IAUF vs. SGOL
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.
Performance
IAUF vs. SGOL - Performance Comparison
Returns By Period
IAUF
N/A
N/A
N/A
N/A
N/A
N/A
SGOL
23.91%
-4.27%
5.89%
29.08%
11.63%
7.64%
Key characteristics
| IAUF | SGOL |
|---|
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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%.
Correlation
The correlation between IAUF and SGOL is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
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.
Dividends
IAUF vs. SGOL - Dividend Comparison
Neither IAUF nor SGOL has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
IAUF iShares Gold Strategy ETF | 111.57% | 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% |
Drawdowns
IAUF vs. SGOL - Drawdown Comparison
Volatility
IAUF vs. SGOL - Volatility Comparison
The current volatility for iShares Gold Strategy ETF (IAUF) is 0.00%, while Aberdeen Standard Physical Gold Shares ETF (SGOL) has a volatility of 5.31%. This indicates that IAUF experiences smaller price fluctuations and is considered to be less risky than SGOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.