PortfoliosLab logoPortfoliosLab logo
YGLD.DE vs. IAUI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

YGLD.DE vs. IAUI - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in IncomeShares Gold + Yield ETP (YGLD.DE) and NEOS Gold High Income ETF (IAUI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

YGLD.DE is traded in EUR, while IAUI is traded in USD. To make them comparable, the IAUI values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, YGLD.DE achieves a -5.17% return, which is significantly lower than IAUI's 3.43% return.


YGLD.DE

1D
-0.03%
1M
-1.25%
YTD
-5.17%
6M
-1.72%
1Y
16.88%
3Y*
5Y*
10Y*

IAUI

1D
0.47%
1M
-0.56%
YTD
3.43%
6M
4.74%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

YGLD.DE vs. IAUI - Yearly Performance Comparison


2026 (YTD)2025
YGLD.DE
IncomeShares Gold + Yield ETP
-5.17%23.79%
IAUI
NEOS Gold High Income ETF
3.43%17.45%

Correlation

The correlation between YGLD.DE and IAUI is 0.63, 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 Jun 6, 2025

0.63

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

YGLD.DE vs. IAUI — Risk / Return Rank

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

YGLD.DE
YGLD.DE Risk / Return Rank: 2121
Overall Rank
YGLD.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
YGLD.DE Sortino Ratio Rank: 1919
Sortino Ratio Rank
YGLD.DE Omega Ratio Rank: 2626
Omega Ratio Rank
YGLD.DE Calmar Ratio Rank: 2222
Calmar Ratio Rank
YGLD.DE Martin Ratio Rank: 1919
Martin Ratio Rank

IAUI
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.

YGLD.DE vs. IAUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IncomeShares Gold + Yield ETP (YGLD.DE) and NEOS Gold High Income ETF (IAUI). 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.


YGLD.DEIAUIDifference
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

0.99

Martin ratioReturn relative to average drawdown

1.95

YGLD.DE vs. IAUI - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


YGLD.DEIAUIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

1.12

-0.54

Drawdowns

YGLD.DE vs. IAUI - Drawdown Comparison

The maximum YGLD.DE drawdown since its inception was -16.94%, which is greater than IAUI's maximum drawdown of -16.06%. Use the drawdown chart below to compare losses from any high point for YGLD.DE and IAUI.


Loading charts...

Drawdown Indicators


YGLD.DEIAUIDifference

Max Drawdown

Largest peak-to-trough decline

-16.94%

-16.06%

-0.88%

Max Drawdown (1Y)

Largest decline over 1 year

-16.94%

Current Drawdown

Current decline from peak

-15.27%

-12.70%

-2.57%

Average Drawdown

Average peak-to-trough decline

-5.54%

-3.44%

-2.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.62%

Volatility

YGLD.DE vs. IAUI - Volatility Comparison


Loading charts...

Volatility by Period


YGLD.DEIAUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.19%

Volatility (6M)

Calculated over the trailing 6-month period

17.41%

Volatility (1Y)

Calculated over the trailing 1-year period

29.80%

19.35%

+10.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.34%

19.35%

+6.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.34%

19.35%

+6.99%

YGLD.DE vs. IAUI - Expense Ratio Comparison

YGLD.DE has a 0.35% expense ratio, which is lower than IAUI's 0.78% expense ratio.


Dividends

YGLD.DE vs. IAUI - Dividend Comparison

YGLD.DE's dividend yield for the trailing twelve months is around 6.24%, less than IAUI's 12.58% yield.


PositionTTM2025
IAUI
NEOS Gold High Income ETF
12.58%6.88%
YGLD.DE
IncomeShares Gold + Yield ETP
6.24%6.36%

Frequently Asked Questions


YGLD.DE and IAUI have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, YGLD.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

YGLD.DE is cheaper with a 0.35% expense ratio, compared with 0.78% for IAUI.

They also come from different issuers: Leverage Shares and Neos. Their fees differ too: 0.35% for YGLD.DE and 0.78% for IAUI.

Portfolio Optimizer

Find the right allocation for YGLD.DE and IAUI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer