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OMF vs. IAU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OMF vs. IAU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OneMain Holdings, Inc. (OMF) and iShares Gold Trust (IAU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OMF achieves a -12.84% return, which is significantly lower than IAU's -2.44% return. Over the past 10 years, OMF has outperformed IAU with an annualized return of 17.73%, while IAU has yielded a comparatively lower 12.31% annualized return.


OMF

1D
-0.02%
1M
5.96%
YTD
-12.84%
6M
-14.45%
1Y
17.69%
3Y*
18.04%
5Y*
8.86%
10Y*
17.73%

IAU

1D
0.08%
1M
-7.39%
YTD
-2.44%
6M
-2.22%
1Y
22.32%
3Y*
29.07%
5Y*
17.23%
10Y*
12.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OMF vs. IAU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OMF
OneMain Holdings, Inc.
-12.84%39.77%15.14%63.03%-27.20%23.56%34.53%88.37%-6.54%17.39%
IAU
iShares Gold Trust
-2.44%63.95%26.85%12.84%-0.63%-4.00%25.03%17.98%-1.76%12.91%

Correlation

The correlation between OMF and IAU is 0.03, 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

0.03

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

0.02

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

0.03

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

-0.04

Correlation (All Time)
Calculated using the full available price history since Nov 27, 2015

-0.04

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Return for Risk

OMF vs. IAU — Risk / Return Rank

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

OMF
OMF Risk / Return Rank: 5555
Overall Rank
OMF Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
OMF Sortino Ratio Rank: 5454
Sortino Ratio Rank
OMF Omega Ratio Rank: 5252
Omega Ratio Rank
OMF Calmar Ratio Rank: 5555
Calmar Ratio Rank
OMF Martin Ratio Rank: 5555
Martin Ratio Rank

IAU
IAU Risk / Return Rank: 2626
Overall Rank
IAU Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
IAU Sortino Ratio Rank: 2525
Sortino Ratio Rank
IAU Omega Ratio Rank: 3030
Omega Ratio Rank
IAU Calmar Ratio Rank: 2424
Calmar Ratio Rank
IAU 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.

OMF vs. IAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OneMain Holdings, Inc. (OMF) 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.


OMFIAUDifference
Sharpe ratioReturn per unit of total volatility

-0.37

Sortino ratioReturn per unit of downside risk

-0.36

Omega ratioGain probability vs. loss probability

1.11

1.19

-0.08

Calmar ratioReturn relative to maximum drawdown

0.50

0.99

-0.48

Martin ratioReturn relative to average drawdown

1.12

2.83

-1.71

OMF vs. IAU - Sharpe Ratio Comparison

The current OMF Sharpe Ratio is 0.51, which is lower than the IAU Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of OMF and IAU, 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

OMF vs. IAU - Drawdown Comparison

The maximum OMF drawdown since its inception was -68.66%, which is greater than IAU's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for OMF and IAU.


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Drawdown Indicators


OMFIAUDifference

Max Drawdown

Largest peak-to-trough decline

-68.66%

-45.14%

-23.52%

Max Drawdown (1Y)

Largest decline over 1 year

-29.68%

-24.40%

-5.28%

Max Drawdown (3Y)

Largest decline over 3 years

-29.94%

-24.40%

-5.54%

Max Drawdown (5Y)

Largest decline over 5 years

-47.93%

-24.40%

-23.53%

Max Drawdown (10Y)

Largest decline over 10 years

-68.66%

-24.40%

-44.26%

Current Drawdown

Current decline from peak

-17.50%

-22.03%

+4.53%

Average Drawdown

Average peak-to-trough decline

-24.29%

-15.97%

-8.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.25%

8.47%

+4.78%

Volatility

OMF vs. IAU - Volatility Comparison

OneMain Holdings, Inc. (OMF) has a higher volatility of 8.84% compared to iShares Gold Trust (IAU) at 7.70%. This indicates that OMF's price experiences larger fluctuations and is considered to be riskier than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OMFIAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.84%

7.70%

+1.14%

Volatility (6M)

Calculated over the trailing 6-month period

21.61%

23.94%

-2.33%

Volatility (1Y)

Calculated over the trailing 1-year period

29.07%

27.17%

+1.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.65%

18.16%

+17.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.05%

16.02%

+30.03%

Dividends

OMF vs. IAU - Dividend Comparison

OMF's dividend yield for the trailing twelve months is around 7.39%, while IAU has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
IAU
iShares Gold Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OMF
OneMain Holdings, Inc.
7.39%6.17%7.90%8.13%11.41%19.08%12.33%7.12%

Frequently Asked Questions


OMF and IAU have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OMF has higher volatility (8.84%) compared to IAU (7.70%). In terms of maximum drawdown, OMF dropped -68.66% vs IAU's -45.14%.

IAU currently has the higher Sharpe Ratio (0.89 vs 0.51), 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

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