IAUM vs SPLV

Comparison between iShares Gold Trust Micro (IAUM, ETF) and INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF).

5-Year PerformanceIAUM has outperformed SPLV, delivering a return of +22.2% compared to +5.7%

IAUM vs SPLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAUM(ETF)	SPLV(ETF)
Net Assets	$7.20B	$7.20B
Expense Ratio	0.09%	0.25%
Max Drawdown	20.87%	36.56%
Sharpe Ratio	1.40	-0.10
5Y Beta	0.18	0.35
P/E Ratio	N/A	22.01
Forward P/E	N/A	20.53
PEG Ratio	N/A	0.89
5Y Dividends CAGR	N/A	7.67%
5Y EPS CAGR	N/A	11.39%
Debt to Equity	N/A	59.46%
P/S Ratio	N/A	2.41
P/B Ratio	N/A	2.96

Net Assets

IAUM

$7.20B

SPLV

$7.20B

Expense Ratio

Winner

IAUM

0.09%

SPLV

0.25%

Max Drawdown

Winner

IAUM

20.87%

SPLV

36.56%

Sharpe Ratio

Winner

IAUM

1.40

SPLV

-0.10

5Y Beta

Winner

IAUM

0.18

SPLV

0.35

P/E Ratio

IAUM

N/A

SPLV

22.01

Forward P/E

IAUM

N/A

SPLV

20.53

PEG Ratio

IAUM

N/A

SPLV

0.89

5Y Dividends CAGR

IAUM

N/A

SPLV

7.67%

5Y EPS CAGR

IAUM

N/A

SPLV

11.39%

Debt to Equity

IAUM

N/A

SPLV

59.46%

P/S Ratio

IAUM

N/A

SPLV

2.41

P/B Ratio

IAUM

N/A

SPLV

2.96

IAUM vs SPLV - Historical Returns

Returns include dividend reinvestment.

Period	IAUM	SPLV
1 month	-1.12%	-1.76%
3 months	-6.88%	-3.60%
6 months	+12.58%	+1.88%
1 year	+44.20%	+3.13%
5 years(CAGR)	+22.17%	+5.74%
10 years(CAGR)	N/A	+8.27%
Max(CAGR)	+22.17%	+9.94%

Winner

IAUM

-1.12%

SPLV

-1.76%

IAUM

-6.88%

Winner

SPLV

-3.60%

Winner

IAUM

+12.58%

SPLV

+1.88%

Winner

IAUM

+44.20%

SPLV

+3.13%

5Y(CAGR)

Winner

IAUM

+22.17%

SPLV

+5.74%

10Y(CAGR)

IAUM

N/A

SPLV

+8.27%

Max(CAGR)

Winner

IAUM

+22.17%

SPLV

+9.94%

IAUM vs SPLV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IAUM	SPLV
2026	+8.20%	+2.87%
2025	+62.10%	+4.53%
2024	+27.35%	+12.93%
2023	+12.14%	+0.57%
2022	+1.05%	-3.95%
2021	+3.87%	+25.59%
2020	N/A	-0.65%
2019	N/A	+29.84%
2018	N/A	+0.54%
2017	N/A	+17.18%
2016	N/A	+11.86%
2015	N/A	+3.90%
2014	N/A	+18.78%
2013	N/A	+20.63%
2012	N/A	+10.55%
2011	N/A	+6.95%

IAUM vs SPLV Drawdown Comparison

The maximum drawdown for IAUM was -20.87%, occurring on Sep 26, 2022. Recovery took 437 trading sessions.

The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.

The current IAUM drawdown is -13.14%. The current SPLV drawdown is -5.76%.

Rank	IAUM	SPLV
#1	-20.87% Mar 8, 2022 - Dec 1, 2023	-36.25% Feb 14, 2020 - Apr 21, 2021
#2	-19.15% Jan 29, 2026 - Mar 26, 2026	-17.26% Apr 20, 2022 - Jun 24, 2024
#3	-10.05% Oct 20, 2025 - Dec 22, 2025	-12.49% Jul 7, 2011 - Oct 27, 2011
#4	-8.09% Oct 30, 2024 - Jan 30, 2025	-11.51% Dec 3, 2018 - Feb 8, 2019
#5	-7.14% Apr 21, 2025 - Jun 13, 2025	-11.30% Aug 18, 2015 - Oct 28, 2015
#6	-5.74% May 20, 2024 - Jul 16, 2024	-9.10% Mar 3, 2025 - Aug 20, 2025
#7	-5.69% Jul 29, 2021 - Nov 9, 2021	-9.02% Dec 31, 2021 - Apr 6, 2022
#8	-5.25% Nov 12, 2021 - Feb 14, 2022	-8.91% Jan 26, 2018 - Jul 26, 2018
#9	-4.88% Mar 31, 2025 - Apr 10, 2025	-8.59% Nov 29, 2024 - Mar 3, 2025
#10	-4.85% Dec 26, 2025 - Jan 12, 2026	-7.72% Jul 22, 2016 - Feb 16, 2017
#11	-4.79% Jun 13, 2025 - Aug 29, 2025	-7.52% Dec 29, 2015 - Mar 11, 2016
#12	-4.40% Dec 1, 2023 - Dec 27, 2023	-7.13% May 17, 2013 - Jul 18, 2013
#13	-4.38% Jul 16, 2024 - Aug 12, 2024	-6.64% Mar 2, 2026 - Mar 27, 2026
#14	-4.23% Apr 16, 2024 - May 17, 2024	-6.02% Sep 13, 2018 - Nov 30, 2018
#15	-4.15% Dec 27, 2023 - Mar 1, 2024	-6.02% Oct 27, 2011 - Dec 20, 2011