LFGY vs GGZ

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

LFGY vs GGZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

LFGY

$138M

Winner

GGZ

$138M

Expense Ratio

LFGY

1.02%

GGZ

N/A

Max Drawdown

LFGY

65.03%

Winner

GGZ

59.05%

Sharpe Ratio

LFGY

0.20

Winner

GGZ

1.39

5Y Beta

LFGY

1.67

Winner

GGZ

0.71

P/E Ratio

LFGY

-15.95

GGZ

N/A

Forward P/E

LFGY

16.86

GGZ

N/A

5Y Dividends CAGR

LFGY

N/A

GGZ

7.06%

Debt to Equity

LFGY

82.00%

GGZ

N/A

P/S Ratio

LFGY

5.36

GGZ

N/A

P/B Ratio

LFGY

2.77

GGZ

N/A

LFGY vs GGZ - Historical Returns

Returns include dividend reinvestment.

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

LFGY

-3.36%

Winner

GGZ

+1.97%

Winner

LFGY

+20.55%

GGZ

+5.80%

LFGY

+6.62%

Winner

GGZ

+14.19%

LFGY

+5.58%

Winner

GGZ

+28.54%

5Y(CAGR)

LFGY

N/A

GGZ

+5.30%

10Y(CAGR)

LFGY

N/A

GGZ

+8.80%

Max(CAGR)

LFGY

+3.87%

Winner

GGZ

+7.09%

LFGY vs GGZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

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

LFGY vs GGZ Drawdown Comparison

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

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

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

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