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PHYS vs HYG

Comparison between Sprott Physical Gold Trust (PHYS, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).

5-Year PerformancePHYS has outperformed HYG, delivering a return of +16.7% compared to +3.7%

PHYS vs HYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PHYS
$17B
HYG
$17B
Expense Ratio
PHYS
N/A
HYG
0.49%
Max Drawdown
PHYS
48.16%
Winner
HYG
41.90%
Sharpe Ratio
Winner
PHYS
0.86
HYG
0.59
5Y Beta
Winner
PHYS
0.19
HYG
0.24
5Y Dividends CAGR
PHYS
N/A
HYG
3.61%

PHYS vs HYG - Historical Returns

Returns include dividend reinvestment.

1M
PHYS
-5.54%
Winner
HYG
-0.10%
3M
PHYS
-15.72%
Winner
HYG
+0.70%
6M
Winner
PHYS
+1.40%
HYG
+1.33%
1Y
Winner
PHYS
+27.01%
HYG
+6.20%
5Y(CAGR)
Winner
PHYS
+16.68%
HYG
+3.70%
10Y(CAGR)
Winner
PHYS
+12.06%
HYG
+4.86%
Max(CAGR)
Winner
PHYS
+7.80%
HYG
+4.94%

PHYS vs HYG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPHYSHYG
2026-1.78%+0.95%
2025+61.55%+8.34%
2024+26.91%+8.33%
2023+11.79%+11.32%
2022-0.21%-10.95%
2021-6.08%+3.96%
2020+22.88%+4.04%
2019+17.45%+14.24%
2018-3.73%-2.11%
2017+12.06%+5.63%
2016+6.10%+14.09%
2015-11.10%-5.03%
2014-3.65%+1.72%
2013-30.59%+4.77%
2012+0.42%+11.30%
2011+12.56%+6.68%
2010+28.73%+11.02%
2009N/A+28.98%
2008N/A-16.57%
2007N/A+1.62%

PHYS vs HYG Drawdown Comparison

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

The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.

The current PHYS drawdown is -20.50%. The current HYG drawdown is -0.59%.

RankPHYSHYG
#1-48.16%
Aug 22, 2011 - Mar 6, 2024
-34.28%
Sep 19, 2007 - Dec 2, 2009
#2-20.50%
Jan 29, 2026 - Jun 5, 2026
-22.03%
Feb 13, 2020 - Nov 4, 2020
#3-15.31%
May 14, 2010 - Mar 1, 2011
-15.79%
Dec 27, 2021 - Mar 7, 2024
#4-11.08%
Oct 20, 2025 - Dec 22, 2025
-13.44%
Apr 15, 2015 - Jul 8, 2016
#5-9.91%
Apr 29, 2011 - Jul 12, 2011
-10.05%
Jul 22, 2011 - Oct 24, 2011
#6-9.23%
Oct 30, 2024 - Feb 3, 2025
-8.38%
May 25, 2007 - Sep 18, 2007
#7-7.71%
Apr 21, 2025 - Jun 13, 2025
-7.90%
Oct 27, 2011 - Dec 23, 2011
#8-5.66%
Apr 2, 2025 - Apr 10, 2025
-7.07%
Apr 23, 2010 - Jul 20, 2010
#9-5.62%
May 20, 2024 - Jul 16, 2024
-7.05%
May 8, 2013 - Nov 29, 2013
#10-4.92%
Dec 26, 2025 - Jan 12, 2026
-6.42%
Jun 25, 2014 - Apr 15, 2015
#11-4.90%
Jul 22, 2025 - Aug 29, 2025
-6.41%
Oct 1, 2018 - Jan 31, 2019
#12-4.87%
Jun 13, 2025 - Jul 22, 2025
-6.05%
Jan 8, 2010 - Mar 16, 2010
#13-4.38%
Apr 16, 2024 - May 17, 2024
-4.56%
May 18, 2011 - Jul 7, 2011
#14-4.24%
Jul 16, 2024 - Aug 12, 2024
-4.56%
Feb 28, 2025 - May 12, 2025
#15-4.15%
Mar 7, 2011 - Apr 18, 2011
-4.50%
May 2, 2012 - Jun 29, 2012

Correlation

Correlation between PHYS and HYG is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

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