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EFV vs GLDM

Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and SPDR Gold MiniShares Trust (GLDM, ETF).

5-Year PerformanceGLDM has outperformed EFV, delivering a return of +20.8% compared to +15.0%

EFV vs GLDM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EFV
$29B
GLDM
$27B
Expense Ratio
EFV
0.31%
Winner
GLDM
0.10%
Max Drawdown
EFV
66.71%
Winner
GLDM
26.27%
Sharpe Ratio
Winner
EFV
1.51
GLDM
1.13
5Y Beta
EFV
0.62
Winner
GLDM
0.22
5Y Dividends CAGR
EFV
19.94%
GLDM
N/A

EFV vs GLDM - Historical Returns

Returns include dividend reinvestment.

1M
EFV
+4.15%
Winner
GLDM
+12.99%
3M
Winner
EFV
+6.86%
GLDM
+1.61%
6M
Winner
EFV
+6.68%
GLDM
-9.48%
1Y
EFV
+28.11%
Winner
GLDM
+38.15%
5Y(CAGR)
EFV
+14.96%
Winner
GLDM
+20.82%
10Y(CAGR)
EFV
+10.43%
Winner
GLDM
+17.12%
Max(CAGR)
EFV
+6.21%
Winner
GLDM
+17.12%

EFV vs GLDM - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearEFVGLDM
2026+16.98%+6.51%
2025+42.78%+62.02%
2024+6.09%+27.40%
2023+17.94%+12.08%
2022-6.02%+1.09%
2021+10.61%-6.10%
2020-3.97%+24.20%
2019+16.14%+18.00%
2018-15.39%+1.84%
2017+20.26%N/A
2016+6.73%N/A
2015-5.58%N/A
2014-4.94%N/A
2013+19.72%N/A
2012+15.79%N/A
2011-13.17%N/A
2010+1.59%N/A
2009+26.61%N/A
2008-41.53%N/A
2007+3.83%N/A
2006+26.22%N/A
2005+10.86%N/A

EFV vs GLDM Drawdown Comparison

The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.

The maximum drawdown for GLDM was -26.27%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The current EFV drawdown is -0.04%. The current GLDM drawdown is -14.47%.

RankEFVGLDM
#1-63.96%
Oct 31, 2007 - Oct 10, 2017
-26.27%
Jan 29, 2026 - Jul 16, 2026
#2-43.16%
Jan 26, 2018 - May 6, 2021
-21.63%
Aug 6, 2020 - Dec 27, 2023
#3-25.80%
Feb 9, 2022 - Jul 13, 2023
-12.54%
Mar 9, 2020 - Apr 9, 2020
#4-14.78%
May 9, 2006 - Oct 12, 2006
-10.07%
Oct 20, 2025 - Dec 22, 2025
#5-13.72%
Mar 19, 2025 - Apr 28, 2025
-8.09%
Oct 30, 2024 - Jan 30, 2025
#6-12.13%
Jul 12, 2007 - Oct 29, 2007
-7.11%
Apr 21, 2025 - Jun 13, 2025
#7-10.90%
Feb 25, 2026 - Jul 6, 2026
-6.78%
Jul 9, 2018 - Dec 20, 2018
#8-9.39%
Jun 7, 2021 - Jan 12, 2022
-6.45%
Sep 4, 2019 - Jan 6, 2020
#9-9.13%
Sep 26, 2024 - Feb 14, 2025
-5.72%
May 20, 2024 - Jul 16, 2024
#10-8.78%
Jul 28, 2023 - Dec 1, 2023
-5.26%
Feb 19, 2019 - Jun 18, 2019
#11-7.65%
Feb 26, 2007 - Apr 5, 2007
-4.89%
Feb 24, 2020 - Mar 5, 2020
#12-6.58%
Jul 17, 2024 - Aug 19, 2024
-4.84%
Dec 26, 2025 - Jan 12, 2026
#13-6.52%
Sep 29, 2005 - Nov 22, 2005
-4.77%
Jun 13, 2025 - Aug 29, 2025
#14-5.14%
Nov 12, 2025 - Dec 10, 2025
-4.73%
Mar 31, 2025 - Apr 10, 2025
#15-4.43%
May 17, 2024 - Jul 12, 2024
-4.35%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between EFV and GLDM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

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