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PHYS vs IGV

Comparison between Sprott Physical Gold Trust (PHYS, ETF) and ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF).

5-Year PerformancePHYS has outperformed IGV, delivering a return of +16.3% compared to +3.9%

PHYS vs IGV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PHYS
$17B
IGV
$17B
Expense Ratio
PHYS
N/A
IGV
0.39%
Max Drawdown
Winner
PHYS
48.16%
IGV
63.45%
Sharpe Ratio
Winner
PHYS
0.79
IGV
-0.54
5Y Beta
Winner
PHYS
0.21
IGV
1.22
P/E Ratio
PHYS
N/A
IGV
58.98
Forward P/E
PHYS
N/A
IGV
18.08
5Y Dividends CAGR
PHYS
N/A
IGV
-14.38%
5Y EPS CAGR
PHYS
N/A
IGV
24.21%
Debt to Equity
PHYS
N/A
IGV
24.33%
P/S Ratio
PHYS
N/A
IGV
7.12
P/B Ratio
PHYS
N/A
IGV
6.50

PHYS vs IGV - Historical Returns

Returns include dividend reinvestment.

1M
PHYS
-11.11%
Winner
IGV
+1.41%
3M
PHYS
-17.81%
Winner
IGV
+6.72%
6M
Winner
PHYS
-3.47%
IGV
-16.00%
1Y
Winner
PHYS
+22.63%
IGV
-15.27%
5Y(CAGR)
Winner
PHYS
+16.25%
IGV
+3.90%
10Y(CAGR)
PHYS
+11.41%
Winner
IGV
+15.89%
Max(CAGR)
PHYS
+7.63%
Winner
IGV
+9.24%

PHYS vs IGV - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPHYSIGV
2026-4.17%-11.62%
2025+61.55%+5.79%
2024+26.91%+26.94%
2023+11.79%+58.23%
2022-0.21%-34.91%
2021-6.08%+14.54%
2020+22.88%+50.16%
2019+17.45%+35.03%
2018-3.73%+11.20%
2017+12.06%+40.67%
2016+6.10%+8.07%
2015-11.10%+12.72%
2014-3.65%+14.13%
2013-30.59%+26.84%
2012+0.42%+15.96%
2011+12.56%-8.47%
2010+28.73%+22.65%
2009N/A+41.64%
2008N/A-37.28%
2007N/A+15.64%
2006N/A+9.59%
2005N/A-4.50%
2004N/A+12.93%
2003N/A+43.77%
2002N/A-43.69%
2001N/A-13.15%

PHYS vs IGV Drawdown Comparison

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

The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.

The current PHYS drawdown is -22.43%. The current IGV drawdown is -23.00%.

RankPHYSIGV
#1-48.16%
Aug 22, 2011 - Mar 6, 2024
-63.45%
Jul 13, 2001 - Oct 8, 2007
#2-24.80%
Jan 29, 2026 - Jun 10, 2026
-49.81%
Oct 31, 2007 - Oct 26, 2010
#3-15.31%
May 14, 2010 - Mar 1, 2011
-45.85%
Nov 9, 2021 - Sep 24, 2024
#4-11.08%
Oct 20, 2025 - Dec 22, 2025
-36.61%
Sep 22, 2025 - Apr 10, 2026
#5-9.91%
Apr 29, 2011 - Jul 12, 2011
-30.30%
Feb 19, 2020 - May 29, 2020
#6-9.23%
Oct 30, 2024 - Feb 3, 2025
-27.17%
Dec 6, 2024 - Jul 3, 2025
#7-7.71%
Apr 21, 2025 - Jun 13, 2025
-26.30%
Jul 7, 2011 - Mar 13, 2012
#8-5.66%
Apr 2, 2025 - Apr 10, 2025
-22.44%
Sep 14, 2018 - Feb 22, 2019
#9-5.62%
May 20, 2024 - Jul 16, 2024
-21.51%
Dec 1, 2015 - May 27, 2016
#10-4.92%
Dec 26, 2025 - Jan 12, 2026
-15.31%
Feb 12, 2021 - Jun 24, 2021
#11-4.90%
Jul 22, 2025 - Aug 29, 2025
-13.64%
Apr 2, 2012 - Jan 25, 2013
#12-4.87%
Jun 13, 2025 - Jul 22, 2025
-13.00%
Aug 17, 2015 - Oct 28, 2015
#13-4.38%
Apr 16, 2024 - May 17, 2024
-11.55%
Mar 5, 2014 - Aug 11, 2014
#14-4.24%
Jul 16, 2024 - Aug 12, 2024
-11.41%
Sep 2, 2020 - Nov 27, 2020
#15-4.15%
Mar 7, 2011 - Apr 18, 2011
-10.78%
Jul 26, 2019 - Nov 25, 2019

Correlation

Correlation between PHYS and IGV is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

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