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GOLY vs. VONE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GOLY vs. VONE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategy Shares Gold-Hedged Bond ETF (GOLY) and Vanguard Russell 1000 ETF (VONE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GOLY achieves a -19.06% return, which is significantly lower than VONE's 10.56% return.


GOLY

1D
-1.46%
1M
-1.57%
YTD
-19.06%
6M
-16.22%
1Y
3.60%
3Y*
17.40%
5Y*
6.03%
10Y*

VONE

1D
-0.70%
1M
4.95%
YTD
10.56%
6M
10.53%
1Y
27.04%
3Y*
22.12%
5Y*
13.08%
10Y*
15.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOLY vs. VONE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
GOLY
Strategy Shares Gold-Hedged Bond ETF
-19.06%57.98%19.82%12.74%-19.96%-1.30%
VONE
Vanguard Russell 1000 ETF
10.56%17.21%24.51%26.41%-19.14%15.03%

Correlation

The correlation between GOLY and VONE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.24

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

0.16

Correlation (All Time)
Calculated using the full available price history since May 19, 2021

0.16

The correlation between GOLY and VONE shifts across timeframes, from 0.16 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

GOLY vs. VONE — Risk / Return Rank

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

GOLY
GOLY Risk / Return Rank: 1010
Overall Rank
GOLY Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
GOLY Sortino Ratio Rank: 1010
Sortino Ratio Rank
GOLY Omega Ratio Rank: 1111
Omega Ratio Rank
GOLY Calmar Ratio Rank: 1010
Calmar Ratio Rank
GOLY Martin Ratio Rank: 1010
Martin Ratio Rank

VONE
VONE Risk / Return Rank: 6767
Overall Rank
VONE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
VONE Sortino Ratio Rank: 6666
Sortino Ratio Rank
VONE Omega Ratio Rank: 6666
Omega Ratio Rank
VONE Calmar Ratio Rank: 6161
Calmar Ratio Rank
VONE Martin Ratio Rank: 7474
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.

GOLY vs. VONE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategy Shares Gold-Hedged Bond ETF (GOLY) and Vanguard Russell 1000 ETF (VONE). 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.


GOLYVONEDifference
Sharpe ratioReturn per unit of total volatility

-2.16

Sortino ratioReturn per unit of downside risk

-2.77

Omega ratioGain probability vs. loss probability

1.05

1.41

-0.36

Calmar ratioReturn relative to maximum drawdown

0.12

3.07

-2.95

Martin ratioReturn relative to average drawdown

0.28

14.15

-13.87

GOLY vs. VONE - Sharpe Ratio Comparison

The current GOLY Sharpe Ratio is 0.11, which is lower than the VONE Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of GOLY and VONE, 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


GOLYVONEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.11

2.27

-2.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.77

-0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.85

-0.56

Drawdowns

GOLY vs. VONE - Drawdown Comparison

The maximum GOLY drawdown since its inception was -35.99%, roughly equal to the maximum VONE drawdown of -34.66%. Use the drawdown chart below to compare losses from any high point for GOLY and VONE.


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Drawdown Indicators


GOLYVONEDifference

Max Drawdown

Largest peak-to-trough decline

-35.99%

-34.66%

-1.33%

Max Drawdown (1Y)

Largest decline over 1 year

-30.16%

-8.85%

-21.31%

Max Drawdown (3Y)

Largest decline over 3 years

-30.16%

-19.06%

-11.10%

Max Drawdown (5Y)

Largest decline over 5 years

-35.99%

-25.12%

-10.87%

Max Drawdown (10Y)

Largest decline over 10 years

-34.66%

Current Drawdown

Current decline from peak

-30.16%

-0.70%

-29.46%

Average Drawdown

Average peak-to-trough decline

-11.86%

-3.91%

-7.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.99%

1.92%

+11.07%

Volatility

GOLY vs. VONE - Volatility Comparison

Strategy Shares Gold-Hedged Bond ETF (GOLY) has a higher volatility of 6.64% compared to Vanguard Russell 1000 ETF (VONE) at 2.82%. This indicates that GOLY's price experiences larger fluctuations and is considered to be riskier than VONE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOLYVONEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.64%

2.82%

+3.82%

Volatility (6M)

Calculated over the trailing 6-month period

29.51%

8.99%

+20.52%

Volatility (1Y)

Calculated over the trailing 1-year period

32.89%

11.97%

+20.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.30%

17.08%

+5.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.21%

18.25%

+3.96%

GOLY vs. VONE - Expense Ratio Comparison

GOLY has a 0.79% expense ratio, which is higher than VONE's 0.08% expense ratio.


Dividends

GOLY vs. VONE - Dividend Comparison

GOLY's dividend yield for the trailing twelve months is around 9.74%, more than VONE's 0.99% yield.


PositionTTM20252024202320222021202020192018201720162015
GOLY
Strategy Shares Gold-Hedged Bond ETF
9.74%7.22%3.85%2.94%2.57%1.11%0.00%0.00%0.00%0.00%0.00%0.00%
VONE
Vanguard Russell 1000 ETF
0.99%1.07%1.20%1.40%1.59%1.16%1.45%1.65%1.96%1.69%1.89%1.89%

Frequently Asked Questions


GOLY and VONE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GOLY has higher volatility (6.64%) compared to VONE (2.82%). In terms of maximum drawdown, GOLY dropped -35.99% vs VONE's -34.66%.

On 5-year performance, VONE leads with 13.08% vs 6.03% for GOLY. On fees, VONE is cheaper at 0.08% per year. On volatility, VONE has been the lower-risk option at 2.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VONE has performed better with a 13.08% return vs 6.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VONE is cheaper with a 0.08% expense ratio, compared with 0.79% for GOLY.

GOLY has the higher dividend yield at 9.74%, compared with 0.99% for VONE.

GOLY is categorized as Nontraditional Bonds, while VONE is Large Cap Blend Equities. GOLY tracks Solactive Gold-Backed Bond Index, while VONE tracks Russell 1000 Index. They also come from different issuers: Strategy Shares and Vanguard. Their fees differ too: 0.79% for GOLY and 0.08% for VONE.

VONE currently has the higher Sharpe Ratio (2.27 vs 0.11), 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.

Portfolio Optimizer

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