IBB vs SGOL

Comparison between ISHARES BIOTECHNOLOGY ETF (IBB, ETF) and abrdn Physical Gold Shares ETF (SGOL, ETF).

5-Year PerformanceSGOL has outperformed IBB, delivering a return of +20.5% compared to +3.7%

IBB vs SGOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBB(ETF)	SGOL(ETF)
Net Assets	$7.90B	$7.90B
Expense Ratio	0.44%	0.17%
Max Drawdown	62.85%	45.51%
Sharpe Ratio	1.67	1.39
5Y Beta	0.80	0.18
P/E Ratio	-126.46	N/A
Forward P/E	17.79	N/A
5Y Dividends CAGR	10.38%	N/A
5Y EPS CAGR	21.46%	N/A
Debt to Equity	87.18%	N/A
P/S Ratio	6.37	N/A
P/B Ratio	4.89	N/A

Net Assets

IBB

$7.90B

SGOL

$7.90B

Expense Ratio

IBB

0.44%

Winner

SGOL

0.17%

Max Drawdown

IBB

62.85%

Winner

SGOL

45.51%

Sharpe Ratio

Winner

IBB

1.67

SGOL

1.39

5Y Beta

IBB

0.80

Winner

SGOL

0.18

P/E Ratio

IBB

-126.46

SGOL

N/A

Forward P/E

IBB

17.79

SGOL

N/A

5Y Dividends CAGR

IBB

10.38%

SGOL

N/A

5Y EPS CAGR

IBB

21.46%

SGOL

N/A

Debt to Equity

IBB

87.18%

SGOL

N/A

P/S Ratio

IBB

6.37

SGOL

N/A

P/B Ratio

IBB

4.89

SGOL

N/A

IBB vs SGOL - Historical Returns

Returns include dividend reinvestment.

Period	IBB	SGOL
1 month	+0.27%	-1.13%
3 months	+0.16%	-6.84%
6 months	+5.90%	+12.55%
1 year	+44.79%	+44.06%
5 years(CAGR)	+3.67%	+20.53%
10 years(CAGR)	+7.67%	+13.67%
Max(CAGR)	+6.77%	+9.46%

Winner

IBB

+0.27%

SGOL

-1.13%

Winner

IBB

+0.16%

SGOL

-6.84%

IBB

+5.90%

Winner

SGOL

+12.55%

Winner

IBB

+44.79%

SGOL

+44.06%

5Y(CAGR)

IBB

+3.67%

Winner

SGOL

+20.53%

10Y(CAGR)

IBB

+7.67%

Winner

SGOL

+13.67%

Max(CAGR)

IBB

+6.77%

Winner

SGOL

+9.46%

IBB vs SGOL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IBB	SGOL
2026	+2.23%	+8.19%
2025	+27.31%	+61.80%
2024	-3.98%	+27.29%
2023	+4.76%	+12.16%
2022	-13.55%	+0.98%
2021	+1.62%	-6.05%
2020	+26.66%	+24.27%
2019	+24.04%	+18.07%
2018	-11.66%	-3.08%
2017	+18.90%	+12.01%
2016	-18.66%	+6.54%
2015	+10.47%	-11.03%
2014	+33.81%	-3.67%
2013	+60.40%	-28.85%
2012	+30.91%	+3.87%
2011	+10.68%	+10.17%
2010	+13.15%	+26.32%
2009	+13.54%	+10.54%
2008	-11.83%	N/A
2007	+4.68%	N/A
2006	-0.82%	N/A
2005	+3.75%	N/A
2004	+3.40%	N/A
2003	+41.11%	N/A
2002	-44.49%	N/A
2001	-12.03%	N/A

IBB vs SGOL Drawdown Comparison

The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.

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

The current IBB drawdown is -2.74%. The current SGOL drawdown is -13.13%.

Rank	IBB	SGOL
#1	-62.85% Jun 5, 2001 - Apr 27, 2011	-45.51% Aug 22, 2011 - Jul 28, 2020
#2	-39.82% Aug 9, 2021 - Jan 7, 2026	-21.56% Aug 6, 2020 - Dec 27, 2023
#3	-39.24% Jul 20, 2015 - May 11, 2020	-19.14% Jan 29, 2026 - Mar 26, 2026
#4	-34.69% Feb 12, 2001 - May 22, 2001	-12.65% Dec 2, 2009 - May 11, 2010
#5	-22.65% Jul 8, 2011 - Jan 10, 2012	-10.06% Oct 20, 2025 - Dec 22, 2025
#6	-21.18% Feb 25, 2014 - Aug 26, 2014	-8.11% Oct 30, 2024 - Jan 30, 2025
#7	-15.26% Feb 8, 2021 - Aug 5, 2021	-8.07% Dec 6, 2010 - Mar 1, 2011
#8	-12.98% Jul 20, 2020 - Dec 3, 2020	-7.61% Jun 18, 2010 - Sep 14, 2010
#9	-12.75% Oct 5, 2012 - Feb 1, 2013	-7.13% Apr 21, 2025 - Jun 13, 2025
#10	-9.81% May 14, 2013 - Jul 11, 2013	-5.85% Apr 29, 2011 - Jul 12, 2011
#11	-9.63% Jan 22, 2026 - Mar 27, 2026	-5.69% May 20, 2024 - Jul 16, 2024
#12	-9.25% Apr 23, 2015 - Jun 11, 2015	-5.33% Nov 8, 2010 - Dec 3, 2010
#13	-9.02% Oct 1, 2013 - Nov 21, 2013	-5.13% May 12, 2010 - Jun 17, 2010
#14	-8.60% Sep 24, 2014 - Oct 23, 2014	-4.89% Dec 26, 2025 - Jan 12, 2026
#15	-7.55% Mar 20, 2015 - Apr 23, 2015	-4.80% Mar 31, 2025 - Apr 10, 2025