IJJ vs SGOL

Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and abrdn Physical Gold Shares ETF (SGOL, ETF).

5-Year PerformanceSGOL has outperformed IJJ, delivering a return of +20.7% compared to +7.1%

IJJ vs SGOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJJ(ETF)	SGOL(ETF)
Net Assets	$8B	$7.90B
Expense Ratio	0.18%	0.17%
Max Drawdown	59.57%	45.51%
Sharpe Ratio	1.21	1.26
5Y Beta	0.91	0.18
P/E Ratio	21.73	N/A
Forward P/E	13.92	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	12.72%	N/A
5Y EPS CAGR	9.07%	N/A
Debt to Equity	13.40%	N/A
P/S Ratio	1.01	N/A
P/B Ratio	2.02	N/A

Net Assets

Winner

IJJ

$8B

SGOL

$7.90B

Expense Ratio

IJJ

0.18%

Winner

SGOL

0.17%

Max Drawdown

IJJ

59.57%

Winner

SGOL

45.51%

Sharpe Ratio

IJJ

1.21

Winner

SGOL

1.26

5Y Beta

IJJ

0.91

Winner

SGOL

0.18

P/E Ratio

IJJ

21.73

SGOL

N/A

Forward P/E

IJJ

13.92

SGOL

N/A

PEG Ratio

IJJ

0.21

SGOL

N/A

5Y Dividends CAGR

IJJ

12.72%

SGOL

N/A

5Y EPS CAGR

IJJ

9.07%

SGOL

N/A

Debt to Equity

IJJ

13.40%

SGOL

N/A

P/S Ratio

IJJ

1.01

SGOL

N/A

P/B Ratio

IJJ

2.02

SGOL

N/A

IJJ vs SGOL - Historical Returns

Returns include dividend reinvestment.

Period	IJJ	SGOL
1 month	+3.02%	-0.18%
3 months	-0.59%	-7.05%
6 months	+11.50%	+17.87%
1 year	+22.48%	+42.64%
5 years(CAGR)	+7.14%	+20.65%
10 years(CAGR)	+10.67%	+13.85%
Max(CAGR)	+10.29%	+9.51%

Winner

IJJ

+3.02%

SGOL

-0.18%

Winner

IJJ

-0.59%

SGOL

-7.05%

IJJ

+11.50%

Winner

SGOL

+17.87%

IJJ

+22.48%

Winner

SGOL

+42.64%

5Y(CAGR)

IJJ

+7.14%

Winner

SGOL

+20.65%

10Y(CAGR)

IJJ

+10.67%

Winner

SGOL

+13.85%

Max(CAGR)

Winner

IJJ

+10.29%

SGOL

+9.51%

IJJ vs SGOL - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJJ	SGOL
2026	+6.88%	+8.99%
2025	+7.94%	+61.80%
2024	+11.60%	+27.29%
2023	+15.45%	+12.16%
2022	-7.75%	+0.98%
2021	+32.74%	-6.05%
2020	+3.67%	+24.27%
2019	+25.41%	+18.07%
2018	-12.86%	-3.08%
2017	+11.19%	+12.01%
2016	+27.52%	+6.54%
2015	-6.57%	-11.03%
2014	+12.92%	-3.67%
2013	+30.57%	-28.85%
2012	+16.68%	+3.87%
2011	-3.96%	+10.17%
2010	+20.61%	+26.32%
2009	+31.51%	+10.54%
2008	-34.46%	N/A
2007	+1.56%	N/A
2006	+12.53%	N/A
2005	+13.12%	N/A
2004	+18.20%	N/A
2003	+36.87%	N/A
2002	-9.74%	N/A
2001	+10.26%	N/A
2000	+19.96%	N/A

IJJ vs SGOL Drawdown Comparison

The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.

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

The current IJJ drawdown is -1.04%. The current SGOL drawdown is -12.49%.

Rank	IJJ	SGOL
#1	-58.01% Jun 4, 2007 - Feb 7, 2011	-45.51% Aug 22, 2011 - Jul 28, 2020
#2	-46.11% Jan 16, 2020 - Dec 4, 2020	-21.56% Aug 6, 2020 - Dec 27, 2023
#3	-32.55% Apr 17, 2002 - Oct 7, 2003	-19.14% Jan 29, 2026 - Mar 26, 2026
#4	-27.56% Apr 29, 2011 - Mar 15, 2012	-12.65% Dec 2, 2009 - May 11, 2010
#5	-22.84% Aug 29, 2018 - Nov 5, 2019	-10.06% Oct 20, 2025 - Dec 22, 2025
#6	-22.67% Nov 25, 2024 - Dec 10, 2025	-8.11% Oct 30, 2024 - Jan 30, 2025
#7	-21.32% May 22, 2001 - Mar 1, 2002	-8.07% Dec 6, 2010 - Mar 1, 2011
#8	-21.22% Jun 23, 2015 - Jul 12, 2016	-7.61% Jun 18, 2010 - Sep 14, 2010
#9	-19.09% Jan 4, 2022 - Jan 27, 2023	-7.13% Apr 21, 2025 - Jun 13, 2025
#10	-18.74% Feb 2, 2023 - Dec 19, 2023	-5.85% Apr 29, 2011 - Jul 12, 2011
#11	-11.66% Feb 15, 2001 - Apr 30, 2001	-5.69% May 20, 2024 - Jul 16, 2024
#12	-11.65% Mar 19, 2012 - Sep 6, 2012	-5.33% Nov 8, 2010 - Dec 3, 2010
#13	-11.48% May 8, 2006 - Nov 15, 2006	-5.13% May 12, 2010 - Jun 17, 2010
#14	-10.59% Feb 6, 2026 - Mar 20, 2026	-4.89% Dec 26, 2025 - Jan 12, 2026
#15	-10.46% Sep 2, 2014 - Nov 24, 2014	-4.80% Mar 31, 2025 - Apr 10, 2025