SGOL vs DFSV
Comparison between abrdn Physical Gold Shares ETF (SGOL, ETF) and DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF).
SGOL vs DFSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SGOL
$7.70B
DFSV
$7.60B
Expense Ratio
Winner
SGOL
0.17%
DFSV
0.30%
Max Drawdown
SGOL
45.51%
Winner
DFSV
28.52%
Sharpe Ratio
SGOL
0.73
Winner
DFSV
1.58
5Y Beta
Winner
SGOL
0.23
DFSV
0.98
P/E Ratio
SGOL
N/A
DFSV
26.11
Forward P/E
SGOL
N/A
DFSV
11.61
5Y EPS CAGR
SGOL
N/A
DFSV
3.92%
P/S Ratio
SGOL
N/A
DFSV
0.87
P/B Ratio
SGOL
N/A
DFSV
1.32
SGOL vs DFSV - Historical Returns
Returns include dividend reinvestment.
1M
SGOL
-11.60%
Winner
DFSV
+2.93%
3M
SGOL
-9.42%
Winner
DFSV
+10.58%
6M
SGOL
-11.06%
Winner
DFSV
+15.67%
1Y
SGOL
+19.75%
Winner
DFSV
+33.55%
5Y(CAGR)
Winner
SGOL
+17.39%
DFSV
+12.11%
10Y(CAGR)
SGOL
+11.45%
DFSV
N/A
Max(CAGR)
SGOL
+8.34%
Winner
DFSV
+12.11%
SGOL vs DFSV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SGOL | DFSV |
|---|---|---|
| 2026 | -8.04% | +16.33% |
| 2025 | +61.80% | +8.99% |
| 2024 | +27.29% | +7.50% |
| 2023 | +12.16% | +19.82% |
| 2022 | +0.98% | +0.61% |
| 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 DFSV Drawdown Comparison
The maximum drawdown for SGOL was -45.51%, occurring on Dec 17, 2015. Recovery took 2247 trading sessions.
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current SGOL drawdown is -26.16%. The current DFSV drawdown is -1.22%.
| Rank | SGOL | DFSV |
|---|---|---|
| #1 | -45.51% Aug 22, 2011 - Jul 28, 2020 | -28.01% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -26.16% Jan 29, 2026 - Jun 24, 2026 | -17.96% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -21.56% Aug 6, 2020 - Dec 27, 2023 | -17.61% Mar 29, 2022 - Dec 2, 2022 |
| #4 | -12.65% Dec 2, 2009 - May 11, 2010 | -9.94% Jul 31, 2024 - Nov 6, 2024 |
| #5 | -10.06% Oct 20, 2025 - Dec 22, 2025 | -9.39% Feb 11, 2026 - Apr 20, 2026 |
| #6 | -8.11% Oct 30, 2024 - Jan 30, 2025 | -7.81% Dec 2, 2022 - Jan 12, 2023 |
| #7 | -8.07% Dec 6, 2010 - Mar 1, 2011 | -7.61% Mar 28, 2024 - May 15, 2024 |
| #8 | -7.61% Jun 18, 2010 - Sep 14, 2010 | -7.04% Dec 27, 2023 - Mar 21, 2024 |
| #9 | -7.13% Apr 21, 2025 - Jun 13, 2025 | -6.60% May 15, 2024 - Jul 15, 2024 |
| #10 | -5.85% Apr 29, 2011 - Jul 12, 2011 | -4.28% Mar 2, 2022 - Mar 16, 2022 |
| #11 | -5.69% May 20, 2024 - Jul 16, 2024 | -3.65% May 6, 2026 - May 28, 2026 |
| #12 | -5.33% Nov 8, 2010 - Dec 3, 2010 | -3.36% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -5.13% May 12, 2010 - Jun 17, 2010 | -3.13% Dec 11, 2025 - Jan 6, 2026 |
| #14 | -4.89% Dec 26, 2025 - Jan 12, 2026 | -2.95% Jun 12, 2026 - Jun 17, 2026 |
| #15 | -4.80% Mar 31, 2025 - Apr 10, 2025 | -2.60% Jan 13, 2023 - Jan 23, 2023 |
Correlation
Correlation between SGOL and DFSV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
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