IAU vs VBR
Comparison between iShares Gold Trust (IAU, ETF) and VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF).
5-Year PerformanceIAU has outperformed VBR, delivering a return of +17.5% compared to +9.7%
IAU vs VBR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAU
$60B
Winner
VBR
$68B
Expense Ratio
IAU
0.25%
Winner
VBR
0.05%
Max Drawdown
Winner
IAU
45.14%
VBR
64.05%
Sharpe Ratio
IAU
0.71
Winner
VBR
1.25
5Y Beta
Winner
IAU
0.23
VBR
0.91
P/E Ratio
IAU
N/A
VBR
26.56
Forward P/E
IAU
N/A
VBR
13.86
5Y Dividends CAGR
IAU
N/A
VBR
13.45%
5Y EPS CAGR
IAU
N/A
VBR
9.28%
Debt to Equity
IAU
N/A
VBR
67.61%
P/S Ratio
IAU
N/A
VBR
1.24
P/B Ratio
IAU
N/A
VBR
2.05
IAU vs VBR - Historical Returns
Returns include dividend reinvestment.
1M
IAU
-2.51%
Winner
VBR
+2.38%
3M
IAU
-12.74%
Winner
VBR
+5.40%
6M
IAU
-15.46%
Winner
VBR
+8.35%
1Y
IAU
+19.86%
Winner
VBR
+24.44%
5Y(CAGR)
Winner
IAU
+17.47%
VBR
+9.73%
10Y(CAGR)
Winner
IAU
+11.56%
VBR
+10.63%
Max(CAGR)
Winner
IAU
+10.77%
VBR
+9.63%
IAU vs VBR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IAU | VBR |
|---|---|---|
| 2026 | -5.81% | +14.70% |
| 2025 | +61.73% | +9.44% |
| 2024 | +27.14% | +12.56% |
| 2023 | +11.90% | +16.36% |
| 2022 | +0.96% | -10.07% |
| 2021 | -6.17% | +30.18% |
| 2020 | +24.09% | +6.01% |
| 2019 | +17.89% | +22.50% |
| 2018 | -3.00% | -12.95% |
| 2017 | +12.10% | +10.98% |
| 2016 | +6.74% | +26.76% |
| 2015 | -11.04% | -4.44% |
| 2014 | -3.70% | +11.77% |
| 2013 | -28.76% | +32.77% |
| 2012 | +4.09% | +17.01% |
| 2011 | +10.20% | -5.79% |
| 2010 | +26.49% | +22.76% |
| 2009 | +24.34% | +29.07% |
| 2008 | +2.09% | -31.00% |
| 2007 | +32.34% | -7.16% |
| 2006 | +18.87% | +17.31% |
| 2005 | +21.17% | +7.83% |
| 2004 | N/A | +20.49% |
IAU vs VBR Drawdown Comparison
The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.
The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.
The current IAU drawdown is -24.37%. The current VBR drawdown is -0.94%.
| Rank | IAU | VBR |
|---|---|---|
| #1 | -45.14% Aug 22, 2011 - Jul 27, 2020 | -61.99% Jun 4, 2007 - Feb 14, 2011 |
| #2 | -29.23% Mar 17, 2008 - Sep 16, 2009 | -45.28% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -26.36% Jan 29, 2026 - Jul 16, 2026 | -27.93% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -21.99% May 11, 2006 - Sep 18, 2007 | -24.19% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -21.82% Aug 6, 2020 - Mar 4, 2024 | -23.49% Aug 29, 2018 - Jan 16, 2020 |
| #6 | -12.71% Dec 2, 2009 - May 11, 2010 | -21.21% Nov 8, 2021 - Dec 14, 2023 |
| #7 | -10.05% Oct 20, 2025 - Dec 22, 2025 | -20.53% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -8.13% Oct 30, 2024 - Jan 30, 2025 | -11.04% Jul 3, 2014 - Nov 24, 2014 |
| #9 | -8.03% Dec 6, 2010 - Mar 1, 2011 | -10.81% Apr 2, 2004 - Sep 16, 2004 |
| #10 | -7.50% Jun 18, 2010 - Sep 14, 2010 | -10.01% May 5, 2006 - Oct 12, 2006 |
| #11 | -7.15% Apr 21, 2025 - Jun 13, 2025 | -9.68% Jun 8, 2021 - Oct 25, 2021 |
| #12 | -6.76% Dec 12, 2005 - Jan 3, 2006 | -9.39% Aug 2, 2005 - Jan 5, 2006 |
| #13 | -6.61% Mar 11, 2005 - Aug 12, 2005 | -9.27% Jan 23, 2018 - Jun 5, 2018 |
| #14 | -6.13% Nov 7, 2007 - Dec 28, 2007 | -9.24% Sep 14, 2012 - Dec 20, 2012 |
| #15 | -5.90% Feb 2, 2006 - Mar 29, 2006 | -8.95% Mar 4, 2005 - Jun 14, 2005 |
Correlation
Correlation between IAU and VBR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
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