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IAUM vs. IAUF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

IAUM vs. IAUF

Last updated May 15, 2025

Compare and contrast key facts about iShares Gold Trust Micro ETF of Benef Interest (IAUM) and iShares Gold Strategy ETF (IAUF).

IAUM and IAUF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both IAUM and IAUF 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: IAUM or IAUF.

Correlation

The correlation between IAUM and IAUF is 0.09, 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. IAUF - Performance Comparison

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

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Key characteristics

Returns By Period

IAUM

YTD

21.17%

1M

-1.06%

6M

23.48%

1Y

34.76%

5Y*

N/A

10Y*

N/A

IAUF

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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IAUM vs. IAUF - Expense Ratio Comparison

IAUM has a 0.15% expense ratio, which is lower than IAUF's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

IAUF
iShares Gold Strategy ETF
IAUM
iShares Gold Trust Micro ETF of Benef Interest

Risk-Adjusted Performance

IAUM vs. IAUF — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IAUM
The Risk-Adjusted Performance Rank of IAUM is 9595
Overall Rank
The Sharpe Ratio Rank of IAUM is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of IAUM is 9494
Sortino Ratio Rank
The Omega Ratio Rank of IAUM is 9292
Omega Ratio Rank
The Calmar Ratio Rank of IAUM is 9797
Calmar Ratio Rank
The Martin Ratio Rank of IAUM is 9494
Martin Ratio Rank
IAUF
The Risk-Adjusted Performance Rank of IAUF is 8080
Overall Rank
The Sharpe Ratio Rank of IAUF is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of IAUF is 7878
Sortino Ratio Rank
The Omega Ratio Rank of IAUF is 7777
Omega Ratio Rank
The Calmar Ratio Rank of IAUF is 7878
Calmar Ratio Rank
The Martin Ratio Rank of IAUF is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IAUM vs. IAUF - 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 iShares Gold Strategy ETF (IAUF). 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.

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Dividends

IAUM vs. IAUF - Dividend Comparison

Neither IAUM nor IAUF has paid dividends to shareholders.

TTM2024202320222021202020192018
IAUM
iShares Gold Trust Micro ETF of Benef Interest		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IAUF
iShares Gold Strategy ETF		100.19%100.19%13.18%0.88%0.00%7.61%10.04%0.77%

Drawdowns

IAUM vs. IAUF - Drawdown Comparison

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Volatility

IAUM vs. IAUF - Volatility Comparison

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