PHYS vs IGIB

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

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

PHYS vs IGIB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

PHYS

$17B

Winner

IGIB

$18B

Expense Ratio

PHYS

N/A

IGIB

0.04%

Max Drawdown

PHYS

48.16%

Winner

IGIB

23.94%

Sharpe Ratio

Winner

PHYS

1.20

IGIB

0.80

5Y Beta

PHYS

0.17

Winner

IGIB

0.09

5Y Dividends CAGR

PHYS

N/A

IGIB

11.84%

PHYS vs IGIB - Historical Returns

Returns include dividend reinvestment.

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

PHYS

+0.00%

Winner

IGIB

+0.30%

PHYS

-7.11%

Winner

IGIB

+0.00%

Winner

PHYS

+17.69%

IGIB

+1.32%

Winner

PHYS

+41.89%

IGIB

+7.61%

5Y(CAGR)

Winner

PHYS

+19.82%

IGIB

+1.52%

10Y(CAGR)

Winner

PHYS

+12.98%

IGIB

+3.10%

Max(CAGR)

Winner

PHYS

+8.47%

IGIB

+3.88%

PHYS vs IGIB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

PHYS vs IGIB Drawdown Comparison

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

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

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

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