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CG1.L vs. IAU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CG1.L vs. IAU - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Amundi ETF DAX UCITS ETF DR (CG1.L) and iShares Gold Trust (IAU). The values are adjusted to include any dividend payments, if applicable.

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CG1.L vs. IAU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CG1.L
Amundi ETF DAX UCITS ETF DR
-5.19%28.47%13.17%17.07%-7.61%7.99%9.33%16.56%-16.89%16.60%
IAU
iShares Gold Trust
12.31%52.27%29.07%7.20%11.18%-3.09%21.36%13.49%4.07%3.14%
Different Trading Currencies

CG1.L is traded in GBp, while IAU is traded in USD. To make them comparable, the IAU values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, CG1.L achieves a -5.19% return, which is significantly lower than IAU's 10.67% return. Over the past 10 years, CG1.L has underperformed IAU with an annualized return of 9.41%, while IAU has yielded a comparatively higher 14.92% annualized return.


CG1.L

1D
2.66%
1M
-5.96%
YTD
-5.19%
6M
-3.41%
1Y
7.11%
3Y*
13.28%
5Y*
9.02%
10Y*
9.41%

IAU

1D
0.00%
1M
-10.96%
YTD
10.67%
6M
23.31%
1Y
46.38%
3Y*
30.07%
5Y*
22.88%
10Y*
14.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CG1.L vs. IAU - Expense Ratio Comparison

CG1.L has a 0.10% expense ratio, which is lower than IAU's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

CG1.L vs. IAU — Risk / Return Rank

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

CG1.L
CG1.L Risk / Return Rank: 2323
Overall Rank
CG1.L Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
CG1.L Sortino Ratio Rank: 2222
Sortino Ratio Rank
CG1.L Omega Ratio Rank: 2222
Omega Ratio Rank
CG1.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
CG1.L Martin Ratio Rank: 2626
Martin Ratio Rank

IAU
IAU Risk / Return Rank: 8686
Overall Rank
IAU Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
IAU Sortino Ratio Rank: 8585
Sortino Ratio Rank
IAU Omega Ratio Rank: 8585
Omega Ratio Rank
IAU Calmar Ratio Rank: 8686
Calmar Ratio Rank
IAU Martin Ratio Rank: 8484
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.

CG1.L vs. IAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi ETF DAX UCITS ETF DR (CG1.L) 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.


CG1.LIAUDifference

Sharpe ratio

Return per unit of total volatility

0.43

1.81

-1.38

Sortino ratio

Return per unit of downside risk

0.68

2.26

-1.58

Omega ratio

Gain probability vs. loss probability

1.09

1.35

-0.25

Calmar ratio

Return relative to maximum drawdown

0.59

2.59

-2.00

Martin ratio

Return relative to average drawdown

2.20

9.86

-7.66

CG1.L vs. IAU - Sharpe Ratio Comparison

The current CG1.L Sharpe Ratio is 0.43, which is lower than the IAU Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of CG1.L and IAU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CG1.LIAUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.43

1.81

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

1.39

-0.86

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.92

-0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.71

-0.29

Correlation

The correlation between CG1.L and IAU is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CG1.L vs. IAU - Dividend Comparison

Neither CG1.L nor IAU has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

CG1.L vs. IAU - Drawdown Comparison

The maximum CG1.L drawdown since its inception was -34.44%, smaller than the maximum IAU drawdown of -41.56%. Use the drawdown chart below to compare losses from any high point for CG1.L and IAU.


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Drawdown Indicators


CG1.LIAUDifference

Max Drawdown

Largest peak-to-trough decline

-34.44%

-45.14%

+10.70%

Max Drawdown (1Y)

Largest decline over 1 year

-12.92%

-19.18%

+6.26%

Max Drawdown (5Y)

Largest decline over 5 years

-23.46%

-20.93%

-2.53%

Max Drawdown (10Y)

Largest decline over 10 years

-34.44%

-21.82%

-12.62%

Current Drawdown

Current decline from peak

-8.76%

-11.71%

+2.95%

Average Drawdown

Average peak-to-trough decline

-7.11%

-15.98%

+8.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

5.23%

-1.73%

Volatility

CG1.L vs. IAU - Volatility Comparison

The current volatility for Amundi ETF DAX UCITS ETF DR (CG1.L) is 6.91%, while iShares Gold Trust (IAU) has a volatility of 10.61%. This indicates that CG1.L experiences smaller price fluctuations and is considered to be less risky than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CG1.LIAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.91%

10.61%

-3.70%

Volatility (6M)

Calculated over the trailing 6-month period

11.44%

23.05%

-11.61%

Volatility (1Y)

Calculated over the trailing 1-year period

16.64%

25.73%

-9.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.90%

16.48%

+0.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.95%

16.18%

+1.77%