IAU vs. FNILX

In the year-to-date period, IAU achieves a 23.21% return, which is significantly higher than FNILX's -0.24% return.

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IAU has a 0.25% expense ratio, which is higher than FNILX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares Gold Trust (IAU) and Fidelity ZERO Large Cap Index Fund (FNILX). 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.

The current IAU Sharpe Ratio is 2.08, which is higher than the FNILX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of IAU and FNILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither IAU nor FNILX has paid dividends to shareholders.

The maximum IAU drawdown since its inception was -45.14%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for IAU and FNILX. For additional features, visit the drawdowns tool.

iShares Gold Trust (IAU) has a higher volatility of 8.88% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 6.34%. This indicates that IAU's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.