G2X.DE vs. IS0E.DE
Compare and contrast key facts about VanEck Gold Miners UCITS ETF (G2X.DE) and iShares Gold Producers UCITS ETF (IS0E.DE).
G2X.DE and IS0E.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. G2X.DE is a passively managed fund by VanEck that tracks the performance of the NYSE Arca Gold Miners. It was launched on Mar 25, 2015. IS0E.DE is a passively managed fund by iShares that tracks the performance of the S&P Commodity Producers Gold. It was launched on Sep 16, 2011. Both G2X.DE and IS0E.DE 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: G2X.DE or IS0E.DE.
Key characteristics
| G2X.DE | IS0E.DE | |
|---|---|---|
| YTD Return | 30.05% | 30.68% |
| 1Y Return | 36.68% | 36.45% |
| 3Y Return (Ann) | 10.84% | 9.83% |
| 5Y Return (Ann) | 9.42% | 8.91% |
| Sharpe Ratio | 1.40 | 1.53 |
| Sortino Ratio | 1.97 | 2.18 |
| Omega Ratio | 1.24 | 1.27 |
| Calmar Ratio | 1.20 | 1.18 |
| Martin Ratio | 6.13 | 7.11 |
| Ulcer Index | 6.75% | 6.04% |
| Daily Std Dev | 29.48% | 28.04% |
| Max Drawdown | -46.04% | -71.22% |
| Current Drawdown | -9.88% | -8.63% |
Correlation
The correlation between G2X.DE and IS0E.DE is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
G2X.DE vs. IS0E.DE - Performance Comparison
The year-to-date returns for both investments are quite close, with G2X.DE having a 30.05% return and IS0E.DE slightly higher at 30.68%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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G2X.DE vs. IS0E.DE - Expense Ratio Comparison
G2X.DE has a 0.53% expense ratio, which is lower than IS0E.DE's 0.55% expense ratio.
Risk-Adjusted Performance
G2X.DE vs. IS0E.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Gold Miners UCITS ETF (G2X.DE) and iShares Gold Producers UCITS ETF (IS0E.DE). 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.
Dividends
G2X.DE vs. IS0E.DE - Dividend Comparison
Neither G2X.DE nor IS0E.DE has paid dividends to shareholders.
Drawdowns
G2X.DE vs. IS0E.DE - Drawdown Comparison
The maximum G2X.DE drawdown since its inception was -46.04%, smaller than the maximum IS0E.DE drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for G2X.DE and IS0E.DE. For additional features, visit the drawdowns tool.
Volatility
G2X.DE vs. IS0E.DE - Volatility Comparison
VanEck Gold Miners UCITS ETF (G2X.DE) has a higher volatility of 7.97% compared to iShares Gold Producers UCITS ETF (IS0E.DE) at 7.22%. This indicates that G2X.DE's price experiences larger fluctuations and is considered to be riskier than IS0E.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.