NUGY vs. BAR
NUGY (GraniteShares YieldBOOST Gold Miners ETF) and BAR (GraniteShares Gold Trust) are both exchange-traded funds - NUGY is a Derivative Income fund actively managed by GraniteShares, while BAR is a Gold fund tracking the LBMA Gold Price PM ($/ozt). NUGY is actively managed, while BAR is passively managed. A 0.74 correlation means they provide meaningful diversification when combined. NUGY charges 1.07%/yr vs 0.17%/yr for BAR.
Performance
NUGY vs. BAR - Performance Comparison
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Returns By Period
In the year-to-date period, NUGY achieves a -6.33% return, which is significantly lower than BAR's -5.72% return.
NUGY
- 1D
- 0.24%
- 1M
- -5.21%
- YTD
- -6.33%
- 6M
- -12.94%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BAR
- 1D
- 1.11%
- 1M
- -9.49%
- YTD
- -5.72%
- 6M
- -10.30%
- 1Y
- 24.18%
- 3Y*
- 28.39%
- 5Y*
- 17.77%
- 10Y*
- —
NUGY vs. BAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NUGY GraniteShares YieldBOOST Gold Miners ETF | -6.33% | 3.20% |
BAR GraniteShares Gold Trust | -5.72% | 6.68% |
Correlation
The correlation between NUGY and BAR is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.74 |
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Return for Risk
NUGY vs. BAR — Risk / Return Rank
NUGY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BAR
NUGY vs. BAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GraniteShares YieldBOOST Gold Miners ETF (NUGY) and GraniteShares Gold Trust (BAR). 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.
| NUGY | BAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.17 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.84 | — |
| Martin ratioReturn relative to average drawdown | — | 2.32 | — |
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Drawdowns
NUGY vs. BAR - Drawdown Comparison
The maximum NUGY drawdown since its inception was -19.10%, smaller than the maximum BAR drawdown of -26.15%. Use the drawdown chart below to compare losses from any high point for NUGY and BAR.
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Drawdown Indicators
| NUGY | BAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.10% | -26.15% | +7.05% |
Max Drawdown (1Y)Largest decline over 1 year | — | -26.15% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.15% | — |
Current DrawdownCurrent decline from peak | -18.71% | -24.64% | +5.93% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -6.56% | -1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.48% | — |
Volatility
NUGY vs. BAR - Volatility Comparison
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Volatility by Period
| NUGY | BAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.71% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 24.31% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 25.91% | 27.53% | -1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.91% | 18.19% | +7.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.91% | 16.56% | +9.35% |
NUGY vs. BAR - Expense Ratio Comparison
NUGY has a 1.07% expense ratio, which is higher than BAR's 0.17% expense ratio.
Dividends
NUGY vs. BAR - Dividend Comparison
NUGY's dividend yield for the trailing twelve months is around 83.61%, while BAR has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BAR GraniteShares Gold Trust | 0.00% | 0.00% |
NUGY GraniteShares YieldBOOST Gold Miners ETF | 83.61% | 12.18% |
Frequently Asked Questions
NUGY and BAR have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BAR is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BAR is cheaper with a 0.17% expense ratio, compared with 1.07% for NUGY.
NUGY has the higher dividend yield at 83.61%, compared with 0.00% for BAR.
NUGY is categorized as Derivative Income, while BAR is Gold. Their fees differ too: 1.07% for NUGY and 0.17% for BAR.
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