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GLDM vs. VTEB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GLDM vs. VTEB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Gold MiniShares Trust (GLDM) and Vanguard Tax-Exempt Bond ETF (VTEB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GLDM achieves a -2.40% return, which is significantly lower than VTEB's 1.44% return.


GLDM

1D
0.11%
1M
-9.52%
YTD
-2.40%
6M
-2.09%
1Y
22.58%
3Y*
29.27%
5Y*
17.41%
10Y*

VTEB

1D
-0.08%
1M
0.78%
YTD
1.44%
6M
1.95%
1Y
6.57%
3Y*
3.44%
5Y*
0.80%
10Y*
2.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GLDM vs. VTEB - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
GLDM
SPDR Gold MiniShares Trust
-2.40%64.20%27.08%13.04%-0.47%-4.01%25.10%18.10%1.75%
VTEB
Vanguard Tax-Exempt Bond ETF
1.44%3.72%1.31%6.15%-7.99%1.14%5.19%7.35%1.63%

Correlation

The correlation between GLDM and VTEB is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.18

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

0.24

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2018

0.25

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Return for Risk

GLDM vs. VTEB — Risk / Return Rank

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

GLDM
GLDM Risk / Return Rank: 2727
Overall Rank
GLDM Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
GLDM Sortino Ratio Rank: 2525
Sortino Ratio Rank
GLDM Omega Ratio Rank: 3131
Omega Ratio Rank
GLDM Calmar Ratio Rank: 2424
Calmar Ratio Rank
GLDM Martin Ratio Rank: 2525
Martin Ratio Rank

VTEB
VTEB Risk / Return Rank: 7474
Overall Rank
VTEB Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
VTEB Sortino Ratio Rank: 8888
Sortino Ratio Rank
VTEB Omega Ratio Rank: 9090
Omega Ratio Rank
VTEB Calmar Ratio Rank: 5353
Calmar Ratio Rank
VTEB Martin Ratio Rank: 5454
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.

GLDM vs. VTEB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Gold MiniShares Trust (GLDM) and Vanguard Tax-Exempt Bond ETF (VTEB). 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.


GLDMVTEBDifference
Sharpe ratioReturn per unit of total volatility

-1.48

Sortino ratioReturn per unit of downside risk

-2.24

Omega ratioGain probability vs. loss probability

1.19

1.51

-0.32

Calmar ratioReturn relative to maximum drawdown

1.00

2.35

-1.35

Martin ratioReturn relative to average drawdown

2.87

8.30

-5.43

GLDM vs. VTEB - Sharpe Ratio Comparison

The current GLDM Sharpe Ratio is 0.90, which is lower than the VTEB Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of GLDM and VTEB, 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

GLDM vs. VTEB - Drawdown Comparison

The maximum GLDM drawdown since its inception was -24.35%, which is greater than VTEB's maximum drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for GLDM and VTEB.


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Drawdown Indicators


GLDMVTEBDifference

Max Drawdown

Largest peak-to-trough decline

-24.35%

-17.00%

-7.35%

Max Drawdown (1Y)

Largest decline over 1 year

-24.35%

-2.71%

-21.64%

Max Drawdown (3Y)

Largest decline over 3 years

-24.35%

-5.53%

-18.82%

Max Drawdown (5Y)

Largest decline over 5 years

-24.35%

-12.64%

-11.71%

Max Drawdown (10Y)

Largest decline over 10 years

-17.00%

Current Drawdown

Current decline from peak

-21.96%

-0.54%

-21.42%

Average Drawdown

Average peak-to-trough decline

-6.27%

-2.32%

-3.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.44%

0.77%

+7.67%

Volatility

GLDM vs. VTEB - Volatility Comparison

SPDR Gold MiniShares Trust (GLDM) has a higher volatility of 7.73% compared to Vanguard Tax-Exempt Bond ETF (VTEB) at 0.93%. This indicates that GLDM's price experiences larger fluctuations and is considered to be riskier than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GLDMVTEBDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.73%

0.93%

+6.80%

Volatility (6M)

Calculated over the trailing 6-month period

23.93%

2.04%

+21.89%

Volatility (1Y)

Calculated over the trailing 1-year period

27.15%

2.70%

+24.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.13%

3.90%

+14.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.98%

5.26%

+11.72%

GLDM vs. VTEB - Expense Ratio Comparison

GLDM has a 0.10% expense ratio, which is higher than VTEB's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

GLDM vs. VTEB - Dividend Comparison

GLDM has not paid dividends to shareholders, while VTEB's dividend yield for the trailing twelve months is around 3.36%.


PositionTTM20252024202320222021202020192018201720162015
GLDM
SPDR Gold MiniShares 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%
VTEB
Vanguard Tax-Exempt Bond ETF
3.36%3.29%3.14%2.79%2.09%1.64%1.99%2.30%2.25%1.96%1.66%0.58%

Frequently Asked Questions


GLDM and VTEB have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GLDM has higher volatility (7.73%) compared to VTEB (0.93%). In terms of maximum drawdown, GLDM dropped -24.35% vs VTEB's -17.00%.

On 5-year performance, GLDM leads with 17.41% vs 0.80% for VTEB. On fees, VTEB is cheaper at 0.03% per year. On volatility, VTEB has been the lower-risk option at 0.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GLDM has performed better with a 17.41% return vs 0.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTEB is cheaper with a 0.03% expense ratio, compared with 0.10% for GLDM.

VTEB has the higher dividend yield at 3.36%, compared with 0.00% for GLDM.

GLDM is categorized as Gold, while VTEB is Municipal Bonds. GLDM tracks LBMA Gold Price PM, while VTEB tracks S&P National AMT-Free Municipal Bond Index. They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.10% for GLDM and 0.03% for VTEB.

VTEB currently has the higher Sharpe Ratio (2.38 vs 0.90), 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 GLDM and VTEB

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