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IAUP.L vs. BULP.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IAUP.L vs. BULP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Gold Producers UCITS ETF USD Acc (IAUP.L) and WisdomTree Gold (BULP.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IAUP.L is traded in USD, while BULP.L is traded in GBp. To make them comparable, the BULP.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IAUP.L achieves a 1.67% return, which is significantly lower than BULP.L's 2.87% return. Over the past 10 years, IAUP.L has outperformed BULP.L with an annualized return of 14.14%, while BULP.L has yielded a comparatively lower 11.19% annualized return.


IAUP.L

1D
0.89%
1M
-0.28%
YTD
1.67%
6M
7.47%
1Y
63.58%
3Y*
42.10%
5Y*
18.73%
10Y*
14.14%

BULP.L

1D
0.76%
1M
-2.34%
YTD
2.87%
6M
5.16%
1Y
29.82%
3Y*
29.03%
5Y*
16.38%
10Y*
11.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAUP.L vs. BULP.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IAUP.L
iShares Gold Producers UCITS ETF USD Acc
1.67%153.95%11.53%9.39%-11.06%-10.31%23.60%45.64%-9.60%6.75%
BULP.L
WisdomTree Gold
2.87%61.38%24.05%10.66%-1.91%-5.59%19.30%17.42%-3.12%9.57%

Correlation

The correlation between IAUP.L and BULP.L is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (5Y)
Calculated over the trailing 5-year period

0.70

Correlation (10Y)
Calculated over the trailing 10-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Sep 20, 2011

0.70

The correlation between IAUP.L and BULP.L has been stable across timeframes, ranging from 0.70 to 0.78 - a consistent structural relationship.

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Return for Risk

IAUP.L vs. BULP.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IAUP.L
IAUP.L Risk / Return Rank: 4040
Overall Rank
IAUP.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
IAUP.L Sortino Ratio Rank: 3838
Sortino Ratio Rank
IAUP.L Omega Ratio Rank: 3838
Omega Ratio Rank
IAUP.L Calmar Ratio Rank: 4545
Calmar Ratio Rank
IAUP.L Martin Ratio Rank: 3737
Martin Ratio Rank

BULP.L
BULP.L Risk / Return Rank: 3636
Overall Rank
BULP.L Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
BULP.L Sortino Ratio Rank: 3333
Sortino Ratio Rank
BULP.L Omega Ratio Rank: 4141
Omega Ratio Rank
BULP.L Calmar Ratio Rank: 3636
Calmar Ratio Rank
BULP.L Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IAUP.L vs. BULP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Gold Producers UCITS ETF USD Acc (IAUP.L) and WisdomTree Gold (BULP.L). 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.


IAUP.LBULP.LDifference
Sharpe ratioReturn per unit of total volatility

+0.26

Sortino ratioReturn per unit of downside risk

+0.32

Omega ratioGain probability vs. loss probability

1.25

1.23

+0.02

Calmar ratioReturn relative to maximum drawdown

2.21

1.67

+0.54

Martin ratioReturn relative to average drawdown

5.66

4.29

+1.37

IAUP.L vs. BULP.L - Sharpe Ratio Comparison

The current IAUP.L Sharpe Ratio is 1.46, which is comparable to the BULP.L Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of IAUP.L and BULP.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IAUP.LBULP.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.46

1.20

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.92

-0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.69

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.41

-0.32

Drawdowns

IAUP.L vs. BULP.L - Drawdown Comparison

The maximum IAUP.L drawdown since its inception was -79.95%, which is greater than BULP.L's maximum drawdown of -47.92%. Use the drawdown chart below to compare losses from any high point for IAUP.L and BULP.L.


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Drawdown Indicators


IAUP.LBULP.LDifference

Max Drawdown

Largest peak-to-trough decline

-79.95%

-47.92%

-32.03%

Max Drawdown (1Y)

Largest decline over 1 year

-28.57%

-17.76%

-10.81%

Max Drawdown (3Y)

Largest decline over 3 years

-28.57%

-17.76%

-10.81%

Max Drawdown (5Y)

Largest decline over 5 years

-44.90%

-22.81%

-22.09%

Max Drawdown (10Y)

Largest decline over 10 years

-51.26%

-25.09%

-26.17%

Current Drawdown

Current decline from peak

-24.01%

-16.21%

-7.80%

Average Drawdown

Average peak-to-trough decline

-49.54%

-22.09%

-27.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.20%

6.93%

+4.27%

Volatility

IAUP.L vs. BULP.L - Volatility Comparison

iShares Gold Producers UCITS ETF USD Acc (IAUP.L) has a higher volatility of 14.96% compared to WisdomTree Gold (BULP.L) at 5.77%. This indicates that IAUP.L's price experiences larger fluctuations and is considered to be riskier than BULP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IAUP.LBULP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.96%

5.77%

+9.19%

Volatility (6M)

Calculated over the trailing 6-month period

35.03%

21.05%

+13.98%

Volatility (1Y)

Calculated over the trailing 1-year period

43.36%

24.70%

+18.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.32%

17.87%

+17.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.55%

16.25%

+18.30%

IAUP.L vs. BULP.L - Expense Ratio Comparison

IAUP.L has a 0.55% expense ratio, which is higher than BULP.L's 0.49% expense ratio.


Dividends

IAUP.L vs. BULP.L - Dividend Comparison

Neither IAUP.L nor BULP.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IAUP.L and BULP.L have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BULP.L is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BULP.L is cheaper with a 0.49% expense ratio, compared with 0.55% for IAUP.L.

IAUP.L is categorized as Gold, while BULP.L is Precious Metals. IAUP.L tracks S&P Commodity Producers Gold Index, while BULP.L tracks Gold. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.55% for IAUP.L and 0.49% for BULP.L.

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