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XLP vs PHYS

Comparison between STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP, ETF) and Sprott Physical Gold Trust (PHYS, ETF).

5-Year PerformancePHYS has outperformed XLP, delivering a return of +18.6% compared to +6.5%

XLP vs PHYS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLP
$15B
Winner
PHYS
$15B
Expense Ratio
XLP
0.08%
PHYS
N/A
Max Drawdown
Winner
XLP
37.82%
PHYS
48.16%
Sharpe Ratio
XLP
0.29
Winner
PHYS
0.84
5Y Beta
Winner
XLP
0.17
PHYS
0.22
P/E Ratio
XLP
29.68
PHYS
N/A
Forward P/E
XLP
20.46
PHYS
N/A
PEG Ratio
XLP
1.23
PHYS
N/A
5Y Dividends CAGR
XLP
4.54%
PHYS
N/A
5Y EPS CAGR
XLP
9.71%
PHYS
N/A
Debt to Equity
XLP
111.98%
PHYS
N/A
P/S Ratio
XLP
1.35
PHYS
N/A
P/B Ratio
XLP
5.10
PHYS
N/A

XLP vs PHYS - Historical Returns

Returns include dividend reinvestment.

1M
XLP
+0.31%
Winner
PHYS
+6.00%
3M
Winner
XLP
+2.07%
PHYS
-7.67%
6M
Winner
XLP
-1.98%
PHYS
-11.90%
1Y
XLP
+6.39%
Winner
PHYS
+26.04%
5Y(CAGR)
XLP
+6.48%
Winner
PHYS
+18.64%
10Y(CAGR)
XLP
+7.40%
Winner
PHYS
+11.45%
Max(CAGR)
XLP
+7.22%
Winner
PHYS
+7.78%

XLP vs PHYS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLPPHYS
2026+10.95%-0.78%
2025+1.83%+61.55%
2024+10.94%+26.91%
2023-0.45%+11.79%
2022-0.82%-0.21%
2021+18.48%-6.08%
2020+11.03%+22.88%
2019+28.18%+17.45%
2018-7.50%-3.73%
2017+12.57%+12.06%
2016+6.33%+6.10%
2015+7.20%-11.10%
2014+17.17%-3.65%
2013+23.13%-30.59%
2012+10.84%+0.42%
2011+13.92%+12.56%
2010+12.93%+28.73%
2009+12.35%N/A
2008-13.79%N/A
2007+11.96%N/A
2006+14.03%N/A
2005+2.84%N/A
2004+8.95%N/A
2003+9.08%N/A
2002-19.81%N/A
2001-8.72%N/A
2000+27.10%N/A
1999-7.17%N/A

XLP vs PHYS Drawdown Comparison

The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.

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

The current XLP drawdown is -4.24%. The current PHYS drawdown is -19.69%.

RankXLPPHYS
#1-35.89%
Dec 28, 2000 - Oct 26, 2006
-48.16%
Aug 22, 2011 - Mar 6, 2024
#2-32.39%
Sep 12, 2008 - Mar 17, 2010
-26.75%
Jan 29, 2026 - Jun 24, 2026
#3-26.38%
Nov 24, 1999 - Jul 5, 2000
-15.31%
May 14, 2010 - Mar 1, 2011
#4-24.50%
Feb 14, 2020 - Aug 12, 2020
-11.08%
Oct 20, 2025 - Dec 22, 2025
#5-16.32%
Apr 20, 2022 - Mar 28, 2024
-9.91%
Apr 29, 2011 - Jul 12, 2011
#6-16.11%
Jan 26, 2018 - Apr 17, 2019
-9.23%
Oct 30, 2024 - Feb 3, 2025
#7-11.94%
May 19, 2011 - Dec 6, 2011
-7.71%
Apr 21, 2025 - Jun 13, 2025
#8-10.07%
Aug 5, 2015 - Oct 22, 2015
-5.66%
Apr 2, 2025 - Apr 10, 2025
#9-9.69%
Feb 27, 2026 - Mar 20, 2026
-5.62%
May 20, 2024 - Jul 16, 2024
#10-9.24%
Jul 13, 2016 - Feb 22, 2017
-4.92%
Dec 26, 2025 - Jan 12, 2026
#11-9.01%
Dec 10, 2007 - Sep 8, 2008
-4.90%
Jul 22, 2025 - Aug 29, 2025
#12-8.88%
Mar 23, 2010 - Sep 20, 2010
-4.87%
Jun 13, 2025 - Jul 22, 2025
#13-8.53%
Aug 20, 2025 - Jan 14, 2026
-4.38%
Apr 16, 2024 - May 17, 2024
#14-8.36%
Sep 16, 2024 - Feb 25, 2025
-4.24%
Jul 16, 2024 - Aug 12, 2024
#15-8.19%
Feb 25, 2025 - Aug 12, 2025
-4.15%
Mar 7, 2011 - Apr 18, 2011

Correlation

Correlation between XLP and PHYS is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

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