IS0E.DE vs. YGLD
IS0E.DE (iShares Gold Producers UCITS ETF) and YGLD (Simplify Gold Strategy PLUS Income ETF) are both exchange-traded funds - IS0E.DE is a Precious Metals fund tracking the S&P Commodity Producers Gold, while YGLD is a Gold fund actively managed by Simplify. IS0E.DE is passively managed, while YGLD is actively managed. Over the past year, IS0E.DE returned 60.26% vs 17.06% for YGLD. A 0.61 correlation means they provide meaningful diversification when combined. IS0E.DE charges 0.55%/yr vs 0.50%/yr for YGLD.
Performance
IS0E.DE vs. YGLD - Performance Comparison
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Different Trading Currencies
IS0E.DE is traded in EUR, while YGLD is traded in USD. To make them comparable, the YGLD values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IS0E.DE achieves a -0.06% return, which is significantly higher than YGLD's -9.58% return.
IS0E.DE
- 1D
- 0.88%
- 1M
- -5.38%
- YTD
- -0.06%
- 6M
- 7.39%
- 1Y
- 60.26%
- 3Y*
- 38.14%
- 5Y*
- 19.77%
- 10Y*
- 13.92%
YGLD
- 1D
- -4.60%
- 1M
- -10.18%
- YTD
- -9.58%
- 6M
- -9.99%
- 1Y
- 17.06%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IS0E.DE vs. YGLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IS0E.DE iShares Gold Producers UCITS ETF | -0.06% | 129.59% | -8.15% |
YGLD Simplify Gold Strategy PLUS Income ETF | -9.58% | 73.46% | -2.71% |
Correlation
The correlation between IS0E.DE and YGLD is 0.65, 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 | 0.65 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2024 | 0.61 |
The correlation between IS0E.DE and YGLD has been stable across timeframes, ranging from 0.61 to 0.65 - a consistent structural relationship.
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Return for Risk
IS0E.DE vs. YGLD — Risk / Return Rank
IS0E.DE
YGLD
IS0E.DE vs. YGLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Gold Producers UCITS ETF (IS0E.DE) and Simplify Gold Strategy PLUS Income ETF (YGLD). 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.
| IS0E.DE | YGLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.12 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 0.51 | +1.66 |
| Martin ratioReturn relative to average drawdown | 5.45 | 1.20 | +4.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS0E.DE | YGLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.44 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.87 | -0.69 |
Drawdowns
IS0E.DE vs. YGLD - Drawdown Comparison
The maximum IS0E.DE drawdown since its inception was -71.63%, which is greater than YGLD's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for IS0E.DE and YGLD.
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Drawdown Indicators
| IS0E.DE | YGLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.63% | -33.59% | -38.04% |
Max Drawdown (1Y)Largest decline over 1 year | -27.26% | -33.59% | +6.33% |
Max Drawdown (3Y)Largest decline over 3 years | -27.26% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -38.03% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -45.62% | — | — |
Current DrawdownCurrent decline from peak | -22.93% | -33.59% | +10.66% |
Average DrawdownAverage peak-to-trough decline | -33.74% | -7.86% | -25.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.85% | 14.22% | -3.37% |
Volatility
IS0E.DE vs. YGLD - Volatility Comparison
iShares Gold Producers UCITS ETF (IS0E.DE) has a higher volatility of 12.84% compared to Simplify Gold Strategy PLUS Income ETF (YGLD) at 7.72%. This indicates that IS0E.DE's price experiences larger fluctuations and is considered to be riskier than YGLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS0E.DE | YGLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.84% | 7.72% | +5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 33.62% | 33.62% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.58% | 39.11% | +8.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.83% | 37.59% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.53% | 37.59% | -5.06% |
IS0E.DE vs. YGLD - Expense Ratio Comparison
IS0E.DE has a 0.55% expense ratio, which is higher than YGLD's 0.50% expense ratio.
Dividends
IS0E.DE vs. YGLD - Dividend Comparison
IS0E.DE has not paid dividends to shareholders, while YGLD's dividend yield for the trailing twelve months is around 20.11%.
| Position | TTM | 2025 |
|---|---|---|
IS0E.DE iShares Gold Producers UCITS ETF | 0.00% | 0.00% |
YGLD Simplify Gold Strategy PLUS Income ETF | 20.11% | 12.05% |
Frequently Asked Questions
IS0E.DE and YGLD have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, YGLD is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
YGLD is cheaper with a 0.50% expense ratio, compared with 0.55% for IS0E.DE.
IS0E.DE is categorized as Precious Metals, while YGLD is Gold. They also come from different issuers: iShares and Simplify. Their fees differ too: 0.55% for IS0E.DE and 0.50% for YGLD.
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