PHGP.L vs. SGLN.L
Compare and contrast key facts about WisdomTree Physical Gold (PHGP.L) and iShares Physical Gold ETC (SGLN.L).
PHGP.L and SGLN.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PHGP.L is a passively managed fund by WisdomTree that tracks the performance of the Gold. It was launched on Apr 24, 2007. SGLN.L is a passively managed fund by iShares that tracks the performance of the LBMA Gold Price. It was launched on Apr 8, 2011. Both PHGP.L and SGLN.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PHGP.L vs. SGLN.L - Performance Comparison
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PHGP.L vs. SGLN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHGP.L WisdomTree Physical Gold | 11.98% | 53.14% | 27.85% | 6.97% | 11.52% | -3.11% | 19.74% | 14.47% | 4.18% | 1.55% |
SGLN.L iShares Physical Gold ETC | 12.05% | 53.66% | 28.20% | 7.24% | 11.84% | -2.57% | 19.62% | 14.63% | 4.36% | 1.68% |
Returns By Period
The year-to-date returns for both investments are quite close, with PHGP.L having a 11.98% return and SGLN.L slightly higher at 12.05%. Both investments have delivered pretty close results over the past 10 years, with PHGP.L having a 14.97% annualized return and SGLN.L not far ahead at 15.23%.
PHGP.L
- 1D
- 2.66%
- 1M
- -9.47%
- YTD
- 11.98%
- 6M
- 25.02%
- 1Y
- 47.74%
- 3Y*
- 30.40%
- 5Y*
- 22.99%
- 10Y*
- 14.97%
SGLN.L
- 1D
- 2.65%
- 1M
- -9.41%
- YTD
- 12.05%
- 6M
- 25.13%
- 1Y
- 48.12%
- 3Y*
- 30.78%
- 5Y*
- 23.47%
- 10Y*
- 15.23%
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PHGP.L vs. SGLN.L - Expense Ratio Comparison
Return for Risk
PHGP.L vs. SGLN.L — Risk / Return Rank
PHGP.L
SGLN.L
PHGP.L vs. SGLN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Gold (PHGP.L) and iShares Physical Gold ETC (SGLN.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.
| PHGP.L | SGLN.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 1.96 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.43 | 2.41 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 2.77 | -0.01 |
Martin ratioReturn relative to average drawdown | 11.43 | 11.39 | +0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PHGP.L | SGLN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 1.96 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.43 | 1.45 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | 0.96 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.59 | +0.11 |
Correlation
The correlation between PHGP.L and SGLN.L is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PHGP.L vs. SGLN.L - Dividend Comparison
Neither PHGP.L nor SGLN.L has paid dividends to shareholders.
Drawdowns
PHGP.L vs. SGLN.L - Drawdown Comparison
The maximum PHGP.L drawdown since its inception was -42.06%, roughly equal to the maximum SGLN.L drawdown of -41.71%. Use the drawdown chart below to compare losses from any high point for PHGP.L and SGLN.L.
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Drawdown Indicators
| PHGP.L | SGLN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.06% | -41.71% | -0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -17.57% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -17.49% | -17.57% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -21.91% | -0.46% |
Current DrawdownCurrent decline from peak | -9.47% | -9.41% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -13.51% | -14.78% | +1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 4.27% | -0.04% |
Volatility
PHGP.L vs. SGLN.L - Volatility Comparison
WisdomTree Physical Gold (PHGP.L) and iShares Physical Gold ETC (SGLN.L) have volatilities of 11.35% and 11.66%, 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
| PHGP.L | SGLN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.35% | 11.66% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 21.04% | 21.22% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.18% | 24.48% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 16.15% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 15.75% | +0.02% |