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IAU vs SCHG

Comparison between iShares Gold Trust (IAU, ETF) and SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF).

5-Year PerformanceIAU has outperformed SCHG, delivering a return of +17.5% compared to +13.4%

IAU vs SCHG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IAU
$60B
SCHG
$59B
Expense Ratio
IAU
0.25%
Winner
SCHG
0.04%
Max Drawdown
IAU
45.14%
Winner
SCHG
35.02%
Sharpe Ratio
IAU
0.71
Winner
SCHG
0.74
5Y Beta
Winner
IAU
0.23
SCHG
1.20
P/E Ratio
IAU
N/A
SCHG
36.28
Forward P/E
IAU
N/A
SCHG
26.44
5Y Dividends CAGR
IAU
N/A
SCHG
10.29%
5Y EPS CAGR
IAU
N/A
SCHG
32.69%
Debt to Equity
IAU
N/A
SCHG
33.05%
P/S Ratio
IAU
N/A
SCHG
5.29
P/B Ratio
IAU
N/A
SCHG
8.98

IAU vs SCHG - Historical Returns

Returns include dividend reinvestment.

1M
IAU
-2.51%
Winner
SCHG
+2.46%
3M
IAU
-12.74%
Winner
SCHG
+6.11%
6M
IAU
-15.46%
Winner
SCHG
+7.67%
1Y
Winner
IAU
+19.86%
SCHG
+15.40%
5Y(CAGR)
Winner
IAU
+17.47%
SCHG
+13.40%
10Y(CAGR)
IAU
+11.56%
Winner
SCHG
+18.35%
Max(CAGR)
IAU
+10.77%
Winner
SCHG
+16.41%

IAU vs SCHG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIAUSCHG
2026-5.81%+5.68%
2025+61.73%+17.63%
2024+27.14%+37.01%
2023+11.90%+51.47%
2022+0.96%-32.41%
2021-6.17%+29.82%
2020+24.09%+37.31%
2019+17.89%+36.13%
2018-3.00%-2.42%
2017+12.10%+27.04%
2016+6.74%+8.61%
2015-11.04%+3.52%
2014-3.70%+16.71%
2013-28.76%+30.57%
2012+4.09%+15.02%
2011+10.20%-1.75%
2010+26.49%+14.92%
2009+24.34%+2.70%
2008+2.09%N/A
2007+32.34%N/A
2006+18.87%N/A
2005+21.17%N/A

IAU vs SCHG Drawdown Comparison

The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.

The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.

The current IAU drawdown is -24.37%. The current SCHG drawdown is -2.82%.

RankIAUSCHG
#1-45.14%
Aug 22, 2011 - Jul 27, 2020		-34.59%
Nov 19, 2021 - Dec 18, 2023
#2-29.23%
Mar 17, 2008 - Sep 16, 2009		-32.39%
Feb 19, 2020 - Jun 10, 2020
#3-26.36%
Jan 29, 2026 - Jul 16, 2026		-23.39%
Dec 16, 2024 - Jun 30, 2025
#4-21.99%
May 11, 2006 - Sep 18, 2007		-21.59%
Oct 1, 2018 - Apr 12, 2019
#5-21.82%
Aug 6, 2020 - Mar 4, 2024		-20.57%
Jul 7, 2011 - Feb 3, 2012
#6-12.71%
Dec 2, 2009 - May 11, 2010		-17.08%
Jul 20, 2015 - Aug 5, 2016
#7-10.05%
Oct 20, 2025 - Dec 22, 2025		-16.41%
Oct 29, 2025 - May 6, 2026
#8-8.13%
Oct 30, 2024 - Jan 30, 2025		-16.25%
Apr 23, 2010 - Nov 2, 2010
#9-8.03%
Dec 6, 2010 - Mar 1, 2011		-12.36%
Jul 10, 2024 - Oct 11, 2024
#10-7.50%
Jun 18, 2010 - Sep 14, 2010		-10.95%
Sep 2, 2020 - Nov 6, 2020
#11-7.15%
Apr 21, 2025 - Jun 13, 2025		-10.48%
Apr 2, 2012 - Sep 6, 2012
#12-6.76%
Dec 12, 2005 - Jan 3, 2006		-10.15%
Feb 12, 2021 - Apr 8, 2021
#13-6.61%
Mar 11, 2005 - Aug 12, 2005		-9.72%
Jan 26, 2018 - Jun 6, 2018
#14-6.13%
Nov 7, 2007 - Dec 28, 2007		-8.54%
Sep 14, 2012 - Jan 10, 2013
#15-5.90%
Feb 2, 2006 - Mar 29, 2006		-8.07%
Jan 11, 2010 - Mar 9, 2010

Correlation

Correlation between IAU and SCHG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

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