EFV vs GDX
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and VANECK GOLD MINERS ETF (GDX, ETF).
5-Year PerformanceGDX has outperformed EFV, delivering a return of +18.3% compared to +12.5%
EFV vs GDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFV
$30B
GDX
$27B
Expense Ratio
Winner
EFV
0.31%
GDX
0.51%
Max Drawdown
Winner
EFV
66.71%
GDX
81.28%
Sharpe Ratio
Winner
EFV
1.59
GDX
1.01
5Y Beta
Winner
EFV
0.62
GDX
0.80
P/E Ratio
EFV
N/A
GDX
15.08
Forward P/E
EFV
N/A
GDX
10.93
5Y Dividends CAGR
EFV
19.94%
Winner
GDX
21.83%
5Y EPS CAGR
EFV
N/A
GDX
53.30%
Debt to Equity
EFV
N/A
GDX
13.94%
P/S Ratio
EFV
N/A
GDX
3.15
P/B Ratio
EFV
N/A
GDX
3.08
EFV vs GDX - Holdings Comparison
EFV and GDX have 1 common holdings. Overlap is -2.66%
EFV's top 25 holdings weight is 34.72%. GDX's top 25 holdings weight is 83.41%.
| Rank | EFV | GDX |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 3.04% | NEWMONT CORP (NEM) - 11.30% |
| #2 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.67% | AGNICO EAGLE MINES LTD (AEM) - 11.07% |
| #3 | NESTLE SA (n/a) - 2.36% | BARRICK MINING CORP (B) - 8.30% |
| #4 | SHELL PLC (n/a) - 2.10% | ANGLOGOLD ASHANTI PLC (AU) - 5.11% |
| #5 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.00% | FRANCO-NEVADA CORP (FNV) - 5.10% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.74% | WHEATON PRECIOUS METALS CORP (WPM) - 5.05% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.67% | KINROSS GOLD CORP (KGC) - 4.50% |
| #8 | ALLIANZ SE (n/a) - 1.62% | GOLD FIELDS LTD ADR (GFI) - 4.13% |
| #9 | TOYOTA MOTOR CORP (n/a) - 1.53% | PAN AMERICAN SILVER CORP (n/a) - 3.17% |
| #10 | TOTALENERGIES SE (TTE:XPAR) - 1.52% | NORTHERN STAR RESOURCES LTD (n/a) - 2.90% |
| #11 | BHP GROUP LTD (n/a) - 1.41% | COEUR MINING INC (CDE) - 2.45% |
| #12 | SIEMENS AG (n/a) - 1.41% | ALAMOS GOLD INC CLASS A (AGI) - 2.31% |
| #13 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.35% | ROYAL GOLD INC (RGLD) - 2.05% |
| #14 | IBERDROLA SA (n/a) - 1.34% | EVOLUTION MINING LTD (n/a) - 1.73% |
| #15 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.30% | ENDEAVOUR MINING PLC (n/a) - 1.58% |
| #16 | BANCO SANTANDER SA (n/a) - 1.18% | INDUSTRIAS PENOLES SAB DE CV (n/a) - 1.57% |
| #17 | UNILEVER PLC (n/a) - 1.17% | FIRST MAJESTIC SILVER CORP (AG) - 1.46% |
| #18 | UNICREDIT SPA (n/a) - 1.15% | FRESNILLO PLC (n/a) - 1.36% |
| #19 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.11% | n/a (EQX) - 1.34% |
| #20 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.09% | IAMGOLD CORP (IAG) - 1.33% |
| #21 | ORIX CORP (n/a) - 0.40% | ELDORADO GOLD CORP (EGO) - 1.18% |
| #22 | AIR LIQUIDE SA (n/a) - 0.40% | HARMONY GOLD MINING CO LTD ADR (HMY) - 1.18% |
| #23 | MARUBENI CORP (n/a) - 0.40% | HECLA MINING CO (HL) - 1.17% |
| #24 | JAPAN TOBACCO INC (n/a) - 0.38% | COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 1.04% |
| #25 | SUMITOMO CORP (n/a) - 0.38% | LUNDIN GOLD INC (n/a) - 1.03% |
| Total Holdings | 393 | 61 |
EFV vs GDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFV
-1.19%
GDX
-12.27%
3M
Winner
EFV
+7.24%
GDX
-10.67%
6M
Winner
EFV
+8.60%
GDX
-16.85%
1Y
EFV
+26.68%
Winner
GDX
+44.84%
5Y(CAGR)
EFV
+12.54%
Winner
GDX
+18.34%
10Y(CAGR)
EFV
+10.58%
Winner
GDX
+11.90%
Max(CAGR)
Winner
EFV
+5.84%
GDX
+4.51%
EFV vs GDX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFV | GDX |
|---|---|---|
| 2026 | +7.70% | -12.99% |
| 2025 | +42.78% | +144.40% |
| 2024 | +6.09% | +12.26% |
| 2023 | +17.94% | +6.25% |
| 2022 | -6.02% | -6.71% |
| 2021 | +10.61% | -15.37% |
| 2020 | -3.97% | +23.37% |
| 2019 | +16.14% | +40.08% |
| 2018 | -15.39% | -11.01% |
| 2017 | +20.26% | +7.65% |
| 2016 | +6.73% | +48.90% |
| 2015 | -5.58% | -26.95% |
| 2014 | -4.94% | -15.99% |
| 2013 | +19.72% | -54.72% |
| 2012 | +15.79% | -12.89% |
| 2011 | -13.17% | -14.17% |
| 2010 | +1.59% | +29.70% |
| 2009 | +26.61% | +39.01% |
| 2008 | -41.53% | -31.19% |
| 2007 | +3.83% | +23.26% |
| 2006 | +26.22% | +7.43% |
| 2005 | +10.86% | N/A |
EFV vs GDX Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for GDX was -80.35%, occurring on Jan 19, 2016. Recovery took 3499 trading sessions.
The current EFV drawdown is -2.78%. The current GDX drawdown is -35.61%.
| Rank | EFV | GDX |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -80.35% Sep 8, 2011 - Aug 8, 2025 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -70.79% Mar 14, 2008 - Sep 22, 2010 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -36.28% Feb 27, 2026 - Jun 10, 2026 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -20.52% Sep 5, 2006 - Feb 26, 2007 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -19.96% Jul 19, 2007 - Sep 18, 2007 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -19.14% Oct 16, 2025 - Dec 11, 2025 |
| #7 | -10.90% Feb 25, 2026 - Mar 20, 2026 | -19.03% Apr 8, 2011 - Sep 2, 2011 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -18.56% Nov 6, 2007 - Jan 3, 2008 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -17.71% Jun 2, 2006 - Jul 3, 2006 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -17.58% Jan 28, 2026 - Feb 26, 2026 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -16.18% Dec 6, 2010 - Apr 8, 2011 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -13.48% Apr 16, 2007 - Jul 19, 2007 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -12.82% Feb 26, 2007 - Apr 16, 2007 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -12.32% Jan 14, 2008 - Feb 28, 2008 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -10.99% Jul 3, 2006 - Aug 2, 2006 |
Correlation
Correlation between EFV and GDX is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.50
-101
Dividend Comparison (2005 - 2026)
EFV vs GDX dividend yield comparison.
| Year | EFV | GDX |
|---|---|---|
| 2026 | 2.70% | 0.00% |
| 2025 | 4.16% | 0.74% |
| 2024 | 4.66% | 1.19% |
| 2023 | 4.36% | 1.61% |
| 2022 | 4.17% | 1.66% |
| 2021 | 4.07% | 1.67% |
| 2020 | 2.42% | 0.53% |
| 2019 | 4.62% | 0.67% |
| 2018 | 4.56% | 0.50% |
| 2017 | 3.56% | 0.76% |
| 2016 | 3.28% | 0.26% |
| 2015 | 3.59% | 0.85% |
| 2014 | 4.87% | 0.66% |
| 2013 | 3.19% | 0.90% |
| 2012 | 3.77% | 1.00% |
| 2011 | 4.52% | 1.46% |
| 2010 | 3.23% | 0.65% |
| 2009 | 2.97% | 0.24% |
| 2008 | 4.70% | 0.00% |
| 2007 | 4.51% | 3.25% |
| 2006 | 1.65% | 0.29% |
| 2005 | 0.45% | 0.00% |
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