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:
3.02
PHYS:
3.05
IAUM:
3.79
PHYS:
3.71
IAUM:
1.51
PHYS:
1.51
IAUM:
5.67
PHYS:
5.07
IAUM:
15.52
PHYS:
14.33
IAUM:
2.96%
PHYS:
3.27%
IAUM:
15.23%
PHYS:
15.38%
IAUM:
-20.87%
PHYS:
-48.16%
IAUM:
0.00%
PHYS:
0.00%
Returns By Period
In the year-to-date period, IAUM achieves a 12.00% return, which is significantly lower than PHYS's 12.96% return.
IAUM
12.00%
7.13%
18.42%
45.10%
N/A
N/A
PHYS
12.96%
7.36%
17.94%
45.74%
11.37%
8.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IAUM vs. PHYS — Risk-Adjusted Performance Rank
IAUM
PHYS
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
iShares Gold Trust Micro ETF of Benef Interest (IAUM) has a higher volatility of 3.66% compared to Sprott Physical Gold Trust (PHYS) at 3.48%. This indicates that IAUM's price experiences larger fluctuations and is considered to be riskier than PHYS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.