PHYS vs IWV
Comparison between Sprott Physical Gold Trust (PHYS, ETF) and ISHARES RUSSELL 3000 ETF (IWV, ETF).
5-Year PerformancePHYS has outperformed IWV, delivering a return of +19.8% compared to +12.1%
PHYS vs IWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PHYS
$17B
IWV
$17B
Expense Ratio
PHYS
N/A
IWV
0.20%
Max Drawdown
Winner
PHYS
48.16%
IWV
56.66%
Sharpe Ratio
PHYS
1.20
Winner
IWV
2.00
5Y Beta
Winner
PHYS
0.17
IWV
0.98
P/E Ratio
PHYS
N/A
IWV
27.32
Forward P/E
PHYS
N/A
IWV
19.63
5Y Dividends CAGR
PHYS
N/A
IWV
8.98%
5Y EPS CAGR
PHYS
N/A
IWV
23.31%
P/S Ratio
PHYS
N/A
IWV
3.09
P/B Ratio
PHYS
N/A
IWV
4.46
PHYS vs IWV - Historical Returns
Returns include dividend reinvestment.
1M
PHYS
+0.00%
Winner
IWV
+8.55%
3M
PHYS
-7.11%
Winner
IWV
+6.08%
6M
Winner
PHYS
+17.69%
IWV
+10.38%
1Y
Winner
PHYS
+41.89%
IWV
+31.41%
5Y(CAGR)
Winner
PHYS
+19.82%
IWV
+12.08%
10Y(CAGR)
PHYS
+12.98%
Winner
IWV
+14.89%
Max(CAGR)
PHYS
+8.47%
Winner
IWV
+8.56%
PHYS vs IWV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | PHYS | IWV |
|---|---|---|
| 2026 | +8.06% | +8.06% |
| 2025 | +61.55% | +17.14% |
| 2024 | +26.91% | +24.28% |
| 2023 | +11.79% | +26.44% |
| 2022 | -0.21% | -19.74% |
| 2021 | -6.08% | +27.22% |
| 2020 | +22.88% | +19.60% |
| 2019 | +17.45% | +30.62% |
| 2018 | -3.73% | -6.12% |
| 2017 | +12.06% | +20.12% |
| 2016 | +6.10% | +14.48% |
| 2015 | -11.10% | +0.42% |
| 2014 | -3.65% | +13.32% |
| 2013 | -30.59% | +29.90% |
| 2012 | +0.42% | +14.80% |
| 2011 | +12.56% | -0.33% |
| 2010 | +28.73% | +14.92% |
| 2009 | N/A | +24.80% |
| 2008 | N/A | -36.46% |
| 2007 | N/A | +4.73% |
| 2006 | N/A | +13.92% |
| 2005 | N/A | +7.10% |
| 2004 | N/A | +12.09% |
| 2003 | N/A | +26.49% |
| 2002 | N/A | -22.00% |
| 2001 | N/A | -8.37% |
| 2000 | N/A | -3.32% |
PHYS vs IWV Drawdown Comparison
The maximum drawdown for PHYS was -48.16%, occurring on Dec 17, 2015. Recovery took 3154 trading sessions.
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The current PHYS drawdown is -12.53%.
| Rank | PHYS | IWV |
|---|---|---|
| #1 | -48.16% Aug 22, 2011 - Mar 6, 2024 | -55.60% Oct 9, 2007 - Mar 15, 2012 |
| #2 | -19.35% Jan 29, 2026 - Mar 26, 2026 | -47.64% Sep 1, 2000 - Sep 26, 2006 |
| #3 | -15.31% May 14, 2010 - Mar 1, 2011 | -35.22% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -11.08% Oct 20, 2025 - Dec 22, 2025 | -25.11% Dec 27, 2021 - Dec 18, 2023 |
| #5 | -9.91% Apr 29, 2011 - Jul 12, 2011 | -20.13% Sep 20, 2018 - Apr 23, 2019 |
| #6 | -9.23% Oct 30, 2024 - Feb 3, 2025 | -19.27% Feb 19, 2025 - Jun 27, 2025 |
| #7 | -7.71% Apr 21, 2025 - Jun 13, 2025 | -15.16% Jun 23, 2015 - Jun 8, 2016 |
| #8 | -5.66% Apr 2, 2025 - Apr 10, 2025 | -9.97% Mar 26, 2012 - Aug 16, 2012 |
| #9 | -5.62% May 20, 2024 - Jul 16, 2024 | -9.87% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -4.92% Dec 26, 2025 - Jan 12, 2026 | -9.80% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -4.90% Jul 22, 2025 - Aug 29, 2025 | -9.29% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -4.87% Jun 13, 2025 - Jul 22, 2025 | -8.89% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.38% Apr 16, 2024 - May 17, 2024 | -8.39% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.24% Jul 16, 2024 - Aug 12, 2024 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.15% Mar 7, 2011 - Apr 18, 2011 | -7.55% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PHYS and IWV is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
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