GDMN vs. IAU

In the year-to-date period, GDMN achieves a 72.07% return, which is significantly higher than IAU's 25.55% return.

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GDMN has a 0.45% expense ratio, which is higher than IAU's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) 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.

The current GDMN Sharpe Ratio is 1.78, which is comparable to the IAU Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of GDMN and IAU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GDMN's dividend yield for the trailing twelve months is around 5.48%, while IAU has not paid dividends to shareholders.

The maximum GDMN drawdown since its inception was -52.82%, which is greater than IAU's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for GDMN and IAU.

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has a higher volatility of 19.47% compared to iShares Gold Trust (IAU) at 7.91%. This indicates that GDMN'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.