NUGY vs. IAU
NUGY (GraniteShares YieldBOOST Gold Miners ETF) and IAU (iShares Gold Trust) are both exchange-traded funds - NUGY is a Derivative Income fund actively managed by GraniteShares, while IAU is a Gold fund tracking the LBMA Gold Price. NUGY is actively managed, while IAU is passively managed. A 0.74 correlation means they provide meaningful diversification when combined. NUGY charges 1.07%/yr vs 0.25%/yr for IAU.
Performance
NUGY vs. IAU - 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 IAU's -5.68% return.
NUGY
- 1D
- 0.24%
- 1M
- -5.21%
- YTD
- -6.33%
- 6M
- -12.94%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IAU
- 1D
- 1.12%
- 1M
- -9.49%
- YTD
- -5.68%
- 6M
- -10.29%
- 1Y
- 24.18%
- 3Y*
- 28.30%
- 5Y*
- 17.71%
- 10Y*
- 11.70%
NUGY vs. IAU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NUGY GraniteShares YieldBOOST Gold Miners ETF | -6.33% | 3.20% |
IAU iShares Gold Trust | -5.68% | 6.65% |
Correlation
The correlation between NUGY and IAU 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. IAU — Risk / Return Rank
NUGY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IAU
NUGY vs. IAU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GraniteShares YieldBOOST Gold Miners ETF (NUGY) and iShares Gold Trust (IAU). 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 | IAU | 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. IAU - Drawdown Comparison
The maximum NUGY drawdown since its inception was -19.10%, smaller than the maximum IAU drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for NUGY and IAU.
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Drawdown Indicators
| NUGY | IAU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.10% | -45.14% | +26.04% |
Max Drawdown (1Y)Largest decline over 1 year | — | -26.17% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.17% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.17% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.17% | — |
Current DrawdownCurrent decline from peak | -18.71% | -24.62% | +5.91% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -15.98% | +7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.48% | — |
Volatility
NUGY vs. IAU - Volatility Comparison
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Volatility by Period
| NUGY | IAU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.74% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 24.32% | — |
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% | 18.24% | +7.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.91% | 16.01% | +9.90% |
NUGY vs. IAU - Expense Ratio Comparison
NUGY has a 1.07% expense ratio, which is higher than IAU's 0.25% expense ratio.
Dividends
NUGY vs. IAU - Dividend Comparison
NUGY's dividend yield for the trailing twelve months is around 83.61%, while IAU has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
IAU iShares Gold Trust | 0.00% | 0.00% |
NUGY GraniteShares YieldBOOST Gold Miners ETF | 83.61% | 12.18% |
Frequently Asked Questions
NUGY and IAU 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, IAU is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IAU is cheaper with a 0.25% expense ratio, compared with 1.07% for NUGY.
NUGY has the higher dividend yield at 83.61%, compared with 0.00% for IAU.
NUGY is categorized as Derivative Income, while IAU is Gold. They also come from different issuers: GraniteShares and iShares. Their fees differ too: 1.07% for NUGY and 0.25% for IAU.
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