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PHYS vs VFH

Comparison between Sprott Physical Gold Trust (PHYS, ETF) and VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF).

5-Year PerformancePHYS has outperformed VFH, delivering a return of +18.6% compared to +10.8%

PHYS vs VFH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PHYS
$15B
Winner
VFH
$15B
Expense Ratio
PHYS
N/A
VFH
0.09%
Max Drawdown
Winner
PHYS
48.16%
VFH
79.90%
Sharpe Ratio
Winner
PHYS
0.84
VFH
0.65
5Y Beta
Winner
PHYS
0.22
VFH
0.83
P/E Ratio
PHYS
N/A
VFH
16.15
Forward P/E
PHYS
N/A
VFH
14.45
5Y Dividends CAGR
PHYS
N/A
VFH
12.03%
5Y EPS CAGR
PHYS
N/A
VFH
12.17%
Debt to Equity
PHYS
N/A
VFH
82.80%
P/S Ratio
PHYS
N/A
VFH
3.04
P/B Ratio
PHYS
N/A
VFH
2.19

PHYS vs VFH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PHYS
+6.00%
VFH
+2.73%
3M
PHYS
-7.67%
Winner
VFH
+11.80%
6M
PHYS
-11.90%
Winner
VFH
+6.94%
1Y
Winner
PHYS
+26.04%
VFH
+14.26%
5Y(CAGR)
Winner
PHYS
+18.64%
VFH
+10.83%
10Y(CAGR)
PHYS
+11.45%
Winner
VFH
+13.29%
Max(CAGR)
Winner
PHYS
+7.78%
VFH
+6.95%

PHYS vs VFH - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearPHYSVFH
2026-0.78%+6.20%
2025+61.55%+15.14%
2024+26.91%+30.38%
2023+11.79%+13.79%
2022-0.21%-13.30%
2021-6.08%+37.15%
2020+22.88%-2.83%
2019+17.45%+30.58%
2018-3.73%-13.45%
2017+12.06%+19.08%
2016+6.10%+27.20%
2015-11.10%-0.60%
2014-3.65%+14.63%
2013-30.59%+29.33%
2012+0.42%+23.46%
2011+12.56%-16.14%
2010+28.73%+12.75%
2009N/A+13.97%
2008N/A-47.75%
2007N/A-17.62%
2006N/A+17.71%
2005N/A+6.85%
2004N/A+10.21%

PHYS vs VFH Drawdown Comparison

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

The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.

The current PHYS drawdown is -19.69%. The current VFH drawdown is -0.79%.

RankPHYSVFH
#1-48.16%
Aug 22, 2011 - Mar 6, 2024
-78.61%
Jun 4, 2007 - Nov 11, 2016
#2-26.75%
Jan 29, 2026 - Jun 24, 2026
-44.44%
Feb 14, 2020 - Jan 7, 2021
#3-15.31%
May 14, 2010 - Mar 1, 2011
-25.67%
Jan 12, 2022 - Feb 22, 2024
#4-11.08%
Oct 20, 2025 - Dec 22, 2025
-24.30%
Jan 26, 2018 - Nov 1, 2019
#5-9.91%
Apr 29, 2011 - Jul 12, 2011
-17.30%
Feb 18, 2025 - Jun 30, 2025
#6-9.23%
Oct 30, 2024 - Feb 3, 2025
-14.75%
Jan 6, 2026 - Jul 6, 2026
#7-7.71%
Apr 21, 2025 - Jun 13, 2025
-10.78%
Mar 5, 2004 - Nov 4, 2004
#8-5.66%
Apr 2, 2025 - Apr 10, 2025
-9.41%
Dec 30, 2004 - Jul 11, 2005
#9-5.62%
May 20, 2024 - Jul 16, 2024
-8.64%
Mar 1, 2017 - Jul 25, 2017
#10-4.92%
Dec 26, 2025 - Jan 12, 2026
-8.33%
Feb 20, 2007 - Jun 1, 2007
#11-4.90%
Jul 22, 2025 - Aug 29, 2025
-8.27%
Jun 4, 2021 - Aug 10, 2021
#12-4.87%
Jun 13, 2025 - Jul 22, 2025
-7.98%
Nov 29, 2024 - Jan 27, 2025
#13-4.38%
Apr 16, 2024 - May 17, 2024
-7.84%
Jan 14, 2021 - Feb 9, 2021
#14-4.24%
Jul 16, 2024 - Aug 12, 2024
-7.67%
Nov 3, 2021 - Jan 7, 2022
#15-4.15%
Mar 7, 2011 - Apr 18, 2011
-7.40%
May 5, 2006 - Sep 12, 2006

Correlation

Correlation between PHYS and VFH is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

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