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XLF vs IAU

Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF) and iShares Gold Trust (IAU, ETF).

5-Year PerformanceIAU has outperformed XLF, delivering a return of +20.7% compared to +10.7%

XLF vs IAU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLF
$58B
Winner
IAU
$60B
Expense Ratio
Winner
XLF
0.08%
IAU
0.25%
Max Drawdown
XLF
83.75%
Winner
IAU
45.14%
Sharpe Ratio
XLF
0.49
Winner
IAU
1.13
5Y Beta
XLF
0.78
Winner
IAU
0.23
P/E Ratio
XLF
16.99
IAU
N/A
Forward P/E
XLF
16.35
IAU
N/A
PEG Ratio
XLF
0.56
IAU
N/A
5Y Dividends CAGR
XLF
6.07%
IAU
N/A
5Y EPS CAGR
XLF
12.13%
IAU
N/A
Debt to Equity
XLF
81.82%
IAU
N/A
P/S Ratio
XLF
3.62
IAU
N/A
P/B Ratio
XLF
2.45
IAU
N/A

XLF vs IAU - Historical Returns

Returns include dividend reinvestment.

1M
XLF
+2.44%
Winner
IAU
+12.98%
3M
Winner
XLF
+11.50%
IAU
+1.59%
6M
Winner
XLF
+10.45%
IAU
-9.55%
1Y
XLF
+10.75%
Winner
IAU
+37.98%
5Y(CAGR)
XLF
+10.70%
Winner
IAU
+20.66%
10Y(CAGR)
Winner
XLF
+13.50%
IAU
+12.89%
Max(CAGR)
XLF
+5.98%
Winner
IAU
+11.36%

XLF vs IAU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLFIAU
2026+5.54%+6.41%
2025+15.17%+61.73%
2024+29.99%+27.14%
2023+11.63%+11.90%
2022-11.69%+0.96%
2021+36.68%-6.17%
2020-2.62%+24.09%
2019+30.78%+17.89%
2018-13.07%-3.00%
2017+20.65%+12.10%
2016+24.85%+6.74%
2015-1.74%-11.04%
2014+15.69%-3.70%
2013+31.71%-28.76%
2012+25.14%+4.09%
2011-18.93%+10.20%
2010+9.70%+26.49%
2009+16.31%+24.34%
2008-54.06%+2.09%
2007-19.59%+32.34%
2006+17.23%+18.87%
2005+6.58%+21.17%
2004+11.02%N/A
2003+25.90%N/A
2002-14.65%N/A
2001-6.80%N/A
2000+30.76%N/A
1999-5.52%N/A

XLF vs IAU Drawdown Comparison

The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.

The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.

The current XLF drawdown is -1.34%. The current IAU drawdown is -14.55%.

RankXLFIAU
#1-82.72%
Jun 1, 2007 - Jul 25, 2017
-45.14%
Aug 22, 2011 - Jul 27, 2020
#2-42.83%
Feb 14, 2020 - Jan 6, 2021
-29.23%
Mar 17, 2008 - Sep 16, 2009
#3-36.64%
Jan 3, 2001 - Jan 15, 2004
-26.36%
Jan 29, 2026 - Jul 16, 2026
#4-25.82%
Jan 12, 2022 - Feb 22, 2024
-21.99%
May 11, 2006 - Sep 18, 2007
#5-25.34%
Nov 16, 1999 - Jun 2, 2000
-21.82%
Aug 6, 2020 - Mar 4, 2024
#6-24.66%
Jan 26, 2018 - Nov 4, 2019
-12.71%
Dec 2, 2009 - May 11, 2010
#7-15.55%
Feb 19, 2025 - Jun 27, 2025
-10.05%
Oct 20, 2025 - Dec 22, 2025
#8-14.80%
Jan 6, 2026 - Jul 6, 2026
-8.13%
Oct 30, 2024 - Jan 30, 2025
#9-14.09%
Sep 11, 2000 - Dec 26, 2000
-8.03%
Dec 6, 2010 - Mar 1, 2011
#10-11.52%
Jun 2, 2000 - Aug 4, 2000
-7.50%
Jun 18, 2010 - Sep 14, 2010
#11-10.19%
Mar 5, 2004 - Dec 1, 2004
-7.15%
Apr 21, 2025 - Jun 13, 2025
#12-9.13%
Feb 15, 2005 - Jul 14, 2005
-6.76%
Dec 12, 2005 - Jan 3, 2006
#13-8.42%
Jun 4, 2021 - Aug 10, 2021
-6.61%
Mar 11, 2005 - Aug 12, 2005
#14-8.32%
Feb 20, 2007 - May 9, 2007
-6.13%
Nov 7, 2007 - Dec 28, 2007
#15-7.98%
Jan 14, 2021 - Feb 12, 2021
-5.90%
Feb 2, 2006 - Mar 29, 2006

Correlation

Correlation between XLF and IAU is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

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