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PHYS vs DGRW

Comparison between Sprott Physical Gold Trust (PHYS, ETF) and WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF).

5-Year PerformancePHYS has outperformed DGRW, delivering a return of +16.3% compared to +11.9%

PHYS vs DGRW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PHYS
$17B
Winner
DGRW
$17B
Expense Ratio
PHYS
N/A
DGRW
0.28%
Max Drawdown
PHYS
48.16%
Winner
DGRW
32.21%
Sharpe Ratio
PHYS
0.79
Winner
DGRW
1.36
5Y Beta
Winner
PHYS
0.21
DGRW
0.78
P/E Ratio
PHYS
N/A
DGRW
25.60
Forward P/E
PHYS
N/A
DGRW
19.47
PEG Ratio
PHYS
N/A
DGRW
0.72
5Y Dividends CAGR
PHYS
N/A
DGRW
3.12%
5Y EPS CAGR
PHYS
N/A
DGRW
22.34%
Debt to Equity
PHYS
N/A
DGRW
-55.57%
P/S Ratio
PHYS
N/A
DGRW
3.02
P/B Ratio
PHYS
N/A
DGRW
5.34

PHYS vs DGRW - Historical Returns

Returns include dividend reinvestment.

1M
PHYS
-11.11%
Winner
DGRW
+0.98%
3M
PHYS
-17.81%
Winner
DGRW
+7.51%
6M
PHYS
-3.47%
Winner
DGRW
+7.92%
1Y
Winner
PHYS
+22.63%
DGRW
+17.78%
5Y(CAGR)
Winner
PHYS
+16.25%
DGRW
+11.94%
10Y(CAGR)
PHYS
+11.41%
Winner
DGRW
+14.13%
Max(CAGR)
PHYS
+7.63%
Winner
DGRW
+13.10%

PHYS vs DGRW - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearPHYSDGRW
2026-4.17%+7.51%
2025+61.55%+12.51%
2024+26.91%+17.15%
2023+11.79%+18.95%
2022-0.21%-6.36%
2021-6.08%+26.32%
2020+22.88%+13.29%
2019+17.45%+29.68%
2018-3.73%-5.82%
2017+12.06%+26.25%
2016+6.10%+13.75%
2015-11.10%+0.16%
2014-3.65%+14.82%
2013-30.59%+13.18%
2012+0.42%N/A
2011+12.56%N/A
2010+28.73%N/A

PHYS vs DGRW Drawdown Comparison

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

The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current PHYS drawdown is -22.43%. The current DGRW drawdown is -1.93%.

RankPHYSDGRW
#1-48.16%
Aug 22, 2011 - Mar 6, 2024
-32.03%
Jan 17, 2020 - Aug 10, 2020
#2-24.80%
Jan 29, 2026 - Jun 10, 2026
-18.64%
Sep 21, 2018 - Apr 15, 2019
#3-15.31%
May 14, 2010 - Mar 1, 2011
-17.27%
Jan 4, 2022 - Jun 12, 2023
#4-11.08%
Oct 20, 2025 - Dec 22, 2025
-16.22%
Nov 8, 2024 - Jul 3, 2025
#5-9.91%
Apr 29, 2011 - Jul 12, 2011
-13.17%
May 21, 2015 - Apr 13, 2016
#6-9.23%
Oct 30, 2024 - Feb 3, 2025
-11.07%
Jan 26, 2018 - Aug 29, 2018
#7-7.71%
Apr 21, 2025 - Jun 13, 2025
-9.92%
Jul 25, 2023 - Dec 11, 2023
#8-5.66%
Apr 2, 2025 - Apr 10, 2025
-8.30%
Feb 11, 2026 - Apr 17, 2026
#9-5.62%
May 20, 2024 - Jul 16, 2024
-7.73%
Apr 23, 2019 - Jul 3, 2019
#10-4.92%
Dec 26, 2025 - Jan 12, 2026
-7.64%
Oct 12, 2020 - Nov 10, 2020
#11-4.90%
Jul 22, 2025 - Aug 29, 2025
-7.19%
Sep 2, 2020 - Oct 12, 2020
#12-4.87%
Jun 13, 2025 - Jul 22, 2025
-7.06%
Dec 31, 2013 - Mar 4, 2014
#13-4.38%
Apr 16, 2024 - May 17, 2024
-6.54%
Sep 19, 2014 - Oct 31, 2014
#14-4.24%
Jul 16, 2024 - Aug 12, 2024
-6.26%
Jul 16, 2024 - Aug 19, 2024
#15-4.15%
Mar 7, 2011 - Apr 18, 2011
-6.19%
Jul 29, 2019 - Sep 11, 2019

Correlation

Correlation between PHYS and DGRW is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

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