SGOL vs. IAU

The year-to-date returns for both investments are quite close, with SGOL having a 21.08% return and IAU slightly higher at 21.13%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: SGOL at 9.76% and IAU at 9.76%.

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SGOL has a 0.17% expense ratio, which is lower than IAU's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Aberdeen Standard Physical Gold Shares ETF (SGOL) 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.

The current SGOL Sharpe Ratio is 1.98, which is comparable to the IAU Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of SGOL and IAU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither SGOL nor IAU has paid dividends to shareholders.

The maximum SGOL drawdown since its inception was -45.51%, roughly equal to the maximum IAU drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for SGOL and IAU. For additional features, visit the drawdowns tool.

Aberdeen Standard Physical Gold Shares ETF (SGOL) and iShares Gold Trust (IAU) have volatilities of 8.87% and 8.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.