AUMI vs. IAU
Compare and contrast key facts about Themes Gold Miners ETF (AUMI) and iShares Gold Trust (IAU).
AUMI and IAU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AUMI is a passively managed fund by Themes that tracks the performance of the Solactive Global Pure Gold Miners Index. It was launched on Dec 12, 2023. IAU is a passively managed fund by iShares that tracks the performance of the Gold Bullion. It was launched on Jan 28, 2005. Both AUMI and IAU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AUMI or IAU.
Correlation
The correlation between AUMI and IAU is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AUMI vs. IAU - Performance Comparison
Key characteristics
AUMI:
1.52
IAU:
2.10
AUMI:
2.02
IAU:
2.75
AUMI:
1.25
IAU:
1.36
AUMI:
2.91
IAU:
3.90
AUMI:
7.26
IAU:
10.61
AUMI:
7.12%
IAU:
2.99%
AUMI:
33.80%
IAU:
15.09%
AUMI:
-17.71%
IAU:
-45.14%
AUMI:
-8.15%
IAU:
-4.03%
Returns By Period
In the year-to-date period, AUMI achieves a 7.66% return, which is significantly higher than IAU's 2.06% return.
AUMI
7.66%
4.88%
7.43%
45.72%
N/A
N/A
IAU
2.06%
1.10%
8.29%
30.40%
11.26%
7.44%
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AUMI vs. IAU - Expense Ratio Comparison
AUMI has a 0.35% expense ratio, which is higher than IAU's 0.25% expense ratio.
Risk-Adjusted Performance
AUMI vs. IAU — Risk-Adjusted Performance Rank
AUMI
IAU
AUMI vs. IAU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes Gold Miners ETF (AUMI) and iShares Gold Trust (IAU). 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.
Dividends
AUMI vs. IAU - Dividend Comparison
AUMI's dividend yield for the trailing twelve months is around 1.71%, while IAU has not paid dividends to shareholders.
| TTM | 2024 | |
|---|---|---|
AUMI Themes Gold Miners ETF | 1.71% | 1.84% |
IAU iShares Gold Trust | 0.00% | 0.00% |
Drawdowns
AUMI vs. IAU - Drawdown Comparison
The maximum AUMI drawdown since its inception was -17.71%, smaller than the maximum IAU drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for AUMI and IAU. For additional features, visit the drawdowns tool.
Volatility
AUMI vs. IAU - Volatility Comparison
Themes Gold Miners ETF (AUMI) has a higher volatility of 8.93% compared to iShares Gold Trust (IAU) at 4.04%. This indicates that AUMI's price experiences larger fluctuations and is considered to be riskier than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.