PortfoliosLab logoPortfoliosLab logo
IXJ.AX vs. GLDN.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IXJ.AX vs. GLDN.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in iShares Global Healthcare ETF (AU) (IXJ.AX) and Ishares Physical Gold ETF (GLDN.AX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IXJ.AX achieves a -3.55% return, which is significantly higher than GLDN.AX's -11.15% return.


IXJ.AX

1D
0.44%
1M
3.40%
6M
-4.71%
YTD
-3.55%
1Y
7.22%
3Y*
5.25%
5Y*
5.66%
10Y*
9.55%

GLDN.AX

1D
0.24%
1M
-4.83%
6M
-16.42%
YTD
-11.15%
1Y
12.58%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IXJ.AX vs. GLDN.AX - Yearly Performance Comparison


2026 (YTD)202520242023
IXJ.AX
iShares Global Healthcare ETF (AU)
-3.55%6.85%9.96%2.66%
GLDN.AX
Ishares Physical Gold ETF
-11.15%55.11%38.15%-3.32%

Correlation

The correlation between IXJ.AX and GLDN.AX is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.06

Correlation (All Time)
Calculated using the full available price history since Nov 1, 2023

0.08

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IXJ.AX vs. GLDN.AX — Risk / Return Rank

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

IXJ.AX
IXJ.AX Risk / Return Rank: 1818
Overall Rank
IXJ.AX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
IXJ.AX Sortino Ratio Rank: 2020
Sortino Ratio Rank
IXJ.AX Omega Ratio Rank: 1818
Omega Ratio Rank
IXJ.AX Calmar Ratio Rank: 1616
Calmar Ratio Rank
IXJ.AX Martin Ratio Rank: 1515
Martin Ratio Rank

GLDN.AX
GLDN.AX Risk / Return Rank: 1717
Overall Rank
GLDN.AX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
GLDN.AX Sortino Ratio Rank: 1818
Sortino Ratio Rank
GLDN.AX Omega Ratio Rank: 2020
Omega Ratio Rank
GLDN.AX Calmar Ratio Rank: 1515
Calmar Ratio Rank
GLDN.AX Martin Ratio Rank: 1515
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.

IXJ.AX vs. GLDN.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (AU) (IXJ.AX) and Ishares Physical Gold ETF (GLDN.AX). 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.


IXJ.AXGLDN.AXDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.14

Omega ratioGain probability vs. loss probability

1.11

1.12

-0.01

Calmar ratioReturn relative to maximum drawdown

0.49

0.46

+0.03

Martin ratioReturn relative to average drawdown

1.06

1.00

+0.06

IXJ.AX vs. GLDN.AX - Sharpe Ratio Comparison

The current IXJ.AX Sharpe Ratio is 0.57, which is comparable to the GLDN.AX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of IXJ.AX and GLDN.AX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

IXJ.AX vs. GLDN.AX - Drawdown Comparison

The maximum IXJ.AX drawdown since its inception was -17.30%, smaller than the maximum GLDN.AX drawdown of -26.62%. Use the drawdown chart below to compare losses from any high point for IXJ.AX and GLDN.AX.


Loading charts...

Drawdown Indicators


IXJ.AXGLDN.AXDifference

Max Drawdown

Largest peak-to-trough decline

-17.30%

-26.62%

+9.32%

Max Drawdown (1Y)

Largest decline over 1 year

-17.30%

-26.62%

+9.32%

Max Drawdown (3Y)

Largest decline over 3 years

-17.30%

Max Drawdown (5Y)

Largest decline over 5 years

-17.30%

Max Drawdown (10Y)

Largest decline over 10 years

-17.30%

Current Drawdown

Current decline from peak

-7.49%

-26.28%

+18.79%

Average Drawdown

Average peak-to-trough decline

-4.02%

-5.16%

+1.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.11%

12.44%

-4.33%

Volatility

IXJ.AX vs. GLDN.AX - Volatility Comparison

The current volatility for iShares Global Healthcare ETF (AU) (IXJ.AX) is 5.61%, while Ishares Physical Gold ETF (GLDN.AX) has a volatility of 6.35%. This indicates that IXJ.AX experiences smaller price fluctuations and is considered to be less risky than GLDN.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IXJ.AXGLDN.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

6.35%

-0.74%

Volatility (6M)

Calculated over the trailing 6-month period

11.57%

21.71%

-10.14%

Volatility (1Y)

Calculated over the trailing 1-year period

14.97%

25.11%

-10.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.61%

19.55%

-5.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.61%

19.55%

-4.94%

Dividends

IXJ.AX vs. GLDN.AX - Dividend Comparison

IXJ.AX's dividend yield for the trailing twelve months is around 1.11%, while GLDN.AX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
GLDN.AX
Ishares Physical Gold ETF
0.00%0.07%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IXJ.AX
iShares Global Healthcare ETF (AU)
1.11%0.94%1.56%1.44%1.71%1.37%1.89%2.86%0.74%3.99%5.60%9.60%

Frequently Asked Questions


IXJ.AX and GLDN.AX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXJ.AX is categorized as Health & Biotech Equities, while GLDN.AX is Gold. IXJ.AX tracks iShares Global Healthcare Index, while GLDN.AX tracks LBMA Gold Price PM AUD Index.

Portfolio Optimizer

Find the right allocation for IXJ.AX and GLDN.AX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer