IAUF vs. VOO
Compare and contrast key facts about iShares Gold Strategy ETF (IAUF) and Vanguard S&P 500 ETF (VOO).
IAUF and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IAUF and VOO 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 VOO.
Key characteristics
| IAUF | VOO | |
|---|---|---|
| YTD Return | 13.02% | 7.31% |
| 1Y Return | 16.78% | 25.21% |
| 3Y Return (Ann) | 8.79% | 8.45% |
| 5Y Return (Ann) | 11.36% | 13.50% |
| Sharpe Ratio | 1.38 | 2.36 |
| Daily Std Dev | 12.10% | 11.75% |
| Max Drawdown | -23.35% | -33.99% |
| Current Drawdown | -2.18% | -2.94% |
Correlation
The correlation between IAUF and VOO 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. VOO - Performance Comparison
In the year-to-date period, IAUF achieves a 13.02% return, which is significantly higher than VOO's 7.31% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IAUF vs. VOO - Expense Ratio Comparison
IAUF 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%.
Risk-Adjusted Performance
IAUF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Gold Strategy ETF (IAUF) 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.
Dividends
IAUF vs. VOO - Dividend Comparison
IAUF's dividend yield for the trailing twelve months is around 11.67%, more than VOO's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAUF iShares Gold Strategy ETF | 11.67% | 13.18% | 0.88% | 0.00% | 7.61% | 10.04% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
IAUF vs. VOO - Drawdown Comparison
The maximum IAUF drawdown since its inception was -23.35%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IAUF and VOO. For additional features, visit the drawdowns tool.
Volatility
IAUF vs. VOO - Volatility Comparison
iShares Gold Strategy ETF (IAUF) has a higher volatility of 5.01% compared to Vanguard S&P 500 ETF (VOO) at 3.60%. This indicates that IAUF'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.