USPX vs BAR

Comparison between FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF) and GraniteShares Gold Shares (BAR, ETF).

5-Year PerformanceBAR has outperformed USPX, delivering a return of +20.6% compared to +12.1%

USPX vs BAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USPX(ETF)	BAR(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.03%	0.17%
Max Drawdown	31.21%	21.53%
Sharpe Ratio	2.01	1.25
5Y Beta	0.99	0.18
P/E Ratio	28.60	N/A
Forward P/E	21.73	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	-2.37%	N/A
5Y EPS CAGR	28.45%	N/A
Debt to Equity	36.27%	N/A
P/S Ratio	3.64	N/A
P/B Ratio	5.51	N/A

Net Assets

USPX

$1.50B

Winner

BAR

$1.60B

Expense Ratio

Winner

USPX

0.03%

BAR

0.17%

Max Drawdown

USPX

31.21%

Winner

BAR

21.53%

Sharpe Ratio

Winner

USPX

2.01

BAR

1.25

5Y Beta

USPX

0.99

Winner

BAR

0.18

P/E Ratio

USPX

28.60

BAR

N/A

Forward P/E

USPX

21.73

BAR

N/A

PEG Ratio

USPX

0.47

BAR

N/A

5Y Dividends CAGR

USPX

-2.37%

BAR

N/A

5Y EPS CAGR

USPX

28.45%

BAR

N/A

Debt to Equity

USPX

36.27%

BAR

N/A

P/S Ratio

USPX

3.64

BAR

N/A

P/B Ratio

USPX

5.51

BAR

N/A

USPX vs BAR - Historical Returns

Returns include dividend reinvestment.

Period	USPX	BAR
1 month	+9.06%	-0.21%
3 months	+6.28%	-7.05%
6 months	+9.79%	+17.87%
1 year	+31.54%	+42.71%
5 years(CAGR)	+12.05%	+20.62%
10 years(CAGR)	+12.53%	+15.62%
Max(CAGR)	+12.53%	+15.62%

Winner

USPX

+9.06%

BAR

-0.21%

Winner

USPX

+6.28%

BAR

-7.05%

USPX

+9.79%

Winner

BAR

+17.87%

USPX

+31.54%

Winner

BAR

+42.71%

5Y(CAGR)

USPX

+12.05%

Winner

BAR

+20.62%

10Y(CAGR)

USPX

+12.53%

Winner

BAR

+15.62%

Max(CAGR)

USPX

+12.53%

Winner

BAR

+15.62%

USPX vs BAR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	USPX	BAR
2026	+7.68%	+9.00%
2025	+17.86%	+61.93%
2024	+25.51%	+27.29%
2023	+27.54%	+12.03%
2022	-18.84%	+0.89%
2021	+19.84%	-6.10%
2020	+9.12%	+24.03%
2019	+26.44%	+18.10%
2018	-8.05%	-2.73%
2017	+23.80%	-1.15%
2016	+3.92%	N/A

USPX vs BAR Drawdown Comparison

The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

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

The current BAR drawdown is -12.51%.

Rank	USPX	BAR
#1	-31.21% Jan 17, 2020 - Sep 2, 2020	-21.53% Aug 6, 2020 - Dec 27, 2023
#2	-24.60% Dec 29, 2021 - Dec 12, 2023	-19.19% Jan 29, 2026 - Mar 26, 2026
#3	-19.21% Feb 19, 2025 - Jun 26, 2025	-13.46% Jan 24, 2018 - Jun 20, 2019
#4	-16.43% Jan 26, 2018 - Jun 20, 2019	-12.45% Mar 9, 2020 - Apr 9, 2020
#5	-9.15% Jan 27, 2026 - Apr 15, 2026	-10.05% Oct 20, 2025 - Dec 22, 2025
#6	-8.61% Jul 16, 2024 - Sep 19, 2024	-8.37% Sep 8, 2017 - Jan 24, 2018
#7	-7.47% Oct 12, 2020 - Nov 9, 2020	-8.03% Oct 30, 2024 - Jan 30, 2025
#8	-6.70% Sep 3, 2021 - Dec 15, 2021	-7.10% Apr 21, 2025 - Jun 13, 2025
#9	-6.08% Mar 28, 2024 - May 14, 2024	-6.52% Sep 4, 2019 - Jan 6, 2020
#10	-5.82% Sep 2, 2020 - Oct 12, 2020	-5.71% May 20, 2024 - Jul 16, 2024
#11	-5.59% Jul 24, 2019 - Sep 12, 2019	-4.86% Mar 31, 2025 - Apr 10, 2025
#12	-5.34% Aug 15, 2016 - Jan 4, 2017	-4.86% Dec 26, 2025 - Jan 12, 2026
#13	-5.15% Oct 28, 2025 - Dec 11, 2025	-4.84% Jun 13, 2025 - Aug 29, 2025
#14	-4.66% Feb 16, 2021 - Mar 26, 2021	-4.78% Feb 24, 2020 - Mar 5, 2020
#15	-4.60% Dec 6, 2024 - Jan 23, 2025	-4.35% Jul 16, 2024 - Aug 12, 2024