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:
2.10
PHYS:
2.08
IAUM:
2.75
PHYS:
2.66
IAUM:
1.36
PHYS:
1.36
IAUM:
3.90
PHYS:
3.45
IAUM:
10.61
PHYS:
9.71
IAUM:
2.97%
PHYS:
3.27%
IAUM:
15.01%
PHYS:
15.28%
IAUM:
-20.87%
PHYS:
-48.16%
IAUM:
-3.27%
PHYS:
-3.97%
Returns By Period
In the year-to-date period, IAUM achieves a 2.79% return, which is significantly lower than PHYS's 3.28% return.
IAUM
2.79%
1.66%
9.71%
32.84%
N/A
N/A
PHYS
3.28%
1.66%
9.36%
32.91%
10.62%
7.00%
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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
The current volatility for iShares Gold Trust Micro ETF of Benef Interest (IAUM) is 3.78%, while Sprott Physical Gold Trust (PHYS) has a volatility of 4.21%. 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.