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AAAU vs. SPEM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AAAU vs. SPEM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs Physical Gold ETF (AAAU) and SPDR Portfolio Emerging Markets ETF (SPEM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AAAU achieves a 0.14% return, which is significantly lower than SPEM's 13.59% return.


AAAU

1D
2.60%
1M
-4.95%
YTD
0.14%
6M
0.28%
1Y
25.66%
3Y*
30.02%
5Y*
18.56%
10Y*

SPEM

1D
2.03%
1M
4.58%
YTD
13.59%
6M
15.58%
1Y
30.33%
3Y*
17.55%
5Y*
6.41%
10Y*
9.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAAU vs. SPEM - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
AAAU
Goldman Sachs Physical Gold ETF
0.14%64.06%26.91%12.96%-0.50%-4.01%25.02%18.17%8.28%
SPEM
SPDR Portfolio Emerging Markets ETF
13.59%25.63%11.40%10.51%-17.90%1.51%14.55%19.69%-6.65%

Correlation

The correlation between AAAU and SPEM is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.35

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

0.31

Correlation (All Time)
Calculated using the full available price history since Aug 15, 2018

0.23

The correlation between AAAU and SPEM shifts across timeframes, from 0.23 (all time) to 0.38 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

AAAU vs. SPEM — Risk / Return Rank

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

AAAU
AAAU Risk / Return Rank: 2727
Overall Rank
AAAU Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
AAAU Sortino Ratio Rank: 2626
Sortino Ratio Rank
AAAU Omega Ratio Rank: 3131
Omega Ratio Rank
AAAU Calmar Ratio Rank: 2424
Calmar Ratio Rank
AAAU Martin Ratio Rank: 2525
Martin Ratio Rank

SPEM
SPEM Risk / Return Rank: 6060
Overall Rank
SPEM Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SPEM Sortino Ratio Rank: 5858
Sortino Ratio Rank
SPEM Omega Ratio Rank: 6262
Omega Ratio Rank
SPEM Calmar Ratio Rank: 5959
Calmar Ratio Rank
SPEM Martin Ratio Rank: 5959
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.

AAAU vs. SPEM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Physical Gold ETF (AAAU) and SPDR Portfolio Emerging Markets ETF (SPEM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AAAUSPEMDifference
Sharpe ratioReturn per unit of total volatility

-0.88

Sortino ratioReturn per unit of downside risk

-1.17

Omega ratioGain probability vs. loss probability

1.20

1.34

-0.14

Calmar ratioReturn relative to maximum drawdown

1.06

2.68

-1.62

Martin ratioReturn relative to average drawdown

3.02

9.60

-6.58

AAAU vs. SPEM - Sharpe Ratio Comparison

The current AAAU Sharpe Ratio is 0.95, which is lower than the SPEM Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of AAAU and SPEM, 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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Drawdowns

AAAU vs. SPEM - Drawdown Comparison

The maximum AAAU drawdown since its inception was -24.38%, smaller than the maximum SPEM drawdown of -64.41%. Use the drawdown chart below to compare losses from any high point for AAAU and SPEM.


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Drawdown Indicators


AAAUSPEMDifference

Max Drawdown

Largest peak-to-trough decline

-24.38%

-64.41%

+40.03%

Max Drawdown (1Y)

Largest decline over 1 year

-24.38%

-11.36%

-13.02%

Max Drawdown (3Y)

Largest decline over 3 years

-24.38%

-17.62%

-6.76%

Max Drawdown (5Y)

Largest decline over 5 years

-24.38%

-31.75%

+7.37%

Max Drawdown (10Y)

Largest decline over 10 years

-36.06%

Current Drawdown

Current decline from peak

-19.92%

-0.41%

-19.51%

Average Drawdown

Average peak-to-trough decline

-6.24%

-14.73%

+8.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.54%

3.17%

+5.37%

Volatility

AAAU vs. SPEM - Volatility Comparison

Goldman Sachs Physical Gold ETF (AAAU) has a higher volatility of 8.35% compared to SPDR Portfolio Emerging Markets ETF (SPEM) at 7.16%. This indicates that AAAU's price experiences larger fluctuations and is considered to be riskier than SPEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AAAUSPEMDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.35%

7.16%

+1.19%

Volatility (6M)

Calculated over the trailing 6-month period

23.99%

14.34%

+9.65%

Volatility (1Y)

Calculated over the trailing 1-year period

27.22%

16.74%

+10.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.10%

17.29%

+0.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.15%

18.85%

-1.70%

AAAU vs. SPEM - Expense Ratio Comparison

AAAU has a 0.18% expense ratio, which is higher than SPEM's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

AAAU vs. SPEM - Dividend Comparison

AAAU has not paid dividends to shareholders, while SPEM's dividend yield for the trailing twelve months is around 2.44%.


PositionTTM20252024202320222021202020192018201720162015
AAAU
Goldman Sachs Physical Gold ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPEM
SPDR Portfolio Emerging Markets ETF
2.44%2.77%2.78%2.80%3.38%3.14%1.92%2.94%2.34%1.12%1.51%2.40%

Frequently Asked Questions


AAAU and SPEM have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AAAU has higher volatility (8.35%) compared to SPEM (7.16%). In terms of maximum drawdown, AAAU dropped -24.38% vs SPEM's -64.41%.

On 5-year performance, AAAU leads with 18.56% vs 6.41% for SPEM. On fees, SPEM is cheaper at 0.11% per year. On volatility, SPEM has been the lower-risk option at 7.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, AAAU has performed better with a 18.56% return vs 6.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPEM is cheaper with a 0.11% expense ratio, compared with 0.18% for AAAU.

SPEM has the higher dividend yield at 2.44%, compared with 0.00% for AAAU.

AAAU is categorized as Gold, while SPEM is Emerging Markets Equities. AAAU tracks LBMA Gold PM Price, while SPEM tracks S&P Emerging Markets BMI. They also come from different issuers: Goldman Sachs and State Street. Their fees differ too: 0.18% for AAAU and 0.11% for SPEM.

SPEM currently has the higher Sharpe Ratio (1.82 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AAAU and SPEM

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