PHYS vs. IAU

In the year-to-date period, PHYS achieves a 20.06% return, which is significantly lower than IAU's 21.13% return. Over the past 10 years, PHYS has underperformed IAU with an annualized return of 9.12%, while IAU has yielded a comparatively higher 9.76% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Sprott Physical Gold Trust (PHYS) and iShares Gold Trust (IAU). 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.

The current PHYS Sharpe Ratio is 1.84, which is comparable to the IAU Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of PHYS and IAU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PHYS nor IAU has paid dividends to shareholders.

The maximum PHYS drawdown since its inception was -48.16%, which is greater than IAU's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for PHYS and IAU. For additional features, visit the drawdowns tool.

Sprott Physical Gold Trust (PHYS) and iShares Gold Trust (IAU) have volatilities of 9.13% and 8.94%, 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.