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PHYS vs SPMD

Comparison between Sprott Physical Gold Trust (PHYS, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF).

5-Year PerformancePHYS has outperformed SPMD, delivering a return of +16.7% compared to +7.8%

PHYS vs SPMD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PHYS
$17B
SPMD
$17B
Expense Ratio
PHYS
N/A
SPMD
0.03%
Max Drawdown
Winner
PHYS
48.16%
SPMD
60.53%
Sharpe Ratio
PHYS
0.86
Winner
SPMD
1.21
5Y Beta
Winner
PHYS
0.19
SPMD
0.99
P/E Ratio
PHYS
N/A
SPMD
25.75
Forward P/E
PHYS
N/A
SPMD
16.47
5Y Dividends CAGR
PHYS
N/A
SPMD
8.69%
5Y EPS CAGR
PHYS
N/A
SPMD
12.64%
Debt to Equity
PHYS
N/A
SPMD
47.17%
P/S Ratio
PHYS
N/A
SPMD
1.61
P/B Ratio
PHYS
N/A
SPMD
2.73

PHYS vs SPMD - Historical Returns

Returns include dividend reinvestment.

1M
PHYS
-5.54%
Winner
SPMD
+0.90%
3M
PHYS
-15.72%
Winner
SPMD
+6.09%
6M
PHYS
+1.40%
Winner
SPMD
+11.98%
1Y
Winner
PHYS
+27.01%
SPMD
+23.90%
5Y(CAGR)
Winner
PHYS
+16.68%
SPMD
+7.84%
10Y(CAGR)
Winner
PHYS
+12.06%
SPMD
+11.17%
Max(CAGR)
PHYS
+7.80%
Winner
SPMD
+9.77%

PHYS vs SPMD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPHYSSPMD
2026-1.78%+10.81%
2025+61.55%+7.70%
2024+26.91%+14.26%
2023+11.79%+16.97%
2022-0.21%-13.41%
2021-6.08%+26.68%
2020+22.88%+13.36%
2019+17.45%+25.15%
2018-3.73%-11.76%
2017+12.06%+14.82%
2016+6.10%+20.57%
2015-11.10%-2.73%
2014-3.65%+9.38%
2013-30.59%+35.41%
2012+0.42%+15.80%
2011+12.56%-2.07%
2010+28.73%+23.61%
2009N/A+43.74%
2008N/A-37.86%
2007N/A+4.98%
2006N/A+11.73%
2005N/A+3.21%

PHYS vs SPMD Drawdown Comparison

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

The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.

The current PHYS drawdown is -20.50%. The current SPMD drawdown is -1.94%.

RankPHYSSPMD
#1-48.16%
Aug 22, 2011 - Mar 6, 2024
-57.65%
Jul 17, 2007 - Dec 17, 2010
#2-20.50%
Jan 29, 2026 - Jun 5, 2026
-41.85%
Feb 20, 2020 - Nov 9, 2020
#3-15.31%
May 14, 2010 - Mar 1, 2011
-27.47%
Apr 29, 2011 - Mar 15, 2012
#4-11.08%
Oct 20, 2025 - Dec 22, 2025
-24.96%
Jun 22, 2015 - Nov 14, 2016
#5-9.91%
Apr 29, 2011 - Jul 12, 2011
-24.31%
Aug 29, 2018 - Dec 19, 2019
#6-9.23%
Oct 30, 2024 - Feb 3, 2025
-24.09%
Nov 25, 2024 - Dec 10, 2025
#7-7.71%
Apr 21, 2025 - Jun 13, 2025
-23.70%
Nov 16, 2021 - Feb 9, 2024
#8-5.66%
Apr 2, 2025 - Apr 10, 2025
-12.22%
Mar 19, 2012 - Sep 13, 2012
#9-5.62%
May 20, 2024 - Jul 16, 2024
-11.85%
May 8, 2006 - Nov 15, 2006
#10-4.92%
Dec 26, 2025 - Jan 12, 2026
-11.64%
Jul 2, 2014 - Nov 25, 2014
#11-4.90%
Jul 22, 2025 - Aug 29, 2025
-9.37%
Jan 26, 2018 - May 21, 2018
#12-4.87%
Jun 13, 2025 - Jul 22, 2025
-8.86%
Feb 20, 2026 - Apr 17, 2026
#13-4.38%
Apr 16, 2024 - May 17, 2024
-7.83%
Jul 16, 2024 - Sep 19, 2024
#14-4.24%
Jul 16, 2024 - Aug 12, 2024
-7.14%
Sep 14, 2012 - Dec 18, 2012
#15-4.15%
Mar 7, 2011 - Apr 18, 2011
-7.12%
Mar 28, 2024 - May 15, 2024

Correlation

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

0.72
-101

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