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IAUI vs. IAUM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IAUI vs. IAUM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS Gold High Income ETF (IAUI) and iShares Gold Trust Micro (IAUM). The values are adjusted to include any dividend payments, if applicable.

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IAUI vs. IAUM - Yearly Performance Comparison


2026 (YTD)2025
IAUI
NEOS Gold High Income ETF
6.76%20.56%
IAUM
iShares Gold Trust Micro
10.49%28.52%

Returns By Period

In the year-to-date period, IAUI achieves a 6.76% return, which is significantly lower than IAUM's 10.49% return.


IAUI

1D
1.74%
1M
-9.46%
YTD
6.76%
6M
17.96%
1Y
3Y*
5Y*
10Y*

IAUM

1D
1.71%
1M
-10.65%
YTD
10.49%
6M
23.22%
1Y
52.68%
3Y*
34.12%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IAUI vs. IAUM - Expense Ratio Comparison

IAUI has a 0.78% expense ratio, which is higher than IAUM's 0.09% expense ratio.


Return for Risk

IAUI vs. IAUM — Risk / Return Rank

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

IAUI

IAUM
IAUM Risk / Return Rank: 8686
Overall Rank
IAUM Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
IAUM Sortino Ratio Rank: 8585
Sortino Ratio Rank
IAUM Omega Ratio Rank: 8585
Omega Ratio Rank
IAUM Calmar Ratio Rank: 8686
Calmar Ratio Rank
IAUM Martin Ratio Rank: 8484
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.

IAUI vs. IAUM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Gold High Income ETF (IAUI) and iShares Gold Trust Micro (IAUM). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IAUI vs. IAUM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IAUIIAUMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.92

Sharpe Ratio (All Time)

Calculated using the full available price history

1.74

1.31

+0.43

Correlation

The correlation between IAUI and IAUM is 0.96, 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.


Dividends

IAUI vs. IAUM - Dividend Comparison

IAUI's dividend yield for the trailing twelve months is around 9.83%, while IAUM has not paid dividends to shareholders.


TTM2025
IAUI
NEOS Gold High Income ETF
9.83%6.88%
IAUM
iShares Gold Trust Micro
0.00%0.00%

Drawdowns

IAUI vs. IAUM - Drawdown Comparison

The maximum IAUI drawdown since its inception was -16.88%, smaller than the maximum IAUM drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for IAUI and IAUM.


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Drawdown Indicators


IAUIIAUMDifference

Max Drawdown

Largest peak-to-trough decline

-16.88%

-20.87%

+3.99%

Max Drawdown (1Y)

Largest decline over 1 year

-19.15%

Current Drawdown

Current decline from peak

-9.46%

-11.69%

+2.23%

Average Drawdown

Average peak-to-trough decline

-1.89%

-4.99%

+3.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.23%

Volatility

IAUI vs. IAUM - Volatility Comparison


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Volatility by Period


IAUIIAUMDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.38%

Volatility (6M)

Calculated over the trailing 6-month period

24.00%

Volatility (1Y)

Calculated over the trailing 1-year period

20.80%

27.53%

-6.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.80%

17.79%

+3.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.80%

17.79%

+3.01%