SGOL vs IJS

Comparison between abrdn Physical Gold Shares ETF (SGOL, ETF) and ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF).

5-Year PerformanceSGOL has outperformed IJS, delivering a return of +20.5% compared to +5.8%

SGOL vs IJS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGOL(ETF)	IJS(ETF)
Net Assets	$7.90B	$7.90B
Expense Ratio	0.17%	0.18%
Max Drawdown	45.51%	61.28%
Sharpe Ratio	1.39	1.33
5Y Beta	0.18	1.00
P/E Ratio	N/A	62.32
Forward P/E	N/A	13.08
5Y Dividends CAGR	N/A	20.24%
5Y EPS CAGR	N/A	5.98%
Debt to Equity	N/A	57.28%
P/S Ratio	N/A	0.88
P/B Ratio	N/A	1.53

Net Assets

SGOL

$7.90B

IJS

$7.90B

Expense Ratio

Winner

SGOL

0.17%

IJS

0.18%

Max Drawdown

Winner

SGOL

45.51%

IJS

61.28%

Sharpe Ratio

Winner

SGOL

1.39

IJS

1.33

5Y Beta

Winner

SGOL

0.18

IJS

1.00

P/E Ratio

SGOL

N/A

IJS

62.32

Forward P/E

SGOL

N/A

IJS

13.08

5Y Dividends CAGR

SGOL

N/A

IJS

20.24%

5Y EPS CAGR

SGOL

N/A

IJS

5.98%

Debt to Equity

SGOL

N/A

IJS

57.28%

P/S Ratio

SGOL

N/A

IJS

0.88

P/B Ratio

SGOL

N/A

IJS

1.53

SGOL vs IJS - Historical Returns

Returns include dividend reinvestment.

Period	SGOL	IJS
1 month	-1.13%	+1.74%
3 months	-6.84%	+1.51%
6 months	+12.55%	+15.66%
1 year	+44.06%	+30.15%
5 years(CAGR)	+20.53%	+5.84%
10 years(CAGR)	+13.67%	+10.20%
Max(CAGR)	+9.46%	+9.71%

SGOL

-1.13%

Winner

IJS

+1.74%

SGOL

-6.84%

Winner

IJS

+1.51%

SGOL

+12.55%

Winner

IJS

+15.66%

Winner

SGOL

+44.06%

IJS

+30.15%

5Y(CAGR)

Winner

SGOL

+20.53%

IJS

+5.84%

10Y(CAGR)

Winner

SGOL

+13.67%

IJS

+10.20%

Max(CAGR)

SGOL

+9.46%

Winner

IJS

+9.71%

SGOL vs IJS - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SGOL	IJS
2026	+8.19%	+10.54%
2025	+61.80%	+7.00%
2024	+27.29%	+7.65%
2023	+12.16%	+14.64%
2022	+0.98%	-12.62%
2021	-6.05%	+32.05%
2020	+24.27%	+2.66%
2019	+18.07%	+22.85%
2018	-3.08%	-13.74%
2017	+12.01%	+10.51%
2016	+6.54%	+33.81%
2015	-11.03%	-6.20%
2014	-3.67%	+8.47%
2013	-28.85%	+35.62%
2012	+3.87%	+15.61%
2011	+10.17%	-3.66%
2010	+26.32%	+21.79%
2009	+10.54%	+21.44%
2008	N/A	-28.27%
2007	N/A	-5.75%
2006	N/A	+17.22%
2005	N/A	+7.67%
2004	N/A	+21.99%
2003	N/A	+35.84%
2002	N/A	-14.49%
2001	N/A	+14.90%
2000	N/A	+15.79%

SGOL vs IJS Drawdown Comparison

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

The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.

The current SGOL drawdown is -13.13%. The current IJS drawdown is -2.78%.

Rank	SGOL	IJS
#1	-45.51% Aug 22, 2011 - Jul 28, 2020	-60.11% Jun 4, 2007 - Feb 1, 2012
#2	-21.56% Aug 6, 2020 - Dec 27, 2023	-47.67% Aug 22, 2018 - Jan 6, 2021
#3	-19.14% Jan 29, 2026 - Mar 26, 2026	-36.41% May 3, 2002 - Nov 26, 2003
#4	-12.65% Dec 2, 2009 - May 11, 2010	-28.64% Nov 25, 2024 - Dec 10, 2025
#5	-10.06% Oct 20, 2025 - Dec 22, 2025	-24.30% Nov 5, 2021 - Jul 16, 2024
#6	-8.11% Oct 30, 2024 - Jan 30, 2025	-21.92% May 22, 2001 - Dec 26, 2001
#7	-8.07% Dec 6, 2010 - Mar 1, 2011	-20.54% Jun 23, 2015 - Jul 11, 2016
#8	-7.61% Jun 18, 2010 - Sep 14, 2010	-15.44% Feb 15, 2001 - May 21, 2001
#9	-7.13% Apr 21, 2025 - Jun 13, 2025	-13.55% Mar 26, 2012 - Sep 7, 2012
#10	-5.85% Apr 29, 2011 - Jul 12, 2011	-13.54% May 8, 2006 - Nov 14, 2006
#11	-5.69% May 20, 2024 - Jul 16, 2024	-12.72% Jun 8, 2021 - Nov 5, 2021
#12	-5.33% Nov 8, 2010 - Dec 3, 2010	-11.13% Jul 3, 2014 - Nov 26, 2014
#13	-5.13% May 12, 2010 - Jun 17, 2010	-10.36% Sep 14, 2012 - Dec 20, 2012
#14	-4.89% Dec 26, 2025 - Jan 12, 2026	-10.25% Mar 12, 2021 - Jun 1, 2021
#15	-4.80% Mar 31, 2025 - Apr 10, 2025	-10.22% Mar 4, 2005 - Jun 15, 2005