GOF vs DFSU
Comparison between Guggenheim Strategic Opportunities Fund (GOF, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
GOF vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GOF
$2.20B
DFSU
$2.20B
Expense Ratio
GOF
N/A
DFSU
0.15%
Max Drawdown
GOF
62.51%
Winner
DFSU
20.33%
Sharpe Ratio
GOF
-0.92
Winner
DFSU
1.30
5Y Beta
Winner
GOF
0.46
DFSU
0.99
P/E Ratio
GOF
N/A
DFSU
24.59
Forward P/E
GOF
N/A
DFSU
18.70
5Y Dividends CAGR
GOF
0.00%
DFSU
N/A
5Y EPS CAGR
GOF
N/A
DFSU
25.32%
P/S Ratio
GOF
N/A
DFSU
2.29
P/B Ratio
GOF
N/A
DFSU
4.45
GOF vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
GOF
-3.75%
Winner
DFSU
-0.21%
3M
GOF
+2.35%
Winner
DFSU
+11.67%
6M
GOF
-7.81%
Winner
DFSU
+4.66%
1Y
GOF
-15.20%
Winner
DFSU
+20.03%
5Y(CAGR)
GOF
-0.10%
DFSU
N/A
10Y(CAGR)
GOF
+7.58%
DFSU
N/A
Max(CAGR)
GOF
+8.76%
Winner
DFSU
+19.59%
GOF vs DFSU - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | GOF | DFSU |
|---|---|---|
| 2026 | -9.69% | +5.89% |
| 2025 | -2.26% | +15.92% |
| 2024 | +35.95% | +23.88% |
| 2023 | -6.08% | +26.67% |
| 2022 | -7.87% | +0.65% |
| 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 DFSU Drawdown Comparison
The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current GOF drawdown is -20.25%. The current DFSU drawdown is -1.85%.
| Rank | GOF | DFSU |
|---|---|---|
| #1 | -54.69% Jul 31, 2007 - Sep 9, 2009 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -38.45% Aug 8, 2019 - Aug 12, 2020 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -32.32% Aug 6, 2021 - Jun 28, 2024 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -23.55% May 14, 2015 - Jul 29, 2016 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -23.24% Oct 1, 2025 - Mar 27, 2026 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -21.18% May 31, 2011 - Jan 25, 2012 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -19.35% Sep 13, 2018 - Jun 13, 2019 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -14.82% Apr 26, 2010 - Aug 4, 2010 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -13.58% Mar 24, 2025 - Aug 27, 2025 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -12.07% Apr 16, 2021 - Jun 10, 2021 | -3.48% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -11.87% Oct 5, 2012 - Jan 10, 2013 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -11.79% May 10, 2013 - May 22, 2014 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -11.54% Nov 8, 2010 - Feb 7, 2011 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -10.00% Jan 11, 2018 - May 14, 2018 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -8.55% Nov 1, 2016 - Dec 6, 2016 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between GOF and DFSU is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2007 - 2026)
GOF vs DFSU dividend yield comparison.
| Year | GOF | DFSU |
|---|---|---|
| 2026 | 10.41% | 0.44% |
| 2025 | 16.97% | 0.85% |
| 2024 | 14.32% | 0.96% |
| 2023 | 17.07% | 1.03% |
| 2022 | 14.36% | 0.21% |
| 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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