HYG vs PHYS

Comparison between ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF) and Sprott Physical Gold Trust (PHYS, ETF).

5-Year PerformancePHYS has outperformed HYG, delivering a return of +19.8% compared to +3.9%

HYG vs PHYS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYG(ETF)	PHYS(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.49%	N/A
Max Drawdown	41.90%	48.16%
Sharpe Ratio	1.00	1.24
5Y Beta	0.24	0.17
5Y Dividends CAGR	4.66%	N/A

Net Assets

HYG

$17B

Winner

PHYS

$17B

Expense Ratio

HYG

0.49%

PHYS

N/A

Max Drawdown

Winner

HYG

41.90%

PHYS

48.16%

Sharpe Ratio

HYG

1.00

Winner

PHYS

1.24

5Y Beta

HYG

0.24

Winner

PHYS

0.17

5Y Dividends CAGR

HYG

4.66%

PHYS

N/A

HYG vs PHYS - Historical Returns

Returns include dividend reinvestment.

Period	HYG	PHYS
1 month	+0.03%	-0.61%
3 months	+0.35%	-3.56%
6 months	+2.12%	+11.69%
1 year	+6.72%	+44.56%
5 years(CAGR)	+3.93%	+19.76%
10 years(CAGR)	+5.00%	+12.94%
Max(CAGR)	+4.96%	+8.45%

Winner

HYG

+0.03%

PHYS

-0.61%

Winner

HYG

+0.35%

PHYS

-3.56%

HYG

+2.12%

Winner

PHYS

+11.69%

HYG

+6.72%

Winner

PHYS

+44.56%

5Y(CAGR)

HYG

+3.93%

Winner

PHYS

+19.76%

10Y(CAGR)

HYG

+5.00%

Winner

PHYS

+12.94%

Max(CAGR)

HYG

+4.96%

Winner

PHYS

+8.45%

HYG vs PHYS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	HYG	PHYS
2026	+0.99%	+7.82%
2025	+8.34%	+61.55%
2024	+8.33%	+26.91%
2023	+11.32%	+11.79%
2022	-10.95%	-0.21%
2021	+3.96%	-6.08%
2020	+4.04%	+22.88%
2019	+14.24%	+17.45%
2018	-2.11%	-3.73%
2017	+5.63%	+12.06%
2016	+14.09%	+6.10%
2015	-5.03%	-11.10%
2014	+1.72%	-3.65%
2013	+4.77%	-30.59%
2012	+11.30%	+0.42%
2011	+6.68%	+12.56%
2010	+11.02%	+28.73%
2009	+28.98%	N/A
2008	-16.57%	N/A
2007	+1.62%	N/A

HYG vs PHYS Drawdown Comparison

The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.

The maximum drawdown for PHYS was -48.16%, occurring on Dec 17, 2015. Recovery took 3154 trading sessions.

The current HYG drawdown is -0.45%. The current PHYS drawdown is -12.73%.

Rank	HYG	PHYS
#1	-34.28% Sep 19, 2007 - Dec 2, 2009	-48.16% Aug 22, 2011 - Mar 6, 2024
#2	-22.03% Feb 13, 2020 - Nov 4, 2020	-19.35% Jan 29, 2026 - Mar 26, 2026
#3	-15.79% Dec 27, 2021 - Mar 7, 2024	-15.31% May 14, 2010 - Mar 1, 2011
#4	-13.44% Apr 15, 2015 - Jul 8, 2016	-11.08% Oct 20, 2025 - Dec 22, 2025
#5	-10.05% Jul 22, 2011 - Oct 24, 2011	-9.91% Apr 29, 2011 - Jul 12, 2011
#6	-8.38% May 25, 2007 - Sep 18, 2007	-9.23% Oct 30, 2024 - Feb 3, 2025
#7	-7.90% Oct 27, 2011 - Dec 23, 2011	-7.71% Apr 21, 2025 - Jun 13, 2025
#8	-7.07% Apr 23, 2010 - Jul 20, 2010	-5.66% Apr 2, 2025 - Apr 10, 2025
#9	-7.05% May 8, 2013 - Nov 29, 2013	-5.62% May 20, 2024 - Jul 16, 2024
#10	-6.42% Jun 25, 2014 - Apr 15, 2015	-4.92% Dec 26, 2025 - Jan 12, 2026
#11	-6.41% Oct 1, 2018 - Jan 31, 2019	-4.90% Jul 22, 2025 - Aug 29, 2025
#12	-6.05% Jan 8, 2010 - Mar 16, 2010	-4.87% Jun 13, 2025 - Jul 22, 2025
#13	-4.56% May 18, 2011 - Jul 7, 2011	-4.38% Apr 16, 2024 - May 17, 2024
#14	-4.56% Feb 28, 2025 - May 12, 2025	-4.24% Jul 16, 2024 - Aug 12, 2024
#15	-4.50% May 2, 2012 - Jun 29, 2012	-4.15% Mar 7, 2011 - Apr 18, 2011