LGLV vs BAR

Comparison between SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and GraniteShares Gold Shares (BAR, ETF).

5-Year PerformanceBAR has outperformed LGLV, delivering a return of +20.6% compared to +7.8%

LGLV vs BAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGLV(ETF)	BAR(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.12%	0.17%
Max Drawdown	36.99%	21.53%
Sharpe Ratio	0.24	1.25
5Y Beta	0.45	0.18
P/E Ratio	23.05	N/A
Forward P/E	20.16	N/A
PEG Ratio	0.48	N/A
5Y Dividends CAGR	10.68%	N/A
5Y EPS CAGR	11.63%	N/A
Debt to Equity	61.27%	N/A
P/S Ratio	2.70	N/A
P/B Ratio	3.17	N/A

Net Assets

LGLV

$1.50B

Winner

BAR

$1.60B

Expense Ratio

Winner

LGLV

0.12%

BAR

0.17%

Max Drawdown

LGLV

36.99%

Winner

BAR

21.53%

Sharpe Ratio

LGLV

0.24

Winner

BAR

1.25

5Y Beta

LGLV

0.45

Winner

BAR

0.18

P/E Ratio

LGLV

23.05

BAR

N/A

Forward P/E

LGLV

20.16

BAR

N/A

PEG Ratio

LGLV

0.48

BAR

N/A

5Y Dividends CAGR

LGLV

10.68%

BAR

N/A

5Y EPS CAGR

LGLV

11.63%

BAR

N/A

Debt to Equity

LGLV

61.27%

BAR

N/A

P/S Ratio

LGLV

2.70

BAR

N/A

P/B Ratio

LGLV

3.17

BAR

N/A

LGLV vs BAR - Historical Returns

Returns include dividend reinvestment.

Period	LGLV	BAR
1 month	-2.33%	-0.21%
3 months	-3.51%	-7.05%
6 months	+3.65%	+17.87%
1 year	+5.65%	+42.71%
5 years(CAGR)	+7.81%	+20.62%
10 years(CAGR)	+11.15%	+15.62%
Max(CAGR)	+11.71%	+15.62%

LGLV

-2.33%

Winner

BAR

-0.21%

Winner

LGLV

-3.51%

BAR

-7.05%

LGLV

+3.65%

Winner

BAR

+17.87%

LGLV

+5.65%

Winner

BAR

+42.71%

5Y(CAGR)

LGLV

+7.81%

Winner

BAR

+20.62%

10Y(CAGR)

LGLV

+11.15%

Winner

BAR

+15.62%

Max(CAGR)

LGLV

+11.71%

Winner

BAR

+15.62%

LGLV vs BAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	LGLV	BAR
2026	+1.68%	+9.00%
2025	+8.79%	+61.93%
2024	+15.88%	+27.29%
2023	+9.02%	+12.03%
2022	-7.09%	+0.89%
2021	+30.70%	-6.10%
2020	+7.07%	+24.03%
2019	+31.91%	+18.10%
2018	+0.78%	-2.73%
2017	+17.66%	-1.15%
2016	+13.77%	N/A
2015	+3.00%	N/A
2014	+18.26%	N/A
2013	+18.38%	N/A

LGLV vs BAR Drawdown Comparison

The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The current LGLV drawdown is -5.68%. The current BAR drawdown is -12.51%.

Rank	LGLV	BAR
#1	-36.62% Feb 14, 2020 - Dec 17, 2020	-21.53% Aug 6, 2020 - Dec 27, 2023
#2	-17.49% Dec 29, 2021 - Dec 28, 2023	-19.19% Jan 29, 2026 - Mar 26, 2026
#3	-13.61% Sep 21, 2018 - Feb 19, 2019	-13.46% Jan 24, 2018 - Jun 20, 2019
#4	-10.18% Nov 27, 2024 - May 19, 2025	-12.45% Mar 9, 2020 - Apr 9, 2020
#5	-10.04% Nov 19, 2015 - Mar 16, 2016	-10.05% Oct 20, 2025 - Dec 22, 2025
#6	-9.04% Aug 17, 2015 - Oct 28, 2015	-8.37% Sep 8, 2017 - Jan 24, 2018
#7	-7.99% Jan 26, 2018 - Jul 18, 2018	-8.03% Oct 30, 2024 - Jan 30, 2025
#8	-7.52% Sep 2, 2016 - Dec 13, 2016	-7.10% Apr 21, 2025 - Jun 13, 2025
#9	-6.86% Mar 2, 2026 - Mar 27, 2026	-6.52% Sep 4, 2019 - Jan 6, 2020
#10	-6.10% Sep 2, 2021 - Oct 21, 2021	-5.71% May 20, 2024 - Jul 16, 2024
#11	-5.91% May 21, 2013 - Jul 15, 2013	-4.86% Mar 31, 2025 - Apr 10, 2025
#12	-5.56% Aug 2, 2013 - Oct 18, 2013	-4.86% Dec 26, 2025 - Jan 12, 2026
#13	-5.18% Mar 28, 2024 - Jun 24, 2024	-4.84% Jun 13, 2025 - Aug 29, 2025
#14	-5.14% Sep 19, 2014 - Oct 28, 2014	-4.78% Feb 24, 2020 - Mar 5, 2020
#15	-4.50% Jul 26, 2019 - Sep 4, 2019	-4.35% Jul 16, 2024 - Aug 12, 2024