GOF vs DFGP
Comparison between Guggenheim Strategic Opportunities Fund (GOF, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).
GOF vs DFGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GOF
$2.20B
Winner
DFGP
$2.30B
Expense Ratio
GOF
N/A
DFGP
0.22%
Max Drawdown
GOF
62.51%
Winner
DFGP
5.75%
Sharpe Ratio
GOF
-0.47
Winner
DFGP
0.43
5Y Beta
GOF
0.47
Winner
DFGP
0.06
5Y Dividends CAGR
GOF
1.61%
DFGP
N/A
GOF vs DFGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GOF
+4.32%
DFGP
+0.33%
3M
GOF
-3.41%
Winner
DFGP
+0.05%
6M
GOF
-3.85%
Winner
DFGP
+1.09%
1Y
GOF
-5.92%
Winner
DFGP
+5.92%
5Y(CAGR)
GOF
+2.06%
DFGP
N/A
10Y(CAGR)
GOF
+8.44%
DFGP
N/A
Max(CAGR)
Winner
GOF
+9.17%
DFGP
+6.81%
GOF vs DFGP - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | GOF | DFGP |
|---|---|---|
| 2026 | -4.10% | +1.12% |
| 2025 | -2.26% | +5.82% |
| 2024 | +35.95% | +4.20% |
| 2023 | -6.08% | +6.24% |
| 2022 | -7.87% | N/A |
| 2021 | +5.48% | N/A |
| 2020 | +19.41% | N/A |
| 2019 | +7.01% | N/A |
| 2018 | -5.73% | N/A |
| 2017 | +21.67% | N/A |
| 2016 | +27.00% | N/A |
| 2015 | -10.87% | N/A |
| 2014 | +7.82% | N/A |
| 2013 | +7.69% | N/A |
| 2012 | +13.80% | N/A |
| 2011 | +12.74% | N/A |
| 2010 | +29.54% | N/A |
| 2009 | +79.15% | N/A |
| 2008 | -34.32% | N/A |
| 2007 | -8.49% | N/A |
GOF vs DFGP Drawdown Comparison
The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.
The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current GOF drawdown is -15.32%. The current DFGP drawdown is -1.01%.
| Rank | GOF | DFGP |
|---|---|---|
| #1 | -54.69% Jul 31, 2007 - Sep 9, 2009 | -3.24% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -38.45% Aug 8, 2019 - Aug 12, 2020 | -3.04% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -32.32% Aug 6, 2021 - Jun 28, 2024 | -2.71% Mar 3, 2025 - Jun 4, 2025 |
| #4 | -23.55% May 14, 2015 - Jul 29, 2016 | -2.27% Mar 28, 2024 - Jun 4, 2024 |
| #5 | -23.24% Oct 1, 2025 - Mar 27, 2026 | -1.92% Feb 1, 2024 - Mar 27, 2024 |
| #6 | -21.18% May 31, 2011 - Jan 25, 2012 | -1.36% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -19.35% Sep 13, 2018 - Jun 13, 2019 | -1.31% Jun 25, 2024 - Jul 10, 2024 |
| #8 | -14.82% Apr 26, 2010 - Aug 4, 2010 | -1.14% Oct 27, 2025 - Jan 29, 2026 |
| #9 | -13.58% Mar 24, 2025 - Aug 27, 2025 | -0.94% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -12.07% Apr 16, 2021 - Jun 10, 2021 | -0.89% Aug 2, 2024 - Aug 14, 2024 |
| #11 | -11.87% Oct 5, 2012 - Jan 10, 2013 | -0.88% Jun 6, 2024 - Jun 13, 2024 |
| #12 | -11.79% May 10, 2013 - May 22, 2014 | -0.62% Jul 16, 2024 - Jul 29, 2024 |
| #13 | -11.54% Nov 8, 2010 - Feb 7, 2011 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -10.00% Jan 11, 2018 - May 14, 2018 | -0.59% Jun 4, 2025 - Jun 11, 2025 |
| #15 | -8.55% Nov 1, 2016 - Dec 6, 2016 | -0.56% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between GOF and DFGP is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2007 - 2026)
GOF vs DFGP dividend yield comparison.
| Year | GOF | DFGP |
|---|---|---|
| 2026 | 6.32% | 0.00% |
| 2025 | 16.97% | 3.45% |
| 2024 | 14.32% | 4.51% |
| 2023 | 17.07% | 0.62% |
| 2022 | 14.36% | 0.00% |
| 2021 | 11.93% | 0.00% |
| 2020 | 11.26% | 0.00% |
| 2019 | 12.08% | 0.00% |
| 2018 | 11.96% | 0.00% |
| 2017 | 10.13% | 0.00% |
| 2016 | 11.13% | 0.00% |
| 2015 | 12.98% | 0.00% |
| 2014 | 10.46% | 0.00% |
| 2013 | 9.98% | 0.00% |
| 2012 | 8.67% | 0.00% |
| 2011 | 8.98% | 0.00% |
| 2010 | 9.42% | 0.00% |
| 2009 | 11.00% | 0.00% |
| 2008 | 17.84% | 0.00% |
| 2007 | 3.21% | 0.00% |
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