YGLD.DE vs. WGLD.DE
YGLD.DE (IncomeShares Gold + Yield ETP) and WGLD.DE (WisdomTree Core Physical Gold) are both exchange-traded funds - YGLD.DE is a Derivative Income fund actively managed by Leverage Shares, while WGLD.DE is a Gold fund tracking the Gold. YGLD.DE is actively managed, while WGLD.DE is passively managed. Over the past year, YGLD.DE returned 13.12% vs 34.44% for WGLD.DE. A 0.78 correlation means they provide meaningful diversification when combined. YGLD.DE charges 0.35%/yr vs 0.12%/yr for WGLD.DE.
Performance
YGLD.DE vs. WGLD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, YGLD.DE achieves a -11.04% return, which is significantly lower than WGLD.DE's 2.75% return.
YGLD.DE
- 1D
- 0.00%
- 1M
- -6.80%
- YTD
- -11.04%
- 6M
- -12.14%
- 1Y
- 13.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WGLD.DE
- 1D
- 0.59%
- 1M
- -0.75%
- YTD
- 2.75%
- 6M
- 1.52%
- 1Y
- 34.44%
- 3Y*
- 28.03%
- 5Y*
- 19.71%
- 10Y*
- —
YGLD.DE vs. WGLD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
YGLD.DE IncomeShares Gold + Yield ETP | -11.04% | 41.94% | -7.11% |
WGLD.DE WisdomTree Core Physical Gold | 2.75% | 49.08% | 0.15% |
Correlation
The correlation between YGLD.DE and WGLD.DE is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2024 | 0.78 |
The correlation between YGLD.DE and WGLD.DE has been stable across timeframes, ranging from 0.75 to 0.78 - a consistent structural relationship.
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Return for Risk
YGLD.DE vs. WGLD.DE — Risk / Return Rank
YGLD.DE
WGLD.DE
YGLD.DE vs. WGLD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IncomeShares Gold + Yield ETP (YGLD.DE) and WisdomTree Core Physical Gold (WGLD.DE). 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.
| YGLD.DE | WGLD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.26 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.81 | -1.19 |
| Martin ratioReturn relative to average drawdown | 1.35 | 4.60 | -3.25 |
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Drawdowns
YGLD.DE vs. WGLD.DE - Drawdown Comparison
The maximum YGLD.DE drawdown since its inception was -21.11%, which is greater than WGLD.DE's maximum drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for YGLD.DE and WGLD.DE.
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Drawdown Indicators
| YGLD.DE | WGLD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.11% | -16.58% | -4.53% |
Max Drawdown (1Y)Largest decline over 1 year | -21.11% | -16.58% | -4.53% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.58% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.58% | — |
Current DrawdownCurrent decline from peak | -20.51% | -14.99% | -5.52% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -4.27% | -1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.70% | 6.54% | +3.16% |
Volatility
YGLD.DE vs. WGLD.DE - Volatility Comparison
IncomeShares Gold + Yield ETP (YGLD.DE) has a higher volatility of 6.70% compared to WisdomTree Core Physical Gold (WGLD.DE) at 5.05%. This indicates that YGLD.DE's price experiences larger fluctuations and is considered to be riskier than WGLD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YGLD.DE | WGLD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 5.05% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 18.31% | 20.18% | -1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.24% | 23.13% | +7.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.52% | 16.05% | +10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.52% | 15.87% | +10.65% |
YGLD.DE vs. WGLD.DE - Expense Ratio Comparison
YGLD.DE has a 0.35% expense ratio, which is higher than WGLD.DE's 0.12% expense ratio.
Dividends
YGLD.DE vs. WGLD.DE - Dividend Comparison
YGLD.DE's dividend yield for the trailing twelve months is around 6.65%, while WGLD.DE has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
WGLD.DE WisdomTree Core Physical Gold | 0.00% | 0.00% |
YGLD.DE IncomeShares Gold + Yield ETP | 6.65% | 6.36% |
Frequently Asked Questions
YGLD.DE and WGLD.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WGLD.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WGLD.DE is cheaper with a 0.12% expense ratio, compared with 0.35% for YGLD.DE.
YGLD.DE is categorized as Derivative Income, while WGLD.DE is Gold. They also come from different issuers: Leverage Shares and WisdomTree. Their fees differ too: 0.35% for YGLD.DE and 0.12% for WGLD.DE.
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