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IYK vs. GLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IYK vs. GLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Consumer Goods ETF (IYK) and SPDR Gold Shares (GLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IYK achieves a 10.91% return, which is significantly higher than GLD's -2.47% return. Over the past 10 years, IYK has underperformed GLD with an annualized return of 9.42%, while GLD has yielded a comparatively higher 12.15% annualized return.


IYK

1D
0.70%
1M
1.92%
YTD
10.91%
6M
10.35%
1Y
7.28%
3Y*
6.56%
5Y*
6.67%
10Y*
9.42%

GLD

1D
0.06%
1M
-9.52%
YTD
-2.47%
6M
-2.25%
1Y
22.21%
3Y*
28.89%
5Y*
17.08%
10Y*
12.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IYK vs. GLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IYK
iShares U.S. Consumer Goods ETF
10.91%4.78%5.27%-2.84%3.57%17.32%32.65%28.12%-13.84%16.53%
GLD
SPDR Gold Shares
-2.47%63.68%26.66%12.69%-0.77%-4.15%24.81%17.86%-1.94%12.81%

Correlation

The correlation between IYK and GLD is 0.07, 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

0.07

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

0.06

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

0.09

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

0.07

Correlation (All Time)
Calculated using the full available price history since Nov 18, 2004

0.04

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Return for Risk

IYK vs. GLD — Risk / Return Rank

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

IYK
IYK Risk / Return Rank: 1717
Overall Rank
IYK Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
IYK Sortino Ratio Rank: 1717
Sortino Ratio Rank
IYK Omega Ratio Rank: 1717
Omega Ratio Rank
IYK Calmar Ratio Rank: 1717
Calmar Ratio Rank
IYK Martin Ratio Rank: 1616
Martin Ratio Rank

GLD
GLD Risk / Return Rank: 2626
Overall Rank
GLD Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
GLD Sortino Ratio Rank: 2525
Sortino Ratio Rank
GLD Omega Ratio Rank: 3030
Omega Ratio Rank
GLD Calmar Ratio Rank: 2424
Calmar Ratio Rank
GLD Martin Ratio Rank: 2424
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.

IYK vs. GLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Consumer Goods ETF (IYK) and SPDR Gold Shares (GLD). 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.


IYKGLDDifference
Sharpe ratioReturn per unit of total volatility

-0.37

Sortino ratioReturn per unit of downside risk

-0.44

Omega ratioGain probability vs. loss probability

1.09

1.18

-0.09

Calmar ratioReturn relative to maximum drawdown

0.59

0.98

-0.39

Martin ratioReturn relative to average drawdown

1.23

2.81

-1.58

IYK vs. GLD - Sharpe Ratio Comparison

The current IYK Sharpe Ratio is 0.50, which is lower than the GLD Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of IYK and GLD, 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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Drawdowns

IYK vs. GLD - Drawdown Comparison

The maximum IYK drawdown since its inception was -42.64%, smaller than the maximum GLD drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for IYK and GLD.


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Drawdown Indicators


IYKGLDDifference

Max Drawdown

Largest peak-to-trough decline

-42.64%

-45.56%

+2.92%

Max Drawdown (1Y)

Largest decline over 1 year

-10.68%

-24.46%

+13.78%

Max Drawdown (3Y)

Largest decline over 3 years

-12.14%

-24.46%

+12.32%

Max Drawdown (5Y)

Largest decline over 5 years

-15.05%

-24.46%

+9.41%

Max Drawdown (10Y)

Largest decline over 10 years

-33.19%

-24.46%

-8.73%

Current Drawdown

Current decline from peak

-4.40%

-22.05%

+17.65%

Average Drawdown

Average peak-to-trough decline

-5.07%

-16.16%

+11.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.13%

8.49%

-3.36%

Volatility

IYK vs. GLD - Volatility Comparison

The current volatility for iShares U.S. Consumer Goods ETF (IYK) is 4.75%, while SPDR Gold Shares (GLD) has a volatility of 7.79%. This indicates that IYK experiences smaller price fluctuations and is considered to be less risky than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IYKGLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.75%

7.79%

-3.04%

Volatility (6M)

Calculated over the trailing 6-month period

9.77%

24.10%

-14.33%

Volatility (1Y)

Calculated over the trailing 1-year period

12.59%

27.37%

-14.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.05%

18.22%

-5.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.53%

16.08%

-0.55%

IYK vs. GLD - Expense Ratio Comparison

IYK has a 0.42% expense ratio, which is higher than GLD's 0.40% expense ratio.


Dividends

IYK vs. GLD - Dividend Comparison

IYK's dividend yield for the trailing twelve months is around 2.56%, while GLD has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
GLD
SPDR Gold Shares
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IYK
iShares U.S. Consumer Goods ETF
2.56%2.75%2.63%2.74%2.16%1.49%1.42%2.21%2.81%1.74%2.63%2.11%

Frequently Asked Questions


IYK and GLD have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GLD has higher volatility (7.79%) compared to IYK (4.75%). In terms of maximum drawdown, IYK dropped -42.64% vs GLD's -45.56%.

On 10-year performance, GLD leads with 12.15% vs 9.42% for IYK. On fees, GLD is cheaper at 0.40% per year. On volatility, IYK has been the lower-risk option at 4.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, GLD has performed better with a 12.15% return vs 9.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GLD is cheaper with a 0.40% expense ratio, compared with 0.42% for IYK.

IYK has the higher dividend yield at 2.56%, compared with 0.00% for GLD.

IYK is categorized as Consumer Staples Equities, while GLD is Gold. IYK tracks Dow Jones U.S. Consumer Goods Index, while GLD tracks LBMA Gold Price PM. They also come from different issuers: iShares and State Street. Their fees differ too: 0.42% for IYK and 0.40% for GLD.

GLD currently has the higher Sharpe Ratio (0.87 vs 0.50), 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.

Portfolio Optimizer

Find the right allocation for IYK and GLD

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