IGLD vs. UNH
IGLD (FT Vest Gold Strategy Target Income ETF) is Gold fund actively managed by First Trust, while UNH (UnitedHealth Group Incorporated) is a stock. Over the past 5 years, IGLD returned 13.37%/yr vs 2.37%/yr for UNH. At a 0.07 correlation, their price movements are largely independent.
Performance
IGLD vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, IGLD achieves a -3.05% return, which is significantly lower than UNH's 23.11% return.
IGLD
- 1D
- -0.50%
- 1M
- -5.65%
- YTD
- -3.05%
- 6M
- -3.19%
- 1Y
- 18.24%
- 3Y*
- 20.70%
- 5Y*
- 13.37%
- 10Y*
- —
UNH
- 1D
- 0.36%
- 1M
- 3.80%
- YTD
- 23.11%
- 6M
- 24.12%
- 1Y
- 36.32%
- 3Y*
- -2.42%
- 5Y*
- 2.37%
- 10Y*
- 13.06%
IGLD vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IGLD FT Vest Gold Strategy Target Income ETF | -3.05% | 47.46% | 19.36% | 9.24% | -2.34% | 4.30% |
UNH UnitedHealth Group Incorporated | 23.11% | -33.14% | -2.41% | 0.80% | 6.94% | 52.16% |
Correlation
The correlation between IGLD and UNH is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2021 | 0.07 |
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Return for Risk
IGLD vs. UNH — Risk / Return Rank
IGLD
UNH
IGLD vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Vest Gold Strategy Target Income ETF (IGLD) and UnitedHealth Group Incorporated (UNH). 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.
| IGLD | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | 1.18 | -0.34 |
| Martin ratioReturn relative to average drawdown | 2.47 | 2.59 | -0.12 |
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Drawdowns
IGLD vs. UNH - Drawdown Comparison
The maximum IGLD drawdown since its inception was -21.90%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for IGLD and UNH.
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Drawdown Indicators
| IGLD | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.90% | -74.37% | +52.47% |
Max Drawdown (1Y)Largest decline over 1 year | -21.90% | -28.96% | +7.06% |
Max Drawdown (3Y)Largest decline over 3 years | -21.90% | -61.39% | +39.49% |
Max Drawdown (5Y)Largest decline over 5 years | -21.90% | -61.39% | +39.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.39% | — |
Current DrawdownCurrent decline from peak | -19.11% | -33.15% | +14.04% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -14.78% | +9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.46% | 13.17% | -5.71% |
Volatility
IGLD vs. UNH - Volatility Comparison
FT Vest Gold Strategy Target Income ETF (IGLD) and UnitedHealth Group Incorporated (UNH) have volatilities of 8.12% and 7.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGLD | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.12% | 7.81% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 22.26% | 30.77% | -8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.31% | 40.05% | -15.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 31.89% | -16.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.28% | 30.19% | -14.91% |
Dividends
IGLD vs. UNH - Dividend Comparison
IGLD's dividend yield for the trailing twelve months is around 18.79%, more than UNH's 2.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGLD FT Vest Gold Strategy Target Income ETF | 18.79% | 9.91% | 20.81% | 7.85% | 4.45% | 2.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNH UnitedHealth Group Incorporated | 2.23% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Frequently Asked Questions
IGLD and UNH have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IGLD has higher volatility (8.12%) compared to UNH (7.81%). In terms of maximum drawdown, IGLD dropped -21.90% vs UNH's -74.37%.
UNH currently has the higher Sharpe Ratio (0.85 vs 0.76), 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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