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SCHP vs. PHYS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHP vs. PHYS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. TIPS ETF (SCHP) and Sprott Physical Gold Trust (PHYS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHP achieves a 1.42% return, which is significantly higher than PHYS's -3.85% return. Over the past 10 years, SCHP has underperformed PHYS with an annualized return of 2.60%, while PHYS has yielded a comparatively higher 11.42% annualized return.


SCHP

1D
0.04%
1M
-0.10%
YTD
1.42%
6M
1.48%
1Y
4.83%
3Y*
4.14%
5Y*
1.06%
10Y*
2.60%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHP vs. PHYS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHP
Schwab U.S. TIPS ETF
1.42%6.76%1.95%3.91%-12.02%5.87%10.86%8.52%-1.78%3.02%
PHYS
Sprott Physical Gold Trust
-3.85%63.95%26.43%12.98%-1.81%-4.84%23.89%18.14%-2.64%12.78%

Correlation

The correlation between SCHP and PHYS is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.23

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

0.25

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

0.35

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

0.39

Correlation (All Time)
Calculated using the full available price history since Aug 5, 2010

0.32

The correlation between SCHP and PHYS shifts across timeframes, from 0.23 (1 year) to 0.39 (10 years), reflecting how their relationship changes across market environments.

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Return for Risk

SCHP vs. PHYS — Risk / Return Rank

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

SCHP
SCHP Risk / Return Rank: 5050
Overall Rank
SCHP Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
SCHP Sortino Ratio Rank: 5151
Sortino Ratio Rank
SCHP Omega Ratio Rank: 4545
Omega Ratio Rank
SCHP Calmar Ratio Rank: 5656
Calmar Ratio Rank
SCHP Martin Ratio Rank: 5050
Martin Ratio Rank

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
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.

SCHP vs. PHYS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. TIPS ETF (SCHP) and Sprott Physical Gold Trust (PHYS). 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.


SCHPPHYSDifference
Sharpe ratioReturn per unit of total volatility

+0.63

Sortino ratioReturn per unit of downside risk

+1.04

Omega ratioGain probability vs. loss probability

1.25

1.17

+0.08

Calmar ratioReturn relative to maximum drawdown

2.45

0.92

+1.54

Martin ratioReturn relative to average drawdown

7.41

2.64

+4.77

SCHP vs. PHYS - Sharpe Ratio Comparison

The current SCHP Sharpe Ratio is 1.44, which is higher than the PHYS Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of SCHP and PHYS, 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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Drawdowns

SCHP vs. PHYS - Drawdown Comparison

The maximum SCHP drawdown since its inception was -14.26%, smaller than the maximum PHYS drawdown of -48.16%. Use the drawdown chart below to compare losses from any high point for SCHP and PHYS.


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Drawdown Indicators


SCHPPHYSDifference

Max Drawdown

Largest peak-to-trough decline

-14.26%

-48.16%

+33.90%

Max Drawdown (1Y)

Largest decline over 1 year

-1.93%

-24.80%

+22.87%

Max Drawdown (3Y)

Largest decline over 3 years

-4.48%

-24.80%

+20.32%

Max Drawdown (5Y)

Largest decline over 5 years

-14.26%

-24.80%

+10.54%

Max Drawdown (10Y)

Largest decline over 10 years

-14.26%

-24.80%

+10.54%

Current Drawdown

Current decline from peak

-0.44%

-22.43%

+21.99%

Average Drawdown

Average peak-to-trough decline

-3.93%

-20.99%

+17.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.64%

8.60%

-7.96%

Volatility

SCHP vs. PHYS - Volatility Comparison

The current volatility for Schwab U.S. TIPS ETF (SCHP) is 1.02%, while Sprott Physical Gold Trust (PHYS) has a volatility of 7.80%. This indicates that SCHP experiences smaller price fluctuations and is considered to be less risky than PHYS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHPPHYSDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.02%

7.80%

-6.78%

Volatility (6M)

Calculated over the trailing 6-month period

2.24%

24.75%

-22.51%

Volatility (1Y)

Calculated over the trailing 1-year period

3.30%

28.17%

-24.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.12%

18.53%

-12.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.59%

16.41%

-10.82%

Dividends

SCHP vs. PHYS - Dividend Comparison

SCHP's dividend yield for the trailing twelve months is around 3.99%, while PHYS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
PHYS
Sprott Physical Gold Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHP
Schwab U.S. TIPS ETF
3.99%4.06%2.99%3.02%7.19%4.39%1.11%2.02%2.26%1.90%1.38%0.28%

Frequently Asked Questions


SCHP and PHYS have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PHYS has higher volatility (7.80%) compared to SCHP (1.02%). In terms of maximum drawdown, SCHP dropped -14.26% vs PHYS's -48.16%.

SCHP currently has the higher Sharpe Ratio (1.44 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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Find the right allocation for SCHP and PHYS

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