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PHYS vs XLP

Comparison between Sprott Physical Gold Trust (PHYS, ETF) and STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP, ETF).

5-Year PerformancePHYS has outperformed XLP, delivering a return of +18.6% compared to +6.5%

PHYS vs XLP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PHYS
$15B
XLP
$15B
Expense Ratio
PHYS
N/A
XLP
0.08%
Max Drawdown
PHYS
48.16%
Winner
XLP
37.82%
Sharpe Ratio
Winner
PHYS
0.84
XLP
0.29
5Y Beta
PHYS
0.22
Winner
XLP
0.17
P/E Ratio
PHYS
N/A
XLP
29.68
Forward P/E
PHYS
N/A
XLP
20.46
PEG Ratio
PHYS
N/A
XLP
1.23
5Y Dividends CAGR
PHYS
N/A
XLP
4.54%
5Y EPS CAGR
PHYS
N/A
XLP
9.71%
Debt to Equity
PHYS
N/A
XLP
111.98%
P/S Ratio
PHYS
N/A
XLP
1.35
P/B Ratio
PHYS
N/A
XLP
5.10

PHYS vs XLP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PHYS
+6.00%
XLP
+0.31%
3M
PHYS
-7.67%
Winner
XLP
+2.07%
6M
PHYS
-11.90%
Winner
XLP
-1.98%
1Y
Winner
PHYS
+26.04%
XLP
+6.39%
5Y(CAGR)
Winner
PHYS
+18.64%
XLP
+6.48%
10Y(CAGR)
Winner
PHYS
+11.45%
XLP
+7.40%
Max(CAGR)
Winner
PHYS
+7.78%
XLP
+7.22%

PHYS vs XLP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPHYSXLP
2026-0.78%+10.95%
2025+61.55%+1.83%
2024+26.91%+10.94%
2023+11.79%-0.45%
2022-0.21%-0.82%
2021-6.08%+18.48%
2020+22.88%+11.03%
2019+17.45%+28.18%
2018-3.73%-7.50%
2017+12.06%+12.57%
2016+6.10%+6.33%
2015-11.10%+7.20%
2014-3.65%+17.17%
2013-30.59%+23.13%
2012+0.42%+10.84%
2011+12.56%+13.92%
2010+28.73%+12.93%
2009N/A+12.35%
2008N/A-13.79%
2007N/A+11.96%
2006N/A+14.03%
2005N/A+2.84%
2004N/A+8.95%
2003N/A+9.08%
2002N/A-19.81%
2001N/A-8.72%
2000N/A+27.10%
1999N/A-7.17%

PHYS vs XLP Drawdown Comparison

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

The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.

The current PHYS drawdown is -19.69%. The current XLP drawdown is -4.24%.

RankPHYSXLP
#1-48.16%
Aug 22, 2011 - Mar 6, 2024
-35.89%
Dec 28, 2000 - Oct 26, 2006
#2-26.75%
Jan 29, 2026 - Jun 24, 2026
-32.39%
Sep 12, 2008 - Mar 17, 2010
#3-15.31%
May 14, 2010 - Mar 1, 2011
-26.38%
Nov 24, 1999 - Jul 5, 2000
#4-11.08%
Oct 20, 2025 - Dec 22, 2025
-24.50%
Feb 14, 2020 - Aug 12, 2020
#5-9.91%
Apr 29, 2011 - Jul 12, 2011
-16.32%
Apr 20, 2022 - Mar 28, 2024
#6-9.23%
Oct 30, 2024 - Feb 3, 2025
-16.11%
Jan 26, 2018 - Apr 17, 2019
#7-7.71%
Apr 21, 2025 - Jun 13, 2025
-11.94%
May 19, 2011 - Dec 6, 2011
#8-5.66%
Apr 2, 2025 - Apr 10, 2025
-10.07%
Aug 5, 2015 - Oct 22, 2015
#9-5.62%
May 20, 2024 - Jul 16, 2024
-9.69%
Feb 27, 2026 - Mar 20, 2026
#10-4.92%
Dec 26, 2025 - Jan 12, 2026
-9.24%
Jul 13, 2016 - Feb 22, 2017
#11-4.90%
Jul 22, 2025 - Aug 29, 2025
-9.01%
Dec 10, 2007 - Sep 8, 2008
#12-4.87%
Jun 13, 2025 - Jul 22, 2025
-8.88%
Mar 23, 2010 - Sep 20, 2010
#13-4.38%
Apr 16, 2024 - May 17, 2024
-8.53%
Aug 20, 2025 - Jan 14, 2026
#14-4.24%
Jul 16, 2024 - Aug 12, 2024
-8.36%
Sep 16, 2024 - Feb 25, 2025
#15-4.15%
Mar 7, 2011 - Apr 18, 2011
-8.19%
Feb 25, 2025 - Aug 12, 2025

Correlation

Correlation between PHYS and XLP is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

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