IAUM vs. PHYS
Compare and contrast key facts about iShares Gold Trust Micro ETF of Benef Interest (IAUM) and Sprott Physical Gold Trust (PHYS).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IAUM or PHYS.
Correlation
The correlation between IAUM and PHYS is 0.98, 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.
Performance
IAUM vs. PHYS - Performance Comparison
Key characteristics
IAUM:
1.87
PHYS:
1.75
IAUM:
2.48
PHYS:
2.29
IAUM:
1.32
PHYS:
1.30
IAUM:
3.44
PHYS:
2.87
IAUM:
10.03
PHYS:
8.79
IAUM:
2.77%
PHYS:
3.02%
IAUM:
14.91%
PHYS:
15.11%
IAUM:
-20.87%
PHYS:
-48.16%
IAUM:
-6.98%
PHYS:
-7.94%
Returns By Period
The year-to-date returns for both stocks are quite close, with IAUM having a 25.58% return and PHYS slightly lower at 25.17%.
IAUM
25.58%
-0.69%
11.32%
27.00%
N/A
N/A
PHYS
25.17%
-0.45%
10.17%
26.04%
11.04%
7.30%
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Risk-Adjusted Performance
IAUM vs. PHYS - 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 Sprott Physical Gold Trust (PHYS). 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. PHYS - Dividend Comparison
Neither IAUM nor PHYS has paid dividends to shareholders.
Drawdowns
IAUM vs. PHYS - Drawdown Comparison
The maximum IAUM drawdown since its inception was -20.87%, smaller than the maximum PHYS drawdown of -48.16%. Use the drawdown chart below to compare losses from any high point for IAUM and PHYS. For additional features, visit the drawdowns tool.
Volatility
IAUM vs. PHYS - Volatility Comparison
The current volatility for iShares Gold Trust Micro ETF of Benef Interest (IAUM) is 5.21%, while Sprott Physical Gold Trust (PHYS) has a volatility of 5.51%. This indicates that IAUM experiences smaller price fluctuations and is considered to be less risky than PHYS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.