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SABA vs IFV

Comparison between Saba Capital Income & Opportunities Fund II (SABA, ETF) and FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV, ETF).

5-Year PerformanceIFV has outperformed SABA, delivering a return of +3.7% compared to +3.6%

SABA vs IFV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SABA
$256M
Winner
IFV
$256M
Expense Ratio
SABA
N/A
IFV
1.14%
Max Drawdown
SABA
67.26%
Winner
IFV
51.24%
Sharpe Ratio
SABA
-0.21
Winner
IFV
0.55
5Y Beta
Winner
SABA
0.40
IFV
0.71
5Y Dividends CAGR
SABA
11.30%
Winner
IFV
15.47%

SABA vs IFV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SABA
+2.80%
IFV
-7.48%
3M
Winner
SABA
+1.62%
IFV
-4.54%
6M
Winner
SABA
+5.42%
IFV
-0.82%
1Y
SABA
-1.15%
Winner
IFV
+11.19%
5Y(CAGR)
SABA
+3.59%
Winner
IFV
+3.74%
10Y(CAGR)
SABA
+2.83%
Winner
IFV
+6.48%
Max(CAGR)
Winner
SABA
+7.01%
IFV
+4.00%

SABA vs IFV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSABAIFV
2026+5.52%+2.41%
2025-0.36%+32.24%
2024+30.60%+1.00%
2023-2.49%+22.61%
2022-10.03%-25.67%
2021+0.85%+4.37%
2020-6.97%+4.57%
2019+7.83%+24.45%
2018-1.09%-21.77%
2017+4.29%+30.59%
2016+7.19%-1.59%
2015-8.97%+0.43%
2014-1.42%-9.93%
2013-10.00%N/A
2012+8.19%N/A
2011-1.92%N/A
2010+28.24%N/A
2009+28.22%N/A
2008+5.53%N/A
2007+1.68%N/A
2006+27.46%N/A
2005-10.92%N/A
2004+15.00%N/A
2003+32.39%N/A
2002+30.60%N/A
2001+9.30%N/A
2000+14.21%N/A
1999-6.31%N/A

SABA vs IFV Drawdown Comparison

The maximum drawdown for SABA was -32.40%, occurring on Mar 18, 2020. Recovery took 2975 trading sessions.

The maximum drawdown for IFV was -48.88%, occurring on Mar 18, 2020. Recovery took 740 trading sessions.

The current SABA drawdown is -3.02%. The current IFV drawdown is -9.20%.

RankSABAIFV
#1-32.40%
Feb 1, 2013 - Nov 26, 2024
-48.88%
Jan 26, 2018 - Jan 5, 2021
#2-27.20%
Mar 13, 2008 - May 8, 2009
-35.32%
Jun 8, 2021 - Jun 26, 2025
#3-22.25%
Dec 29, 2003 - Oct 22, 2004
-28.10%
May 15, 2015 - May 16, 2017
#4-18.81%
Aug 30, 2011 - Jan 8, 2013
-14.62%
Jul 23, 2014 - Apr 9, 2015
#5-18.65%
Mar 8, 2005 - May 2, 2006
-12.57%
Feb 25, 2026 - May 6, 2026
#6-14.99%
Jan 30, 2025 - Jun 16, 2025
-11.08%
May 11, 2026 - Jul 20, 2026
#7-13.59%
Jul 25, 2007 - Sep 28, 2007
-8.11%
Feb 16, 2021 - May 28, 2021
#8-12.36%
Jun 28, 2002 - Dec 13, 2002
-7.18%
May 16, 2017 - Jul 19, 2017
#9-11.95%
Apr 20, 2010 - Jul 30, 2010
-5.73%
Nov 12, 2025 - Dec 19, 2025
#10-10.96%
Nov 2, 1999 - Jun 26, 2000
-4.72%
Jul 23, 2025 - Aug 12, 2025
#11-10.59%
Nov 8, 2007 - Jan 10, 2008
-4.26%
Jan 21, 2021 - Feb 3, 2021
#12-10.47%
Aug 13, 2025 - Feb 6, 2026
-3.56%
Aug 22, 2025 - Sep 30, 2025
#13-10.17%
May 27, 2003 - Oct 2, 2003
-3.15%
Nov 24, 2017 - Dec 27, 2017
#14-9.64%
Oct 19, 2009 - Nov 20, 2009
-3.10%
Aug 7, 2017 - Sep 1, 2017
#15-9.53%
Aug 3, 2011 - Aug 30, 2011
-2.95%
Oct 6, 2025 - Nov 12, 2025

Correlation

Correlation between SABA and IFV is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

SABA vs IFV dividend yield comparison.

YearSABAIFV
20264.87%1.01%
20259.65%1.95%
20248.32%2.31%
202311.43%2.88%
20229.14%3.79%
20217.19%1.04%
20204.00%1.53%
20196.68%2.91%
20185.81%1.86%
20174.44%1.43%
20164.63%1.10%
20154.72%1.52%
20149.27%0.21%
20138.43%0.00%
20127.98%0.00%
201112.28%0.00%
201012.58%0.00%
20095.31%0.00%
200817.28%0.00%
200712.69%0.00%
20069.37%0.00%
20059.87%0.00%
20046.30%0.00%
20035.71%0.00%
20027.66%0.00%
20019.26%0.00%
20008.89%0.00%
19991.70%0.00%

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