PRFZ vs GDV
Comparison between INVESCO RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).
5-Year PerformanceGDV has outperformed PRFZ, delivering a return of +8.6% compared to +8.2%
PRFZ vs GDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PRFZ vs GDV - Historical Returns
Returns include dividend reinvestment.
PRFZ vs GDV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | PRFZ | GDV |
|---|---|---|
| 2026 | +11.43% | +6.94% |
| 2025 | +11.06% | +22.91% |
| 2024 | +13.71% | +18.64% |
| 2023 | +20.63% | +11.63% |
| 2022 | -16.92% | -19.09% |
| 2021 | +29.77% | +35.21% |
| 2020 | +11.69% | +4.02% |
| 2019 | +21.04% | +26.19% |
| 2018 | -12.17% | -17.09% |
| 2017 | +12.95% | +23.45% |
| 2016 | +27.40% | +19.57% |
| 2015 | -5.03% | -8.54% |
| 2014 | +5.29% | +6.24% |
| 2013 | +37.93% | +40.03% |
| 2012 | +16.23% | +10.49% |
| 2011 | -7.67% | +5.74% |
| 2010 | +26.22% | +21.68% |
| 2009 | +55.38% | +31.91% |
| 2008 | -38.15% | -44.37% |
| 2007 | -0.59% | +6.34% |
| 2006 | +8.00% | +27.58% |
| 2005 | N/A | +4.16% |
| 2004 | N/A | -4.13% |
| 2003 | N/A | +0.00% |
PRFZ vs GDV Drawdown Comparison
The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.
The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.
The current PRFZ drawdown is -0.56%. The current GDV drawdown is -1.09%.
| Rank | PRFZ | GDV |
|---|---|---|
| #1 | -62.42% Jul 13, 2007 - Apr 14, 2010 | -68.82% Jul 13, 2007 - Apr 28, 2011 |
| #2 | -44.27% Aug 31, 2018 - Nov 24, 2020 | -53.05% Jan 17, 2020 - Dec 2, 2020 |
| #3 | -29.36% Apr 29, 2011 - Sep 14, 2012 | -28.61% Sep 21, 2018 - Jan 16, 2020 |
| #4 | -26.58% Nov 8, 2021 - Mar 27, 2024 | -28.33% Nov 16, 2021 - Jul 12, 2024 |
| #5 | -26.54% Nov 25, 2024 - Sep 5, 2025 | -26.21% Jun 23, 2014 - Aug 12, 2016 |
| #6 | -24.05% Jun 23, 2015 - Sep 2, 2016 | -22.59% Jul 7, 2011 - Mar 16, 2012 |
| #7 | -22.45% Apr 23, 2010 - Dec 3, 2010 | -16.69% Dec 17, 2003 - Jun 16, 2005 |
| #8 | -12.72% Jul 3, 2014 - Dec 29, 2014 | -16.07% Feb 19, 2025 - May 20, 2025 |
| #9 | -10.39% Jan 22, 2026 - Apr 17, 2026 | -11.99% Jan 25, 2018 - Aug 9, 2018 |
| #10 | -9.52% Sep 14, 2012 - Dec 20, 2012 | -11.85% May 1, 2012 - Aug 10, 2012 |
| #11 | -9.44% Jun 8, 2021 - Oct 22, 2021 | -11.65% Oct 17, 2012 - Jan 4, 2013 |
| #12 | -9.42% Jul 31, 2024 - Sep 19, 2024 | -9.76% Feb 17, 2026 - Apr 17, 2026 |
| #13 | -9.27% Jan 23, 2018 - May 17, 2018 | -9.24% May 21, 2013 - Jul 17, 2013 |
| #14 | -8.51% Mar 15, 2021 - May 27, 2021 | -9.08% Aug 23, 2016 - Nov 23, 2016 |
| #15 | -8.15% Oct 27, 2025 - Dec 4, 2025 | -8.03% Dec 27, 2013 - Mar 4, 2014 |
Correlation
Correlation between PRFZ and GDV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
PRFZ vs GDV dividend yield comparison.
| Year | PRFZ | GDV |
|---|---|---|
| 2026 | 0.20% | 2.06% |
| 2025 | 0.82% | 6.05% |
| 2024 | 1.45% | 5.47% |
| 2023 | 1.42% | 6.10% |
| 2022 | 1.33% | 6.84% |
| 2021 | 0.93% | 5.11% |
| 2020 | 0.91% | 6.15% |
| 2019 | 1.29% | 6.01% |
| 2018 | 1.37% | 7.21% |
| 2017 | 0.97% | 5.64% |
| 2016 | 1.31% | 6.59% |
| 2015 | 1.39% | 6.72% |
| 2014 | 1.14% | 6.23% |
| 2013 | 0.93% | 4.65% |
| 2012 | 1.73% | 5.93% |
| 2011 | 0.98% | 5.84% |
| 2010 | 0.70% | 4.95% |
| 2009 | 0.71% | 7.55% |
| 2008 | 1.51% | 12.62% |
| 2007 | 0.77% | 8.03% |
| 2006 | 0.26% | 5.96% |
| 2005 | 0.00% | 7.26% |
| 2004 | 0.00% | 6.69% |
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