IMOM vs GRX

Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF (IMOM, ETF) and Gabelli Healthcare & WellnessRx Trust (GRX, ETF).

5-Year PerformanceIMOM has outperformed GRX, delivering a return of +6.3% compared to -0.2%

IMOM vs GRX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMOM(ETF)	GRX(ETF)
Net Assets	$159M	$159M
Expense Ratio	0.38%	N/A
Max Drawdown	47.07%	65.00%
Sharpe Ratio	0.99	0.47
5Y Beta	0.87	0.41
5Y Dividends CAGR	53.23%	-1.68%

Net Assets

Winner

IMOM

$159M

GRX

$159M

Expense Ratio

IMOM

0.38%

GRX

N/A

Max Drawdown

Winner

IMOM

47.07%

GRX

65.00%

Sharpe Ratio

Winner

IMOM

0.99

GRX

0.47

5Y Beta

IMOM

0.87

Winner

GRX

0.41

5Y Dividends CAGR

Winner

IMOM

53.23%

GRX

-1.68%

IMOM vs GRX - Historical Returns

Returns include dividend reinvestment.

Period	IMOM	GRX
1 month	-5.01%	+4.03%
3 months	-6.22%	+6.68%
6 months	-2.90%	+2.62%
1 year	+24.51%	+8.84%
5 years(CAGR)	+6.32%	-0.17%
10 years(CAGR)	+6.97%	+4.49%
Max(CAGR)	+6.93%	+6.00%

IMOM

-5.01%

Winner

GRX

+4.03%

IMOM

-6.22%

Winner

GRX

+6.68%

IMOM

-2.90%

Winner

GRX

+2.62%

Winner

IMOM

+24.51%

GRX

+8.84%

5Y(CAGR)

Winner

IMOM

+6.32%

GRX

-0.17%

10Y(CAGR)

Winner

IMOM

+6.97%

GRX

+4.49%

Max(CAGR)

Winner

IMOM

+6.93%

GRX

+6.00%

IMOM vs GRX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IMOM	GRX
2026	+5.91%	+2.94%
2025	+46.80%	+6.83%
2024	+6.38%	+7.27%
2023	+9.92%	-3.78%
2022	-22.11%	-20.60%
2021	-2.16%	+23.49%
2020	+26.49%	+10.14%
2019	+18.49%	+31.00%
2018	-23.45%	-6.48%
2017	+33.06%	+13.43%
2016	-8.55%	-1.53%
2015	N/A	+3.12%
2014	N/A	+7.95%
2013	N/A	+30.46%
2012	N/A	+35.47%
2011	N/A	-0.42%
2010	N/A	+3.48%
2009	N/A	+30.10%
2008	N/A	-27.74%
2007	N/A	-12.90%

IMOM vs GRX Drawdown Comparison

The maximum drawdown for IMOM was -45.70%, occurring on Mar 18, 2020. Recovery took 716 trading sessions.

The maximum drawdown for GRX was -64.35%, occurring on Mar 6, 2009. Recovery took 1427 trading sessions.

The current IMOM drawdown is -11.17%. The current GRX drawdown is -7.25%.

Rank	IMOM	GRX
#1	-45.70% Jan 29, 2018 - Dec 1, 2020	-64.35% Jul 23, 2007 - Mar 22, 2013
#2	-39.27% Sep 15, 2021 - Jun 24, 2025	-37.33% Jan 3, 2022 - Oct 27, 2023
#3	-16.48% Jul 29, 2016 - Jun 2, 2017	-36.98% Feb 19, 2020 - Nov 17, 2020
#4	-16.22% Feb 16, 2021 - Sep 7, 2021	-20.64% Jul 14, 2015 - Jul 12, 2016
#5	-15.61% Feb 25, 2026 - May 6, 2026	-20.01% Sep 27, 2018 - Jul 3, 2019
#6	-14.05% Jan 4, 2016 - Apr 4, 2016	-16.30% Aug 9, 2016 - Jun 22, 2017
#7	-12.62% May 26, 2026 - Jul 20, 2026	-15.10% Jan 26, 2018 - Aug 20, 2018
#8	-5.71% Jun 20, 2016 - Jul 1, 2016	-15.09% May 20, 2013 - Dec 20, 2013
#9	-5.57% Jan 25, 2021 - Feb 9, 2021	-13.74% Jun 26, 2014 - Dec 3, 2014
#10	-4.92% Jan 27, 2026 - Feb 9, 2026	-11.71% Jun 28, 2017 - Jan 11, 2018
#11	-4.74% Nov 24, 2017 - Jan 3, 2018	-9.47% Sep 3, 2021 - Dec 29, 2021
#12	-4.30% May 13, 2026 - May 26, 2026	-8.62% Jun 26, 2007 - Jul 3, 2007
#13	-4.17% Nov 13, 2025 - Dec 10, 2025	-7.71% Jan 16, 2014 - Mar 4, 2014
#14	-4.15% Jun 8, 2017 - Jul 19, 2017	-6.31% Mar 10, 2014 - Jun 26, 2014
#15	-3.92% Oct 6, 2025 - Nov 10, 2025	-4.85% Jul 3, 2019 - Sep 16, 2019

Correlation

Correlation between IMOM and GRX is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2007 - 2026)

IMOM vs GRX dividend yield comparison.

Year	IMOM	GRX
2026	0.00%	3.56%
2025	2.53%	6.85%
2024	4.52%	6.22%
2023	2.95%	6.43%
2022	6.06%	5.84%
2021	1.27%	7.07%
2020	0.59%	4.85%
2019	1.17%	4.86%
2018	0.78%	5.62%
2017	1.11%	5.04%
2016	0.54%	5.51%
2015	0.00%	4.98%
2014	0.00%	5.95%
2013	0.00%	8.77%
2012	0.00%	12.88%
2008	0.00%	1.00%
2007	0.00%	0.71%