SGOL vs IJJ

Comparison between abrdn Physical Gold Shares ETF (SGOL, ETF) and ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF).

5-Year PerformanceSGOL has outperformed IJJ, delivering a return of +20.7% compared to +7.1%

SGOL vs IJJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGOL(ETF)	IJJ(ETF)
Net Assets	$7.90B	$8B
Expense Ratio	0.17%	0.18%
Max Drawdown	45.51%	59.57%
Sharpe Ratio	1.26	1.21
5Y Beta	0.18	0.91
P/E Ratio	N/A	21.73
Forward P/E	N/A	13.92
PEG Ratio	N/A	0.21
5Y Dividends CAGR	N/A	12.72%
5Y EPS CAGR	N/A	9.07%
Debt to Equity	N/A	13.40%
P/S Ratio	N/A	1.01
P/B Ratio	N/A	2.02

Net Assets

SGOL

$7.90B

Winner

IJJ

$8B

Expense Ratio

Winner

SGOL

0.17%

IJJ

0.18%

Max Drawdown

Winner

SGOL

45.51%

IJJ

59.57%

Sharpe Ratio

Winner

SGOL

1.26

IJJ

1.21

5Y Beta

Winner

SGOL

0.18

IJJ

0.91

P/E Ratio

SGOL

N/A

IJJ

21.73

Forward P/E

SGOL

N/A

IJJ

13.92

PEG Ratio

SGOL

N/A

IJJ

0.21

5Y Dividends CAGR

SGOL

N/A

IJJ

12.72%

5Y EPS CAGR

SGOL

N/A

IJJ

9.07%

Debt to Equity

SGOL

N/A

IJJ

13.40%

P/S Ratio

SGOL

N/A

IJJ

1.01

P/B Ratio

SGOL

N/A

IJJ

2.02

SGOL vs IJJ - Historical Returns

Returns include dividend reinvestment.

Period	SGOL	IJJ
1 month	-0.18%	+3.02%
3 months	-7.05%	-0.59%
6 months	+17.87%	+11.50%
1 year	+42.64%	+22.48%
5 years(CAGR)	+20.65%	+7.14%
10 years(CAGR)	+13.85%	+10.67%
Max(CAGR)	+9.51%	+10.29%

SGOL

-0.18%

Winner

IJJ

+3.02%

SGOL

-7.05%

Winner

IJJ

-0.59%

Winner

SGOL

+17.87%

IJJ

+11.50%

Winner

SGOL

+42.64%

IJJ

+22.48%

5Y(CAGR)

Winner

SGOL

+20.65%

IJJ

+7.14%

10Y(CAGR)

Winner

SGOL

+13.85%

IJJ

+10.67%

Max(CAGR)

SGOL

+9.51%

Winner

IJJ

+10.29%

SGOL vs IJJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SGOL	IJJ
2026	+8.99%	+6.88%
2025	+61.80%	+7.94%
2024	+27.29%	+11.60%
2023	+12.16%	+15.45%
2022	+0.98%	-7.75%
2021	-6.05%	+32.74%
2020	+24.27%	+3.67%
2019	+18.07%	+25.41%
2018	-3.08%	-12.86%
2017	+12.01%	+11.19%
2016	+6.54%	+27.52%
2015	-11.03%	-6.57%
2014	-3.67%	+12.92%
2013	-28.85%	+30.57%
2012	+3.87%	+16.68%
2011	+10.17%	-3.96%
2010	+26.32%	+20.61%
2009	+10.54%	+31.51%
2008	N/A	-34.46%
2007	N/A	+1.56%
2006	N/A	+12.53%
2005	N/A	+13.12%
2004	N/A	+18.20%
2003	N/A	+36.87%
2002	N/A	-9.74%
2001	N/A	+10.26%
2000	N/A	+19.96%

SGOL vs IJJ Drawdown Comparison

The maximum drawdown for SGOL was -45.51%, occurring on Dec 17, 2015. Recovery took 2247 trading sessions.

The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.

The current SGOL drawdown is -12.49%. The current IJJ drawdown is -1.04%.

Rank	SGOL	IJJ
#1	-45.51% Aug 22, 2011 - Jul 28, 2020	-58.01% Jun 4, 2007 - Feb 7, 2011
#2	-21.56% Aug 6, 2020 - Dec 27, 2023	-46.11% Jan 16, 2020 - Dec 4, 2020
#3	-19.14% Jan 29, 2026 - Mar 26, 2026	-32.55% Apr 17, 2002 - Oct 7, 2003
#4	-12.65% Dec 2, 2009 - May 11, 2010	-27.56% Apr 29, 2011 - Mar 15, 2012
#5	-10.06% Oct 20, 2025 - Dec 22, 2025	-22.84% Aug 29, 2018 - Nov 5, 2019
#6	-8.11% Oct 30, 2024 - Jan 30, 2025	-22.67% Nov 25, 2024 - Dec 10, 2025
#7	-8.07% Dec 6, 2010 - Mar 1, 2011	-21.32% May 22, 2001 - Mar 1, 2002
#8	-7.61% Jun 18, 2010 - Sep 14, 2010	-21.22% Jun 23, 2015 - Jul 12, 2016
#9	-7.13% Apr 21, 2025 - Jun 13, 2025	-19.09% Jan 4, 2022 - Jan 27, 2023
#10	-5.85% Apr 29, 2011 - Jul 12, 2011	-18.74% Feb 2, 2023 - Dec 19, 2023
#11	-5.69% May 20, 2024 - Jul 16, 2024	-11.66% Feb 15, 2001 - Apr 30, 2001
#12	-5.33% Nov 8, 2010 - Dec 3, 2010	-11.65% Mar 19, 2012 - Sep 6, 2012
#13	-5.13% May 12, 2010 - Jun 17, 2010	-11.48% May 8, 2006 - Nov 15, 2006
#14	-4.89% Dec 26, 2025 - Jan 12, 2026	-10.59% Feb 6, 2026 - Mar 20, 2026
#15	-4.80% Mar 31, 2025 - Apr 10, 2025	-10.46% Sep 2, 2014 - Nov 24, 2014