IS0E.DE vs. G2X.DE
Compare and contrast key facts about iShares Gold Producers UCITS ETF (IS0E.DE) and VanEck Gold Miners UCITS ETF (G2X.DE).
IS0E.DE and G2X.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IS0E.DE is a passively managed fund by iShares that tracks the performance of the S&P Commodity Producers Gold. It was launched on Sep 16, 2011. G2X.DE is a passively managed fund by VanEck that tracks the performance of the NYSE Arca Gold Miners. It was launched on Mar 25, 2015. Both IS0E.DE and G2X.DE 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: IS0E.DE or G2X.DE.
Key characteristics
| IS0E.DE | G2X.DE | |
|---|---|---|
| YTD Return | 30.68% | 30.05% |
| 1Y Return | 36.45% | 36.68% |
| 3Y Return (Ann) | 9.83% | 10.84% |
| 5Y Return (Ann) | 8.91% | 9.42% |
| Sharpe Ratio | 1.53 | 1.40 |
| Sortino Ratio | 2.18 | 1.97 |
| Omega Ratio | 1.27 | 1.24 |
| Calmar Ratio | 1.18 | 1.20 |
| Martin Ratio | 7.11 | 6.13 |
| Ulcer Index | 6.04% | 6.75% |
| Daily Std Dev | 28.04% | 29.48% |
| Max Drawdown | -71.22% | -46.04% |
| Current Drawdown | -8.63% | -9.88% |
Correlation
The correlation between IS0E.DE and G2X.DE is 0.91, 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
IS0E.DE vs. G2X.DE - Performance Comparison
The year-to-date returns for both stocks are quite close, with IS0E.DE having a 30.68% return and G2X.DE slightly lower at 30.05%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IS0E.DE vs. G2X.DE - Expense Ratio Comparison
IS0E.DE has a 0.55% expense ratio, which is higher than G2X.DE's 0.53% expense ratio.
Risk-Adjusted Performance
IS0E.DE vs. G2X.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Gold Producers UCITS ETF (IS0E.DE) and VanEck Gold Miners UCITS ETF (G2X.DE). 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
IS0E.DE vs. G2X.DE - Dividend Comparison
Neither IS0E.DE nor G2X.DE has paid dividends to shareholders.
Drawdowns
IS0E.DE vs. G2X.DE - Drawdown Comparison
The maximum IS0E.DE drawdown since its inception was -71.22%, which is greater than G2X.DE's maximum drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for IS0E.DE and G2X.DE. For additional features, visit the drawdowns tool.
Volatility
IS0E.DE vs. G2X.DE - Volatility Comparison
The current volatility for iShares Gold Producers UCITS ETF (IS0E.DE) is 7.22%, while VanEck Gold Miners UCITS ETF (G2X.DE) has a volatility of 7.97%. This indicates that IS0E.DE experiences smaller price fluctuations and is considered to be less risky than G2X.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.