IAI vs BAR

Comparison between ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF) and GraniteShares Gold Shares (BAR, ETF).

5-Year PerformanceBAR has outperformed IAI, delivering a return of +20.6% compared to +13.9%

IAI vs BAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAI(ETF)	BAR(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.38%	0.17%
Max Drawdown	75.80%	21.53%
Sharpe Ratio	1.04	1.25
5Y Beta	1.07	0.18
P/E Ratio	20.90	N/A
Forward P/E	18.51	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	14.27%	N/A
5Y EPS CAGR	13.87%	N/A
Debt to Equity	68.65%	N/A
P/S Ratio	3.14	N/A
P/B Ratio	3.55	N/A

Net Assets

IAI

$1.50B

Winner

BAR

$1.60B

Expense Ratio

IAI

0.38%

Winner

BAR

0.17%

Max Drawdown

IAI

75.80%

Winner

BAR

21.53%

Sharpe Ratio

IAI

1.04

Winner

BAR

1.25

5Y Beta

IAI

1.07

Winner

BAR

0.18

P/E Ratio

IAI

20.90

BAR

N/A

Forward P/E

IAI

18.51

BAR

N/A

PEG Ratio

IAI

0.50

BAR

N/A

5Y Dividends CAGR

IAI

14.27%

BAR

N/A

5Y EPS CAGR

IAI

13.87%

BAR

N/A

Debt to Equity

IAI

68.65%

BAR

N/A

P/S Ratio

IAI

3.14

BAR

N/A

P/B Ratio

IAI

3.55

BAR

N/A

IAI vs BAR - Historical Returns

Returns include dividend reinvestment.

Period	IAI	BAR
1 month	+2.87%	-0.21%
3 months	-1.69%	-7.05%
6 months	+2.39%	+17.87%
1 year	+22.25%	+42.71%
5 years(CAGR)	+13.95%	+20.62%
10 years(CAGR)	+18.89%	+15.62%
Max(CAGR)	+8.03%	+15.62%

Winner

IAI

+2.87%

BAR

-0.21%

Winner

IAI

-1.69%

BAR

-7.05%

IAI

+2.39%

Winner

BAR

+17.87%

IAI

+22.25%

Winner

BAR

+42.71%

5Y(CAGR)

IAI

+13.95%

Winner

BAR

+20.62%

10Y(CAGR)

Winner

IAI

+18.89%

BAR

+15.62%

Max(CAGR)

IAI

+8.03%

Winner

BAR

+15.62%

IAI vs BAR - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IAI	BAR
2026	-1.97%	+9.00%
2025	+25.49%	+61.93%
2024	+35.52%	+27.29%
2023	+14.79%	+12.03%
2022	-11.75%	+0.89%
2021	+41.17%	-6.10%
2020	+17.15%	+24.03%
2019	+23.36%	+18.10%
2018	-9.42%	-2.73%
2017	+27.80%	-1.15%
2016	+24.66%	N/A
2015	-0.96%	N/A
2014	+12.35%	N/A
2013	+61.82%	N/A
2012	+13.26%	N/A
2011	-28.09%	N/A
2010	+2.58%	N/A
2009	+39.54%	N/A
2008	-59.22%	N/A
2007	-5.34%	N/A
2006	+5.67%	N/A

IAI vs BAR Drawdown Comparison

The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The current IAI drawdown is -6.39%. The current BAR drawdown is -12.51%.

Rank	IAI	BAR
#1	-75.46% Jun 20, 2007 - Dec 7, 2016	-21.53% Aug 6, 2020 - Dec 27, 2023
#2	-40.38% Feb 20, 2020 - Nov 23, 2020	-19.19% Jan 29, 2026 - Mar 26, 2026
#3	-28.84% Nov 2, 2021 - Mar 4, 2024	-13.46% Jan 24, 2018 - Jun 20, 2019
#4	-23.98% Mar 12, 2018 - Nov 25, 2019	-12.45% Mar 9, 2020 - Apr 9, 2020
#5	-23.14% Feb 18, 2025 - Jun 18, 2025	-10.05% Oct 20, 2025 - Dec 22, 2025
#6	-19.73% May 9, 2006 - Oct 5, 2006	-8.37% Sep 8, 2017 - Jan 24, 2018
#7	-16.52% Jan 15, 2026 - Mar 27, 2026	-8.03% Oct 30, 2024 - Jan 30, 2025
#8	-12.16% Feb 7, 2007 - Jun 15, 2007	-7.10% Apr 21, 2025 - Jun 13, 2025
#9	-9.18% Jan 12, 2021 - Feb 16, 2021	-6.52% Sep 4, 2019 - Jan 6, 2020
#10	-8.41% Mar 1, 2017 - Jun 28, 2017	-5.71% May 20, 2024 - Jul 16, 2024
#11	-8.12% Feb 1, 2018 - Mar 6, 2018	-4.86% Mar 31, 2025 - Apr 10, 2025
#12	-7.77% Nov 27, 2024 - Jan 21, 2025	-4.86% Dec 26, 2025 - Jan 12, 2026
#13	-7.07% Aug 27, 2021 - Oct 15, 2021	-4.84% Jun 13, 2025 - Aug 29, 2025
#14	-7.01% Jul 26, 2024 - Aug 16, 2024	-4.78% Feb 24, 2020 - Mar 5, 2020
#15	-6.97% Nov 12, 2025 - Dec 9, 2025	-4.35% Jul 16, 2024 - Aug 12, 2024