AAPL vs. IAUM
AAPL (Apple Inc) is a stock, while IAUM (iShares Gold Trust Micro) is Gold fund tracking the LBMA Gold Price PM. Over the past 3 years, AAPL returned 20.25%/yr vs 29.97%/yr for IAUM. At a 0.03 correlation, their price movements are largely independent.
Performance
AAPL vs. IAUM - Performance Comparison
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Returns By Period
In the year-to-date period, AAPL achieves a 13.26% return, which is significantly higher than IAUM's 0.07% return.
AAPL
- 1D
- -1.25%
- 1M
- 7.00%
- YTD
- 13.26%
- 6M
- 10.45%
- 1Y
- 53.80%
- 3Y*
- 20.25%
- 5Y*
- 20.16%
- 10Y*
- 29.85%
IAUM
- 1D
- -3.63%
- 1M
- -8.02%
- YTD
- 0.07%
- 6M
- 2.72%
- 1Y
- 28.61%
- 3Y*
- 29.97%
- 5Y*
- —
- 10Y*
- —
AAPL vs. IAUM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AAPL Apple Inc | 13.26% | 9.05% | 30.71% | 49.01% | -26.40% | 30.64% |
IAUM iShares Gold Trust Micro | 0.07% | 64.27% | 27.04% | 13.12% | -0.49% | 3.87% |
Correlation
The correlation between AAPL and IAUM is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021 | 0.03 |
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Return for Risk
AAPL vs. IAUM — Risk / Return Rank
AAPL
IAUM
AAPL vs. IAUM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and iShares Gold Trust Micro (IAUM). 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.
| AAPL | IAUM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.22 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.92 | 1.44 | +2.48 |
| Martin ratioReturn relative to average drawdown | 9.86 | 3.64 | +6.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAPL | IAUM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.42 | 1.08 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.04 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 1.11 | -0.67 |
Drawdowns
AAPL vs. IAUM - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than IAUM's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for AAPL and IAUM.
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Drawdown Indicators
| AAPL | IAUM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -20.87% | -60.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -20.02% | +6.22% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -20.02% | -13.34% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | — | — |
Current DrawdownCurrent decline from peak | -2.49% | -20.02% | +17.53% |
Average DrawdownAverage peak-to-trough decline | -29.61% | -5.32% | -24.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.47% | 7.88% | -2.41% |
Volatility
AAPL vs. IAUM - Volatility Comparison
The current volatility for Apple Inc (AAPL) is 5.23%, while iShares Gold Trust Micro (IAUM) has a volatility of 5.63%. This indicates that AAPL experiences smaller price fluctuations and is considered to be less risky than IAUM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL | IAUM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 5.63% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 15.92% | 23.20% | -7.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.35% | 26.56% | -4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.45% | 17.93% | +9.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.89% | 17.93% | +10.96% |
Dividends
AAPL vs. IAUM - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.34%, while IAUM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.34% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
IAUM iShares Gold Trust Micro | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AAPL and IAUM have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IAUM has higher volatility (5.63%) compared to AAPL (5.23%). In terms of maximum drawdown, AAPL dropped -81.80% vs IAUM's -20.87%.
AAPL currently has the higher Sharpe Ratio (2.42 vs 1.08), 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.
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