SPLV vs IAUM

Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and iShares Gold Trust Micro (IAUM, ETF).

5-Year PerformanceIAUM has outperformed SPLV, delivering a return of +22.2% compared to +5.7%

SPLV vs IAUM - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	SPLV(ETF)	IAUM(ETF)
Net Assets	$7.20B	$7.20B
Expense Ratio	0.25%	0.09%
Max Drawdown	36.56%	20.87%
Sharpe Ratio	-0.10	1.40
5Y Beta	0.35	0.18
P/E Ratio	22.01	N/A
Forward P/E	20.53	N/A
PEG Ratio	0.89	N/A
5Y Dividends CAGR	7.67%	N/A
5Y EPS CAGR	11.39%	N/A
Debt to Equity	59.46%	N/A
P/S Ratio	2.41	N/A
P/B Ratio	2.96	N/A

Net Assets

SPLV

$7.20B

IAUM

$7.20B

Expense Ratio

SPLV

0.25%

Winner

IAUM

0.09%

Max Drawdown

SPLV

36.56%

Winner

IAUM

20.87%

Sharpe Ratio

SPLV

-0.10

Winner

IAUM

1.40

5Y Beta

SPLV

0.35

Winner

IAUM

0.18

P/E Ratio

SPLV

22.01

IAUM

N/A

Forward P/E

SPLV

20.53

IAUM

N/A

PEG Ratio

SPLV

0.89

IAUM

N/A

5Y Dividends CAGR

SPLV

7.67%

IAUM

N/A

5Y EPS CAGR

SPLV

11.39%

IAUM

N/A

Debt to Equity

SPLV

59.46%

IAUM

N/A

P/S Ratio

SPLV

2.41

IAUM

N/A

P/B Ratio

SPLV

2.96

IAUM

N/A

SPLV vs IAUM - Historical Returns

Returns include dividend reinvestment.

Period	SPLV	IAUM
1 month	-1.76%	-1.12%
3 months	-3.60%	-6.88%
6 months	+1.88%	+12.58%
1 year	+3.13%	+44.20%
5 years(CAGR)	+5.74%	+22.17%
10 years(CAGR)	+8.27%	N/A
Max(CAGR)	+9.94%	+22.17%

SPLV

-1.76%

Winner

IAUM

-1.12%

Winner

SPLV

-3.60%

IAUM

-6.88%

SPLV

+1.88%

Winner

IAUM

+12.58%

SPLV

+3.13%

Winner

IAUM

+44.20%

5Y(CAGR)

SPLV

+5.74%

Winner

IAUM

+22.17%

10Y(CAGR)

SPLV

+8.27%

IAUM

N/A

Max(CAGR)

SPLV

+9.94%

Winner

IAUM

+22.17%

SPLV vs IAUM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPLV	IAUM
2026	+2.87%	+8.20%
2025	+4.53%	+62.10%
2024	+12.93%	+27.35%
2023	+0.57%	+12.14%
2022	-3.95%	+1.05%
2021	+25.59%	+3.87%
2020	-0.65%	N/A
2019	+29.84%	N/A
2018	+0.54%	N/A
2017	+17.18%	N/A
2016	+11.86%	N/A
2015	+3.90%	N/A
2014	+18.78%	N/A
2013	+20.63%	N/A
2012	+10.55%	N/A
2011	+6.95%	N/A

SPLV vs IAUM Drawdown Comparison

The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.

The maximum drawdown for IAUM was -20.87%, occurring on Sep 26, 2022. Recovery took 437 trading sessions.

The current SPLV drawdown is -5.76%. The current IAUM drawdown is -13.14%.

Rank	SPLV	IAUM
#1	-36.25% Feb 14, 2020 - Apr 21, 2021	-20.87% Mar 8, 2022 - Dec 1, 2023
#2	-17.26% Apr 20, 2022 - Jun 24, 2024	-19.15% Jan 29, 2026 - Mar 26, 2026
#3	-12.49% Jul 7, 2011 - Oct 27, 2011	-10.05% Oct 20, 2025 - Dec 22, 2025
#4	-11.51% Dec 3, 2018 - Feb 8, 2019	-8.09% Oct 30, 2024 - Jan 30, 2025
#5	-11.30% Aug 18, 2015 - Oct 28, 2015	-7.14% Apr 21, 2025 - Jun 13, 2025
#6	-9.10% Mar 3, 2025 - Aug 20, 2025	-5.74% May 20, 2024 - Jul 16, 2024
#7	-9.02% Dec 31, 2021 - Apr 6, 2022	-5.69% Jul 29, 2021 - Nov 9, 2021
#8	-8.91% Jan 26, 2018 - Jul 26, 2018	-5.25% Nov 12, 2021 - Feb 14, 2022
#9	-8.59% Nov 29, 2024 - Mar 3, 2025	-4.88% Mar 31, 2025 - Apr 10, 2025
#10	-7.72% Jul 22, 2016 - Feb 16, 2017	-4.85% Dec 26, 2025 - Jan 12, 2026
#11	-7.52% Dec 29, 2015 - Mar 11, 2016	-4.79% Jun 13, 2025 - Aug 29, 2025
#12	-7.13% May 17, 2013 - Jul 18, 2013	-4.40% Dec 1, 2023 - Dec 27, 2023
#13	-6.64% Mar 2, 2026 - Mar 27, 2026	-4.38% Jul 16, 2024 - Aug 12, 2024
#14	-6.02% Sep 13, 2018 - Nov 30, 2018	-4.23% Apr 16, 2024 - May 17, 2024
#15	-6.02% Oct 27, 2011 - Dec 20, 2011	-4.15% Dec 27, 2023 - Mar 1, 2024