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IAU vs SGOL: Performance & Backtest Comparison

IAU delivered the higher return - 8.54% CAGR vs 8.45% - over 2009-10-31 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

IAUSGOL
NameiShares Gold Trust Sharesabrdn Physical Gold Shares ETF
CAGR8.54%8.45%
Total return297.19%291.52%
Volatility16.61%16.61%
Max drawdown-42.59%Dec 2015-42.84%Dec 2015
Sharpe0.490.49
Sortino0.860.85
Best year63.95%63.99%
Worst year-28.25%-28.34%
Final balance$39,719$39,152

Correlation of monthly returns: 1.00. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, IAU or SGOL?

Over 2009-10-31 to 2026-07-31, IAU performed better: 8.54% annualized versus 8.45% for SGOL, with dividends reinvested. Past performance does not guarantee future results.

How similar are IAU and SGOL?

Their monthly returns have a correlation of 1.00 over the common period. IAU is iShares Gold Trust Shares; SGOL is abrdn Physical Gold Shares ETF.

Which is riskier, IAU or SGOL?

Over the common period IAU had 16.61% annualized volatility and a -42.59% max drawdown, versus 16.61% and -42.84% for SGOL.