EUAD vs. AUMI
Compare and contrast key facts about Select STOXX Europe Aerospace & Defense ETF (EUAD) and Themes Gold Miners ETF (AUMI).
EUAD and AUMI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUAD is a passively managed fund by Select Funds that tracks the performance of the STOXX Europe Total Market Aerospace & Defense Index. It was launched on Oct 22, 2024. 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. Both EUAD and AUMI 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: EUAD or AUMI.
Correlation
The correlation between EUAD and AUMI is 0.29, 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.
Performance
EUAD vs. AUMI - Performance Comparison
Key characteristics
EUAD:
32.29%
AUMI:
35.41%
EUAD:
-17.83%
AUMI:
-17.71%
EUAD:
-6.38%
AUMI:
-1.51%
Returns By Period
In the year-to-date period, EUAD achieves a 39.27% return, which is significantly lower than AUMI's 56.53% return.
EUAD
39.27%
-5.22%
N/A
N/A
N/A
N/A
AUMI
56.53%
18.09%
34.78%
80.93%
N/A
N/A
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EUAD vs. AUMI - Expense Ratio Comparison
EUAD has a 0.50% expense ratio, which is higher than AUMI's 0.35% expense ratio.
Risk-Adjusted Performance
EUAD vs. AUMI — Risk-Adjusted Performance Rank
EUAD
AUMI
EUAD vs. AUMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Select STOXX Europe Aerospace & Defense ETF (EUAD) and Themes Gold Miners ETF (AUMI). 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.
Not enough dataDividends
EUAD vs. AUMI - Dividend Comparison
EUAD's dividend yield for the trailing twelve months is around 0.07%, less than AUMI's 1.18% yield.
| TTM | 2024 | |
|---|---|---|
EUAD Select STOXX Europe Aerospace & Defense ETF | 0.07% | 0.09% |
AUMI Themes Gold Miners ETF | 1.18% | 1.84% |
Drawdowns
EUAD vs. AUMI - Drawdown Comparison
The maximum EUAD drawdown since its inception was -17.83%, roughly equal to the maximum AUMI drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for EUAD and AUMI. For additional features, visit the drawdowns tool.
Volatility
EUAD vs. AUMI - Volatility Comparison
Select STOXX Europe Aerospace & Defense ETF (EUAD) and Themes Gold Miners ETF (AUMI) have volatilities of 14.85% and 14.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.