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IAUM vs. DGP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IAUM vs. DGP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Gold Trust Micro (IAUM) and DB Gold Double Long Exchange Traded Notes (DGP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IAUM achieves a 3.00% return, which is significantly higher than DGP's 1.01% return.


IAUM

1D
-0.96%
1M
-1.62%
YTD
3.00%
6M
5.58%
1Y
32.42%
3Y*
31.53%
5Y*
10Y*

DGP

1D
-1.70%
1M
-3.55%
YTD
1.01%
6M
5.64%
1Y
57.52%
3Y*
57.85%
5Y*
30.49%
10Y*
20.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAUM vs. DGP - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IAUM
iShares Gold Trust Micro
3.00%64.27%27.04%13.12%-0.49%3.87%
DGP
DB Gold Double Long Exchange Traded Notes
1.01%141.40%53.16%16.97%-5.54%6.59%

Correlation

The correlation between IAUM and DGP is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Jun 30, 2021

0.96

The correlation between IAUM and DGP has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.

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Return for Risk

IAUM vs. DGP — Risk / Return Rank

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

IAUM
IAUM Risk / Return Rank: 3232
Overall Rank
IAUM Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
IAUM Sortino Ratio Rank: 2929
Sortino Ratio Rank
IAUM Omega Ratio Rank: 3636
Omega Ratio Rank
IAUM Calmar Ratio Rank: 3434
Calmar Ratio Rank
IAUM Martin Ratio Rank: 2929
Martin Ratio Rank

DGP
DGP Risk / Return Rank: 3030
Overall Rank
DGP Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
DGP Sortino Ratio Rank: 2929
Sortino Ratio Rank
DGP Omega Ratio Rank: 3434
Omega Ratio Rank
DGP Calmar Ratio Rank: 3232
Calmar Ratio Rank
DGP Martin Ratio Rank: 2828
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.

IAUM vs. DGP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Gold Trust Micro (IAUM) and DB Gold Double Long Exchange Traded Notes (DGP). 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.


IAUMDGPDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.25

1.23

+0.02

Calmar ratioReturn relative to maximum drawdown

1.70

1.58

+0.12

Martin ratioReturn relative to average drawdown

4.22

4.05

+0.17

IAUM vs. DGP - Sharpe Ratio Comparison

The current IAUM Sharpe Ratio is 1.24, which is comparable to the DGP Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of IAUM and DGP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IAUMDGPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

1.10

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

1.16

0.28

+0.88

Drawdowns

IAUM vs. DGP - Drawdown Comparison

The maximum IAUM drawdown since its inception was -20.87%, smaller than the maximum DGP drawdown of -75.31%. Use the drawdown chart below to compare losses from any high point for IAUM and DGP.


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Drawdown Indicators


IAUMDGPDifference

Max Drawdown

Largest peak-to-trough decline

-20.87%

-75.31%

+54.44%

Max Drawdown (1Y)

Largest decline over 1 year

-19.15%

-36.58%

+17.43%

Max Drawdown (3Y)

Largest decline over 3 years

-19.15%

-36.58%

+17.43%

Max Drawdown (5Y)

Largest decline over 5 years

-51.24%

Max Drawdown (10Y)

Largest decline over 10 years

-51.24%

Current Drawdown

Current decline from peak

-17.68%

-32.78%

+15.10%

Average Drawdown

Average peak-to-trough decline

-5.30%

-41.09%

+35.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.70%

14.24%

-6.54%

Volatility

IAUM vs. DGP - Volatility Comparison

The current volatility for iShares Gold Trust Micro (IAUM) is 5.50%, while DB Gold Double Long Exchange Traded Notes (DGP) has a volatility of 10.48%. This indicates that IAUM experiences smaller price fluctuations and is considered to be less risky than DGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IAUMDGPDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.50%

10.48%

-4.98%

Volatility (6M)

Calculated over the trailing 6-month period

22.89%

46.34%

-23.45%

Volatility (1Y)

Calculated over the trailing 1-year period

26.31%

52.47%

-26.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.86%

38.77%

-20.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.86%

35.04%

-17.18%

IAUM vs. DGP - Expense Ratio Comparison

IAUM has a 0.09% expense ratio, which is lower than DGP's 0.75% expense ratio.


Dividends

IAUM vs. DGP - Dividend Comparison

Neither IAUM nor DGP has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.97, IAUM and DGP move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

DGP has higher volatility (10.48%) compared to IAUM (5.50%). In terms of maximum drawdown, IAUM dropped -20.87% vs DGP's -75.31%.

On 3-year performance, DGP leads with 57.85% vs 31.53% for IAUM. On fees, IAUM is cheaper at 0.09% per year. On volatility, IAUM has been the lower-risk option at 5.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DGP has performed better with a 57.85% return vs 31.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IAUM is cheaper with a 0.09% expense ratio, compared with 0.75% for DGP.

IAUM and DGP have nearly identical dividend yields, around 0.00%.

IAUM is categorized as Gold, while DGP is Leveraged Commodities. IAUM tracks LBMA Gold Price PM, while DGP tracks Deutsche Bank Liquid Commodity Index-Optimum Yield Gold (200%). They also come from different issuers: iShares and Deutsche Bank. Their fees differ too: 0.09% for IAUM and 0.75% for DGP.

IAUM currently has the higher Sharpe Ratio (1.24 vs 1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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