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IAU vs SGOL

Comparison between iShares Gold Trust (IAU, ETF) and abrdn Physical Gold Shares ETF (SGOL, ETF).

5-Year PerformanceSGOL has outperformed IAU, delivering a return of +17.7% compared to +17.6%

IAU vs SGOL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IAU
$72B
SGOL
$7.90B
Expense Ratio
IAU
0.25%
Winner
SGOL
0.17%
Max Drawdown
Winner
IAU
45.14%
SGOL
45.51%
Sharpe Ratio
IAU
0.92
Winner
SGOL
0.92
5Y Beta
IAU
0.20
Winner
SGOL
0.19

IAU vs SGOL - Historical Returns

Returns include dividend reinvestment.

1M
IAU
-5.22%
Winner
SGOL
-5.21%
3M
IAU
-14.97%
Winner
SGOL
-14.94%
6M
IAU
+2.63%
Winner
SGOL
+2.70%
1Y
IAU
+28.33%
Winner
SGOL
+28.42%
5Y(CAGR)
IAU
+17.64%
Winner
SGOL
+17.72%
10Y(CAGR)
IAU
+12.97%
Winner
SGOL
+12.99%
Max(CAGR)
Winner
IAU
+11.13%
SGOL
+8.88%

IAU vs SGOL - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIAUSGOL
2026-0.42%-0.39%
2025+61.73%+61.80%
2024+27.14%+27.29%
2023+11.90%+12.16%
2022+0.96%+0.98%
2021-6.17%-6.05%
2020+24.09%+24.27%
2019+17.89%+18.07%
2018-3.00%-3.08%
2017+12.10%+12.01%
2016+6.74%+6.54%
2015-11.04%-11.03%
2014-3.70%-3.67%
2013-28.76%-28.85%
2012+4.09%+3.87%
2011+10.20%+10.17%
2010+26.49%+26.32%
2009+24.34%+10.54%
2008+2.09%N/A
2007+32.34%N/A
2006+18.87%N/A
2005+21.17%N/A

IAU vs SGOL Drawdown Comparison

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

The maximum drawdown for SGOL was -45.51%, occurring on Dec 17, 2015. Recovery took 2247 trading sessions.

The current IAU drawdown is -20.04%. The current SGOL drawdown is -20.02%.

RankIAUSGOL
#1-45.14%
Aug 22, 2011 - Jul 27, 2020
-45.51%
Aug 22, 2011 - Jul 28, 2020
#2-29.23%
Mar 17, 2008 - Sep 16, 2009
-21.56%
Aug 6, 2020 - Dec 27, 2023
#3-21.99%
May 11, 2006 - Sep 18, 2007
-20.02%
Jan 29, 2026 - Jun 5, 2026
#4-21.82%
Aug 6, 2020 - Mar 4, 2024
-12.65%
Dec 2, 2009 - May 11, 2010
#5-20.04%
Jan 29, 2026 - Jun 5, 2026
-10.06%
Oct 20, 2025 - Dec 22, 2025
#6-12.71%
Dec 2, 2009 - May 11, 2010
-8.11%
Oct 30, 2024 - Jan 30, 2025
#7-10.05%
Oct 20, 2025 - Dec 22, 2025
-8.07%
Dec 6, 2010 - Mar 1, 2011
#8-8.13%
Oct 30, 2024 - Jan 30, 2025
-7.61%
Jun 18, 2010 - Sep 14, 2010
#9-8.03%
Dec 6, 2010 - Mar 1, 2011
-7.13%
Apr 21, 2025 - Jun 13, 2025
#10-7.50%
Jun 18, 2010 - Sep 14, 2010
-5.85%
Apr 29, 2011 - Jul 12, 2011
#11-7.15%
Apr 21, 2025 - Jun 13, 2025
-5.69%
May 20, 2024 - Jul 16, 2024
#12-6.76%
Dec 12, 2005 - Jan 3, 2006
-5.33%
Nov 8, 2010 - Dec 3, 2010
#13-6.61%
Mar 11, 2005 - Aug 12, 2005
-5.13%
May 12, 2010 - Jun 17, 2010
#14-6.13%
Nov 7, 2007 - Dec 28, 2007
-4.89%
Dec 26, 2025 - Jan 12, 2026
#15-5.90%
Feb 2, 2006 - Mar 29, 2006
-4.80%
Mar 31, 2025 - Apr 10, 2025

Correlation

Correlation between IAU and SGOL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

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