GAIN vs. GOAU
Compare and contrast key facts about Gladstone Investment Corporation (GAIN) and US Global GO GOLD and Precious Metal Miners ETF (GOAU).
GOAU is a passively managed fund by US Global Investors that tracks the performance of the U.S. Global GO GOLD and Precious Metal Miners Index. It was launched on Jun 27, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GAIN or GOAU.
Correlation
The correlation between GAIN and GOAU is 0.23, 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
GAIN vs. GOAU - Performance Comparison
Key characteristics
GAIN:
0.45
GOAU:
1.43
GAIN:
0.82
GOAU:
1.95
GAIN:
1.11
GOAU:
1.25
GAIN:
0.72
GOAU:
1.82
GAIN:
2.33
GOAU:
5.67
GAIN:
4.56%
GOAU:
8.22%
GAIN:
23.52%
GOAU:
32.72%
GAIN:
-80.88%
GOAU:
-55.41%
GAIN:
0.00%
GOAU:
-4.73%
Returns By Period
In the year-to-date period, GAIN achieves a 7.95% return, which is significantly lower than GOAU's 41.96% return.
GAIN
7.95%
3.18%
3.18%
10.85%
17.65%
17.51%
GOAU
41.96%
8.31%
19.22%
42.26%
9.71%
N/A
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Risk-Adjusted Performance
GAIN vs. GOAU — Risk-Adjusted Performance Rank
GAIN
GOAU
GAIN vs. GOAU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Investment Corporation (GAIN) 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.
Dividends
GAIN vs. GOAU - Dividend Comparison
GAIN's dividend yield for the trailing twelve months is around 11.88%, more than GOAU's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIN Gladstone Investment Corporation | 11.88% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.74% | 9.88% | 7.94% | 8.87% | 9.68% | 11.00% |
GOAU US Global GO GOLD and Precious Metal Miners ETF | 1.49% | 2.11% | 0.99% | 1.55% | 1.28% | 0.74% | 0.16% | 0.47% | 0.13% | 0.00% | 0.00% | 0.00% |
Drawdowns
GAIN vs. GOAU - Drawdown Comparison
The maximum GAIN drawdown since its inception was -80.88%, which is greater than GOAU's maximum drawdown of -55.41%. Use the drawdown chart below to compare losses from any high point for GAIN and GOAU. For additional features, visit the drawdowns tool.
Volatility
GAIN vs. GOAU - Volatility Comparison
Gladstone Investment Corporation (GAIN) and US Global GO GOLD and Precious Metal Miners ETF (GOAU) have volatilities of 15.39% and 15.03%, 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.