USIG vs PHYS

Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and Sprott Physical Gold Trust (PHYS, ETF).

5-Year PerformancePHYS has outperformed USIG, delivering a return of +19.8% compared to +0.8%

USIG vs PHYS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USIG(ETF)	PHYS(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.04%	N/A
Max Drawdown	24.90%	48.16%
Sharpe Ratio	0.65	1.20
5Y Beta	0.10	0.17
5Y Dividends CAGR	9.69%	N/A

Net Assets

USIG

$17B

Winner

PHYS

$17B

Expense Ratio

USIG

0.04%

PHYS

N/A

Max Drawdown

Winner

USIG

24.90%

PHYS

48.16%

Sharpe Ratio

USIG

0.65

Winner

PHYS

1.20

5Y Beta

Winner

USIG

0.10

PHYS

0.17

5Y Dividends CAGR

USIG

9.69%

PHYS

N/A

USIG vs PHYS - Historical Returns

Returns include dividend reinvestment.

Period	USIG	PHYS
1 month	+0.28%	+0.00%
3 months	+0.02%	-7.11%
6 months	+1.20%	+17.69%
1 year	+6.91%	+41.89%
5 years(CAGR)	+0.82%	+19.82%
10 years(CAGR)	+2.68%	+12.98%
Max(CAGR)	+3.96%	+8.47%

Winner

USIG

+0.28%

PHYS

+0.00%

Winner

USIG

+0.02%

PHYS

-7.11%

USIG

+1.20%

Winner

PHYS

+17.69%

USIG

+6.91%

Winner

PHYS

+41.89%

5Y(CAGR)

USIG

+0.82%

Winner

PHYS

+19.82%

10Y(CAGR)

USIG

+2.68%

Winner

PHYS

+12.98%

Max(CAGR)

USIG

+3.96%

Winner

PHYS

+8.47%

USIG vs PHYS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USIG	PHYS
2026	+0.70%	+8.06%
2025	+7.86%	+61.55%
2024	+3.06%	+26.91%
2023	+7.57%	+11.79%
2022	-14.62%	-0.21%
2021	-1.05%	-6.08%
2020	+9.20%	+22.88%
2019	+13.82%	+17.45%
2018	-1.91%	-3.73%
2017	+5.66%	+12.06%
2016	+5.33%	+6.10%
2015	-1.76%	-11.10%
2014	+7.98%	-3.65%
2013	-2.51%	-30.59%
2012	+7.70%	+0.42%
2011	+9.02%	+12.56%
2010	+7.81%	+28.73%
2009	+11.22%	N/A
2008	-0.75%	N/A
2007	+4.73%	N/A

USIG vs PHYS Drawdown Comparison

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

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

The current USIG drawdown is -0.84%. The current PHYS drawdown is -12.53%.

Rank	USIG	PHYS
#1	-22.21% Feb 5, 2008 - Jun 3, 2009	-48.16% Aug 22, 2011 - Mar 6, 2024
#2	-21.45% Sep 22, 2021 - Oct 14, 2025	-19.35% Jan 29, 2026 - Mar 26, 2026
#3	-18.88% Mar 6, 2020 - Jun 30, 2020	-15.31% May 14, 2010 - Mar 1, 2011
#4	-7.07% May 2, 2013 - May 1, 2014	-11.08% Oct 20, 2025 - Dec 22, 2025
#5	-5.24% Dec 31, 2020 - Jul 28, 2021	-9.91% Apr 29, 2011 - Jul 12, 2011
#6	-5.04% Aug 29, 2016 - Jun 14, 2017	-9.23% Oct 30, 2024 - Feb 3, 2025
#7	-4.96% Jan 30, 2015 - Apr 5, 2016	-7.71% Apr 21, 2025 - Jun 13, 2025
#8	-4.68% Oct 7, 2010 - May 5, 2011	-5.66% Apr 2, 2025 - Apr 10, 2025
#9	-4.06% Dec 15, 2017 - Feb 8, 2019	-5.62% May 20, 2024 - Jul 16, 2024
#10	-3.19% Mar 7, 2007 - Sep 5, 2007	-4.92% Dec 26, 2025 - Jan 12, 2026
#11	-2.79% Feb 23, 2026 - Mar 27, 2026	-4.90% Jul 22, 2025 - Aug 29, 2025
#12	-2.78% Nov 26, 2007 - Jan 7, 2008	-4.87% Jun 13, 2025 - Jul 22, 2025
#13	-2.50% Aug 28, 2019 - Oct 4, 2019	-4.38% Apr 16, 2024 - May 17, 2024
#14	-2.44% Aug 4, 2011 - Sep 2, 2011	-4.24% Jul 16, 2024 - Aug 12, 2024
#15	-2.43% Aug 6, 2020 - Nov 23, 2020	-4.15% Mar 7, 2011 - Apr 18, 2011