IAU vs. VOO

In the year-to-date period, IAU achieves a 21.13% return, which is significantly higher than VOO's 0.59% return. Over the past 10 years, IAU has underperformed VOO with an annualized return of 9.76%, while VOO has yielded a comparatively higher 12.75% annualized return.

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IAU has a 0.25% expense ratio, which is higher than VOO's 0.03% 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 Vanguard S&P 500 ETF (VOO). 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 1.96, which is higher than the VOO Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of IAU and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IAU has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.29%.

The maximum IAU drawdown since its inception was -45.14%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IAU and VOO. For additional features, visit the drawdowns tool.

iShares Gold Trust (IAU) has a higher volatility of 8.94% compared to Vanguard S&P 500 ETF (VOO) at 6.20%. This indicates that IAU's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.