SGOL vs DFLV
Comparison between abrdn Physical Gold Shares ETF (SGOL, ETF) and DIMENSIONAL US LARGE CAP VALUE ETF (DFLV, ETF).
SGOL vs DFLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SGOL
$6.70B
Winner
DFLV
$6.80B
Expense Ratio
Winner
SGOL
0.17%
DFLV
0.21%
Max Drawdown
SGOL
45.51%
Winner
DFLV
17.54%
Sharpe Ratio
SGOL
1.13
Winner
DFLV
2.30
5Y Beta
Winner
SGOL
0.22
DFLV
0.73
P/E Ratio
SGOL
N/A
DFLV
18.50
Forward P/E
SGOL
N/A
DFLV
15.27
PEG Ratio
SGOL
N/A
DFLV
0.24
5Y EPS CAGR
SGOL
N/A
DFLV
16.55%
Debt to Equity
SGOL
N/A
DFLV
41.63%
P/S Ratio
SGOL
N/A
DFLV
2.05
P/B Ratio
SGOL
N/A
DFLV
2.81
SGOL vs DFLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SGOL
+12.98%
DFLV
+4.48%
3M
SGOL
+1.67%
Winner
DFLV
+9.60%
6M
SGOL
-9.49%
Winner
DFLV
+13.76%
1Y
Winner
SGOL
+38.11%
DFLV
+33.48%
5Y(CAGR)
SGOL
+20.75%
DFLV
N/A
10Y(CAGR)
SGOL
+12.95%
DFLV
N/A
Max(CAGR)
SGOL
+9.20%
Winner
DFLV
+17.28%
SGOL vs DFLV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SGOL | DFLV |
|---|---|---|
| 2026 | +6.49% | +22.20% |
| 2025 | +61.80% | +16.09% |
| 2024 | +27.29% | +12.38% |
| 2023 | +12.16% | +12.67% |
| 2022 | +0.98% | -0.68% |
| 2021 | -6.05% | N/A |
| 2020 | +24.27% | N/A |
| 2019 | +18.07% | N/A |
| 2018 | -3.08% | N/A |
| 2017 | +12.01% | N/A |
| 2016 | +6.54% | N/A |
| 2015 | -11.03% | N/A |
| 2014 | -3.67% | N/A |
| 2013 | -28.85% | N/A |
| 2012 | +3.87% | N/A |
| 2011 | +10.17% | N/A |
| 2010 | +26.32% | N/A |
| 2009 | +10.54% | N/A |
SGOL vs DFLV Drawdown Comparison
The maximum drawdown for SGOL was -45.51%, occurring on Dec 17, 2015. Recovery took 2247 trading sessions.
The maximum drawdown for DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current SGOL drawdown is -14.49%. The current DFLV drawdown is -0.28%.
| Rank | SGOL | DFLV |
|---|---|---|
| #1 | -45.51% Aug 22, 2011 - Jul 28, 2020 | -16.80% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -26.32% Jan 29, 2026 - Jul 16, 2026 | -11.29% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -21.56% Aug 6, 2020 - Dec 27, 2023 | -11.21% Feb 2, 2023 - Jul 21, 2023 |
| #4 | -12.65% Dec 2, 2009 - May 11, 2010 | -6.10% Jul 31, 2024 - Aug 23, 2024 |
| #5 | -10.06% Oct 20, 2025 - Dec 22, 2025 | -5.48% Feb 11, 2026 - Apr 17, 2026 |
| #6 | -8.11% Oct 30, 2024 - Jan 30, 2025 | -5.40% Mar 28, 2024 - Jul 16, 2024 |
| #7 | -8.07% Dec 6, 2010 - Mar 1, 2011 | -4.25% Dec 13, 2022 - Jan 6, 2023 |
| #8 | -7.61% Jun 18, 2010 - Sep 14, 2010 | -4.11% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -7.13% Apr 21, 2025 - Jun 13, 2025 | -3.77% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -5.85% Apr 29, 2011 - Jul 12, 2011 | -3.20% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -5.69% May 20, 2024 - Jul 16, 2024 | -2.95% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -5.33% Nov 8, 2010 - Dec 3, 2010 | -2.81% Jan 13, 2023 - Jan 26, 2023 |
| #13 | -5.13% May 12, 2010 - Jun 17, 2010 | -2.64% Jul 17, 2024 - Jul 31, 2024 |
| #14 | -4.89% Dec 26, 2025 - Jan 12, 2026 | -2.54% Jan 2, 2024 - Jan 25, 2024 |
| #15 | -4.80% Mar 31, 2025 - Apr 10, 2025 | -2.24% Jun 4, 2026 - Jun 12, 2026 |
Correlation
Correlation between SGOL and DFLV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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