VIS vs. IAUM
VIS (Vanguard Industrials ETF) and IAUM (iShares Gold Trust Micro) are both exchange-traded funds - VIS is a Industrials Equities fund tracking the MSCI US Investable Market Industrials 25/50 Index, while IAUM is a Gold fund tracking the LBMA Gold Price PM. Both are passively managed. Over the past 5 years, VIS returned 13.25%/yr vs 17.35%/yr for IAUM. Their 0.14 correlation means their historical movements had little consistent relationship. Both charge a 0.09% expense ratio.
Performance
VIS vs. IAUM - Performance Comparison
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Returns By Period
In the year-to-date period, VIS achieves a 15.98% return, which is significantly higher than IAUM's -6.09% return.
VIS
- 1D
- 0.72%
- 1M
- -3.24%
- 6M
- 8.07%
- YTD
- 15.98%
- 1Y
- 19.96%
- 3Y*
- 18.87%
- 5Y*
- 13.25%
- 10Y*
- 13.86%
- ALL TIME*
- 11.05%
IAUM
- 1D
- -1.46%
- 1M
- 0.27%
- 6M
- -16.73%
- YTD
- -6.09%
- 1Y
- 23.04%
- 3Y*
- 27.63%
- 5Y*
- 17.35%
- 10Y*
- —
- ALL TIME*
- 17.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $77.48M | $77.88M | $93.44M | |
| $22.93M | $23.95M | $29.49M |
VIS vs. IAUM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VIS Vanguard Industrials ETF | 15.98% | 18.57% | 16.85% | 22.50% | -8.57% | 4.38% |
IAUM iShares Gold Trust Micro | -6.09% | 64.27% | 27.04% | 13.12% | -0.49% | 3.87% |
Correlation
The correlation between VIS and IAUM is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2021 | 0.14 |
The correlation between VIS and IAUM shifts across timeframes, from 0.14 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
VIS vs. IAUM — Risk / Return Rank
VIS
IAUM
VIS vs. IAUM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials ETF (VIS) and iShares Gold Trust Micro (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.
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.
| VIS | IAUM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 0.88 | +0.75 |
| Martin ratioReturn relative to average drawdown | 6.48 | 1.90 | +4.57 |
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Drawdowns
VIS vs. IAUM - Drawdown Comparison
The maximum VIS drawdown since its inception was -63.51%, which is greater than IAUM's maximum drawdown of -26.31%. Use the drawdown chart below to compare losses from any high point for VIS and IAUM.
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Drawdown Indicators
| VIS | IAUM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.51% | -26.31% | -37.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.29% | -26.31% | +14.02% |
Max Drawdown (3Y)Largest decline over 3 years | -20.80% | -26.31% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -26.31% | +3.35% |
Max Drawdown (10Y)Largest decline over 10 years | -42.42% | — | — |
Current DrawdownCurrent decline from peak | -4.42% | -24.95% | +20.53% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -5.87% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 12.14% | -9.05% |
Volatility
VIS vs. IAUM - Volatility Comparison
The current volatility for Vanguard Industrials ETF (VIS) is 5.07%, while iShares Gold Trust Micro (IAUM) has a volatility of 6.29%. This indicates that VIS 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.
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Volatility by Period
| VIS | IAUM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 6.29% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 23.21% | -8.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.97% | 27.81% | -9.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 18.33% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 18.19% | +2.29% |
VIS vs. IAUM - Expense Ratio Comparison
Both VIS and IAUM have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
VIS vs. IAUM - Dividend Comparison
VIS's dividend yield for the trailing twelve months is around 0.90%, while IAUM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAUM iShares Gold Trust Micro | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIS Vanguard Industrials ETF | 0.90% | 1.01% | 1.23% | 1.36% | 1.52% | 1.11% | 1.38% | 1.68% | 1.90% | 1.60% | 1.81% | 1.94% |
Frequently Asked Questions
VIS and IAUM have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IAUM has higher volatility (6.29%) compared to VIS (5.07%). In terms of maximum drawdown, VIS dropped -63.51% vs IAUM's -26.31%.
On 5-year performance, IAUM leads with 17.35% vs 13.25% for VIS. Both ETFs have the same 0.09% expense ratio. On volatility, VIS has been the lower-risk option at 5.07%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IAUM has performed better with a 17.35% return vs 13.25%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VIS and IAUM have the same expense ratio: 0.09% per year.
VIS has the higher dividend yield at 0.90%, compared with 0.00% for IAUM.
VIS is categorized as Industrials Equities, while IAUM is Gold. VIS tracks MSCI US Investable Market Industrials 25/50 Index, while IAUM tracks LBMA Gold Price PM. They also come from different issuers: Vanguard and iShares.
VIS currently has the higher Sharpe Ratio (1.12 vs 0.83), 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.
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