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DFEV vs BAR

Comparison between DIMENSIONAL EMERGING MARKETS VALUE ETF (DFEV, ETF) and GraniteShares Gold Shares (BAR, ETF).

DFEV vs BAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFEV
$1.50B
Winner
BAR
$1.60B
Expense Ratio
DFEV
0.43%
Winner
BAR
0.17%
Max Drawdown
Winner
DFEV
20.42%
BAR
21.53%
Sharpe Ratio
Winner
DFEV
2.72
BAR
1.25
5Y Beta
DFEV
0.66
Winner
BAR
0.18

DFEV vs BAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFEV
+12.19%
BAR
-0.21%
3M
Winner
DFEV
+12.74%
BAR
-7.05%
6M
Winner
DFEV
+28.41%
BAR
+17.87%
1Y
Winner
DFEV
+59.21%
BAR
+42.71%
5Y(CAGR)
DFEV
+17.57%
Winner
BAR
+20.62%
10Y(CAGR)
DFEV
N/A
BAR
+15.62%
Max(CAGR)
Winner
DFEV
+17.57%
BAR
+15.62%

DFEV vs BAR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearDFEVBAR
2026+22.97%+9.00%
2025+33.08%+61.93%
2024+8.41%+27.29%
2023+15.21%+12.03%
2022-6.68%+0.89%
2021N/A-6.10%
2020N/A+24.03%
2019N/A+18.10%
2018N/A-2.73%
2017N/A-1.15%

DFEV vs BAR Drawdown Comparison

The maximum drawdown for DFEV was -18.47%, occurring on Oct 31, 2022. Recovery took 279 trading sessions.

The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The current BAR drawdown is -12.51%.

RankDFEVBAR
#1-18.47%
May 4, 2022 - Jun 14, 2023
-21.53%
Aug 6, 2020 - Dec 27, 2023
#2-17.94%
Oct 7, 2024 - Jun 4, 2025
-19.19%
Jan 29, 2026 - Mar 26, 2026
#3-11.35%
Feb 25, 2026 - Apr 17, 2026
-13.46%
Jan 24, 2018 - Jun 20, 2019
#4-10.73%
Jul 31, 2023 - Dec 28, 2023
-12.45%
Mar 9, 2020 - Apr 9, 2020
#5-9.35%
Jul 12, 2024 - Sep 24, 2024
-10.05%
Oct 20, 2025 - Dec 22, 2025
#6-5.71%
Dec 29, 2023 - Feb 16, 2024
-8.37%
Sep 8, 2017 - Jan 24, 2018
#7-4.66%
Apr 9, 2024 - Apr 29, 2024
-8.03%
Oct 30, 2024 - Jan 30, 2025
#8-4.26%
May 17, 2024 - Jul 3, 2024
-7.10%
Apr 21, 2025 - Jun 13, 2025
#9-4.11%
Nov 12, 2025 - Dec 26, 2025
-6.52%
Sep 4, 2019 - Jan 6, 2020
#10-3.57%
Oct 6, 2025 - Oct 16, 2025
-5.71%
May 20, 2024 - Jul 16, 2024
#11-3.42%
Jun 15, 2023 - Jul 12, 2023
-4.86%
Mar 31, 2025 - Apr 10, 2025
#12-3.42%
Jul 23, 2025 - Aug 13, 2025
-4.86%
Dec 26, 2025 - Jan 12, 2026
#13-2.16%
Jun 16, 2025 - Jun 24, 2025
-4.84%
Jun 13, 2025 - Aug 29, 2025
#14-2.13%
Oct 29, 2025 - Nov 12, 2025
-4.78%
Feb 24, 2020 - Mar 5, 2020
#15-2.11%
Feb 23, 2024 - Mar 7, 2024
-4.35%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between DFEV and BAR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

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