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IUSV vs GLDM

Comparison between ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF) and SPDR Gold MiniShares Trust (GLDM, ETF).

5-Year PerformanceGLDM has outperformed IUSV, delivering a return of +17.6% compared to +11.4%

IUSV vs GLDM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IUSV
$27B
Winner
GLDM
$27B
Expense Ratio
Winner
IUSV
0.04%
GLDM
0.10%
Max Drawdown
IUSV
61.95%
Winner
GLDM
26.27%
Sharpe Ratio
Winner
IUSV
1.41
GLDM
0.72
5Y Beta
IUSV
0.70
Winner
GLDM
0.23
P/E Ratio
IUSV
25.04
GLDM
N/A
Forward P/E
IUSV
19.18
GLDM
N/A
5Y Dividends CAGR
IUSV
6.15%
GLDM
N/A
5Y EPS CAGR
IUSV
11.90%
GLDM
N/A
Debt to Equity
IUSV
44.10%
GLDM
N/A
P/S Ratio
IUSV
2.16
GLDM
N/A
P/B Ratio
IUSV
3.68
GLDM
N/A

IUSV vs GLDM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IUSV
+1.63%
GLDM
-2.53%
3M
Winner
IUSV
+5.35%
GLDM
-12.70%
6M
Winner
IUSV
+7.28%
GLDM
-15.41%
1Y
IUSV
+18.99%
Winner
GLDM
+20.07%
5Y(CAGR)
IUSV
+11.43%
Winner
GLDM
+17.64%
10Y(CAGR)
IUSV
+11.74%
Winner
GLDM
+15.55%
Max(CAGR)
IUSV
+11.44%
Winner
GLDM
+15.55%

IUSV vs GLDM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIUSVGLDM
2026+9.42%-5.74%
2025+13.34%+62.02%
2024+11.50%+27.40%
2023+21.28%+12.08%
2022-5.82%+1.09%
2021+27.06%-6.10%
2020+1.23%+24.20%
2019+30.87%+18.00%
2018-9.66%+1.84%
2017+14.27%N/A
2016+23.15%N/A
2015+0.85%N/A
2014+18.09%N/A
2013+34.59%N/A
2012+20.94%N/A
2011+2.85%N/A
2010+18.76%N/A
2009+23.56%N/A
2008-31.56%N/A
2007+3.44%N/A
2006+25.10%N/A
2005+12.83%N/A
2004+21.73%N/A
2003+32.31%N/A
2002-12.09%N/A
2001+0.72%N/A
2000+9.53%N/A

IUSV vs GLDM Drawdown Comparison

The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.

The maximum drawdown for GLDM was -26.27%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The current IUSV drawdown is -0.79%. The current GLDM drawdown is -24.30%.

RankIUSVGLDM
#1-56.91%
Oct 9, 2007 - Feb 8, 2011		-26.27%
Jan 29, 2026 - Jul 16, 2026
#2-37.54%
Jan 17, 2020 - Dec 31, 2020		-21.63%
Aug 6, 2020 - Dec 27, 2023
#3-30.83%
Mar 19, 2002 - Sep 18, 2003		-12.54%
Mar 9, 2020 - Apr 9, 2020
#4-20.41%
Jul 7, 2011 - Feb 3, 2012		-10.07%
Oct 20, 2025 - Dec 22, 2025
#5-19.50%
May 22, 2001 - Mar 11, 2002		-8.09%
Oct 30, 2024 - Jan 30, 2025
#6-18.96%
Jan 26, 2018 - Apr 23, 2019		-7.11%
Apr 21, 2025 - Jun 13, 2025
#7-17.94%
Apr 20, 2022 - Feb 1, 2023		-6.78%
Jul 9, 2018 - Dec 20, 2018
#8-17.76%
Nov 29, 2024 - Aug 22, 2025		-6.45%
Sep 4, 2019 - Jan 6, 2020
#9-13.64%
Jul 16, 2015 - Apr 1, 2016		-5.72%
May 20, 2024 - Jul 16, 2024
#10-12.99%
Feb 12, 2001 - May 16, 2001		-5.26%
Feb 19, 2019 - Jun 18, 2019
#11-11.27%
Jul 31, 2023 - Dec 1, 2023		-4.89%
Feb 24, 2020 - Mar 5, 2020
#12-10.44%
Jul 13, 2007 - Oct 5, 2007		-4.84%
Dec 26, 2025 - Jan 12, 2026
#13-10.11%
Mar 26, 2012 - Aug 6, 2012		-4.77%
Jun 13, 2025 - Aug 29, 2025
#14-9.83%
Feb 2, 2023 - Jun 15, 2023		-4.73%
Mar 31, 2025 - Apr 10, 2025
#15-7.87%
May 3, 2019 - Jul 1, 2019		-4.35%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between IUSV and GLDM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

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