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GLDN.AX vs. IAUI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GLDN.AX vs. IAUI - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Ishares Physical Gold ETF (GLDN.AX) and NEOS Gold High Income ETF (IAUI). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

GLDN.AX is traded in AUD, while IAUI is traded in USD. To make them comparable, the IAUI values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, GLDN.AX achieves a -3.58% return, which is significantly higher than IAUI's -4.01% return.


GLDN.AX

1D
0.67%
1M
-1.25%
YTD
-3.58%
6M
-1.13%
1Y
20.68%
3Y*
5Y*
10Y*

IAUI

1D
0.91%
1M
-0.18%
YTD
-4.01%
6M
-2.87%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GLDN.AX vs. IAUI - Yearly Performance Comparison


2026 (YTD)2025
GLDN.AX
Ishares Physical Gold ETF
-3.58%25.25%
IAUI
NEOS Gold High Income ETF
-4.01%17.50%

Correlation

The correlation between GLDN.AX and IAUI is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 6, 2025

0.31

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Return for Risk

GLDN.AX vs. IAUI — Risk / Return Rank

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

GLDN.AX
GLDN.AX Risk / Return Rank: 2323
Overall Rank
GLDN.AX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
GLDN.AX Sortino Ratio Rank: 2323
Sortino Ratio Rank
GLDN.AX Omega Ratio Rank: 2828
Omega Ratio Rank
GLDN.AX Calmar Ratio Rank: 2121
Calmar Ratio Rank
GLDN.AX Martin Ratio Rank: 2020
Martin Ratio Rank

IAUI
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.

GLDN.AX vs. IAUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Physical Gold ETF (GLDN.AX) and NEOS Gold High Income ETF (IAUI). 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.


GLDN.AXIAUIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.19

Calmar ratioReturn relative to maximum drawdown

0.96

Martin ratioReturn relative to average drawdown

2.23

GLDN.AX vs. IAUI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GLDN.AXIAUIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

1.62

0.71

+0.90

Drawdowns

GLDN.AX vs. IAUI - Drawdown Comparison

The maximum GLDN.AX drawdown since its inception was -21.43%, which is greater than IAUI's maximum drawdown of -15.54%. Use the drawdown chart below to compare losses from any high point for GLDN.AX and IAUI.


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Drawdown Indicators


GLDN.AXIAUIDifference

Max Drawdown

Largest peak-to-trough decline

-21.43%

-15.54%

-5.89%

Max Drawdown (1Y)

Largest decline over 1 year

-21.43%

Current Drawdown

Current decline from peak

-20.00%

-13.44%

-6.56%

Average Drawdown

Average peak-to-trough decline

-4.25%

-3.61%

-0.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.22%

Volatility

GLDN.AX vs. IAUI - Volatility Comparison


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Volatility by Period


GLDN.AXIAUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.92%

Volatility (6M)

Calculated over the trailing 6-month period

21.11%

Volatility (1Y)

Calculated over the trailing 1-year period

24.58%

18.11%

+6.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.49%

18.11%

+1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.49%

18.11%

+1.38%

GLDN.AX vs. IAUI - Expense Ratio Comparison

GLDN.AX has a 0.18% expense ratio, which is lower than IAUI's 0.78% expense ratio.


Dividends

GLDN.AX vs. IAUI - Dividend Comparison

GLDN.AX's dividend yield for the trailing twelve months is around 0.08%, less than IAUI's 12.58% yield.


PositionTTM2025
GLDN.AX
Ishares Physical Gold ETF
0.08%0.07%
IAUI
NEOS Gold High Income ETF
12.58%6.88%

Frequently Asked Questions


GLDN.AX and IAUI have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GLDN.AX is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GLDN.AX is cheaper with a 0.18% expense ratio, compared with 0.78% for IAUI.

GLDN.AX is categorized as Gold, while IAUI is Derivative Income. They also come from different issuers: iShares and Neos. Their fees differ too: 0.18% for GLDN.AX and 0.78% for IAUI.

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