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BAR vs. GDXW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BAR vs. GDXW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GraniteShares Gold Trust (BAR) and Roundhill Gold Miners Weeklypay ETF (GDXW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BAR achieves a -4.82% return, which is significantly higher than GDXW's -15.08% return.


BAR

1D
-1.94%
1M
-8.92%
YTD
-4.82%
6M
-8.73%
1Y
21.40%
3Y*
28.63%
5Y*
18.08%
10Y*

GDXW

1D
-5.53%
1M
-11.11%
YTD
-15.08%
6M
-20.16%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAR vs. GDXW - Yearly Performance Comparison


2026 (YTD)2025
BAR
GraniteShares Gold Trust
-4.82%9.28%
GDXW
Roundhill Gold Miners Weeklypay ETF
-15.08%25.26%

Correlation

The correlation between BAR and GDXW is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 30, 2025

0.83

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Return for Risk

BAR vs. GDXW — Risk / Return Rank

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

BAR
BAR Risk / Return Rank: 2222
Overall Rank
BAR Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
BAR Sortino Ratio Rank: 2121
Sortino Ratio Rank
BAR Omega Ratio Rank: 2525
Omega Ratio Rank
BAR Calmar Ratio Rank: 2020
Calmar Ratio Rank
BAR Martin Ratio Rank: 2121
Martin Ratio Rank

GDXW

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

BAR vs. GDXW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GraniteShares Gold Trust (BAR) and Roundhill Gold Miners Weeklypay ETF (GDXW). 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.


BARGDXWDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.17

Calmar ratioReturn relative to maximum drawdown

0.88

Martin ratioReturn relative to average drawdown

2.37

BAR vs. GDXW - Sharpe Ratio Comparison


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Drawdowns

BAR vs. GDXW - Drawdown Comparison

The maximum BAR drawdown since its inception was -24.38%, smaller than the maximum GDXW drawdown of -43.76%. Use the drawdown chart below to compare losses from any high point for BAR and GDXW.


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Drawdown Indicators


BARGDXWDifference

Max Drawdown

Largest peak-to-trough decline

-24.38%

-43.76%

+19.38%

Max Drawdown (1Y)

Largest decline over 1 year

-24.38%

Max Drawdown (3Y)

Largest decline over 3 years

-24.38%

Max Drawdown (5Y)

Largest decline over 5 years

-24.38%

Current Drawdown

Current decline from peak

-23.93%

-40.18%

+16.25%

Average Drawdown

Average peak-to-trough decline

-6.53%

-15.28%

+8.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.07%

Volatility

BAR vs. GDXW - Volatility Comparison


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Volatility by Period


BARGDXWDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.11%

Volatility (6M)

Calculated over the trailing 6-month period

24.24%

Volatility (1Y)

Calculated over the trailing 1-year period

27.39%

63.03%

-35.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.14%

63.03%

-44.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.54%

63.03%

-46.49%

BAR vs. GDXW - Expense Ratio Comparison

BAR has a 0.17% expense ratio, which is lower than GDXW's 0.99% expense ratio.


Dividends

BAR vs. GDXW - Dividend Comparison

BAR has not paid dividends to shareholders, while GDXW's dividend yield for the trailing twelve months is around 48.83%.


PositionTTM2025
BAR
GraniteShares Gold Trust
0.00%0.00%
GDXW
Roundhill Gold Miners Weeklypay ETF
48.83%7.48%

Frequently Asked Questions


BAR and GDXW have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BAR is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BAR is cheaper with a 0.17% expense ratio, compared with 0.99% for GDXW.

GDXW has the higher dividend yield at 48.83%, compared with 0.00% for BAR.

They also come from different issuers: GraniteShares and Roundhill. Their fees differ too: 0.17% for BAR and 0.99% for GDXW.

Portfolio Optimizer

Find the right allocation for BAR and GDXW

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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