IJS vs SGOL

Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and abrdn Physical Gold Shares ETF (SGOL, ETF).

5-Year PerformanceSGOL has outperformed IJS, delivering a return of +20.5% compared to +5.8%

IJS vs SGOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJS(ETF)	SGOL(ETF)
Net Assets	$7.90B	$7.90B
Expense Ratio	0.18%	0.17%
Max Drawdown	61.28%	45.51%
Sharpe Ratio	1.33	1.39
5Y Beta	1.00	0.18
P/E Ratio	62.32	N/A
Forward P/E	13.08	N/A
5Y Dividends CAGR	20.24%	N/A
5Y EPS CAGR	5.98%	N/A
Debt to Equity	57.28%	N/A
P/S Ratio	0.88	N/A
P/B Ratio	1.53	N/A

Net Assets

IJS

$7.90B

SGOL

$7.90B

Expense Ratio

IJS

0.18%

Winner

SGOL

0.17%

Max Drawdown

IJS

61.28%

Winner

SGOL

45.51%

Sharpe Ratio

IJS

1.33

Winner

SGOL

1.39

5Y Beta

IJS

1.00

Winner

SGOL

0.18

P/E Ratio

IJS

62.32

SGOL

N/A

Forward P/E

IJS

13.08

SGOL

N/A

5Y Dividends CAGR

IJS

20.24%

SGOL

N/A

5Y EPS CAGR

IJS

5.98%

SGOL

N/A

Debt to Equity

IJS

57.28%

SGOL

N/A

P/S Ratio

IJS

0.88

SGOL

N/A

P/B Ratio

IJS

1.53

SGOL

N/A

IJS vs SGOL - Historical Returns

Returns include dividend reinvestment.

Period	IJS	SGOL
1 month	+1.74%	-1.13%
3 months	+1.51%	-6.84%
6 months	+15.66%	+12.55%
1 year	+30.15%	+44.06%
5 years(CAGR)	+5.84%	+20.53%
10 years(CAGR)	+10.20%	+13.67%
Max(CAGR)	+9.71%	+9.46%

Winner

IJS

+1.74%

SGOL

-1.13%

Winner

IJS

+1.51%

SGOL

-6.84%

Winner

IJS

+15.66%

SGOL

+12.55%

IJS

+30.15%

Winner

SGOL

+44.06%

5Y(CAGR)

IJS

+5.84%

Winner

SGOL

+20.53%

10Y(CAGR)

IJS

+10.20%

Winner

SGOL

+13.67%

Max(CAGR)

Winner

IJS

+9.71%

SGOL

+9.46%

IJS vs SGOL - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJS	SGOL
2026	+10.54%	+8.19%
2025	+7.00%	+61.80%
2024	+7.65%	+27.29%
2023	+14.64%	+12.16%
2022	-12.62%	+0.98%
2021	+32.05%	-6.05%
2020	+2.66%	+24.27%
2019	+22.85%	+18.07%
2018	-13.74%	-3.08%
2017	+10.51%	+12.01%
2016	+33.81%	+6.54%
2015	-6.20%	-11.03%
2014	+8.47%	-3.67%
2013	+35.62%	-28.85%
2012	+15.61%	+3.87%
2011	-3.66%	+10.17%
2010	+21.79%	+26.32%
2009	+21.44%	+10.54%
2008	-28.27%	N/A
2007	-5.75%	N/A
2006	+17.22%	N/A
2005	+7.67%	N/A
2004	+21.99%	N/A
2003	+35.84%	N/A
2002	-14.49%	N/A
2001	+14.90%	N/A
2000	+15.79%	N/A

IJS vs SGOL Drawdown Comparison

The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.

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

The current IJS drawdown is -2.78%. The current SGOL drawdown is -13.13%.

Rank	IJS	SGOL
#1	-60.11% Jun 4, 2007 - Feb 1, 2012	-45.51% Aug 22, 2011 - Jul 28, 2020
#2	-47.67% Aug 22, 2018 - Jan 6, 2021	-21.56% Aug 6, 2020 - Dec 27, 2023
#3	-36.41% May 3, 2002 - Nov 26, 2003	-19.14% Jan 29, 2026 - Mar 26, 2026
#4	-28.64% Nov 25, 2024 - Dec 10, 2025	-12.65% Dec 2, 2009 - May 11, 2010
#5	-24.30% Nov 5, 2021 - Jul 16, 2024	-10.06% Oct 20, 2025 - Dec 22, 2025
#6	-21.92% May 22, 2001 - Dec 26, 2001	-8.11% Oct 30, 2024 - Jan 30, 2025
#7	-20.54% Jun 23, 2015 - Jul 11, 2016	-8.07% Dec 6, 2010 - Mar 1, 2011
#8	-15.44% Feb 15, 2001 - May 21, 2001	-7.61% Jun 18, 2010 - Sep 14, 2010
#9	-13.55% Mar 26, 2012 - Sep 7, 2012	-7.13% Apr 21, 2025 - Jun 13, 2025
#10	-13.54% May 8, 2006 - Nov 14, 2006	-5.85% Apr 29, 2011 - Jul 12, 2011
#11	-12.72% Jun 8, 2021 - Nov 5, 2021	-5.69% May 20, 2024 - Jul 16, 2024
#12	-11.13% Jul 3, 2014 - Nov 26, 2014	-5.33% Nov 8, 2010 - Dec 3, 2010
#13	-10.36% Sep 14, 2012 - Dec 20, 2012	-5.13% May 12, 2010 - Jun 17, 2010
#14	-10.25% Mar 12, 2021 - Jun 1, 2021	-4.89% Dec 26, 2025 - Jan 12, 2026
#15	-10.22% Mar 4, 2005 - Jun 15, 2005	-4.80% Mar 31, 2025 - Apr 10, 2025