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IAU vs XLF

Comparison between iShares Gold Trust (IAU, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF).

5-Year PerformanceIAU has outperformed XLF, delivering a return of +20.7% compared to +10.7%

IAU vs XLF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IAU
$60B
XLF
$58B
Expense Ratio
IAU
0.25%
Winner
XLF
0.08%
Max Drawdown
Winner
IAU
45.14%
XLF
83.75%
Sharpe Ratio
Winner
IAU
1.13
XLF
0.49
5Y Beta
Winner
IAU
0.23
XLF
0.78
P/E Ratio
IAU
N/A
XLF
16.99
Forward P/E
IAU
N/A
XLF
16.35
PEG Ratio
IAU
N/A
XLF
0.56
5Y Dividends CAGR
IAU
N/A
XLF
6.07%
5Y EPS CAGR
IAU
N/A
XLF
12.13%
Debt to Equity
IAU
N/A
XLF
81.82%
P/S Ratio
IAU
N/A
XLF
3.62
P/B Ratio
IAU
N/A
XLF
2.45

IAU vs XLF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IAU
+12.98%
XLF
+2.44%
3M
IAU
+1.59%
Winner
XLF
+11.50%
6M
IAU
-9.55%
Winner
XLF
+10.45%
1Y
Winner
IAU
+37.98%
XLF
+10.75%
5Y(CAGR)
Winner
IAU
+20.66%
XLF
+10.70%
10Y(CAGR)
IAU
+12.89%
Winner
XLF
+13.50%
Max(CAGR)
Winner
IAU
+11.36%
XLF
+5.98%

IAU vs XLF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIAUXLF
2026+6.41%+5.54%
2025+61.73%+15.17%
2024+27.14%+29.99%
2023+11.90%+11.63%
2022+0.96%-11.69%
2021-6.17%+36.68%
2020+24.09%-2.62%
2019+17.89%+30.78%
2018-3.00%-13.07%
2017+12.10%+20.65%
2016+6.74%+24.85%
2015-11.04%-1.74%
2014-3.70%+15.69%
2013-28.76%+31.71%
2012+4.09%+25.14%
2011+10.20%-18.93%
2010+26.49%+9.70%
2009+24.34%+16.31%
2008+2.09%-54.06%
2007+32.34%-19.59%
2006+18.87%+17.23%
2005+21.17%+6.58%
2004N/A+11.02%
2003N/A+25.90%
2002N/A-14.65%
2001N/A-6.80%
2000N/A+30.76%
1999N/A-5.52%

IAU vs XLF Drawdown Comparison

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

The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.

The current IAU drawdown is -14.55%. The current XLF drawdown is -1.34%.

RankIAUXLF
#1-45.14%
Aug 22, 2011 - Jul 27, 2020
-82.72%
Jun 1, 2007 - Jul 25, 2017
#2-29.23%
Mar 17, 2008 - Sep 16, 2009
-42.83%
Feb 14, 2020 - Jan 6, 2021
#3-26.36%
Jan 29, 2026 - Jul 16, 2026
-36.64%
Jan 3, 2001 - Jan 15, 2004
#4-21.99%
May 11, 2006 - Sep 18, 2007
-25.82%
Jan 12, 2022 - Feb 22, 2024
#5-21.82%
Aug 6, 2020 - Mar 4, 2024
-25.34%
Nov 16, 1999 - Jun 2, 2000
#6-12.71%
Dec 2, 2009 - May 11, 2010
-24.66%
Jan 26, 2018 - Nov 4, 2019
#7-10.05%
Oct 20, 2025 - Dec 22, 2025
-15.55%
Feb 19, 2025 - Jun 27, 2025
#8-8.13%
Oct 30, 2024 - Jan 30, 2025
-14.80%
Jan 6, 2026 - Jul 6, 2026
#9-8.03%
Dec 6, 2010 - Mar 1, 2011
-14.09%
Sep 11, 2000 - Dec 26, 2000
#10-7.50%
Jun 18, 2010 - Sep 14, 2010
-11.52%
Jun 2, 2000 - Aug 4, 2000
#11-7.15%
Apr 21, 2025 - Jun 13, 2025
-10.19%
Mar 5, 2004 - Dec 1, 2004
#12-6.76%
Dec 12, 2005 - Jan 3, 2006
-9.13%
Feb 15, 2005 - Jul 14, 2005
#13-6.61%
Mar 11, 2005 - Aug 12, 2005
-8.42%
Jun 4, 2021 - Aug 10, 2021
#14-6.13%
Nov 7, 2007 - Dec 28, 2007
-8.32%
Feb 20, 2007 - May 9, 2007
#15-5.90%
Feb 2, 2006 - Mar 29, 2006
-7.98%
Jan 14, 2021 - Feb 12, 2021

Correlation

Correlation between IAU and XLF is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

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