IAUM vs. VIS
IAUM (iShares Gold Trust Micro) and VIS (Vanguard Industrials ETF) are both exchange-traded funds - IAUM is a Gold fund tracking the LBMA Gold Price PM, while VIS is a Industrials Equities fund tracking the MSCI US Investable Market Industrials 25/50 Index. Both are passively managed. Over the past 5 years, IAUM returned 17.35%/yr vs 13.25%/yr for VIS. Their 0.14 correlation means their historical movements had little consistent relationship. Both charge a 0.09% expense ratio.
Performance
IAUM vs. VIS - Performance Comparison
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Returns By Period
In the year-to-date period, IAUM achieves a -6.09% return, which is significantly lower than VIS's 15.98% return.
IAUM
- 1D
- -1.46%
- 1M
- 0.27%
- 6M
- -16.73%
- YTD
- -6.09%
- 1Y
- 23.04%
- 3Y*
- 27.63%
- 5Y*
- 17.35%
- 10Y*
- —
- ALL TIME*
- 17.70%
VIS
- 1D
- 0.72%
- 1M
- -3.24%
- 6M
- 8.07%
- YTD
- 15.98%
- 1Y
- 19.96%
- 3Y*
- 18.87%
- 5Y*
- 13.25%
- 10Y*
- 13.86%
- ALL TIME*
- 11.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $77.48M | $77.88M | $93.44M | |
| $22.93M | $23.95M | $29.49M |
IAUM vs. VIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IAUM iShares Gold Trust Micro | -6.09% | 64.27% | 27.04% | 13.12% | -0.49% | 3.87% |
VIS Vanguard Industrials ETF | 15.98% | 18.57% | 16.85% | 22.50% | -8.57% | 4.38% |
Correlation
The correlation between IAUM and VIS is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2021 | 0.14 |
The correlation between IAUM and VIS shifts across timeframes, from 0.14 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IAUM vs. VIS — Risk / Return Rank
IAUM
VIS
IAUM vs. VIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Gold Trust Micro (IAUM) and Vanguard Industrials ETF (VIS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IAUM | VIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.63 | -0.75 |
| Martin ratioReturn relative to average drawdown | 1.90 | 6.48 | -4.57 |
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Drawdowns
IAUM vs. VIS - Drawdown Comparison
The maximum IAUM drawdown since its inception was -26.31%, smaller than the maximum VIS drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for IAUM and VIS.
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Drawdown Indicators
| IAUM | VIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.31% | -63.51% | +37.20% |
Max Drawdown (1Y)Largest decline over 1 year | -26.31% | -12.29% | -14.02% |
Max Drawdown (3Y)Largest decline over 3 years | -26.31% | -20.80% | -5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -26.31% | -22.96% | -3.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.42% | — |
Current DrawdownCurrent decline from peak | -24.95% | -4.42% | -20.53% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -8.33% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.14% | 3.09% | +9.05% |
Volatility
IAUM vs. VIS - Volatility Comparison
iShares Gold Trust Micro (IAUM) has a higher volatility of 6.29% compared to Vanguard Industrials ETF (VIS) at 5.07%. This indicates that IAUM's price experiences larger fluctuations and is considered to be riskier than VIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IAUM | VIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 5.07% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 23.21% | 14.66% | +8.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.81% | 17.97% | +9.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.33% | 18.55% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 20.48% | -2.29% |
IAUM vs. VIS - Expense Ratio Comparison
Both IAUM and VIS have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IAUM vs. VIS - Dividend Comparison
IAUM has not paid dividends to shareholders, while VIS's dividend yield for the trailing twelve months is around 0.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAUM iShares Gold Trust Micro | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIS Vanguard Industrials ETF | 0.90% | 1.01% | 1.23% | 1.36% | 1.52% | 1.11% | 1.38% | 1.68% | 1.90% | 1.60% | 1.81% | 1.94% |
Frequently Asked Questions
IAUM and VIS have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IAUM has higher volatility (6.29%) compared to VIS (5.07%). In terms of maximum drawdown, IAUM dropped -26.31% vs VIS's -63.51%.
On 5-year performance, IAUM leads with 17.35% vs 13.25% for VIS. Both ETFs have the same 0.09% expense ratio. On volatility, VIS has been the lower-risk option at 5.07%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IAUM has performed better with a 17.35% return vs 13.25%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IAUM and VIS have the same expense ratio: 0.09% per year.
VIS has the higher dividend yield at 0.90%, compared with 0.00% for IAUM.
IAUM is categorized as Gold, while VIS is Industrials Equities. IAUM tracks LBMA Gold Price PM, while VIS tracks MSCI US Investable Market Industrials 25/50 Index. They also come from different issuers: iShares and Vanguard.
VIS currently has the higher Sharpe Ratio (1.12 vs 0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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