IAUM vs DFLV

Comparison between iShares Gold Trust Micro (IAUM, ETF) and DIMENSIONAL US LARGE CAP VALUE ETF (DFLV, ETF).

IAUM vs DFLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAUM(ETF)	DFLV(ETF)
Net Assets	$6.30B	$6.40B
Expense Ratio	0.09%	0.21%
Max Drawdown	26.31%	17.54%
Sharpe Ratio	0.64	2.11
5Y Beta	0.23	0.73
P/E Ratio	N/A	19.33
Forward P/E	N/A	14.44
5Y EPS CAGR	N/A	13.53%
Debt to Equity	N/A	40.97%
P/S Ratio	N/A	1.80
P/B Ratio	N/A	2.79

Net Assets

IAUM

$6.30B

Winner

DFLV

$6.40B

Expense Ratio

Winner

IAUM

0.09%

DFLV

0.21%

Max Drawdown

IAUM

26.31%

Winner

DFLV

17.54%

Sharpe Ratio

IAUM

0.64

Winner

DFLV

2.11

5Y Beta

Winner

IAUM

0.23

DFLV

0.73

P/E Ratio

IAUM

N/A

DFLV

19.33

Forward P/E

IAUM

N/A

DFLV

14.44

5Y EPS CAGR

IAUM

N/A

DFLV

13.53%

Debt to Equity

IAUM

N/A

DFLV

40.97%

P/S Ratio

IAUM

N/A

DFLV

1.80

P/B Ratio

IAUM

N/A

DFLV

2.79

IAUM vs DFLV - Historical Returns

Returns include dividend reinvestment.

Period	IAUM	DFLV
1 month	-8.20%	+0.64%
3 months	-16.98%	+8.40%
6 months	-13.22%	+13.61%
1 year	+18.79%	+30.69%
5 years(CAGR)	+16.97%	N/A
Max(CAGR)	+17.43%	+16.25%

IAUM

-8.20%

Winner

DFLV

+0.64%

IAUM

-16.98%

Winner

DFLV

+8.40%

IAUM

-13.22%

Winner

DFLV

+13.61%

IAUM

+18.79%

Winner

DFLV

+30.69%

5Y(CAGR)

IAUM

+16.97%

DFLV

N/A

Max(CAGR)

Winner

IAUM

+17.43%

DFLV

+16.25%

IAUM vs DFLV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	IAUM	DFLV
2026	-8.20%	+16.50%
2025	+62.10%	+16.09%
2024	+27.35%	+12.38%
2023	+12.14%	+12.67%
2022	+1.05%	-0.68%
2021	+3.87%	N/A

IAUM vs DFLV Drawdown Comparison

The maximum drawdown for IAUM was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The maximum drawdown for DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current IAUM drawdown is -26.31%. The current DFLV drawdown is -0.05%.

Rank	IAUM	DFLV
#1	-26.31% Jan 29, 2026 - Jul 16, 2026	-16.80% Nov 25, 2024 - Aug 22, 2025
#2	-20.87% Mar 8, 2022 - Dec 1, 2023	-11.29% Jul 31, 2023 - Dec 13, 2023
#3	-10.05% Oct 20, 2025 - Dec 22, 2025	-11.21% Feb 2, 2023 - Jul 21, 2023
#4	-8.09% Oct 30, 2024 - Jan 30, 2025	-6.10% Jul 31, 2024 - Aug 23, 2024
#5	-7.14% Apr 21, 2025 - Jun 13, 2025	-5.48% Feb 11, 2026 - Apr 17, 2026
#6	-5.74% May 20, 2024 - Jul 16, 2024	-5.40% Mar 28, 2024 - Jul 16, 2024
#7	-5.69% Jul 29, 2021 - Nov 9, 2021	-4.25% Dec 13, 2022 - Jan 6, 2023
#8	-5.25% Nov 12, 2021 - Feb 14, 2022	-4.11% Nov 12, 2025 - Nov 28, 2025
#9	-4.88% Mar 31, 2025 - Apr 10, 2025	-3.77% Aug 30, 2024 - Sep 19, 2024
#10	-4.85% Dec 26, 2025 - Jan 12, 2026	-3.20% Oct 6, 2025 - Oct 27, 2025
#11	-4.79% Jun 13, 2025 - Aug 29, 2025	-2.95% Oct 18, 2024 - Nov 6, 2024
#12	-4.40% Dec 1, 2023 - Dec 27, 2023	-2.81% Jan 13, 2023 - Jan 26, 2023
#13	-4.38% Jul 16, 2024 - Aug 12, 2024	-2.64% Jul 17, 2024 - Jul 31, 2024
#14	-4.23% Apr 16, 2024 - May 17, 2024	-2.54% Jan 2, 2024 - Jan 25, 2024
#15	-4.15% Dec 27, 2023 - Mar 1, 2024	-2.24% Jun 4, 2026 - Jun 12, 2026