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GOEX vs. GOAU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GOEX vs. GOAU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Gold Explorers ETF (GOEX) and US Global GO GOLD and Precious Metal Miners ETF (GOAU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GOEX achieves a -4.07% return, which is significantly lower than GOAU's -1.69% return.


GOEX

1D
1.00%
1M
-2.91%
YTD
-4.07%
6M
4.68%
1Y
63.90%
3Y*
46.37%
5Y*
19.07%
10Y*
13.71%

GOAU

1D
1.83%
1M
2.05%
YTD
-1.69%
6M
2.10%
1Y
38.05%
3Y*
33.93%
5Y*
15.62%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOEX vs. GOAU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GOEX
Global X Gold Explorers ETF
-4.07%179.50%19.38%1.99%-14.63%-14.45%34.98%36.73%-14.84%1.39%
GOAU
US Global GO GOLD and Precious Metal Miners ETF
-1.69%126.68%13.78%10.67%-11.66%-9.23%14.13%54.17%-11.88%7.92%

Correlation

The correlation between GOEX and GOAU is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.95

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

0.95

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

0.95

Correlation (All Time)
Calculated using the full available price history since Jun 29, 2017

0.91

The correlation between GOEX and GOAU has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.

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Return for Risk

GOEX vs. GOAU — Risk / Return Rank

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

GOEX
GOEX Risk / Return Rank: 3636
Overall Rank
GOEX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
GOEX Sortino Ratio Rank: 3333
Sortino Ratio Rank
GOEX Omega Ratio Rank: 3737
Omega Ratio Rank
GOEX Calmar Ratio Rank: 4040
Calmar Ratio Rank
GOEX Martin Ratio Rank: 3333
Martin Ratio Rank

GOAU
GOAU Risk / Return Rank: 2525
Overall Rank
GOAU Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
GOAU Sortino Ratio Rank: 2424
Sortino Ratio Rank
GOAU Omega Ratio Rank: 2626
Omega Ratio Rank
GOAU Calmar Ratio Rank: 2626
Calmar Ratio Rank
GOAU Martin Ratio Rank: 2323
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.

GOEX vs. GOAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Gold Explorers ETF (GOEX) and US Global GO GOLD and Precious Metal Miners ETF (GOAU). 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.


GOEXGOAUDifference
Sharpe ratioReturn per unit of total volatility

+0.47

Sortino ratioReturn per unit of downside risk

+0.48

Omega ratioGain probability vs. loss probability

1.24

1.18

+0.06

Calmar ratioReturn relative to maximum drawdown

1.96

1.23

+0.73

Martin ratioReturn relative to average drawdown

4.87

3.00

+1.86

GOEX vs. GOAU - Sharpe Ratio Comparison

The current GOEX Sharpe Ratio is 1.31, which is higher than the GOAU Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of GOEX and GOAU, 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


GOEXGOAUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

0.84

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.43

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.45

-0.43

Drawdowns

GOEX vs. GOAU - Drawdown Comparison

The maximum GOEX drawdown since its inception was -88.83%, which is greater than GOAU's maximum drawdown of -55.41%. Use the drawdown chart below to compare losses from any high point for GOEX and GOAU.


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Drawdown Indicators


GOEXGOAUDifference

Max Drawdown

Largest peak-to-trough decline

-88.83%

-55.41%

-33.42%

Max Drawdown (1Y)

Largest decline over 1 year

-32.78%

-31.15%

-1.63%

Max Drawdown (3Y)

Largest decline over 3 years

-32.78%

-31.15%

-1.63%

Max Drawdown (5Y)

Largest decline over 5 years

-47.16%

-48.52%

+1.36%

Max Drawdown (10Y)

Largest decline over 10 years

-53.66%

Current Drawdown

Current decline from peak

-29.20%

-25.58%

-3.62%

Average Drawdown

Average peak-to-trough decline

-63.58%

-18.82%

-44.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.17%

12.71%

+0.46%

Volatility

GOEX vs. GOAU - Volatility Comparison

Global X Gold Explorers ETF (GOEX) and US Global GO GOLD and Precious Metal Miners ETF (GOAU) have volatilities of 14.65% and 14.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOEXGOAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.65%

14.53%

+0.12%

Volatility (6M)

Calculated over the trailing 6-month period

39.88%

37.31%

+2.57%

Volatility (1Y)

Calculated over the trailing 1-year period

49.12%

45.71%

+3.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.00%

36.44%

+2.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.96%

35.51%

+4.45%

GOEX vs. GOAU - Expense Ratio Comparison

GOEX has a 0.65% expense ratio, which is higher than GOAU's 0.60% expense ratio.


Dividends

GOEX vs. GOAU - Dividend Comparison

GOEX's dividend yield for the trailing twelve months is around 2.17%, more than GOAU's 0.96% yield.


PositionTTM20252024202320222021202020192018201720162015
GOAU
US Global GO GOLD and Precious Metal Miners ETF
0.96%0.94%2.11%0.99%1.55%1.28%0.74%0.16%0.47%0.27%0.00%0.00%
GOEX
Global X Gold Explorers ETF
2.17%2.08%2.46%0.05%1.04%2.35%2.62%1.60%0.00%0.00%38.91%11.70%

Frequently Asked Questions


With a correlation of 0.95, GOEX and GOAU move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

GOEX has higher volatility (14.65%) compared to GOAU (14.53%). In terms of maximum drawdown, GOEX dropped -88.83% vs GOAU's -55.41%.

On 5-year performance, GOEX leads with 19.07% vs 15.62% for GOAU. On fees, GOAU is cheaper at 0.60% per year. On volatility, GOAU has been the lower-risk option at 14.53%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GOEX has performed better with a 19.07% return vs 15.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GOAU is cheaper with a 0.60% expense ratio, compared with 0.65% for GOEX.

GOEX has the higher dividend yield at 2.17%, compared with 0.96% for GOAU.

GOEX tracks Solactive Global Gold Explorers & Developers Total Return, while GOAU tracks U.S. Global GO GOLD and Precious Metal Miners Index. They also come from different issuers: Global X and US Global. Their fees differ too: 0.65% for GOEX and 0.60% for GOAU.

GOEX currently has the higher Sharpe Ratio (1.31 vs 0.84), 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.

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