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:
2.38
PHYS:
2.33
IAUM:
3.08
PHYS:
2.92
IAUM:
1.40
PHYS:
1.39
IAUM:
4.49
PHYS:
3.86
IAUM:
12.18
PHYS:
10.86
IAUM:
2.98%
PHYS:
3.28%
IAUM:
15.28%
PHYS:
15.28%
IAUM:
-20.87%
PHYS:
-48.16%
IAUM:
-0.55%
PHYS:
-0.58%
Returns By Period
In the year-to-date period, IAUM achieves a 18.46% return, which is significantly lower than PHYS's 19.41% return.
IAUM
18.46%
6.49%
16.89%
35.14%
N/A
N/A
PHYS
19.41%
6.32%
16.58%
34.36%
13.00%
9.16%
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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
iShares Gold Trust Micro ETF of Benef Interest (IAUM) has a higher volatility of 3.37% compared to Sprott Physical Gold Trust (PHYS) at 3.00%. 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.