GOEX vs. EPU
Compare and contrast key facts about Global X Gold Explorers ETF (GOEX) and iShares MSCI Peru ETF (EPU).
GOEX and EPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GOEX is a passively managed fund by Global X that tracks the performance of the Solactive Global Gold Explorers & Developers Total Return. It was launched on Nov 3, 2010. EPU is a passively managed fund by iShares that tracks the performance of the MSCI All Peru Capped Index. It was launched on Jun 19, 2009. Both GOEX and EPU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GOEX or EPU.
Correlation
The correlation between GOEX and EPU is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GOEX vs. EPU - Performance Comparison
Key characteristics
GOEX:
1.66
EPU:
1.19
GOEX:
2.22
EPU:
1.72
GOEX:
1.27
EPU:
1.21
GOEX:
0.76
EPU:
1.94
GOEX:
6.85
EPU:
4.28
GOEX:
8.21%
EPU:
5.62%
GOEX:
33.95%
EPU:
20.23%
GOEX:
-88.83%
EPU:
-60.62%
GOEX:
-58.29%
EPU:
-5.81%
Returns By Period
In the year-to-date period, GOEX achieves a 14.20% return, which is significantly higher than EPU's 3.74% return. Over the past 10 years, GOEX has outperformed EPU with an annualized return of 10.92%, while EPU has yielded a comparatively lower 6.53% annualized return.
GOEX
14.20%
4.10%
6.59%
59.35%
5.88%
10.92%
EPU
3.74%
1.63%
4.37%
23.73%
7.89%
6.53%
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GOEX vs. EPU - Expense Ratio Comparison
GOEX has a 0.65% expense ratio, which is higher than EPU's 0.59% expense ratio.
Risk-Adjusted Performance
GOEX vs. EPU — Risk-Adjusted Performance Rank
GOEX
EPU
GOEX vs. EPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Gold Explorers ETF (GOEX) and iShares MSCI Peru ETF (EPU). 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.
Dividends
GOEX vs. EPU - Dividend Comparison
GOEX's dividend yield for the trailing twelve months is around 2.16%, less than EPU's 5.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOEX Global X Gold Explorers ETF | 2.16% | 2.46% | 0.05% | 1.04% | 2.35% | 2.62% | 1.60% | 0.00% | 0.00% | 38.91% | 11.70% | 0.13% |
EPU iShares MSCI Peru ETF | 5.58% | 5.78% | 4.17% | 5.56% | 3.13% | 1.91% | 2.67% | 1.53% | 3.30% | 0.85% | 1.91% | 1.66% |
Drawdowns
GOEX vs. EPU - Drawdown Comparison
The maximum GOEX drawdown since its inception was -88.83%, which is greater than EPU's maximum drawdown of -60.62%. Use the drawdown chart below to compare losses from any high point for GOEX and EPU. For additional features, visit the drawdowns tool.
Volatility
GOEX vs. EPU - Volatility Comparison
Global X Gold Explorers ETF (GOEX) has a higher volatility of 9.57% compared to iShares MSCI Peru ETF (EPU) at 6.09%. This indicates that GOEX's price experiences larger fluctuations and is considered to be riskier than EPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.