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IGLN.L vs. SGLD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGLN.L vs. SGLD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Physical Gold ETC (IGLN.L) and Invesco Physical Gold ETC (SGLD.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with IGLN.L having a 3.00% return and SGLD.L slightly higher at 3.01%. Both investments have delivered pretty close results over the past 10 years, with IGLN.L having a 13.40% annualized return and SGLD.L not far behind at 13.39%.


IGLN.L

1D
-1.45%
1M
-4.23%
YTD
3.00%
6M
5.09%
1Y
32.44%
3Y*
31.11%
5Y*
18.45%
10Y*
13.40%

SGLD.L

1D
-1.45%
1M
-4.24%
YTD
3.01%
6M
5.09%
1Y
32.40%
3Y*
31.13%
5Y*
18.44%
10Y*
13.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGLN.L vs. SGLD.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IGLN.L
iShares Physical Gold ETC
3.00%64.92%26.14%13.44%-0.09%-4.03%24.16%18.28%-1.31%11.67%
SGLD.L
Invesco Physical Gold ETC
3.01%64.87%26.23%13.36%-0.08%-4.08%24.18%18.33%-1.30%11.54%

Correlation

The correlation between IGLN.L and SGLD.L is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

1.00

Correlation (3Y)
Calculated over the trailing 3-year period

1.00

Correlation (5Y)
Calculated over the trailing 5-year period

1.00

Correlation (10Y)
Calculated over the trailing 10-year period

0.99

Correlation (All Time)
Calculated using the full available price history since Apr 13, 2011

0.98

The correlation between IGLN.L and SGLD.L has been stable across timeframes, ranging from 0.98 to 1.00 - a consistent structural relationship.

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Return for Risk

IGLN.L vs. SGLD.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IGLN.L
IGLN.L Risk / Return Rank: 3434
Overall Rank
IGLN.L Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
IGLN.L Sortino Ratio Rank: 3232
Sortino Ratio Rank
IGLN.L Omega Ratio Rank: 3737
Omega Ratio Rank
IGLN.L Calmar Ratio Rank: 3737
Calmar Ratio Rank
IGLN.L Martin Ratio Rank: 3232
Martin Ratio Rank

SGLD.L
SGLD.L Risk / Return Rank: 3636
Overall Rank
SGLD.L Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
SGLD.L Sortino Ratio Rank: 3434
Sortino Ratio Rank
SGLD.L Omega Ratio Rank: 3939
Omega Ratio Rank
SGLD.L Calmar Ratio Rank: 3838
Calmar Ratio Rank
SGLD.L Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IGLN.L vs. SGLD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Physical Gold ETC (IGLN.L) and Invesco Physical Gold ETC (SGLD.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


IGLN.LSGLD.LDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.25

1.25

0.00

Calmar ratioReturn relative to maximum drawdown

1.86

1.86

0.00

Martin ratioReturn relative to average drawdown

4.85

4.86

-0.01

IGLN.L vs. SGLD.L - Sharpe Ratio Comparison

The current IGLN.L Sharpe Ratio is 1.30, which is comparable to the SGLD.L Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of IGLN.L and SGLD.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IGLN.LSGLD.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

1.31

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.06

1.07

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.86

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.58

-0.13

Drawdowns

IGLN.L vs. SGLD.L - Drawdown Comparison

The maximum IGLN.L drawdown since its inception was -45.24%, roughly equal to the maximum SGLD.L drawdown of -45.21%. Use the drawdown chart below to compare losses from any high point for IGLN.L and SGLD.L.


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Drawdown Indicators


IGLN.LSGLD.LDifference

Max Drawdown

Largest peak-to-trough decline

-45.24%

-45.21%

-0.03%

Max Drawdown (1Y)

Largest decline over 1 year

-17.36%

-17.34%

-0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-17.36%

-17.34%

-0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-21.15%

-21.12%

-0.03%

Max Drawdown (10Y)

Largest decline over 10 years

-21.15%

-21.12%

-0.03%

Current Drawdown

Current decline from peak

-16.23%

-16.19%

-0.04%

Average Drawdown

Average peak-to-trough decline

-19.80%

-18.20%

-1.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.66%

6.64%

+0.02%

Volatility

IGLN.L vs. SGLD.L - Volatility Comparison

iShares Physical Gold ETC (IGLN.L) and Invesco Physical Gold ETC (SGLD.L) have volatilities of 6.40% and 6.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGLN.LSGLD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.40%

6.38%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

21.73%

21.72%

+0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

24.79%

24.73%

+0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.37%

17.30%

+0.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.54%

15.50%

+0.04%

IGLN.L vs. SGLD.L - Expense Ratio Comparison

IGLN.L has a 0.25% expense ratio, which is higher than SGLD.L's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IGLN.L vs. SGLD.L - Dividend Comparison

Neither IGLN.L nor SGLD.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 1.00, IGLN.L and SGLD.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, SGLD.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SGLD.L is cheaper with a 0.12% expense ratio, compared with 0.25% for IGLN.L.

IGLN.L tracks LBMA Gold Price, while SGLD.L tracks LBMA Gold Price PM. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.25% for IGLN.L and 0.12% for SGLD.L.

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