IGIB vs PHYS

Comparison between ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF) and Sprott Physical Gold Trust (PHYS, ETF).

5-Year PerformancePHYS has outperformed IGIB, delivering a return of +19.8% compared to +1.5%

IGIB vs PHYS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGIB(ETF)	PHYS(ETF)
Net Assets	$18B	$17B
Expense Ratio	0.04%	N/A
Max Drawdown	23.94%	48.16%
Sharpe Ratio	0.80	1.20
5Y Beta	0.09	0.17
5Y Dividends CAGR	11.84%	N/A

Net Assets

Winner

IGIB

$18B

PHYS

$17B

Expense Ratio

IGIB

0.04%

PHYS

N/A

Max Drawdown

Winner

IGIB

23.94%

PHYS

48.16%

Sharpe Ratio

IGIB

0.80

Winner

PHYS

1.20

5Y Beta

Winner

IGIB

0.09

PHYS

0.17

5Y Dividends CAGR

IGIB

11.84%

PHYS

N/A

IGIB vs PHYS - Historical Returns

Returns include dividend reinvestment.

Period	IGIB	PHYS
1 month	+0.30%	+0.00%
3 months	+0.00%	-7.11%
6 months	+1.32%	+17.69%
1 year	+7.61%	+41.89%
5 years(CAGR)	+1.52%	+19.82%
10 years(CAGR)	+3.10%	+12.98%
Max(CAGR)	+3.88%	+8.47%

Winner

IGIB

+0.30%

PHYS

+0.00%

Winner

IGIB

+0.00%

PHYS

-7.11%

IGIB

+1.32%

Winner

PHYS

+17.69%

IGIB

+7.61%

Winner

PHYS

+41.89%

5Y(CAGR)

IGIB

+1.52%

Winner

PHYS

+19.82%

10Y(CAGR)

IGIB

+3.10%

Winner

PHYS

+12.98%

Max(CAGR)

IGIB

+3.88%

Winner

PHYS

+8.47%

IGIB vs PHYS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IGIB	PHYS
2026	+0.58%	+8.06%
2025	+9.54%	+61.55%
2024	+4.03%	+26.91%
2023	+8.67%	+11.79%
2022	-13.49%	-0.21%
2021	-1.59%	-6.08%
2020	+9.38%	+22.88%
2019	+14.25%	+17.45%
2018	-0.56%	-3.73%
2017	+3.50%	+12.06%
2016	+3.41%	+6.10%
2015	+0.41%	-11.10%
2014	+3.56%	-3.65%
2013	-0.34%	-30.59%
2012	+6.98%	+0.42%
2011	+5.71%	+12.56%
2010	+6.28%	+28.73%
2009	+10.28%	N/A
2008	-0.99%	N/A
2007	+5.95%	N/A

IGIB vs PHYS Drawdown Comparison

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The maximum drawdown for PHYS was -48.16%, occurring on Dec 17, 2015. Recovery took 3154 trading sessions.

The current IGIB drawdown is -1.01%. The current PHYS drawdown is -12.53%.

Rank	IGIB	PHYS
#1	-20.63% Aug 3, 2021 - Jun 26, 2025	-48.16% Aug 22, 2011 - Mar 6, 2024
#2	-16.23% Mar 4, 2020 - Jun 9, 2020	-19.35% Jan 29, 2026 - Mar 26, 2026
#3	-14.46% Feb 5, 2008 - Jan 13, 2009	-15.31% May 14, 2010 - Mar 1, 2011
#4	-5.67% Jan 13, 2009 - May 13, 2009	-11.08% Oct 20, 2025 - Dec 22, 2025
#5	-4.66% May 2, 2013 - Apr 9, 2014	-9.91% Apr 29, 2011 - Jul 12, 2011
#6	-4.19% Dec 30, 2020 - Jul 28, 2021	-9.23% Oct 30, 2024 - Feb 3, 2025
#7	-3.77% Nov 4, 2010 - May 3, 2011	-7.71% Apr 21, 2025 - Jun 13, 2025
#8	-3.07% Sep 7, 2016 - May 17, 2017	-5.66% Apr 2, 2025 - Apr 10, 2025
#9	-3.01% Feb 27, 2026 - Mar 27, 2026	-5.62% May 20, 2024 - Jul 16, 2024
#10	-2.80% Sep 7, 2017 - Jan 22, 2019	-4.92% Dec 26, 2025 - Jan 12, 2026
#11	-2.35% Sep 6, 2011 - Nov 2, 2011	-4.90% Jul 22, 2025 - Aug 29, 2025
#12	-2.15% Nov 2, 2011 - Jan 17, 2012	-4.87% Jun 13, 2025 - Jul 22, 2025
#13	-2.14% May 8, 2007 - Aug 16, 2007	-4.38% Apr 16, 2024 - May 17, 2024
#14	-2.09% Sep 4, 2019 - Oct 4, 2019	-4.24% Jul 16, 2024 - Aug 12, 2024
#15	-1.96% Apr 24, 2015 - Mar 16, 2016	-4.15% Mar 7, 2011 - Apr 18, 2011