IDV vs SGOL

Comparison between ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV, ETF) and abrdn Physical Gold Shares ETF (SGOL, ETF).

5-Year PerformanceSGOL has outperformed IDV, delivering a return of +20.7% compared to +12.3%

IDV vs SGOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDV(ETF)	SGOL(ETF)
Net Assets	$7.90B	$7.90B
Expense Ratio	0.50%	0.17%
Max Drawdown	72.82%	45.51%
Sharpe Ratio	2.64	1.26
5Y Beta	0.49	0.18
5Y Dividends CAGR	5.94%	N/A

Net Assets

IDV

$7.90B

SGOL

$7.90B

Expense Ratio

IDV

0.50%

Winner

SGOL

0.17%

Max Drawdown

IDV

72.82%

Winner

SGOL

45.51%

Sharpe Ratio

Winner

IDV

2.64

SGOL

1.26

5Y Beta

IDV

0.49

Winner

SGOL

0.18

5Y Dividends CAGR

IDV

5.94%

SGOL

N/A

IDV vs SGOL - Historical Returns

Returns include dividend reinvestment.

Period	IDV	SGOL
1 month	+1.78%	-0.18%
3 months	+3.47%	-7.05%
6 months	+20.72%	+17.87%
1 year	+44.70%	+42.64%
5 years(CAGR)	+12.34%	+20.65%
10 years(CAGR)	+10.71%	+13.85%
Max(CAGR)	+4.92%	+9.51%

Winner

IDV

+1.78%

SGOL

-0.18%

Winner

IDV

+3.47%

SGOL

-7.05%

Winner

IDV

+20.72%

SGOL

+17.87%

Winner

IDV

+44.70%

SGOL

+42.64%

5Y(CAGR)

IDV

+12.34%

Winner

SGOL

+20.65%

10Y(CAGR)

IDV

+10.71%

Winner

SGOL

+13.85%

Max(CAGR)

IDV

+4.92%

Winner

SGOL

+9.51%

IDV vs SGOL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IDV	SGOL
2026	+11.98%	+8.99%
2025	+52.29%	+61.80%
2024	+4.41%	+27.29%
2023	+10.20%	+12.16%
2022	-7.00%	+0.98%
2021	+10.67%	-6.05%
2020	-7.01%	+24.27%
2019	+23.86%	+18.07%
2018	-11.18%	-3.08%
2017	+18.64%	+12.01%
2016	+9.21%	+6.54%
2015	-10.47%	-11.03%
2014	-4.46%	-3.67%
2013	+17.28%	-28.85%
2012	+16.31%	+3.87%
2011	-7.56%	+10.17%
2010	+8.59%	+26.32%
2009	+57.86%	+10.54%
2008	-51.98%	N/A
2007	-6.71%	N/A

IDV vs SGOL Drawdown Comparison

The maximum drawdown for IDV was -70.15%, occurring on Mar 9, 2009. Recovery took 1588 trading sessions.

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

The current IDV drawdown is -0.47%. The current SGOL drawdown is -12.49%.

Rank	IDV	SGOL
#1	-70.15% Oct 31, 2007 - Feb 24, 2014	-45.51% Aug 22, 2011 - Jul 28, 2020
#2	-42.50% Feb 12, 2020 - Mar 11, 2021	-21.56% Aug 6, 2020 - Dec 27, 2023
#3	-32.43% Jul 3, 2014 - Jan 4, 2018	-19.14% Jan 29, 2026 - Mar 26, 2026
#4	-29.12% Feb 9, 2022 - May 7, 2024	-12.65% Dec 2, 2009 - May 11, 2010
#5	-17.77% Jan 26, 2018 - Nov 12, 2019	-10.06% Oct 20, 2025 - Dec 22, 2025
#6	-16.68% Jul 19, 2007 - Oct 9, 2007	-8.11% Oct 30, 2024 - Jan 30, 2025
#7	-11.86% Mar 18, 2025 - Apr 22, 2025	-8.07% Dec 6, 2010 - Mar 1, 2011
#8	-10.14% Sep 27, 2024 - Mar 5, 2025	-7.61% Jun 18, 2010 - Sep 14, 2010
#9	-9.60% Jun 2, 2021 - Jan 12, 2022	-7.13% Apr 21, 2025 - Jun 13, 2025
#10	-8.52% Feb 25, 2026 - May 6, 2026	-5.85% Apr 29, 2011 - Jul 12, 2011
#11	-6.86% May 17, 2024 - Aug 19, 2024	-5.69% May 20, 2024 - Jul 16, 2024
#12	-4.19% Nov 12, 2025 - Nov 28, 2025	-5.33% Nov 8, 2010 - Dec 3, 2010
#13	-3.96% Oct 12, 2007 - Oct 29, 2007	-5.13% May 12, 2010 - Jun 17, 2010
#14	-3.33% Jul 23, 2025 - Aug 8, 2025	-4.89% Dec 26, 2025 - Jan 12, 2026
#15	-3.17% Mar 6, 2014 - Apr 1, 2014	-4.80% Mar 31, 2025 - Apr 10, 2025