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IAU vs. GSLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IAU vs. GSLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Gold Trust (IAU) and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IAU achieves a -6.09% return, which is significantly lower than GSLC's 7.14% return. Over the past 10 years, IAU has underperformed GSLC with an annualized return of 11.59%, while GSLC has yielded a comparatively higher 14.04% annualized return.


IAU

1D
0.11%
1M
0.69%
6M
-18.72%
YTD
-6.09%
1Y
21.17%
3Y*
26.99%
5Y*
17.33%
10Y*
11.59%
ALL TIME*
10.72%

GSLC

1D
0.26%
1M
1.27%
6M
6.47%
YTD
7.14%
1Y
14.00%
3Y*
17.71%
5Y*
11.15%
10Y*
14.04%
ALL TIME*
13.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$78.02M$62.36M$41.68M
$367.78M$389.80M$488.83M

IAU vs. GSLC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IAU
iShares Gold Trust
-6.09%63.95%26.85%12.84%-0.63%-4.00%25.03%17.98%-1.76%12.91%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
7.14%16.17%24.21%25.09%-18.71%27.17%19.02%30.74%-4.07%22.49%

Correlation

The correlation between IAU and GSLC is 0.29, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.29

Correlation (3Y)
Balances recent behavior with more history.

0.17

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.13

Correlation (10Y)
Provides a long-term view across more market conditions.

0.08

Correlation (All Time)
Calculated using the full available price history since Sep 21, 2015

0.05

Over the past year, IAU and GSLC have become more correlated (0.29) than their long-term average of 0.05, meaning their price movements have been converging.

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Return for Risk

IAU vs. GSLC — Risk / Return Rank

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

IAU
IAU Risk / Return Rank: 2828
Overall Rank
IAU Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
IAU Sortino Ratio Rank: 2929
Sortino Ratio Rank
IAU Omega Ratio Rank: 3333
Omega Ratio Rank
IAU Calmar Ratio Rank: 2525
Calmar Ratio Rank
IAU Martin Ratio Rank: 2424
Martin Ratio Rank

GSLC
GSLC Risk / Return Rank: 4848
Overall Rank
GSLC Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
GSLC Sortino Ratio Rank: 4747
Sortino Ratio Rank
GSLC Omega Ratio Rank: 4747
Omega Ratio Rank
GSLC Calmar Ratio Rank: 4444
Calmar Ratio Rank
GSLC Martin Ratio Rank: 5555
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. GSLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Gold Trust (IAU) and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC). 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.


IAUGSLCDifference
Sharpe ratioReturn per unit of total volatility

-0.46

Sortino ratioReturn per unit of downside risk

-0.61

Omega ratioGain probability vs. loss probability

1.15

1.21

-0.06

Calmar ratioReturn relative to maximum drawdown

0.76

1.54

-0.77

Martin ratioReturn relative to average drawdown

1.72

6.49

-4.77

IAU vs. GSLC - Sharpe Ratio Comparison

The current IAU Sharpe Ratio is 0.72, which is lower than the GSLC Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of IAU and GSLC, 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. GSLC - Drawdown Comparison

The maximum IAU drawdown since its inception was -45.14%, which is greater than GSLC's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for IAU and GSLC.


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Drawdown Indicators


IAUGSLCDifference

Max Drawdown

Largest peak-to-trough decline

-45.14%

-33.69%

-11.45%

Max Drawdown (1Y)

Largest decline over 1 year

-26.36%

-9.49%

-16.87%

Max Drawdown (3Y)

Largest decline over 3 years

-26.36%

-18.66%

-7.70%

Max Drawdown (5Y)

Largest decline over 5 years

-26.36%

-24.90%

-1.46%

Max Drawdown (10Y)

Largest decline over 10 years

-26.36%

-33.69%

+7.33%

Current Drawdown

Current decline from peak

-24.95%

-1.91%

-23.04%

Average Drawdown

Average peak-to-trough decline

-16.01%

-4.36%

-11.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.65%

2.24%

+9.41%

Volatility

IAU vs. GSLC - Volatility Comparison

iShares Gold Trust (IAU) has a higher volatility of 6.07% compared to Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) at 2.67%. This indicates that IAU's price experiences larger fluctuations and is considered to be riskier than GSLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IAUGSLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.07%

2.67%

+3.40%

Volatility (6M)

Calculated over the trailing 6-month period

23.78%

9.52%

+14.26%

Volatility (1Y)

Calculated over the trailing 1-year period

27.88%

12.31%

+15.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.39%

16.69%

+1.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.06%

17.67%

-1.61%

IAU vs. GSLC - Expense Ratio Comparison

IAU has a 0.25% expense ratio, which is higher than GSLC's 0.09% 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%.


Dividends

IAU vs. GSLC - Dividend Comparison

IAU has not paid dividends to shareholders, while GSLC's dividend yield for the trailing twelve months is around 0.95%.


PositionTTM20252024202320222021202020192018201720162015
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.95%1.00%1.11%1.38%1.61%1.06%1.35%1.54%1.89%1.69%1.69%0.36%
IAU
iShares Gold Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IAU and GSLC have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IAU has higher volatility (6.07%) compared to GSLC (2.67%). In terms of maximum drawdown, IAU dropped -45.14% vs GSLC's -33.69%.

On 10-year performance, GSLC leads with 14.04% vs 11.59% for IAU. On fees, GSLC is cheaper at 0.09% per year. On volatility, GSLC has been the lower-risk option at 2.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, GSLC has performed better with a 14.04% return vs 11.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GSLC is cheaper with a 0.09% expense ratio, compared with 0.25% for IAU.

GSLC has the higher dividend yield at 0.95%, compared with 0.00% for IAU.

IAU is categorized as Gold, while GSLC is Large Cap Blend Equities. IAU tracks LBMA Gold Price, while GSLC tracks Goldman Sachs ActiveBeta U.S. Large Cap Equity Index. They also come from different issuers: iShares and Goldman Sachs. Their fees differ too: 0.25% for IAU and 0.09% for GSLC.

GSLC currently has the higher Sharpe Ratio (1.18 vs 0.72), 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 GSLC

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