SPYV vs GLDM

Comparison between SPDR(R) PORTFOLIO S&P 500 VALUE ETF (SPYV, ETF) and SPDR Gold MiniShares Trust (GLDM, ETF).

5-Year PerformanceGLDM has outperformed SPYV, delivering a return of +20.7% compared to +10.5%

SPYV vs GLDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPYV(ETF)	GLDM(ETF)
Net Assets	$32B	$30B
Expense Ratio	0.04%	0.10%
Max Drawdown	60.42%	21.63%
Sharpe Ratio	1.74	1.26
5Y Beta	0.70	0.18
P/E Ratio	24.93	N/A
Forward P/E	19.63	N/A
5Y Dividends CAGR	2.68%	N/A
5Y EPS CAGR	13.35%	N/A
Debt to Equity	71.60%	N/A
P/S Ratio	1.98	N/A
P/B Ratio	3.49	N/A

Net Assets

Winner

SPYV

$32B

GLDM

$30B

Expense Ratio

Winner

SPYV

0.04%

GLDM

0.10%

Max Drawdown

SPYV

60.42%

Winner

GLDM

21.63%

Sharpe Ratio

Winner

SPYV

1.74

GLDM

1.26

5Y Beta

SPYV

0.70

Winner

GLDM

0.18

P/E Ratio

SPYV

24.93

GLDM

N/A

Forward P/E

SPYV

19.63

GLDM

N/A

5Y Dividends CAGR

SPYV

2.68%

GLDM

N/A

5Y EPS CAGR

SPYV

13.35%

GLDM

N/A

Debt to Equity

SPYV

71.60%

GLDM

N/A

P/S Ratio

SPYV

1.98

GLDM

N/A

P/B Ratio

SPYV

3.49

GLDM

N/A

SPYV vs GLDM - Historical Returns

Returns include dividend reinvestment.

Period	SPYV	GLDM
1 month	+3.75%	-0.15%
3 months	+1.66%	-7.05%
6 months	+8.86%	+17.95%
1 year	+23.16%	+42.78%
5 years(CAGR)	+10.50%	+20.73%
10 years(CAGR)	+12.01%	N/A
Max(CAGR)	+7.76%	+18.15%

Winner

SPYV

+3.75%

GLDM

-0.15%

Winner

SPYV

+1.66%

GLDM

-7.05%

SPYV

+8.86%

Winner

GLDM

+17.95%

SPYV

+23.16%

Winner

GLDM

+42.78%

5Y(CAGR)

SPYV

+10.50%

Winner

GLDM

+20.73%

10Y(CAGR)

SPYV

+12.01%

GLDM

N/A

Max(CAGR)

SPYV

+7.76%

Winner

GLDM

+18.15%

SPYV vs GLDM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SPYV	GLDM
2026	+5.90%	+9.04%
2025	+13.74%	+62.02%
2024	+11.51%	+27.40%
2023	+21.57%	+12.08%
2022	-5.69%	+1.09%
2021	+26.65%	-6.10%
2020	+1.09%	+24.20%
2019	+31.17%	+18.00%
2018	-9.54%	+1.84%
2017	+14.24%	N/A
2016	+18.50%	N/A
2015	-3.01%	N/A
2014	+12.83%	N/A
2013	+28.40%	N/A
2012	+14.94%	N/A
2011	-1.95%	N/A
2010	+13.67%	N/A
2009	+14.71%	N/A
2008	-35.49%	N/A
2007	+1.64%	N/A
2006	+20.05%	N/A
2005	+6.00%	N/A
2004	+13.25%	N/A
2003	+21.98%	N/A
2002	-17.45%	N/A
2001	-4.78%	N/A
2000	+3.70%	N/A

SPYV vs GLDM Drawdown Comparison

The maximum drawdown for SPYV was -58.47%, occurring on Mar 6, 2009. Recovery took 1347 trading sessions.

The maximum drawdown for GLDM was -21.63%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The current SPYV drawdown is -0.23%. The current GLDM drawdown is -12.44%.

Rank	SPYV	GLDM
#1	-58.47% Oct 9, 2007 - Feb 14, 2013	-21.63% Aug 6, 2020 - Dec 27, 2023
#2	-36.86% Feb 12, 2020 - Dec 31, 2020	-19.14% Jan 29, 2026 - Mar 26, 2026
#3	-33.68% Dec 28, 2000 - Jan 26, 2004	-12.54% Mar 9, 2020 - Apr 9, 2020
#4	-19.15% Jan 26, 2018 - Apr 23, 2019	-10.07% Oct 20, 2025 - Dec 22, 2025
#5	-17.91% Apr 20, 2022 - Feb 1, 2023	-8.09% Oct 30, 2024 - Jan 30, 2025
#6	-17.54% Nov 29, 2024 - Aug 22, 2025	-7.11% Apr 21, 2025 - Jun 13, 2025
#7	-14.71% May 21, 2015 - Jun 6, 2016	-6.78% Jul 9, 2018 - Dec 20, 2018
#8	-10.91% Jul 31, 2023 - Dec 1, 2023	-6.45% Sep 4, 2019 - Jan 6, 2020
#9	-10.38% Jul 13, 2007 - Oct 9, 2007	-5.72% May 20, 2024 - Jul 16, 2024
#10	-9.56% Feb 2, 2023 - Jun 13, 2023	-5.26% Feb 19, 2019 - Jun 18, 2019
#11	-7.70% May 3, 2019 - Jul 1, 2019	-4.89% Feb 24, 2020 - Mar 5, 2020
#12	-7.48% Mar 5, 2004 - Sep 14, 2004	-4.84% Dec 26, 2025 - Jan 12, 2026
#13	-7.39% Sep 18, 2014 - Nov 6, 2014	-4.77% Jun 13, 2025 - Aug 29, 2025
#14	-7.36% May 5, 2006 - Aug 16, 2006	-4.73% Mar 31, 2025 - Apr 10, 2025
#15	-7.27% Jan 12, 2022 - Apr 20, 2022	-4.35% Jul 16, 2024 - Aug 12, 2024