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GLDN vs. BAR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GLDN vs. BAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nicholas Gold Income ETF (GLDN) and GraniteShares Gold Trust (BAR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


GLDN

1D
-6.72%
1M
-12.29%
YTD
6M
1Y
3Y*
5Y*
10Y*

BAR

1D
-3.65%
1M
-7.97%
YTD
0.02%
6M
2.66%
1Y
28.36%
3Y*
29.83%
5Y*
17.73%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GLDN vs. BAR - Yearly Performance Comparison


Correlation

The correlation between GLDN and BAR is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 19, 2026

0.90

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Return for Risk

GLDN vs. BAR — Risk / Return Rank

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

GLDN

BAR
BAR Risk / Return Rank: 3030
Overall Rank
BAR Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
BAR Sortino Ratio Rank: 2727
Sortino Ratio Rank
BAR Omega Ratio Rank: 3333
Omega Ratio Rank
BAR Calmar Ratio Rank: 3030
Calmar Ratio Rank
BAR Martin Ratio Rank: 2727
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 vs. BAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nicholas Gold Income ETF (GLDN) and GraniteShares Gold Trust (BAR). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

GLDN vs. BAR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GLDNBARDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.33

0.87

-2.20

Drawdowns

GLDN vs. BAR - Drawdown Comparison

The maximum GLDN drawdown since its inception was -28.04%, which is greater than BAR's maximum drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for GLDN and BAR.


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Drawdown Indicators


GLDNBARDifference

Max Drawdown

Largest peak-to-trough decline

-28.04%

-21.53%

-6.51%

Max Drawdown (1Y)

Largest decline over 1 year

-20.05%

Max Drawdown (3Y)

Largest decline over 3 years

-20.05%

Max Drawdown (5Y)

Largest decline over 5 years

-20.91%

Current Drawdown

Current decline from peak

-28.04%

-20.05%

-7.99%

Average Drawdown

Average peak-to-trough decline

-15.70%

-6.46%

-9.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.89%

Volatility

GLDN vs. BAR - Volatility Comparison


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Volatility by Period


GLDNBARDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.66%

Volatility (6M)

Calculated over the trailing 6-month period

23.34%

Volatility (1Y)

Calculated over the trailing 1-year period

41.85%

26.69%

+15.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.85%

17.97%

+23.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.85%

16.42%

+25.43%

GLDN vs. BAR - Expense Ratio Comparison

GLDN has a 1.07% expense ratio, which is higher than BAR's 0.17% expense ratio.


Dividends

GLDN vs. BAR - Dividend Comparison

GLDN's dividend yield for the trailing twelve months is around 4.42%, while BAR has not paid dividends to shareholders.


Frequently Asked Questions


GLDN and BAR have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BAR is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BAR is cheaper with a 0.17% expense ratio, compared with 1.07% for GLDN.

GLDN has the higher dividend yield at 4.42%, compared with 0.00% for BAR.

They also come from different issuers: Nicholas and GraniteShares. Their fees differ too: 1.07% for GLDN and 0.17% for BAR.

Portfolio Optimizer

Find the right allocation for GLDN and BAR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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