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FNV vs. IAU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FNV vs. IAU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franco-Nevada Corporation (FNV) and iShares Gold Trust (IAU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FNV achieves a 1.43% return, which is significantly higher than IAU's -2.44% return. Over the past 10 years, FNV has outperformed IAU with an annualized return of 12.96%, while IAU has yielded a comparatively lower 12.31% annualized return.


FNV

1D
0.75%
1M
-12.83%
YTD
1.43%
6M
-2.28%
1Y
25.80%
3Y*
14.28%
5Y*
7.76%
10Y*
12.96%

IAU

1D
0.08%
1M
-10.21%
YTD
-2.44%
6M
-2.22%
1Y
23.95%
3Y*
29.07%
5Y*
17.23%
10Y*
12.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FNV vs. IAU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FNV
Franco-Nevada Corporation
1.43%77.81%7.41%-17.96%-0.39%11.57%22.31%48.92%-11.00%35.45%
IAU
iShares Gold Trust
-2.44%63.95%26.85%12.84%-0.63%-4.00%25.03%17.98%-1.76%12.91%

Correlation

The correlation between FNV and IAU is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.62

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

0.62

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

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2007

0.61

The correlation between FNV and IAU has been stable across timeframes, ranging from 0.61 to 0.63 - a consistent structural relationship.

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Return for Risk

FNV vs. IAU — Risk / Return Rank

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

FNV
FNV Risk / Return Rank: 6363
Overall Rank
FNV Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
FNV Sortino Ratio Rank: 5959
Sortino Ratio Rank
FNV Omega Ratio Rank: 6060
Omega Ratio Rank
FNV Calmar Ratio Rank: 6464
Calmar Ratio Rank
FNV Martin Ratio Rank: 6565
Martin Ratio Rank

IAU
IAU Risk / Return Rank: 2626
Overall Rank
IAU Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
IAU Sortino Ratio Rank: 2525
Sortino Ratio Rank
IAU Omega Ratio Rank: 3030
Omega Ratio Rank
IAU Calmar Ratio Rank: 2424
Calmar Ratio Rank
IAU Martin Ratio Rank: 2424
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.

FNV vs. IAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franco-Nevada Corporation (FNV) 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.

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.


FNVIAUDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.14

Omega ratioGain probability vs. loss probability

1.15

1.19

-0.03

Calmar ratioReturn relative to maximum drawdown

1.01

0.99

+0.02

Martin ratioReturn relative to average drawdown

2.50

2.83

-0.33

FNV vs. IAU - Sharpe Ratio Comparison

The current FNV Sharpe Ratio is 0.72, which is comparable to the IAU Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of FNV and IAU, 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

FNV vs. IAU - Drawdown Comparison

The maximum FNV drawdown since its inception was -58.76%, which is greater than IAU's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for FNV and IAU.


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Drawdown Indicators


FNVIAUDifference

Max Drawdown

Largest peak-to-trough decline

-58.76%

-45.14%

-13.62%

Max Drawdown (1Y)

Largest decline over 1 year

-25.68%

-24.40%

-1.28%

Max Drawdown (3Y)

Largest decline over 3 years

-29.64%

-24.40%

-5.24%

Max Drawdown (5Y)

Largest decline over 5 years

-37.12%

-24.40%

-12.72%

Max Drawdown (10Y)

Largest decline over 10 years

-37.12%

-24.40%

-12.72%

Current Drawdown

Current decline from peak

-25.13%

-22.03%

-3.10%

Average Drawdown

Average peak-to-trough decline

-13.97%

-15.97%

+2.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.33%

8.47%

+1.86%

Volatility

FNV vs. IAU - Volatility Comparison

Franco-Nevada Corporation (FNV) has a higher volatility of 11.92% compared to iShares Gold Trust (IAU) at 7.70%. This indicates that FNV's price experiences larger fluctuations and is considered to be riskier 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


FNVIAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.92%

7.70%

+4.22%

Volatility (6M)

Calculated over the trailing 6-month period

29.98%

23.94%

+6.04%

Volatility (1Y)

Calculated over the trailing 1-year period

35.97%

27.17%

+8.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.32%

18.16%

+12.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.17%

16.02%

+14.15%

Dividends

FNV vs. IAU - Dividend Comparison

FNV's dividend yield for the trailing twelve months is around 0.78%, while IAU has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FNV
Franco-Nevada Corporation
0.78%0.73%1.22%1.23%0.94%1.10%0.82%0.96%1.35%1.14%1.46%1.81%
IAU
iShares Gold Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FNV and IAU have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FNV has higher volatility (11.92%) compared to IAU (7.70%). In terms of maximum drawdown, FNV dropped -58.76% vs IAU's -45.14%.

IAU currently has the higher Sharpe Ratio (0.89 vs 0.72), 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.

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