Skip to content
Beacon

GABFGabelli Financial Services Opportunities ETF

Grow my money#1451 of 2944 for Grow my money

Seeks to provide capital appreciation.

Gabelli · Since 2022 (3 years)

Annual Cost

0.32%

#1360 out of 5,332 ETFs

Fund Size

$50M

#3352 out of 5,332 ETFs

Dividend Yield

2.18%

Track Record

3 years

#2767 out of 5,332 ETFs

Performance

1 Year

+6.0%

3 Years

+23.8%

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
98.9%
Cash
1.1%

Sector breakdown

Financial Services
84.6%
Real Estate
6.0%
Technology
4.9%
Industrials
4.5%

Top holdings

SuRo Capital CorpSSSS6.0%
Berkshire Hathaway Inc Class BBRK-B5.9%
JPMorgan Chase & CoJPM5.0%
Wells Fargo & CoWFC5.0%
Cohen & Steers IncCNS5.0%
KKR & Co Inc Ordinary SharesKKR4.9%
Fiserv IncFISV4.6%
Blue Owl Capital Inc Ordinary Shares - Class AOWL4.6%
Blackstone IncBX4.2%
WR Berkley CorpWRB4.2%

Risk profile

Volatility (1Y)

17.7%

Moderate

Max drawdown

-20.9%

Worst peak-to-trough loss

Sharpe (3Y)

1.02

Excellent risk-adjusted returns

Sortino (3Y)

1.46

Good downside protection

Similar ETFs

Data updated on 2026-05-05