 17, 2021 - Apr 9, 2021

Correlation

Correlation between HTUS and GGZ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2016 - 2026)

HTUS vs GGZ dividend yield comparison.

Year	HTUS	GGZ
2026	0.00%	1.35%
2025	11.89%	4.60%
2024	17.80%	5.47%
2023	1.18%	5.46%
2022	5.63%	5.70%
2021	7.20%	6.54%
2020	3.77%	4.90%
2019	0.92%	4.73%
2018	8.69%	0.00%
2017	8.29%	0.00%
2016	3.02%	1.13%