DRIV vs SOR

Comparison between Global X Autonomous & Electric Vehicles ETF (DRIV, ETF) and Source Capital Inc (SOR, ETF).

5-Year PerformanceSOR has outperformed DRIV, delivering a return of +9.1% compared to +5.3%

DRIV vs SOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DRIV(ETF)	SOR(ETF)
Net Assets	$412M	$413M
Expense Ratio	0.68%	N/A
Max Drawdown	44.72%	71.42%
Sharpe Ratio	0.98	0.58
5Y Beta	1.36	0.48
P/E Ratio	-177.01	N/A
Forward P/E	21.57	N/A
PEG Ratio	0.61	N/A
5Y Dividends CAGR	11.58%	3.95%
Debt to Equity	46.87%	N/A
P/S Ratio	1.64	N/A
P/B Ratio	3.99	N/A

Net Assets

DRIV

$412M

Winner

SOR

$413M

Expense Ratio

DRIV

0.68%

SOR

N/A

Max Drawdown

Winner

DRIV

44.72%

SOR

71.42%

Sharpe Ratio

Winner

DRIV

0.98

SOR

0.58

5Y Beta

DRIV

1.36

Winner

SOR

0.48

P/E Ratio

DRIV

-177.01

SOR

N/A

Forward P/E

DRIV

21.57

SOR

N/A

PEG Ratio

DRIV

0.61

SOR

N/A

5Y Dividends CAGR

Winner

DRIV

11.58%

SOR

3.95%

Debt to Equity

DRIV

46.87%

SOR

N/A

P/S Ratio

DRIV

1.64

SOR

N/A

P/B Ratio

DRIV

3.99

SOR

N/A

DRIV vs SOR - Historical Returns

Returns include dividend reinvestment.

Period	DRIV	SOR
1 month	+3.11%	+4.65%
3 months	-17.05%	+4.99%
6 months	+2.75%	-1.84%
1 year	+33.35%	+11.51%
5 years(CAGR)	+5.27%	+9.08%
10 years(CAGR)	+11.70%	+9.81%
Max(CAGR)	+11.70%	+9.69%

DRIV

+3.11%

Winner

SOR

+4.65%

DRIV

-17.05%

Winner

SOR

+4.99%

Winner

DRIV

+2.75%

SOR

-1.84%

Winner

DRIV

+33.35%

SOR

+11.51%

5Y(CAGR)

DRIV

+5.27%

Winner

SOR

+9.08%

10Y(CAGR)

Winner

DRIV

+11.70%

SOR

+9.81%

Max(CAGR)

Winner

DRIV

+11.70%

SOR

+9.69%

DRIV vs SOR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DRIV	SOR
2026	+13.45%	+4.27%
2025	+29.91%	+12.70%
2024	-3.26%	+21.04%
2023	+25.82%	+14.33%
2022	-35.57%	-6.78%
2021	+27.58%	+20.81%
2020	+59.14%	+6.91%
2019	+27.44%	+20.90%
2018	-21.56%	-11.01%
2017	N/A	+18.05%
2016	N/A	+11.69%
2015	N/A	-1.07%
2014	N/A	+14.62%
2013	N/A	+31.34%
2012	N/A	+17.49%
2011	N/A	-6.87%
2010	N/A	+29.92%
2009	N/A	+51.89%
2008	N/A	-48.98%
2007	N/A	-4.79%
2006	N/A	-0.98%
2005	N/A	+11.54%
2004	N/A	+27.27%
2003	N/A	+19.56%
2002	N/A	-6.69%
2001	N/A	+26.33%
2000	N/A	+27.08%
1999	N/A	+0.79%

DRIV vs SOR Drawdown Comparison

The maximum drawdown for DRIV was -41.93%, occurring on Apr 8, 2025. Recovery took 997 trading sessions.

The maximum drawdown for SOR was -65.48%, occurring on Nov 21, 2008. Recovery took 1230 trading sessions.

The current DRIV drawdown is -18.75%. The current SOR drawdown is -2.38%.

Rank	DRIV	SOR
#1	-41.93% Nov 8, 2021 - Oct 29, 2025	-65.48% May 11, 2006 - Mar 30, 2011
#2	-38.46% Feb 19, 2020 - Jul 15, 2020	-39.11% Feb 13, 2020 - Nov 24, 2020
#3	-27.11% Jun 6, 2018 - Jan 2, 2020	-38.76% May 13, 2002 - Jan 16, 2004
#4	-24.70% Jun 2, 2026 - Jul 29, 2026	-30.78% Jul 7, 2011 - Jan 2, 2013
#5	-13.43% Feb 25, 2026 - Apr 14, 2026	-19.01% Aug 22, 2001 - Nov 19, 2001
#6	-10.11% Oct 29, 2025 - Jan 5, 2026	-18.01% Jan 26, 2018 - Oct 28, 2019
#7	-9.84% Feb 16, 2021 - Jun 4, 2021	-17.47% Jan 3, 2022 - Nov 14, 2023
#8	-9.29% Sep 2, 2020 - Oct 7, 2020	-13.41% Jun 23, 2015 - Apr 13, 2016
#9	-7.55% Aug 12, 2021 - Oct 20, 2021	-13.16% Jul 1, 2014 - Nov 12, 2014
#10	-7.11% May 11, 2026 - May 26, 2026	-11.23% Nov 22, 1999 - May 17, 2000
#11	-7.00% Jan 21, 2021 - Feb 8, 2021	-9.47% Feb 5, 2001 - May 3, 2001
#12	-6.32% Jun 8, 2021 - Jul 29, 2021	-9.41% Mar 19, 2004 - Jun 29, 2004
#13	-6.26% Jan 22, 2026 - Feb 25, 2026	-9.37% Apr 5, 2011 - Jul 1, 2011
#14	-6.07% Jan 17, 2020 - Feb 11, 2020	-9.18% Feb 20, 2026 - Mar 27, 2026
#15	-5.81% Oct 22, 2020 - Nov 3, 2020	-8.30% Dec 31, 2004 - Mar 14, 2005

Correlation

Correlation between DRIV and SOR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

DRIV vs SOR dividend yield comparison.

Year	DRIV	SOR
2026	0.21%	3.56%
2025	1.07%	5.46%
2024	2.07%	11.86%
2023	1.62%	7.22%
2022	1.24%	5.74%
2021	0.32%	11.09%
2020	0.29%	4.11%
2019	1.23%	2.58%
2018	2.79%	12.90%
2017	0.00%	4.24%
2016	0.00%	98.00%
2015	0.00%	6.04%
2014	0.00%	5.88%
2013	0.00%	4.47%
2012	0.00%	6.64%
2011	0.00%	6.38%
2010	0.00%	4.52%
2009	0.00%	4.66%
2008	0.00%	12.37%
2007	0.00%	6.72%
2006	0.00%	7.01%
2005	0.00%	7.42%
2004	0.00%	5.59%
2003	0.00%	5.89%
2002	0.00%	8.70%
2001	0.00%	7.54%
2000	0.00%	14.35%