IAUM vs. FSAGX
Compare and contrast key facts about iShares Gold Trust Micro ETF of Benef Interest (IAUM) and Fidelity Select Gold Portfolio (FSAGX).
IAUM is a passively managed fund by iShares that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Jun 15, 2021. FSAGX is managed by Fidelity. It was launched on Dec 15, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IAUM or FSAGX.
Correlation
The correlation between IAUM and FSAGX is 0.10, 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
IAUM vs. FSAGX - Performance Comparison
Key characteristics
IAUM:
2.50
FSAGX:
1.75
IAUM:
3.25
FSAGX:
2.32
IAUM:
1.41
FSAGX:
1.30
IAUM:
5.19
FSAGX:
0.99
IAUM:
13.89
FSAGX:
6.81
IAUM:
3.02%
FSAGX:
7.76%
IAUM:
17.39%
FSAGX:
30.33%
IAUM:
-20.87%
FSAGX:
-77.21%
IAUM:
-3.48%
FSAGX:
-26.80%
Returns By Period
In the year-to-date period, IAUM achieves a 25.95% return, which is significantly lower than FSAGX's 45.40% return.
IAUM
25.95%
10.79%
22.21%
43.12%
N/A
N/A
FSAGX
45.40%
18.31%
29.20%
52.80%
6.23%
8.58%
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IAUM vs. FSAGX - Expense Ratio Comparison
IAUM has a 0.15% expense ratio, which is lower than FSAGX's 0.76% expense ratio.
Risk-Adjusted Performance
IAUM vs. FSAGX — Risk-Adjusted Performance Rank
IAUM
FSAGX
IAUM vs. FSAGX - Risk-Adjusted Performance Comparison
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.
Dividends
IAUM vs. FSAGX - Dividend Comparison
IAUM has not paid dividends to shareholders, while FSAGX's dividend yield for the trailing twelve months is around 2.37%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IAUM iShares Gold Trust Micro ETF of Benef Interest | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSAGX Fidelity Select Gold Portfolio | 2.37% | 3.62% | 0.99% | 0.36% | 1.59% | 4.40% | 0.26% |
Drawdowns
IAUM vs. FSAGX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
IAUM vs. FSAGX - Volatility Comparison
The current volatility for iShares Gold Trust Micro ETF of Benef Interest (IAUM) is 9.16%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 13.03%. 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.