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EUSB vs. GOAU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUSB vs. GOAU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Advanced Total USD Bond Market ETF (EUSB) and US Global GO GOLD and Precious Metal Miners ETF (GOAU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EUSB achieves a 0.35% return, which is significantly higher than GOAU's -9.63% return.


EUSB

1D
0.07%
1M
0.71%
YTD
0.35%
6M
0.62%
1Y
4.36%
3Y*
4.33%
5Y*
0.31%
10Y*

GOAU

1D
-4.57%
1M
-6.67%
YTD
-9.63%
6M
-13.51%
1Y
30.40%
3Y*
34.51%
5Y*
16.06%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUSB vs. GOAU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
EUSB
iShares ESG Advanced Total USD Bond Market ETF
0.35%7.45%1.83%5.80%-12.81%-1.29%1.47%
GOAU
US Global GO GOLD and Precious Metal Miners ETF
-9.63%126.68%13.78%10.67%-11.66%-9.23%1.68%

Correlation

The correlation between EUSB and GOAU is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.25

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (All Time)
Calculated using the full available price history since Jun 25, 2020

0.26

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Return for Risk

EUSB vs. GOAU — Risk / Return Rank

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

EUSB
EUSB Risk / Return Rank: 3737
Overall Rank
EUSB Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
EUSB Sortino Ratio Rank: 3939
Sortino Ratio Rank
EUSB Omega Ratio Rank: 3434
Omega Ratio Rank
EUSB Calmar Ratio Rank: 3737
Calmar Ratio Rank
EUSB Martin Ratio Rank: 3535
Martin Ratio Rank

GOAU
GOAU Risk / Return Rank: 2020
Overall Rank
GOAU Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
GOAU Sortino Ratio Rank: 2020
Sortino Ratio Rank
GOAU Omega Ratio Rank: 2222
Omega Ratio Rank
GOAU Calmar Ratio Rank: 2020
Calmar Ratio Rank
GOAU Martin Ratio Rank: 1919
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.

EUSB vs. GOAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced Total USD Bond Market ETF (EUSB) and US Global GO GOLD and Precious Metal Miners ETF (GOAU). 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.


EUSBGOAUDifference
Sharpe ratioReturn per unit of total volatility

+0.61

Sortino ratioReturn per unit of downside risk

+0.82

Omega ratioGain probability vs. loss probability

1.22

1.15

+0.07

Calmar ratioReturn relative to maximum drawdown

1.77

0.85

+0.92

Martin ratioReturn relative to average drawdown

5.02

2.14

+2.88

EUSB vs. GOAU - Sharpe Ratio Comparison

The current EUSB Sharpe Ratio is 1.25, which is higher than the GOAU Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of EUSB and GOAU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EUSB vs. GOAU - Drawdown Comparison

The maximum EUSB drawdown since its inception was -17.87%, smaller than the maximum GOAU drawdown of -55.41%. Use the drawdown chart below to compare losses from any high point for EUSB and GOAU.


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Drawdown Indicators


EUSBGOAUDifference

Max Drawdown

Largest peak-to-trough decline

-17.87%

-55.41%

+37.54%

Max Drawdown (1Y)

Largest decline over 1 year

-2.48%

-35.89%

+33.41%

Max Drawdown (3Y)

Largest decline over 3 years

-5.76%

-35.89%

+30.13%

Max Drawdown (5Y)

Largest decline over 5 years

-17.45%

-48.52%

+31.07%

Current Drawdown

Current decline from peak

-1.15%

-31.59%

+30.44%

Average Drawdown

Average peak-to-trough decline

-6.45%

-18.87%

+12.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

14.22%

-13.35%

Volatility

EUSB vs. GOAU - Volatility Comparison

The current volatility for iShares ESG Advanced Total USD Bond Market ETF (EUSB) is 0.99%, while US Global GO GOLD and Precious Metal Miners ETF (GOAU) has a volatility of 16.80%. This indicates that EUSB experiences smaller price fluctuations and is considered to be less risky than GOAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EUSBGOAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.99%

16.80%

-15.81%

Volatility (6M)

Calculated over the trailing 6-month period

2.57%

39.79%

-37.22%

Volatility (1Y)

Calculated over the trailing 1-year period

3.50%

47.71%

-44.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.78%

36.93%

-31.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.40%

35.74%

-30.34%

EUSB vs. GOAU - Expense Ratio Comparison

EUSB has a 0.12% expense ratio, which is lower than GOAU's 0.60% expense ratio.


Dividends

EUSB vs. GOAU - Dividend Comparison

EUSB's dividend yield for the trailing twelve months is around 3.96%, more than GOAU's 1.04% yield.


PositionTTM202520242023202220212020201920182017
EUSB
iShares ESG Advanced Total USD Bond Market ETF
3.96%3.84%3.67%3.08%2.21%1.10%0.57%0.00%0.00%0.00%
GOAU
US Global GO GOLD and Precious Metal Miners ETF
1.04%0.94%2.11%0.99%1.55%1.28%0.74%0.16%0.47%0.27%

Frequently Asked Questions


EUSB and GOAU have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GOAU has higher volatility (16.80%) compared to EUSB (0.99%). In terms of maximum drawdown, EUSB dropped -17.87% vs GOAU's -55.41%.

On 5-year performance, GOAU leads with 16.06% vs 0.31% for EUSB. On fees, EUSB is cheaper at 0.12% per year. On volatility, EUSB has been the lower-risk option at 0.99%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GOAU has performed better with a 16.06% return vs 0.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EUSB is cheaper with a 0.12% expense ratio, compared with 0.60% for GOAU.

EUSB has the higher dividend yield at 3.96%, compared with 1.04% for GOAU.

EUSB is categorized as Intermediate Core-Plus Bond, while GOAU is Gold. EUSB tracks Bloomberg MSCI US Universal Choice ESG Screened Index, while GOAU tracks U.S. Global GO GOLD and Precious Metal Miners Index. They also come from different issuers: iShares and US Global. Their fees differ too: 0.12% for EUSB and 0.60% for GOAU.

EUSB currently has the higher Sharpe Ratio (1.25 vs 0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for EUSB and GOAU

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