PHYS vs USIG

Comparison between Sprott Physical Gold Trust (PHYS, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).

5-Year PerformancePHYS has outperformed USIG, delivering a return of +19.8% compared to +0.8%

PHYS vs USIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHYS(ETF)	USIG(ETF)
Net Assets	$17B	$17B
Expense Ratio	N/A	0.04%
Max Drawdown	48.16%	24.90%
Sharpe Ratio	1.20	0.65
5Y Beta	0.17	0.10
5Y Dividends CAGR	N/A	9.69%

Net Assets

Winner

PHYS

$17B

USIG

$17B

Expense Ratio

PHYS

N/A

USIG

0.04%

Max Drawdown

PHYS

48.16%

Winner

USIG

24.90%

Sharpe Ratio

Winner

PHYS

1.20

USIG

0.65

5Y Beta

PHYS

0.17

Winner

USIG

0.10

5Y Dividends CAGR

PHYS

N/A

USIG

9.69%

PHYS vs USIG - Historical Returns

Returns include dividend reinvestment.

Period	PHYS	USIG
1 month	+0.00%	+0.28%
3 months	-7.11%	+0.02%
6 months	+17.69%	+1.20%
1 year	+41.89%	+6.91%
5 years(CAGR)	+19.82%	+0.82%
10 years(CAGR)	+12.98%	+2.68%
Max(CAGR)	+8.47%	+3.96%

PHYS

+0.00%

Winner

USIG

+0.28%

PHYS

-7.11%

Winner

USIG

+0.02%

Winner

PHYS

+17.69%

USIG

+1.20%

Winner

PHYS

+41.89%

USIG

+6.91%

5Y(CAGR)

Winner

PHYS

+19.82%

USIG

+0.82%

10Y(CAGR)

Winner

PHYS

+12.98%

USIG

+2.68%

Max(CAGR)

Winner

PHYS

+8.47%

USIG

+3.96%

PHYS vs USIG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PHYS	USIG
2026	+8.06%	+0.70%
2025	+61.55%	+7.86%
2024	+26.91%	+3.06%
2023	+11.79%	+7.57%
2022	-0.21%	-14.62%
2021	-6.08%	-1.05%
2020	+22.88%	+9.20%
2019	+17.45%	+13.82%
2018	-3.73%	-1.91%
2017	+12.06%	+5.66%
2016	+6.10%	+5.33%
2015	-11.10%	-1.76%
2014	-3.65%	+7.98%
2013	-30.59%	-2.51%
2012	+0.42%	+7.70%
2011	+12.56%	+9.02%
2010	+28.73%	+7.81%
2009	N/A	+11.22%
2008	N/A	-0.75%
2007	N/A	+4.73%

PHYS vs USIG Drawdown Comparison

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

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The current PHYS drawdown is -12.53%. The current USIG drawdown is -0.84%.

Rank	PHYS	USIG
#1	-48.16% Aug 22, 2011 - Mar 6, 2024	-22.21% Feb 5, 2008 - Jun 3, 2009
#2	-19.35% Jan 29, 2026 - Mar 26, 2026	-21.45% Sep 22, 2021 - Oct 14, 2025
#3	-15.31% May 14, 2010 - Mar 1, 2011	-18.88% Mar 6, 2020 - Jun 30, 2020
#4	-11.08% Oct 20, 2025 - Dec 22, 2025	-7.07% May 2, 2013 - May 1, 2014
#5	-9.91% Apr 29, 2011 - Jul 12, 2011	-5.24% Dec 31, 2020 - Jul 28, 2021
#6	-9.23% Oct 30, 2024 - Feb 3, 2025	-5.04% Aug 29, 2016 - Jun 14, 2017
#7	-7.71% Apr 21, 2025 - Jun 13, 2025	-4.96% Jan 30, 2015 - Apr 5, 2016
#8	-5.66% Apr 2, 2025 - Apr 10, 2025	-4.68% Oct 7, 2010 - May 5, 2011
#9	-5.62% May 20, 2024 - Jul 16, 2024	-4.06% Dec 15, 2017 - Feb 8, 2019
#10	-4.92% Dec 26, 2025 - Jan 12, 2026	-3.19% Mar 7, 2007 - Sep 5, 2007
#11	-4.90% Jul 22, 2025 - Aug 29, 2025	-2.79% Feb 23, 2026 - Mar 27, 2026
#12	-4.87% Jun 13, 2025 - Jul 22, 2025	-2.78% Nov 26, 2007 - Jan 7, 2008
#13	-4.38% Apr 16, 2024 - May 17, 2024	-2.50% Aug 28, 2019 - Oct 4, 2019
#14	-4.24% Jul 16, 2024 - Aug 12, 2024	-2.44% Aug 4, 2011 - Sep 2, 2011
#15	-4.15% Mar 7, 2011 - Apr 18, 2011	-2.43% Aug 6, 2020 - Nov 23, 2020