GLO vs SMMV

Comparison between Clough Global Opportunities Fund. (GLO, ETF) and ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF (SMMV, ETF).

5-Year PerformanceSMMV has outperformed GLO, delivering a return of +5.0% compared to -2.6%

GLO vs SMMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GLO(ETF)	SMMV(ETF)
Net Assets	$285M	$284M
Expense Ratio	N/A	0.20%
Max Drawdown	79.67%	38.77%
Sharpe Ratio	1.38	0.41
5Y Beta	0.75	0.53
P/E Ratio	N/A	23.20
Forward P/E	N/A	16.63
5Y Dividends CAGR	-10.30%	15.67%
5Y EPS CAGR	N/A	8.23%
P/S Ratio	N/A	1.40
P/B Ratio	N/A	2.33

Net Assets

Winner

GLO

$285M

SMMV

$284M

Expense Ratio

GLO

N/A

SMMV

0.20%

Max Drawdown

GLO

79.67%

Winner

SMMV

38.77%

Sharpe Ratio

Winner

GLO

1.38

SMMV

0.41

5Y Beta

GLO

0.75

Winner

SMMV

0.53

P/E Ratio

GLO

N/A

SMMV

23.20

Forward P/E

GLO

N/A

SMMV

16.63

5Y Dividends CAGR

GLO

-10.30%

Winner

SMMV

15.67%

5Y EPS CAGR

GLO

N/A

SMMV

8.23%

P/S Ratio

GLO

N/A

SMMV

1.40

P/B Ratio

GLO

N/A

SMMV

2.33

GLO vs SMMV - Historical Returns

Returns include dividend reinvestment.

Period	GLO	SMMV
1 month	+1.60%	-1.27%
3 months	+5.84%	-2.48%
6 months	+9.02%	+3.64%
1 year	+24.36%	+7.56%
5 years(CAGR)	-2.58%	+5.00%
10 years(CAGR)	+7.13%	+8.18%
Max(CAGR)	+4.41%	+8.18%

Winner

GLO

+1.60%

SMMV

-1.27%

Winner

GLO

+5.84%

SMMV

-2.48%

Winner

GLO

+9.02%

SMMV

+3.64%

Winner

GLO

+24.36%

SMMV

+7.56%

5Y(CAGR)

GLO

-2.58%

Winner

SMMV

+5.00%

10Y(CAGR)

GLO

+7.13%

Winner

SMMV

+8.18%

Max(CAGR)

GLO

+4.41%

Winner

SMMV

+8.18%

GLO vs SMMV - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	GLO	SMMV
2026	+8.51%	+2.87%
2025	+24.49%	+6.75%
2024	+23.14%	+18.20%
2023	+3.30%	+5.48%
2022	-45.57%	-10.13%
2021	+6.66%	+17.89%
2020	+31.79%	-2.49%
2019	+25.33%	+25.22%
2018	-16.44%	+1.20%
2017	+35.75%	+14.31%
2016	-1.84%	+7.50%
2015	-9.49%	N/A
2014	+11.62%	N/A
2013	+18.10%	N/A
2012	+19.84%	N/A
2011	-15.22%	N/A
2010	+10.71%	N/A
2009	+48.07%	N/A
2008	-46.95%	N/A
2007	+11.99%	N/A
2006	-6.80%	N/A

GLO vs SMMV Drawdown Comparison

The maximum drawdown for GLO was -60.53%, occurring on Nov 20, 2008. Recovery took 1160 trading sessions.

The maximum drawdown for SMMV was -38.77%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The current GLO drawdown is -20.41%. The current SMMV drawdown is -3.85%.

Rank	GLO	SMMV
#1	-60.53% Jun 5, 2008 - Jan 14, 2013	-38.77% Feb 20, 2020 - Jan 25, 2021
#2	-58.44% Nov 8, 2021 - Oct 27, 2023	-17.99% Nov 16, 2021 - May 16, 2024
#3	-44.43% Feb 21, 2020 - Aug 5, 2020	-15.19% Sep 11, 2018 - Apr 24, 2019
#4	-30.06% Sep 4, 2018 - Jan 14, 2020	-13.67% Nov 29, 2024 - Nov 28, 2025
#5	-25.75% Apr 15, 2015 - Apr 10, 2017	-7.54% Jan 26, 2018 - May 9, 2018
#6	-14.96% May 12, 2006 - Dec 24, 2007	-7.02% Mar 2, 2026 - Mar 20, 2026
#7	-14.13% Jan 3, 2008 - May 8, 2008	-5.54% Feb 12, 2021 - Mar 11, 2021
#8	-11.76% Jul 1, 2014 - Dec 31, 2014	-5.32% Sep 22, 2016 - Nov 15, 2016
#9	-10.61% Oct 13, 2020 - Nov 16, 2020	-4.85% Jul 31, 2024 - Aug 23, 2024
#10	-9.64% May 3, 2021 - Jun 29, 2021	-4.74% Sep 2, 2021 - Nov 3, 2021
#11	-8.07% Nov 10, 2017 - Jan 23, 2018	-4.57% Mar 15, 2021 - Apr 15, 2021
#12	-8.00% May 20, 2013 - Dec 23, 2013	-4.28% Jun 11, 2021 - Aug 30, 2021
#13	-7.53% Aug 16, 2021 - Oct 28, 2021	-4.22% Apr 26, 2021 - Jun 8, 2021
#14	-7.10% Jan 29, 2018 - Jun 6, 2018	-3.82% May 6, 2019 - Jun 19, 2019
#15	-6.94% Jun 29, 2021 - Aug 5, 2021	-3.43% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between GLO and SMMV is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2006 - 2026)

GLO vs SMMV dividend yield comparison.

Year	GLO	SMMV
2026	4.54%	0.47%
2025	10.62%	1.77%
2024	11.25%	1.76%
2023	12.33%	2.30%
2022	22.32%	1.67%
2021	12.26%	1.08%
2020	9.69%	1.39%
2019	11.12%	1.64%
2018	14.48%	1.72%
2017	10.11%	1.63%
2016	12.63%	0.79%
2015	11.49%	0.00%
2014	11.00%	0.00%
2013	8.26%	0.00%
2012	9.20%	0.00%
2011	10.22%	0.00%
2010	8.03%	0.00%
2009	7.69%	0.00%
2008	16.35%	0.00%
2007	8.12%	0.00%
2006	3.30%	0.00%