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IAU vs. GLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IAU vs. GLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Gold Trust (IAU) and SPDR Gold Shares (GLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with IAU having a -2.44% return and GLD slightly lower at -2.47%. Both investments have delivered pretty close results over the past 10 years, with IAU having a 12.31% annualized return and GLD not far behind at 12.15%.


IAU

1D
0.08%
1M
-9.54%
YTD
-2.44%
6M
-2.22%
1Y
22.32%
3Y*
29.07%
5Y*
17.23%
10Y*
12.31%

GLD

1D
0.06%
1M
-9.52%
YTD
-2.47%
6M
-2.25%
1Y
22.21%
3Y*
28.89%
5Y*
17.08%
10Y*
12.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAU vs. GLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IAU
iShares Gold Trust
-2.44%63.95%26.85%12.84%-0.63%-4.00%25.03%17.98%-1.76%12.91%
GLD
SPDR Gold Shares
-2.47%63.68%26.66%12.69%-0.77%-4.15%24.81%17.86%-1.94%12.81%

Correlation

The correlation between IAU and GLD is 1.00 - 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

1.00

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

1.00

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

1.00

Correlation (10Y)
Calculated over the trailing 10-year period

1.00

Correlation (All Time)
Calculated using the full available price history since Jan 28, 2005

1.00

The correlation between IAU and GLD has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

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Return for Risk

IAU vs. GLD — Risk / Return Rank

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

IAU
IAU Risk / Return Rank: 2626
Overall Rank
IAU Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
IAU Sortino Ratio Rank: 2525
Sortino Ratio Rank
IAU Omega Ratio Rank: 3030
Omega Ratio Rank
IAU Calmar Ratio Rank: 2424
Calmar Ratio Rank
IAU Martin Ratio Rank: 2424
Martin Ratio Rank

GLD
GLD Risk / Return Rank: 2626
Overall Rank
GLD Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
GLD Sortino Ratio Rank: 2525
Sortino Ratio Rank
GLD Omega Ratio Rank: 3030
Omega Ratio Rank
GLD Calmar Ratio Rank: 2424
Calmar Ratio Rank
GLD Martin Ratio Rank: 2424
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.

IAU vs. GLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Gold Trust (IAU) and SPDR Gold Shares (GLD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IAUGLDDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.01

Omega ratioGain probability vs. loss probability

1.19

1.18

0.00

Calmar ratioReturn relative to maximum drawdown

0.99

0.98

+0.01

Martin ratioReturn relative to average drawdown

2.83

2.81

+0.02

IAU vs. GLD - Sharpe Ratio Comparison

The current IAU Sharpe Ratio is 0.89, which is comparable to the GLD Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of IAU and GLD, 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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Drawdowns

IAU vs. GLD - Drawdown Comparison

The maximum IAU drawdown since its inception was -45.14%, roughly equal to the maximum GLD drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for IAU and GLD.


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Drawdown Indicators


IAUGLDDifference

Max Drawdown

Largest peak-to-trough decline

-45.14%

-45.56%

+0.42%

Max Drawdown (1Y)

Largest decline over 1 year

-24.40%

-24.46%

+0.06%

Max Drawdown (3Y)

Largest decline over 3 years

-24.40%

-24.46%

+0.06%

Max Drawdown (5Y)

Largest decline over 5 years

-24.40%

-24.46%

+0.06%

Max Drawdown (10Y)

Largest decline over 10 years

-24.40%

-24.46%

+0.06%

Current Drawdown

Current decline from peak

-22.03%

-22.05%

+0.02%

Average Drawdown

Average peak-to-trough decline

-15.97%

-16.16%

+0.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.47%

8.49%

-0.02%

Volatility

IAU vs. GLD - Volatility Comparison

iShares Gold Trust (IAU) and SPDR Gold Shares (GLD) have volatilities of 7.70% and 7.79%, 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


IAUGLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.70%

7.79%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

23.94%

24.10%

-0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

27.17%

27.37%

-0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.16%

18.22%

-0.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.02%

16.08%

-0.06%

IAU vs. GLD - Expense Ratio Comparison

IAU has a 0.25% expense ratio, which is lower than GLD's 0.40% expense ratio.


Dividends

IAU vs. GLD - Dividend Comparison

Neither IAU nor GLD has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 1.00, IAU and GLD 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.

GLD has higher volatility (7.79%) compared to IAU (7.70%). In terms of maximum drawdown, IAU dropped -45.14% vs GLD's -45.56%.

On 10-year performance, IAU leads with 12.31% vs 12.15% for GLD. On fees, IAU is cheaper at 0.25% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IAU has performed better with a 12.31% return vs 12.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IAU is cheaper with a 0.25% expense ratio, compared with 0.40% for GLD.

IAU and GLD have nearly identical dividend yields, around 0.00%.

IAU tracks LBMA Gold Price, while GLD tracks LBMA Gold Price PM. They also come from different issuers: iShares and State Street. Their fees differ too: 0.25% for IAU and 0.40% for GLD.

IAU currently has the higher Sharpe Ratio (0.89 vs 0.87), 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

Find the right allocation for IAU and GLD

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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