PHYS vs. IAUM
Compare and contrast key facts about Sprott Physical Gold Trust (PHYS) and iShares Gold Trust Micro ETF of Benef Interest (IAUM).
IAUM is a passively managed fund by iShares that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Jun 15, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHYS or IAUM.
Correlation
The correlation between PHYS and IAUM is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PHYS vs. IAUM - Performance Comparison
Key characteristics
PHYS:
2.51
IAUM:
2.55
PHYS:
3.11
IAUM:
3.27
PHYS:
1.42
IAUM:
1.43
PHYS:
4.16
IAUM:
4.83
PHYS:
11.69
IAUM:
13.11
PHYS:
3.28%
IAUM:
2.98%
PHYS:
15.32%
IAUM:
15.32%
PHYS:
-48.16%
IAUM:
-20.87%
PHYS:
0.00%
IAUM:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with PHYS having a 20.11% return and IAUM slightly lower at 19.11%.
PHYS
20.11%
8.04%
17.31%
36.44%
13.14%
9.34%
IAUM
19.11%
8.08%
17.53%
37.07%
N/A
N/A
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Risk-Adjusted Performance
PHYS vs. IAUM — Risk-Adjusted Performance Rank
PHYS
IAUM
PHYS vs. IAUM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Physical Gold Trust (PHYS) and iShares Gold Trust Micro ETF of Benef Interest (IAUM). 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.
Dividends
PHYS vs. IAUM - Dividend Comparison
Neither PHYS nor IAUM has paid dividends to shareholders.
Drawdowns
PHYS vs. IAUM - Drawdown Comparison
The maximum PHYS drawdown since its inception was -48.16%, which is greater than IAUM's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for PHYS and IAUM. For additional features, visit the drawdowns tool.
Volatility
PHYS vs. IAUM - Volatility Comparison
The current volatility for Sprott Physical Gold Trust (PHYS) is 2.88%, while iShares Gold Trust Micro ETF of Benef Interest (IAUM) has a volatility of 3.25%. This indicates that PHYS experiences smaller price fluctuations and is considered to be less risky than IAUM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.