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4GLD.DE vs. IS0E.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

4GLD.DE vs. IS0E.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xetra-Gold (4GLD.DE) and iShares Gold Producers UCITS ETF (IS0E.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, 4GLD.DE achieves a 2.80% return, which is significantly higher than IS0E.DE's -0.06% return. Both investments have delivered pretty close results over the past 10 years, with 4GLD.DE having a 13.36% annualized return and IS0E.DE not far ahead at 13.92%.


4GLD.DE

1D
0.57%
1M
-1.56%
YTD
2.80%
6M
6.42%
1Y
30.27%
3Y*
28.18%
5Y*
19.85%
10Y*
13.36%

IS0E.DE

1D
0.88%
1M
0.42%
YTD
-0.06%
6M
7.80%
1Y
59.37%
3Y*
38.14%
5Y*
19.77%
10Y*
13.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

4GLD.DE vs. IS0E.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
4GLD.DE
Xetra-Gold
2.80%49.32%34.57%9.32%7.12%4.03%13.05%21.25%3.20%-1.67%
IS0E.DE
iShares Gold Producers UCITS ETF
-0.06%129.59%18.76%6.29%-3.80%-3.04%13.47%44.05%-4.38%-6.00%

Correlation

The correlation between 4GLD.DE and IS0E.DE is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.77

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (5Y)
Calculated over the trailing 5-year period

0.72

Correlation (10Y)
Calculated over the trailing 10-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2012

0.72

The correlation between 4GLD.DE and IS0E.DE has been stable across timeframes, ranging from 0.71 to 0.77 - a consistent structural relationship.

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Return for Risk

4GLD.DE vs. IS0E.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

4GLD.DE
4GLD.DE Risk / Return Rank: 3636
Overall Rank
4GLD.DE Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
4GLD.DE Sortino Ratio Rank: 3434
Sortino Ratio Rank
4GLD.DE Omega Ratio Rank: 4040
Omega Ratio Rank
4GLD.DE Calmar Ratio Rank: 3838
Calmar Ratio Rank
4GLD.DE Martin Ratio Rank: 3232
Martin Ratio Rank

IS0E.DE
IS0E.DE Risk / Return Rank: 3737
Overall Rank
IS0E.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
IS0E.DE Sortino Ratio Rank: 3333
Sortino Ratio Rank
IS0E.DE Omega Ratio Rank: 3737
Omega Ratio Rank
IS0E.DE Calmar Ratio Rank: 4545
Calmar Ratio Rank
IS0E.DE Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

4GLD.DE vs. IS0E.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xetra-Gold (4GLD.DE) and iShares Gold Producers UCITS ETF (IS0E.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


4GLD.DEIS0E.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.26

1.24

+0.01

Calmar ratioReturn relative to maximum drawdown

1.82

2.17

-0.35

Martin ratioReturn relative to average drawdown

4.63

5.45

-0.83

4GLD.DE vs. IS0E.DE - Sharpe Ratio Comparison

The current 4GLD.DE Sharpe Ratio is 1.31, which is comparable to the IS0E.DE Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of 4GLD.DE and IS0E.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


4GLD.DEIS0E.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

1.24

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.23

0.58

+0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.92

0.43

+0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.18

+0.47

Drawdowns

4GLD.DE vs. IS0E.DE - Drawdown Comparison

The maximum 4GLD.DE drawdown since its inception was -36.79%, smaller than the maximum IS0E.DE drawdown of -71.63%. Use the drawdown chart below to compare losses from any high point for 4GLD.DE and IS0E.DE.


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Drawdown Indicators


4GLD.DEIS0E.DEDifference

Max Drawdown

Largest peak-to-trough decline

-36.79%

-71.63%

+34.84%

Max Drawdown (1Y)

Largest decline over 1 year

-16.54%

-27.26%

+10.72%

Max Drawdown (3Y)

Largest decline over 3 years

-16.54%

-27.26%

+10.72%

Max Drawdown (5Y)

Largest decline over 5 years

-16.54%

-38.03%

+21.49%

Max Drawdown (10Y)

Largest decline over 10 years

-18.23%

-45.62%

+27.39%

Current Drawdown

Current decline from peak

-14.95%

-22.93%

+7.98%

Average Drawdown

Average peak-to-trough decline

-11.83%

-33.74%

+21.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.52%

10.85%

-4.33%

Volatility

4GLD.DE vs. IS0E.DE - Volatility Comparison

The current volatility for Xetra-Gold (4GLD.DE) is 5.09%, while iShares Gold Producers UCITS ETF (IS0E.DE) has a volatility of 12.84%. This indicates that 4GLD.DE experiences smaller price fluctuations and is considered to be less risky than IS0E.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


4GLD.DEIS0E.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.09%

12.84%

-7.75%

Volatility (6M)

Calculated over the trailing 6-month period

20.09%

33.62%

-13.53%

Volatility (1Y)

Calculated over the trailing 1-year period

23.06%

47.58%

-24.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.00%

33.83%

-17.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.37%

32.53%

-18.16%

4GLD.DE vs. IS0E.DE - Expense Ratio Comparison

4GLD.DE has a 0.00% expense ratio, which is lower than IS0E.DE's 0.55% expense ratio.


Dividends

4GLD.DE vs. IS0E.DE - Dividend Comparison

Neither 4GLD.DE nor IS0E.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


4GLD.DE and IS0E.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, 4GLD.DE is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

4GLD.DE is cheaper with a 0.00% expense ratio, compared with 0.55% for IS0E.DE.

4GLD.DE is categorized as Gold, while IS0E.DE is Precious Metals. 4GLD.DE tracks LBMA Gold Price, while IS0E.DE tracks S&P Commodity Producers Gold. They also come from different issuers: Deutsche Börse Commodities and iShares. Their fees differ too: 0.00% for 4GLD.DE and 0.55% for IS0E.DE.

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