PortfoliosLab logoPortfoliosLab logo
PHYS vs. ZTIP.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PHYS vs. ZTIP.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sprott Physical Gold Trust (PHYS) and BMO Short-Term US TIPS Index ETF (ZTIP.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

PHYS is traded in USD, while ZTIP.TO is traded in CAD. To make them comparable, the ZTIP.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, PHYS achieves a -3.85% return, which is significantly lower than ZTIP.TO's 1.43% return.


PHYS

1D
0.19%
1M
-9.95%
YTD
-3.85%
6M
-3.47%
1Y
20.77%
3Y*
28.00%
5Y*
16.26%
10Y*
11.42%

ZTIP.TO

1D
-0.32%
1M
-0.54%
YTD
1.43%
6M
1.78%
1Y
4.31%
3Y*
5.09%
5Y*
3.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PHYS vs. ZTIP.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
PHYS
Sprott Physical Gold Trust
-3.85%63.95%26.43%12.98%-1.81%-1.91%
ZTIP.TO
BMO Short-Term US TIPS Index ETF
1.53%5.95%4.95%4.41%-2.24%4.41%

Correlation

The correlation between PHYS and ZTIP.TO is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.07

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

-0.14

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

-0.10

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2021

-0.10

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PHYS vs. ZTIP.TO — Risk / Return Rank

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

PHYS
PHYS Risk / Return Rank: 6464
Overall Rank
PHYS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
PHYS Sortino Ratio Rank: 6060
Sortino Ratio Rank
PHYS Omega Ratio Rank: 6464
Omega Ratio Rank
PHYS Calmar Ratio Rank: 6262
Calmar Ratio Rank
PHYS Martin Ratio Rank: 6666
Martin Ratio Rank

ZTIP.TO
ZTIP.TO Risk / Return Rank: 4747
Overall Rank
ZTIP.TO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
ZTIP.TO Sortino Ratio Rank: 4747
Sortino Ratio Rank
ZTIP.TO Omega Ratio Rank: 6363
Omega Ratio Rank
ZTIP.TO Calmar Ratio Rank: 4040
Calmar Ratio Rank
ZTIP.TO Martin Ratio Rank: 3535
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.

PHYS vs. ZTIP.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sprott Physical Gold Trust (PHYS) and BMO Short-Term US TIPS Index ETF (ZTIP.TO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PHYSZTIP.TODifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.17

1.14

+0.04

Calmar ratioReturn relative to maximum drawdown

0.92

2.48

-1.56

Martin ratioReturn relative to average drawdown

2.64

7.40

-4.76

PHYS vs. ZTIP.TO - Sharpe Ratio Comparison

The current PHYS Sharpe Ratio is 0.81, which is comparable to the ZTIP.TO Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of PHYS and ZTIP.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

PHYS vs. ZTIP.TO - Drawdown Comparison

The maximum PHYS drawdown since its inception was -48.16%, which is greater than ZTIP.TO's maximum drawdown of -6.85%. Use the drawdown chart below to compare losses from any high point for PHYS and ZTIP.TO.


Loading charts...

Drawdown Indicators


PHYSZTIP.TODifference

Max Drawdown

Largest peak-to-trough decline

-48.16%

-6.85%

-41.31%

Max Drawdown (1Y)

Largest decline over 1 year

-24.80%

-1.75%

-23.05%

Max Drawdown (3Y)

Largest decline over 3 years

-24.80%

-2.38%

-22.42%

Max Drawdown (5Y)

Largest decline over 5 years

-24.80%

-6.85%

-17.95%

Max Drawdown (10Y)

Largest decline over 10 years

-24.80%

Current Drawdown

Current decline from peak

-22.43%

-0.78%

-21.65%

Average Drawdown

Average peak-to-trough decline

-20.99%

-1.58%

-19.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.60%

0.58%

+8.02%

Volatility

PHYS vs. ZTIP.TO - Volatility Comparison

Sprott Physical Gold Trust (PHYS) has a higher volatility of 7.80% compared to BMO Short-Term US TIPS Index ETF (ZTIP.TO) at 1.06%. This indicates that PHYS's price experiences larger fluctuations and is considered to be riskier than ZTIP.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PHYSZTIP.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.80%

1.06%

+6.74%

Volatility (6M)

Calculated over the trailing 6-month period

24.75%

3.94%

+20.81%

Volatility (1Y)

Calculated over the trailing 1-year period

28.17%

5.79%

+22.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.53%

7.81%

+10.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.41%

7.78%

+8.63%

Dividends

PHYS vs. ZTIP.TO - Dividend Comparison

PHYS has not paid dividends to shareholders, while ZTIP.TO's dividend yield for the trailing twelve months is around 3.42%.


PositionTTM20252024202320222021
PHYS
Sprott Physical Gold Trust
0.00%0.00%0.00%0.00%0.00%0.00%
ZTIP.TO
BMO Short-Term US TIPS Index ETF
3.42%3.63%3.63%4.91%4.93%0.38%

Frequently Asked Questions


PHYS and ZTIP.TO have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for PHYS and ZTIP.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer