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GLDN.AX vs. ZPRS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GLDN.AX vs. ZPRS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Ishares Physical Gold ETF (GLDN.AX) and SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE). 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 ZPRS.DE is traded in EUR. To make them comparable, the ZPRS.DE 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 lower than ZPRS.DE's 6.80% return.


GLDN.AX

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

ZPRS.DE

1D
0.88%
1M
4.23%
YTD
6.80%
6M
7.27%
1Y
20.73%
3Y*
15.09%
5Y*
8.72%
10Y*
10.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GLDN.AX vs. ZPRS.DE - Yearly Performance Comparison


2026 (YTD)202520242023
GLDN.AX
Ishares Physical Gold ETF
-3.58%55.11%38.15%-2.11%
ZPRS.DE
SPDR MSCI World Small Cap UCITS ETF
6.80%12.61%17.47%10.60%

Correlation

The correlation between GLDN.AX and ZPRS.DE is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.00

Correlation (All Time)
Calculated using the full available price history since Nov 3, 2023

-0.04

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Return for Risk

GLDN.AX vs. ZPRS.DE — 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

ZPRS.DE
ZPRS.DE Risk / Return Rank: 7272
Overall Rank
ZPRS.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ZPRS.DE Sortino Ratio Rank: 6868
Sortino Ratio Rank
ZPRS.DE Omega Ratio Rank: 6464
Omega Ratio Rank
ZPRS.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
ZPRS.DE Martin Ratio Rank: 8080
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.

GLDN.AX vs. ZPRS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Physical Gold ETF (GLDN.AX) and SPDR MSCI World Small Cap UCITS ETF (ZPRS.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.


GLDN.AXZPRS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.78

Sortino ratioReturn per unit of downside risk

-1.12

Omega ratioGain probability vs. loss probability

1.19

1.29

-0.10

Calmar ratioReturn relative to maximum drawdown

0.96

1.97

-1.01

Martin ratioReturn relative to average drawdown

2.23

6.56

-4.33

GLDN.AX vs. ZPRS.DE - Sharpe Ratio Comparison

The current GLDN.AX Sharpe Ratio is 0.83, which is lower than the ZPRS.DE Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of GLDN.AX and ZPRS.DE, 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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Sharpe Ratios by Period


GLDN.AXZPRS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

1.61

-0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

1.62

0.71

+0.91

Drawdowns

GLDN.AX vs. ZPRS.DE - Drawdown Comparison

The maximum GLDN.AX drawdown since its inception was -21.43%, smaller than the maximum ZPRS.DE drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for GLDN.AX and ZPRS.DE.


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Drawdown Indicators


GLDN.AXZPRS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-21.43%

-31.97%

+10.54%

Max Drawdown (1Y)

Largest decline over 1 year

-21.43%

-10.48%

-10.95%

Max Drawdown (3Y)

Largest decline over 3 years

-18.33%

Max Drawdown (5Y)

Largest decline over 5 years

-23.73%

Max Drawdown (10Y)

Largest decline over 10 years

-31.97%

Current Drawdown

Current decline from peak

-20.00%

0.00%

-20.00%

Average Drawdown

Average peak-to-trough decline

-4.25%

-5.30%

+1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.22%

3.15%

+6.07%

Volatility

GLDN.AX vs. ZPRS.DE - Volatility Comparison

Ishares Physical Gold ETF (GLDN.AX) has a higher volatility of 4.92% compared to SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE) at 3.25%. This indicates that GLDN.AX's price experiences larger fluctuations and is considered to be riskier than ZPRS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GLDN.AXZPRS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.92%

3.25%

+1.67%

Volatility (6M)

Calculated over the trailing 6-month period

21.11%

9.02%

+12.09%

Volatility (1Y)

Calculated over the trailing 1-year period

24.58%

12.79%

+11.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.49%

15.66%

+3.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.49%

15.81%

+3.68%

GLDN.AX vs. ZPRS.DE - Expense Ratio Comparison

GLDN.AX has a 0.18% expense ratio, which is lower than ZPRS.DE's 0.45% expense ratio.


Dividends

GLDN.AX vs. ZPRS.DE - Dividend Comparison

GLDN.AX's dividend yield for the trailing twelve months is around 0.08%, while ZPRS.DE has not paid dividends to shareholders.


PositionTTM2025
GLDN.AX
Ishares Physical Gold ETF
0.08%0.07%
ZPRS.DE
SPDR MSCI World Small Cap UCITS ETF
0.00%0.00%

Frequently Asked Questions


GLDN.AX and ZPRS.DE have a correlation of 0.00, 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 0.45% for ZPRS.DE.

GLDN.AX is categorized as Gold, while ZPRS.DE is Global Equities. GLDN.AX tracks LBMA Gold Price PM AUD Index, while ZPRS.DE tracks MSCI World Small Cap. They also come from different issuers: iShares and State Street. Their fees differ too: 0.18% for GLDN.AX and 0.45% for ZPRS.DE.

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