PortfoliosLab logoPortfoliosLab logo
EDM4.DE vs. GLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EDM4.DE vs. GLD - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc (EDM4.DE) and SPDR Gold Shares (GLD). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

EDM4.DE vs. GLD - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
EDM4.DE
iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc
-0.21%22.13%9.89%18.31%-12.80%22.20%1.30%8.96%
GLD
SPDR Gold Shares
12.17%44.25%35.02%9.31%5.38%3.02%14.53%19.36%
Different Trading Currencies

EDM4.DE is traded in EUR, while GLD is traded in USD. To make them comparable, the GLD values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EDM4.DE achieves a -0.21% return, which is significantly lower than GLD's 12.17% return.


EDM4.DE

1D
2.97%
1M
-3.98%
YTD
-0.21%
6M
3.81%
1Y
13.12%
3Y*
12.54%
5Y*
9.17%
10Y*

GLD

1D
0.00%
1M
-6.12%
YTD
12.17%
6M
25.02%
1Y
42.23%
3Y*
30.76%
5Y*
22.44%
10Y*
14.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


EDM4.DE vs. GLD - Expense Ratio Comparison

EDM4.DE has a 0.12% expense ratio, which is lower than GLD's 0.40% expense ratio.


Return for Risk

EDM4.DE vs. GLD — Risk / Return Rank

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

EDM4.DE
EDM4.DE Risk / Return Rank: 3939
Overall Rank
EDM4.DE Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
EDM4.DE Sortino Ratio Rank: 3737
Sortino Ratio Rank
EDM4.DE Omega Ratio Rank: 3838
Omega Ratio Rank
EDM4.DE Calmar Ratio Rank: 4040
Calmar Ratio Rank
EDM4.DE Martin Ratio Rank: 4141
Martin Ratio Rank

GLD
GLD Risk / Return Rank: 8080
Overall Rank
GLD Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
GLD Sortino Ratio Rank: 8080
Sortino Ratio Rank
GLD Omega Ratio Rank: 8080
Omega Ratio Rank
GLD Calmar Ratio Rank: 8080
Calmar Ratio Rank
GLD Martin Ratio Rank: 7676
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.

EDM4.DE vs. GLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc (EDM4.DE) and SPDR Gold Shares (GLD). 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.


EDM4.DEGLDDifference

Sharpe ratio

Return per unit of total volatility

0.80

1.65

-0.84

Sortino ratio

Return per unit of downside risk

1.15

2.09

-0.94

Omega ratio

Gain probability vs. loss probability

1.17

1.32

-0.16

Calmar ratio

Return relative to maximum drawdown

1.23

2.45

-1.23

Martin ratio

Return relative to average drawdown

4.43

8.43

-4.00

EDM4.DE vs. GLD - Sharpe Ratio Comparison

The current EDM4.DE Sharpe Ratio is 0.80, which is lower than the GLD Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of EDM4.DE and GLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


EDM4.DEGLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

1.65

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

1.37

-0.80

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.95

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.68

-0.16

Correlation

The correlation between EDM4.DE and GLD is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

EDM4.DE vs. GLD - Dividend Comparison

Neither EDM4.DE nor GLD has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

EDM4.DE vs. GLD - Drawdown Comparison

The maximum EDM4.DE drawdown since its inception was -35.27%, smaller than the maximum GLD drawdown of -37.47%. Use the drawdown chart below to compare losses from any high point for EDM4.DE and GLD.


Loading graphics...

Drawdown Indicators


EDM4.DEGLDDifference

Max Drawdown

Largest peak-to-trough decline

-35.27%

-45.56%

+10.29%

Max Drawdown (1Y)

Largest decline over 1 year

-11.99%

-19.21%

+7.22%

Max Drawdown (5Y)

Largest decline over 5 years

-25.24%

-21.03%

-4.21%

Max Drawdown (10Y)

Largest decline over 10 years

-22.00%

Current Drawdown

Current decline from peak

-6.60%

-13.41%

+6.81%

Average Drawdown

Average peak-to-trough decline

-5.72%

-16.17%

+10.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

5.32%

-2.33%

Volatility

EDM4.DE vs. GLD - Volatility Comparison

The current volatility for iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc (EDM4.DE) is 6.69%, while SPDR Gold Shares (GLD) has a volatility of 10.54%. This indicates that EDM4.DE experiences smaller price fluctuations and is considered to be less risky than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


EDM4.DEGLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.69%

10.54%

-3.85%

Volatility (6M)

Calculated over the trailing 6-month period

10.44%

23.32%

-12.88%

Volatility (1Y)

Calculated over the trailing 1-year period

16.28%

25.76%

-9.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.08%

16.49%

-0.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.02%

14.82%

+3.20%