SGOL vs SPY

Comparison between abrdn Physical Gold Shares ETF (SGOL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSGOL has outperformed SPY, delivering a return of +19.6% compared to +13.3%

SGOL vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGOL(ETF)	SPY(ETF)
Net Assets	$6.70B	$781B
Expense Ratio	0.17%	0.09%
Max Drawdown	45.51%	56.47%
Sharpe Ratio	0.90	1.42
5Y Beta	0.22	1.00
P/E Ratio	N/A	26.48
Forward P/E	N/A	20.90
PEG Ratio	N/A	0.30
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	N/A	26.40%
Debt to Equity	N/A	48.17%
P/S Ratio	N/A	3.72
P/B Ratio	N/A	5.55

Net Assets

SGOL

$6.70B

Winner

SPY

$781B

Expense Ratio

SGOL

0.17%

Winner

SPY

0.09%

Max Drawdown

Winner

SGOL

45.51%

SPY

56.47%

Sharpe Ratio

SGOL

0.90

Winner

SPY

1.42

5Y Beta

Winner

SGOL

0.22

SPY

1.00

P/E Ratio

SGOL

N/A

SPY

26.48

Forward P/E

SGOL

N/A

SPY

20.90

PEG Ratio

SGOL

N/A

SPY

0.30

5Y Dividends CAGR

SGOL

N/A

SPY

6.00%

5Y EPS CAGR

SGOL

N/A

SPY

26.40%

Debt to Equity

SGOL

N/A

SPY

48.17%

P/S Ratio

SGOL

N/A

SPY

3.72

P/B Ratio

SGOL

N/A

SPY

5.55

SGOL vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SGOL	SPY
1 month	+5.54%	+3.42%
3 months	-7.64%	+5.97%
6 months	-12.36%	+12.56%
1 year	+27.54%	+23.65%
5 years(CAGR)	+19.57%	+13.33%
10 years(CAGR)	+12.27%	+15.34%
Max(CAGR)	+8.82%	+8.61%

Winner

SGOL

+5.54%

SPY

+3.42%

SGOL

-7.64%

Winner

SPY

+5.97%

SGOL

-12.36%

Winner

SPY

+12.56%

Winner

SGOL

+27.54%

SPY

+23.65%

5Y(CAGR)

Winner

SGOL

+19.57%

SPY

+13.33%

10Y(CAGR)

SGOL

+12.27%

Winner

SPY

+15.34%

Max(CAGR)

Winner

SGOL

+8.82%

SPY

+8.61%

SGOL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SGOL	SPY
2026	+0.17%	+13.79%
2025	+61.80%	+18.00%
2024	+27.29%	+25.59%
2023	+12.16%	+26.72%
2022	+0.98%	-18.64%
2021	-6.05%	+30.52%
2020	+24.27%	+17.28%
2019	+18.07%	+31.09%
2018	-3.08%	-5.24%
2017	+12.01%	+20.78%
2016	+6.54%	+13.59%
2015	-11.03%	+1.31%
2014	-3.67%	+14.56%
2013	-28.85%	+29.00%
2012	+3.87%	+14.17%
2011	+10.17%	+0.85%
2010	+26.32%	+13.14%
2009	+10.54%	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SGOL vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SGOL drawdown is -19.57%.

Rank	SGOL	SPY
#1	-45.51% Aug 22, 2011 - Jul 28, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-26.32% Jan 29, 2026 - Jul 16, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-21.56% Aug 6, 2020 - Dec 27, 2023	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-12.65% Dec 2, 2009 - May 11, 2010	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-10.06% Oct 20, 2025 - Dec 22, 2025	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-8.11% Oct 30, 2024 - Jan 30, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-8.07% Dec 6, 2010 - Mar 1, 2011	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-7.61% Jun 18, 2010 - Sep 14, 2010	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-7.13% Apr 21, 2025 - Jun 13, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-5.85% Apr 29, 2011 - Jul 12, 2011	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-5.69% May 20, 2024 - Jul 16, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-5.33% Nov 8, 2010 - Dec 3, 2010	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-5.13% May 12, 2010 - Jun 17, 2010	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.89% Dec 26, 2025 - Jan 12, 2026	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.80% Mar 31, 2025 - Apr 10, 2025	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SGOL and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

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SGOL vs SPY

SGOL vs SPY - Performance Comparison

Key Characteristics

SGOL vs SPY - Historical Returns

SGOL vs SPY - Annual Returns (1999 - 2026)

SGOL vs SPY Drawdown Comparison

Correlation

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