IAU vs IVW
Comparison between iShares Gold Trust (IAU, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).
5-Year PerformanceIAU has outperformed IVW, delivering a return of +20.7% compared to +16.3%
IAU vs IVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAU
$72B
IVW
$70B
Expense Ratio
IAU
0.25%
Winner
IVW
0.18%
Max Drawdown
Winner
IAU
45.14%
IVW
61.38%
Sharpe Ratio
IAU
1.30
Winner
IVW
1.95
5Y Beta
Winner
IAU
0.18
IVW
1.21
P/E Ratio
IAU
N/A
IVW
32.10
Forward P/E
IAU
N/A
IVW
25.84
PEG Ratio
IAU
N/A
IVW
0.62
5Y Dividends CAGR
IAU
N/A
IVW
2.69%
5Y EPS CAGR
IAU
N/A
IVW
34.63%
Debt to Equity
IAU
N/A
IVW
29.35%
P/S Ratio
IAU
N/A
IVW
6.28
P/B Ratio
IAU
N/A
IVW
8.88
IAU vs IVW - Historical Returns
Returns include dividend reinvestment.
1M
IAU
-0.56%
Winner
IVW
+11.16%
3M
IAU
-4.08%
Winner
IVW
+13.75%
6M
Winner
IAU
+12.23%
IVW
+10.07%
1Y
Winner
IAU
+45.43%
IVW
+35.35%
5Y(CAGR)
Winner
IAU
+20.67%
IVW
+16.31%
10Y(CAGR)
IAU
+13.75%
Winner
IVW
+17.94%
Max(CAGR)
Winner
IAU
+11.63%
IVW
+8.92%
IAU vs IVW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IAU | IVW |
|---|---|---|
| 2026 | +8.77% | +10.20% |
| 2025 | +61.73% | +21.97% |
| 2024 | +27.14% | +38.04% |
| 2023 | +11.90% | +31.48% |
| 2022 | +0.96% | -30.04% |
| 2021 | -6.17% | +33.79% |
| 2020 | +24.09% | +31.40% |
| 2019 | +17.89% | +31.01% |
| 2018 | -3.00% | -1.09% |
| 2017 | +12.10% | +26.35% |
| 2016 | +6.74% | +8.74% |
| 2015 | -11.04% | +5.47% |
| 2014 | -3.70% | +15.61% |
| 2013 | -28.76% | +29.06% |
| 2012 | +4.09% | +13.09% |
| 2011 | +10.20% | +3.57% |
| 2010 | +26.49% | +13.24% |
| 2009 | +24.34% | +27.20% |
| 2008 | +2.09% | -34.13% |
| 2007 | +32.34% | +9.09% |
| 2006 | +18.87% | +8.90% |
| 2005 | +21.17% | +4.62% |
| 2004 | N/A | +5.96% |
| 2003 | N/A | +21.29% |
| 2002 | N/A | -24.26% |
| 2001 | N/A | -8.59% |
| 2000 | N/A | -15.42% |
IAU vs IVW Drawdown Comparison
The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
The current IAU drawdown is -12.66%. The current IVW drawdown is -0.32%.
| Rank | IAU | IVW |
|---|---|---|
| #1 | -45.14% Aug 22, 2011 - Jul 27, 2020 | -57.33% Jul 17, 2000 - Feb 8, 2013 |
| #2 | -29.23% Mar 17, 2008 - Sep 16, 2009 | -32.72% Dec 27, 2021 - Mar 1, 2024 |
| #3 | -21.99% May 11, 2006 - Sep 18, 2007 | -31.35% Feb 19, 2020 - Jun 10, 2020 |
| #4 | -21.82% Aug 6, 2020 - Mar 4, 2024 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -19.18% Jan 29, 2026 - Mar 26, 2026 | -20.64% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -12.71% Dec 2, 2009 - May 11, 2010 | -13.75% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -10.05% Oct 20, 2025 - Dec 22, 2025 | -13.30% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -8.13% Oct 30, 2024 - Jan 30, 2025 | -12.73% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -8.03% Dec 6, 2010 - Mar 1, 2011 | -11.46% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -7.50% Jun 18, 2010 - Sep 14, 2010 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -7.15% Apr 21, 2025 - Jun 13, 2025 | -9.87% Jan 26, 2018 - Jun 4, 2018 |
| #12 | -6.76% Dec 12, 2005 - Jan 3, 2006 | -8.65% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -6.61% Mar 11, 2005 - Aug 12, 2005 | -7.35% Sep 18, 2014 - Oct 30, 2014 |
| #14 | -6.13% Nov 7, 2007 - Dec 28, 2007 | -7.23% Sep 7, 2021 - Oct 26, 2021 |
| #15 | -5.90% Feb 2, 2006 - Mar 29, 2006 | -6.85% Mar 22, 2024 - May 14, 2024 |
Correlation
Correlation between IAU and IVW is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
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