PHYS vs SPY

Comparison between Sprott Physical Gold Trust (PHYS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePHYS has outperformed SPY, delivering a return of +18.2% compared to +13.2%

PHYS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHYS(ETF)	SPY(ETF)
Net Assets	$15B	$781B
Expense Ratio	N/A	0.09%
Max Drawdown	48.16%	56.47%
Sharpe Ratio	0.76	1.43
5Y Beta	0.22	1.00
P/E Ratio	N/A	26.48
Forward P/E	N/A	20.89
PEG Ratio	N/A	0.30
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	N/A	26.40%
Debt to Equity	N/A	48.17%
P/S Ratio	N/A	3.72
P/B Ratio	N/A	5.55

Net Assets

PHYS

$15B

Winner

SPY

$781B

Expense Ratio

PHYS

N/A

SPY

0.09%

Max Drawdown

Winner

PHYS

48.16%

SPY

56.47%

Sharpe Ratio

PHYS

0.76

Winner

SPY

1.43

5Y Beta

Winner

PHYS

0.22

SPY

1.00

P/E Ratio

PHYS

N/A

SPY

26.48

Forward P/E

PHYS

N/A

SPY

20.89

PEG Ratio

PHYS

N/A

SPY

0.30

5Y Dividends CAGR

PHYS

N/A

SPY

6.00%

5Y EPS CAGR

PHYS

N/A

SPY

26.40%

Debt to Equity

PHYS

N/A

SPY

48.17%

P/S Ratio

PHYS

N/A

SPY

3.72

P/B Ratio

PHYS

N/A

SPY

5.55

PHYS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	PHYS	SPY
1 month	+2.52%	+2.30%
3 months	-9.24%	+5.00%
6 months	-13.70%	+11.88%
1 year	+24.52%	+22.80%
5 years(CAGR)	+18.16%	+13.20%
10 years(CAGR)	+11.24%	+15.26%
Max(CAGR)	+7.65%	+8.59%

Winner

PHYS

+2.52%

SPY

+2.30%

PHYS

-9.24%

Winner

SPY

+5.00%

PHYS

-13.70%

Winner

SPY

+11.88%

Winner

PHYS

+24.52%

SPY

+22.80%

5Y(CAGR)

Winner

PHYS

+18.16%

SPY

+13.20%

10Y(CAGR)

PHYS

+11.24%

Winner

SPY

+15.26%

Max(CAGR)

PHYS

+7.65%

Winner

SPY

+8.59%

PHYS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PHYS	SPY
2026	-2.81%	+13.10%
2025	+61.55%	+18.00%
2024	+26.91%	+25.59%
2023	+11.79%	+26.72%
2022	-0.21%	-18.64%
2021	-6.08%	+30.52%
2020	+22.88%	+17.28%
2019	+17.45%	+31.09%
2018	-3.73%	-5.24%
2017	+12.06%	+20.78%
2016	+6.10%	+13.59%
2015	-11.10%	+1.31%
2014	-3.65%	+14.56%
2013	-30.59%	+29.00%
2012	+0.42%	+14.17%
2011	+12.56%	+0.85%
2010	+28.73%	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

PHYS vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PHYS drawdown is -21.33%. The current SPY drawdown is -0.36%.

Rank	PHYS	SPY
#1	-48.16% Aug 22, 2011 - Mar 6, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-26.75% Jan 29, 2026 - Jun 24, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-15.31% May 14, 2010 - Mar 1, 2011	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-11.08% Oct 20, 2025 - Dec 22, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-9.91% Apr 29, 2011 - Jul 12, 2011	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-9.23% Oct 30, 2024 - Feb 3, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-7.71% Apr 21, 2025 - Jun 13, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-5.66% Apr 2, 2025 - Apr 10, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-5.62% May 20, 2024 - Jul 16, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-4.92% Dec 26, 2025 - Jan 12, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-4.90% Jul 22, 2025 - Aug 29, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-4.87% Jun 13, 2025 - Jul 22, 2025	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.38% Apr 16, 2024 - May 17, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.24% Jul 16, 2024 - Aug 12, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.15% Mar 7, 2011 - Apr 18, 2011	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PHYS and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

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PHYS vs SPY

PHYS vs SPY - Performance Comparison

Key Characteristics

PHYS vs SPY - Historical Returns

PHYS vs SPY - Annual Returns (1999 - 2026)

PHYS vs SPY Drawdown Comparison

Correlation

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