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IAUF vs. SGOL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

IAUF vs. SGOL

Last updated May 13, 2025

Compare and contrast key facts about iShares Gold Strategy ETF (IAUF) and Aberdeen Standard Physical Gold Shares ETF (SGOL).

IAUF and SGOL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IAUF is a passively managed fund by iShares that tracks the performance of the Bloomberg Composite Gold Index. It was launched on Jun 6, 2018. SGOL is a passively managed fund by Abrdn Plc that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Sep 9, 2009. Both IAUF and SGOL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IAUF or SGOL.

Correlation

The correlation between IAUF and SGOL is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

IAUF vs. SGOL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Gold Strategy ETF (IAUF) and Aberdeen Standard Physical Gold Shares ETF (SGOL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

IAUF

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SGOL

YTD

23.23%

1M

0.16%

6M

23.28%

1Y

36.65%

5Y*

13.36%

10Y*

9.96%

*Annualized

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IAUF vs. SGOL - Expense Ratio Comparison

IAUF has a 0.25% expense ratio, which is higher than SGOL's 0.17% 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%.

IAUF
iShares Gold Strategy ETF
SGOL
Aberdeen Standard Physical Gold Shares ETF

Risk-Adjusted Performance

IAUF vs. SGOL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IAUF
The Risk-Adjusted Performance Rank of IAUF is 8080
Overall Rank
The Sharpe Ratio Rank of IAUF is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of IAUF is 7878
Sortino Ratio Rank
The Omega Ratio Rank of IAUF is 7777
Omega Ratio Rank
The Calmar Ratio Rank of IAUF is 7878
Calmar Ratio Rank
The Martin Ratio Rank of IAUF is 8585
Martin Ratio Rank
SGOL
The Risk-Adjusted Performance Rank of SGOL is 9696
Overall Rank
The Sharpe Ratio Rank of SGOL is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of SGOL is 9696
Sortino Ratio Rank
The Omega Ratio Rank of SGOL is 9494
Omega Ratio Rank
The Calmar Ratio Rank of SGOL is 9797
Calmar Ratio Rank
The Martin Ratio Rank of SGOL is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IAUF vs. SGOL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Gold Strategy ETF (IAUF) and Aberdeen Standard Physical Gold Shares ETF (SGOL). 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.

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Dividends

IAUF vs. SGOL - Dividend Comparison

Neither IAUF nor SGOL has paid dividends to shareholders.

TTM2024202320222021202020192018
IAUF
iShares Gold Strategy ETF		100.19%100.19%13.18%0.88%0.00%7.61%10.04%0.77%
SGOL
Aberdeen Standard Physical Gold Shares ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IAUF vs. SGOL - Drawdown Comparison

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Volatility

IAUF vs. SGOL - Volatility Comparison

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