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SMTH vs GDV

Comparison between ALPS | SMITH CORE PLUS BOND ETF (SMTH, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).

SMTH vs GDV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMTH
$2.60B
Winner
GDV
$2.70B
Expense Ratio
SMTH
0.59%
GDV
N/A
Max Drawdown
Winner
SMTH
5.62%
GDV
73.33%
Sharpe Ratio
SMTH
0.36
Winner
GDV
1.93
5Y Beta
Winner
SMTH
0.05
GDV
0.77
5Y Dividends CAGR
SMTH
N/A
GDV
5.44%

SMTH vs GDV - Historical Returns

Returns include dividend reinvestment.

1M
SMTH
+0.09%
Winner
GDV
+3.73%
3M
SMTH
-0.02%
Winner
GDV
+1.17%
6M
SMTH
+0.78%
Winner
GDV
+12.55%
1Y
SMTH
+5.52%
Winner
GDV
+29.28%
5Y(CAGR)
SMTH
N/A
GDV
+8.60%
10Y(CAGR)
SMTH
N/A
GDV
+11.37%
Max(CAGR)
SMTH
+5.65%
Winner
GDV
+8.55%

SMTH vs GDV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearSMTHGDV
2026+0.58%+6.94%
2025+7.02%+22.91%
2024+2.99%+18.64%
2023+3.49%+11.63%
2022N/A-19.09%
2021N/A+35.21%
2020N/A+4.02%
2019N/A+26.19%
2018N/A-17.09%
2017N/A+23.45%
2016N/A+19.57%
2015N/A-8.54%
2014N/A+6.24%
2013N/A+40.03%
2012N/A+10.49%
2011N/A+5.74%
2010N/A+21.68%
2009N/A+31.91%
2008N/A-44.37%
2007N/A+6.34%
2006N/A+27.58%
2005N/A+4.16%
2004N/A-4.13%
2003N/A+0.00%

SMTH vs GDV Drawdown Comparison

The maximum drawdown for SMTH was -4.11%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.

The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The current SMTH drawdown is -1.23%. The current GDV drawdown is -1.09%.

RankSMTHGDV
#1-4.11%
Sep 16, 2024 - Apr 3, 2025
-68.82%
Jul 13, 2007 - Apr 28, 2011
#2-2.98%
Dec 27, 2023 - Jun 5, 2024
-53.05%
Jan 17, 2020 - Dec 2, 2020
#3-2.74%
Feb 27, 2026 - Mar 27, 2026
-28.61%
Sep 21, 2018 - Jan 16, 2020
#4-2.53%
Apr 3, 2025 - Jun 24, 2025
-28.33%
Nov 16, 2021 - Jul 12, 2024
#5-1.43%
Jul 1, 2025 - Jul 29, 2025
-26.21%
Jun 23, 2014 - Aug 12, 2016
#6-1.39%
Jun 13, 2024 - Jul 11, 2024
-22.59%
Jul 7, 2011 - Mar 16, 2012
#7-1.16%
Aug 2, 2024 - Aug 20, 2024
-16.69%
Dec 17, 2003 - Jun 16, 2005
#8-0.99%
Oct 28, 2025 - Nov 26, 2025
-16.07%
Feb 19, 2025 - May 20, 2025
#9-0.97%
Jun 5, 2024 - Jun 13, 2024
-11.99%
Jan 25, 2018 - Aug 9, 2018
#10-0.87%
Nov 26, 2025 - Feb 9, 2026
-11.85%
May 1, 2012 - Aug 10, 2012
#11-0.65%
Sep 16, 2025 - Oct 13, 2025
-11.65%
Oct 17, 2012 - Jan 4, 2013
#12-0.64%
Jul 17, 2024 - Jul 30, 2024
-9.76%
Feb 17, 2026 - Apr 17, 2026
#13-0.53%
Aug 23, 2024 - Sep 4, 2024
-9.24%
May 21, 2013 - Jul 17, 2013
#14-0.47%
Aug 5, 2025 - Aug 22, 2025
-9.08%
Aug 23, 2016 - Nov 23, 2016
#15-0.39%
Aug 28, 2025 - Sep 4, 2025
-8.03%
Dec 27, 2013 - Mar 4, 2014

Correlation

Correlation between SMTH and GDV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2004 - 2026)

SMTH vs GDV dividend yield comparison.

YearSMTHGDV
20261.40%2.06%
20254.46%6.05%
20244.58%5.47%
20230.24%6.10%
20220.00%6.84%
20210.00%5.11%
20200.00%6.15%
20190.00%6.01%
20180.00%7.21%
20170.00%5.64%
20160.00%6.59%
20150.00%6.72%
20140.00%6.23%
20130.00%4.65%
20120.00%5.93%
20110.00%5.84%
20100.00%4.95%
20090.00%7.55%
20080.00%12.62%
20070.00%8.03%
20060.00%5.96%
20050.00%7.26%
20040.00%6.69%

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