SOR vs DRIV

Comparison between Source Capital Inc (SOR, ETF) and Global X Autonomous & Electric Vehicles ETF (DRIV, ETF).

5-Year PerformanceSOR has outperformed DRIV, delivering a return of +9.1% compared to +5.3%

SOR vs DRIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOR(ETF)	DRIV(ETF)
Net Assets	$413M	$412M
Expense Ratio	N/A	0.68%
Max Drawdown	71.42%	44.72%
Sharpe Ratio	0.58	0.98
5Y Beta	0.48	1.36
P/E Ratio	N/A	-177.01
Forward P/E	N/A	21.57
PEG Ratio	N/A	0.61
5Y Dividends CAGR	3.95%	11.58%
Debt to Equity	N/A	46.87%
P/S Ratio	N/A	1.64
P/B Ratio	N/A	3.99

Net Assets

Winner

SOR

$413M

DRIV

$412M

Expense Ratio

SOR

N/A

DRIV

0.68%

Max Drawdown

SOR

71.42%

Winner

DRIV

44.72%

Sharpe Ratio

SOR

0.58

Winner

DRIV

0.98

5Y Beta

Winner

SOR

0.48

DRIV

1.36

P/E Ratio

SOR

N/A

DRIV

-177.01

Forward P/E

SOR

N/A

DRIV

21.57

PEG Ratio

SOR

N/A

DRIV

0.61

5Y Dividends CAGR

SOR

3.95%

Winner

DRIV

11.58%

Debt to Equity

SOR

N/A

DRIV

46.87%

P/S Ratio

SOR

N/A

DRIV

1.64

P/B Ratio

SOR

N/A

DRIV

3.99

SOR vs DRIV - Historical Returns

Returns include dividend reinvestment.

Period	SOR	DRIV
1 month	+4.65%	+3.11%
3 months	+4.99%	-17.05%
6 months	-1.84%	+2.75%
1 year	+11.51%	+33.35%
5 years(CAGR)	+9.08%	+5.27%
10 years(CAGR)	+9.81%	+11.70%
Max(CAGR)	+9.69%	+11.70%

Winner

SOR

+4.65%

DRIV

+3.11%

Winner

SOR

+4.99%

DRIV

-17.05%

SOR

-1.84%

Winner

DRIV

+2.75%

SOR

+11.51%

Winner

DRIV

+33.35%

5Y(CAGR)

Winner

SOR

+9.08%

DRIV

+5.27%

10Y(CAGR)

SOR

+9.81%

Winner

DRIV

+11.70%

Max(CAGR)

SOR

+9.69%

Winner

DRIV

+11.70%

SOR vs DRIV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOR	DRIV
2026	+4.27%	+13.45%
2025	+12.70%	+29.91%
2024	+21.04%	-3.26%
2023	+14.33%	+25.82%
2022	-6.78%	-35.57%
2021	+20.81%	+27.58%
2020	+6.91%	+59.14%
2019	+20.90%	+27.44%
2018	-11.01%	-21.56%
2017	+18.05%	N/A
2016	+11.69%	N/A
2015	-1.07%	N/A
2014	+14.62%	N/A
2013	+31.34%	N/A
2012	+17.49%	N/A
2011	-6.87%	N/A
2010	+29.92%	N/A
2009	+51.89%	N/A
2008	-48.98%	N/A
2007	-4.79%	N/A
2006	-0.98%	N/A
2005	+11.54%	N/A
2004	+27.27%	N/A
2003	+19.56%	N/A
2002	-6.69%	N/A
2001	+26.33%	N/A
2000	+27.08%	N/A
1999	+0.79%	N/A

SOR vs DRIV Drawdown Comparison

The maximum drawdown for SOR was -65.48%, occurring on Nov 21, 2008. Recovery took 1230 trading sessions.

The maximum drawdown for DRIV was -41.93%, occurring on Apr 8, 2025. Recovery took 997 trading sessions.

The current SOR drawdown is -2.38%. The current DRIV drawdown is -18.75%.

Rank	SOR	DRIV
#1	-65.48% May 11, 2006 - Mar 30, 2011	-41.93% Nov 8, 2021 - Oct 29, 2025
#2	-39.11% Feb 13, 2020 - Nov 24, 2020	-38.46% Feb 19, 2020 - Jul 15, 2020
#3	-38.76% May 13, 2002 - Jan 16, 2004	-27.11% Jun 6, 2018 - Jan 2, 2020
#4	-30.78% Jul 7, 2011 - Jan 2, 2013	-24.70% Jun 2, 2026 - Jul 29, 2026
#5	-19.01% Aug 22, 2001 - Nov 19, 2001	-13.43% Feb 25, 2026 - Apr 14, 2026
#6	-18.01% Jan 26, 2018 - Oct 28, 2019	-10.11% Oct 29, 2025 - Jan 5, 2026
#7	-17.47% Jan 3, 2022 - Nov 14, 2023	-9.84% Feb 16, 2021 - Jun 4, 2021
#8	-13.41% Jun 23, 2015 - Apr 13, 2016	-9.29% Sep 2, 2020 - Oct 7, 2020
#9	-13.16% Jul 1, 2014 - Nov 12, 2014	-7.55% Aug 12, 2021 - Oct 20, 2021
#10	-11.23% Nov 22, 1999 - May 17, 2000	-7.11% May 11, 2026 - May 26, 2026
#11	-9.47% Feb 5, 2001 - May 3, 2001	-7.00% Jan 21, 2021 - Feb 8, 2021
#12	-9.41% Mar 19, 2004 - Jun 29, 2004	-6.32% Jun 8, 2021 - Jul 29, 2021
#13	-9.37% Apr 5, 2011 - Jul 1, 2011	-6.26% Jan 22, 2026 - Feb 25, 2026
#14	-9.18% Feb 20, 2026 - Mar 27, 2026	-6.07% Jan 17, 2020 - Feb 11, 2020
#15	-8.30% Dec 31, 2004 - Mar 14, 2005	-5.81% Oct 22, 2020 - Nov 3, 2020

Correlation

Correlation between SOR and DRIV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

SOR vs DRIV dividend yield comparison.

Year	SOR	DRIV
2026	3.56%	0.21%
2025	5.46%	1.07%
2024	11.86%	2.07%
2023	7.22%	1.62%
2022	5.74%	1.24%
2021	11.09%	0.32%
2020	4.11%	0.29%
2019	2.58%	1.23%
2018	12.90%	2.79%
2017	4.24%	0.00%
2016	98.00%	0.00%
2015	6.04%	0.00%
2014	5.88%	0.00%
2013	4.47%	0.00%
2012	6.64%	0.00%
2011	6.38%	0.00%
2010	4.52%	0.00%
2009	4.66%	0.00%
2008	12.37%	0.00%
2007	6.72%	0.00%
2006	7.01%	0.00%
2005	7.42%	0.00%
2004	5.59%	0.00%
2003	5.89%	0.00%
2002	8.70%	0.00%
2001	7.54%	0.00%
2000	14.35%	0.00%