GLDM vs SPYV

Comparison between SPDR Gold MiniShares Trust (GLDM, ETF) and SPDR(R) PORTFOLIO S&P 500 VALUE ETF (SPYV, ETF).

5-Year PerformanceGLDM has outperformed SPYV, delivering a return of +20.7% compared to +10.5%

GLDM vs SPYV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GLDM(ETF)	SPYV(ETF)
Net Assets	$30B	$32B
Expense Ratio	0.10%	0.04%
Max Drawdown	21.63%	60.42%
Sharpe Ratio	1.26	1.74
5Y Beta	0.18	0.70
P/E Ratio	N/A	24.93
Forward P/E	N/A	19.63
5Y Dividends CAGR	N/A	2.68%
5Y EPS CAGR	N/A	13.35%
Debt to Equity	N/A	71.60%
P/S Ratio	N/A	1.98
P/B Ratio	N/A	3.49

Net Assets

GLDM

$30B

Winner

SPYV

$32B

Expense Ratio

GLDM

0.10%

Winner

SPYV

0.04%

Max Drawdown

Winner

GLDM

21.63%

SPYV

60.42%

Sharpe Ratio

GLDM

1.26

Winner

SPYV

1.74

5Y Beta

Winner

GLDM

0.18

SPYV

0.70

P/E Ratio

GLDM

N/A

SPYV

24.93

Forward P/E

GLDM

N/A

SPYV

19.63

5Y Dividends CAGR

GLDM

N/A

SPYV

2.68%

5Y EPS CAGR

GLDM

N/A

SPYV

13.35%

Debt to Equity

GLDM

N/A

SPYV

71.60%

P/S Ratio

GLDM

N/A

SPYV

1.98

P/B Ratio

GLDM

N/A

SPYV

3.49

GLDM vs SPYV - Historical Returns

Returns include dividend reinvestment.

Period	GLDM	SPYV
1 month	-0.15%	+3.75%
3 months	-7.05%	+1.66%
6 months	+17.95%	+8.86%
1 year	+42.78%	+23.16%
5 years(CAGR)	+20.73%	+10.50%
10 years(CAGR)	N/A	+12.01%
Max(CAGR)	+18.15%	+7.76%

GLDM

-0.15%

Winner

SPYV

+3.75%

GLDM

-7.05%

Winner

SPYV

+1.66%

Winner

GLDM

+17.95%

SPYV

+8.86%

Winner

GLDM

+42.78%

SPYV

+23.16%

5Y(CAGR)

Winner

GLDM

+20.73%

SPYV

+10.50%

10Y(CAGR)

GLDM

N/A

SPYV

+12.01%

Max(CAGR)

Winner

GLDM

+18.15%

SPYV

+7.76%

GLDM vs SPYV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	GLDM	SPYV
2026	+9.04%	+5.90%
2025	+62.02%	+13.74%
2024	+27.40%	+11.51%
2023	+12.08%	+21.57%
2022	+1.09%	-5.69%
2021	-6.10%	+26.65%
2020	+24.20%	+1.09%
2019	+18.00%	+31.17%
2018	+1.84%	-9.54%
2017	N/A	+14.24%
2016	N/A	+18.50%
2015	N/A	-3.01%
2014	N/A	+12.83%
2013	N/A	+28.40%
2012	N/A	+14.94%
2011	N/A	-1.95%
2010	N/A	+13.67%
2009	N/A	+14.71%
2008	N/A	-35.49%
2007	N/A	+1.64%
2006	N/A	+20.05%
2005	N/A	+6.00%
2004	N/A	+13.25%
2003	N/A	+21.98%
2002	N/A	-17.45%
2001	N/A	-4.78%
2000	N/A	+3.70%

GLDM vs SPYV Drawdown Comparison

The maximum drawdown for GLDM was -21.63%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The maximum drawdown for SPYV was -58.47%, occurring on Mar 6, 2009. Recovery took 1347 trading sessions.

The current GLDM drawdown is -12.44%. The current SPYV drawdown is -0.23%.

Rank	GLDM	SPYV
#1	-21.63% Aug 6, 2020 - Dec 27, 2023	-58.47% Oct 9, 2007 - Feb 14, 2013
#2	-19.14% Jan 29, 2026 - Mar 26, 2026	-36.86% Feb 12, 2020 - Dec 31, 2020
#3	-12.54% Mar 9, 2020 - Apr 9, 2020	-33.68% Dec 28, 2000 - Jan 26, 2004
#4	-10.07% Oct 20, 2025 - Dec 22, 2025	-19.15% Jan 26, 2018 - Apr 23, 2019
#5	-8.09% Oct 30, 2024 - Jan 30, 2025	-17.91% Apr 20, 2022 - Feb 1, 2023
#6	-7.11% Apr 21, 2025 - Jun 13, 2025	-17.54% Nov 29, 2024 - Aug 22, 2025
#7	-6.78% Jul 9, 2018 - Dec 20, 2018	-14.71% May 21, 2015 - Jun 6, 2016
#8	-6.45% Sep 4, 2019 - Jan 6, 2020	-10.91% Jul 31, 2023 - Dec 1, 2023
#9	-5.72% May 20, 2024 - Jul 16, 2024	-10.38% Jul 13, 2007 - Oct 9, 2007
#10	-5.26% Feb 19, 2019 - Jun 18, 2019	-9.56% Feb 2, 2023 - Jun 13, 2023
#11	-4.89% Feb 24, 2020 - Mar 5, 2020	-7.70% May 3, 2019 - Jul 1, 2019
#12	-4.84% Dec 26, 2025 - Jan 12, 2026	-7.48% Mar 5, 2004 - Sep 14, 2004
#13	-4.77% Jun 13, 2025 - Aug 29, 2025	-7.39% Sep 18, 2014 - Nov 6, 2014
#14	-4.73% Mar 31, 2025 - Apr 10, 2025	-7.36% May 5, 2006 - Aug 16, 2006
#15	-4.35% Jul 16, 2024 - Aug 12, 2024	-7.27% Jan 12, 2022 - Apr 20, 2022