IAUM vs. FSAGX

In the year-to-date period, IAUM achieves a 25.91% return, which is significantly lower than FSAGX's 48.45% return.

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IAUM has a 0.15% expense ratio, which is lower than FSAGX's 0.76% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares Gold Trust Micro ETF of Benef Interest (IAUM) and Fidelity Select Gold Portfolio (FSAGX). 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.

The current IAUM Sharpe Ratio is 2.35, which is higher than the FSAGX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of IAUM and FSAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IAUM has not paid dividends to shareholders, while FSAGX's dividend yield for the trailing twelve months is around 2.32%.

The maximum IAUM drawdown since its inception was -20.87%, smaller than the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for IAUM and FSAGX.

The current volatility for iShares Gold Trust Micro ETF of Benef Interest (IAUM) is 8.05%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 13.33%. This indicates that IAUM experiences smaller price fluctuations and is considered to be less risky than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.