IAUM vs. VTI
Compare and contrast key facts about iShares Gold Trust Micro ETF of Benef Interest (IAUM) and Vanguard Total Stock Market ETF (VTI).
IAUM and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both IAUM and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IAUM or VTI.
Performance
IAUM vs. VTI - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with IAUM having a 24.08% return and VTI slightly lower at 23.63%.
IAUM
24.08%
-4.23%
5.93%
29.29%
N/A
N/A
VTI
23.63%
0.87%
11.41%
32.34%
14.66%
12.59%
Key characteristics
| IAUM | VTI | |
|---|---|---|
| Sharpe Ratio | 2.09 | 2.58 |
| Sortino Ratio | 2.80 | 3.45 |
| Omega Ratio | 1.36 | 1.48 |
| Calmar Ratio | 3.78 | 3.76 |
| Martin Ratio | 12.67 | 16.56 |
| Ulcer Index | 2.42% | 1.95% |
| Daily Std Dev | 14.64% | 12.51% |
| Max Drawdown | -20.87% | -55.45% |
| Current Drawdown | -8.09% | -2.43% |
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IAUM vs. VTI - Expense Ratio Comparison
IAUM has a 0.15% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between IAUM and VTI is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
IAUM vs. VTI - 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 Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
IAUM has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAUM iShares Gold Trust Micro ETF of Benef Interest | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
IAUM vs. VTI - Drawdown Comparison
The maximum IAUM drawdown since its inception was -20.87%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IAUM and VTI. For additional features, visit the drawdowns tool.
Volatility
IAUM vs. VTI - Volatility Comparison
iShares Gold Trust Micro ETF of Benef Interest (IAUM) has a higher volatility of 5.25% compared to Vanguard Total Stock Market ETF (VTI) at 4.28%. This indicates that IAUM's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.