DFSV vs SGOL
Comparison between DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF) and abrdn Physical Gold Shares ETF (SGOL, ETF).
DFSV vs SGOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSV
$7.60B
Winner
SGOL
$7.70B
Expense Ratio
DFSV
0.30%
Winner
SGOL
0.17%
Max Drawdown
Winner
DFSV
28.52%
SGOL
45.51%
Sharpe Ratio
Winner
DFSV
1.58
SGOL
0.73
5Y Beta
DFSV
0.98
Winner
SGOL
0.23
P/E Ratio
DFSV
26.11
SGOL
N/A
Forward P/E
DFSV
11.61
SGOL
N/A
5Y EPS CAGR
DFSV
3.92%
SGOL
N/A
P/S Ratio
DFSV
0.87
SGOL
N/A
P/B Ratio
DFSV
1.32
SGOL
N/A
DFSV vs SGOL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFSV
+2.07%
SGOL
-8.83%
3M
Winner
DFSV
+11.14%
SGOL
-6.56%
6M
Winner
DFSV
+14.87%
SGOL
-8.63%
1Y
Winner
DFSV
+33.60%
SGOL
+21.55%
5Y(CAGR)
DFSV
+11.90%
Winner
SGOL
+18.08%
10Y(CAGR)
DFSV
N/A
SGOL
+12.32%
Max(CAGR)
Winner
DFSV
+11.90%
SGOL
+8.54%
DFSV vs SGOL - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DFSV | SGOL |
|---|---|---|
| 2026 | +15.36% | -5.16% |
| 2025 | +8.99% | +61.80% |
| 2024 | +7.50% | +27.29% |
| 2023 | +19.82% | +12.16% |
| 2022 | +0.61% | +0.98% |
| 2021 | N/A | -6.05% |
| 2020 | N/A | +24.27% |
| 2019 | N/A | +18.07% |
| 2018 | N/A | -3.08% |
| 2017 | N/A | +12.01% |
| 2016 | N/A | +6.54% |
| 2015 | N/A | -11.03% |
| 2014 | N/A | -3.67% |
| 2013 | N/A | -28.85% |
| 2012 | N/A | +3.87% |
| 2011 | N/A | +10.17% |
| 2010 | N/A | +26.32% |
| 2009 | N/A | +10.54% |
DFSV vs SGOL Drawdown Comparison
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for SGOL was -45.51%, occurring on Dec 17, 2015. Recovery took 2247 trading sessions.
The current DFSV drawdown is -2.04%. The current SGOL drawdown is -23.85%.
| Rank | DFSV | SGOL |
|---|---|---|
| #1 | -28.01% Nov 25, 2024 - Dec 10, 2025 | -45.51% Aug 22, 2011 - Jul 28, 2020 |
| #2 | -17.96% Feb 2, 2023 - Dec 14, 2023 | -24.37% Jan 29, 2026 - Jun 10, 2026 |
| #3 | -17.61% Mar 29, 2022 - Dec 2, 2022 | -21.56% Aug 6, 2020 - Dec 27, 2023 |
| #4 | -9.94% Jul 31, 2024 - Nov 6, 2024 | -12.65% Dec 2, 2009 - May 11, 2010 |
| #5 | -9.39% Feb 11, 2026 - Apr 20, 2026 | -10.06% Oct 20, 2025 - Dec 22, 2025 |
| #6 | -7.81% Dec 2, 2022 - Jan 12, 2023 | -8.11% Oct 30, 2024 - Jan 30, 2025 |
| #7 | -7.61% Mar 28, 2024 - May 15, 2024 | -8.07% Dec 6, 2010 - Mar 1, 2011 |
| #8 | -7.04% Dec 27, 2023 - Mar 21, 2024 | -7.61% Jun 18, 2010 - Sep 14, 2010 |
| #9 | -6.60% May 15, 2024 - Jul 15, 2024 | -7.13% Apr 21, 2025 - Jun 13, 2025 |
| #10 | -4.28% Mar 2, 2022 - Mar 16, 2022 | -5.85% Apr 29, 2011 - Jul 12, 2011 |
| #11 | -3.65% May 6, 2026 - May 28, 2026 | -5.69% May 20, 2024 - Jul 16, 2024 |
| #12 | -3.36% Nov 11, 2024 - Nov 25, 2024 | -5.33% Nov 8, 2010 - Dec 3, 2010 |
| #13 | -3.13% Dec 11, 2025 - Jan 6, 2026 | -5.13% May 12, 2010 - Jun 17, 2010 |
| #14 | -2.95% Jun 12, 2026 - Jun 17, 2026 | -4.89% Dec 26, 2025 - Jan 12, 2026 |
| #15 | -2.60% Jan 13, 2023 - Jan 23, 2023 | -4.80% Mar 31, 2025 - Apr 10, 2025 |
Correlation
Correlation between DFSV and SGOL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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