VBR vs IAU
Comparison between VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF) and iShares Gold Trust (IAU, ETF).
5-Year PerformanceIAU has outperformed VBR, delivering a return of +17.5% compared to +9.7%
VBR vs IAU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VBR
$68B
IAU
$60B
Expense Ratio
Winner
VBR
0.05%
IAU
0.25%
Max Drawdown
VBR
64.05%
Winner
IAU
45.14%
Sharpe Ratio
Winner
VBR
1.25
IAU
0.71
5Y Beta
VBR
0.91
Winner
IAU
0.23
P/E Ratio
VBR
26.56
IAU
N/A
Forward P/E
VBR
13.86
IAU
N/A
5Y Dividends CAGR
VBR
13.45%
IAU
N/A
5Y EPS CAGR
VBR
9.28%
IAU
N/A
Debt to Equity
VBR
67.61%
IAU
N/A
P/S Ratio
VBR
1.24
IAU
N/A
P/B Ratio
VBR
2.05
IAU
N/A
VBR vs IAU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VBR
+2.38%
IAU
-2.51%
3M
Winner
VBR
+5.40%
IAU
-12.74%
6M
Winner
VBR
+8.35%
IAU
-15.46%
1Y
Winner
VBR
+24.44%
IAU
+19.86%
5Y(CAGR)
VBR
+9.73%
Winner
IAU
+17.47%
10Y(CAGR)
VBR
+10.63%
Winner
IAU
+11.56%
Max(CAGR)
VBR
+9.63%
Winner
IAU
+10.77%
VBR vs IAU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VBR | IAU |
|---|---|---|
| 2026 | +14.70% | -5.81% |
| 2025 | +9.44% | +61.73% |
| 2024 | +12.56% | +27.14% |
| 2023 | +16.36% | +11.90% |
| 2022 | -10.07% | +0.96% |
| 2021 | +30.18% | -6.17% |
| 2020 | +6.01% | +24.09% |
| 2019 | +22.50% | +17.89% |
| 2018 | -12.95% | -3.00% |
| 2017 | +10.98% | +12.10% |
| 2016 | +26.76% | +6.74% |
| 2015 | -4.44% | -11.04% |
| 2014 | +11.77% | -3.70% |
| 2013 | +32.77% | -28.76% |
| 2012 | +17.01% | +4.09% |
| 2011 | -5.79% | +10.20% |
| 2010 | +22.76% | +26.49% |
| 2009 | +29.07% | +24.34% |
| 2008 | -31.00% | +2.09% |
| 2007 | -7.16% | +32.34% |
| 2006 | +17.31% | +18.87% |
| 2005 | +7.83% | +21.17% |
| 2004 | +20.49% | N/A |
VBR vs IAU Drawdown Comparison
The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.
The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.
The current VBR drawdown is -0.94%. The current IAU drawdown is -24.37%.
| Rank | VBR | IAU |
|---|---|---|
| #1 | -61.99% Jun 4, 2007 - Feb 14, 2011 | -45.14% Aug 22, 2011 - Jul 27, 2020 |
| #2 | -45.28% Jan 16, 2020 - Nov 24, 2020 | -29.23% Mar 17, 2008 - Sep 16, 2009 |
| #3 | -27.93% Apr 29, 2011 - Sep 6, 2012 | -26.36% Jan 29, 2026 - Jul 16, 2026 |
| #4 | -24.19% Nov 25, 2024 - Dec 5, 2025 | -21.99% May 11, 2006 - Sep 18, 2007 |
| #5 | -23.49% Aug 29, 2018 - Jan 16, 2020 | -21.82% Aug 6, 2020 - Mar 4, 2024 |
| #6 | -21.21% Nov 8, 2021 - Dec 14, 2023 | -12.71% Dec 2, 2009 - May 11, 2010 |
| #7 | -20.53% Jun 23, 2015 - Jul 12, 2016 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #8 | -11.04% Jul 3, 2014 - Nov 24, 2014 | -8.13% Oct 30, 2024 - Jan 30, 2025 |
| #9 | -10.81% Apr 2, 2004 - Sep 16, 2004 | -8.03% Dec 6, 2010 - Mar 1, 2011 |
| #10 | -10.01% May 5, 2006 - Oct 12, 2006 | -7.50% Jun 18, 2010 - Sep 14, 2010 |
| #11 | -9.68% Jun 8, 2021 - Oct 25, 2021 | -7.15% Apr 21, 2025 - Jun 13, 2025 |
| #12 | -9.39% Aug 2, 2005 - Jan 5, 2006 | -6.76% Dec 12, 2005 - Jan 3, 2006 |
| #13 | -9.27% Jan 23, 2018 - Jun 5, 2018 | -6.61% Mar 11, 2005 - Aug 12, 2005 |
| #14 | -9.24% Sep 14, 2012 - Dec 20, 2012 | -6.13% Nov 7, 2007 - Dec 28, 2007 |
| #15 | -8.95% Mar 4, 2005 - Jun 14, 2005 | -5.90% Feb 2, 2006 - Mar 29, 2006 |
Correlation
Correlation between VBR and IAU is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
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