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GLDM vs IAU: Performance & Backtest Comparison

GLDM delivered the higher return - 15.51% CAGR vs 15.38% - over 2018-07-31 → 2026-06-30.

Growth comparison

Drawdown

Annual returns

GLDMIAU
NameSPDR Gold MiniShares TrustiShares Gold Trust Shares
CAGR15.51%15.38%
Total return216.92%214.10%
Volatility15.86%15.88%
Max drawdown-23.74%Jun 2026-23.78%Jun 2026
Sharpe0.830.82
Sortino1.481.46
Best year64.20%63.95%
Worst year-6.97%-6.97%
Final balance$31,692$31,410

Correlation of monthly returns: 1.00. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, GLDM or IAU?

Over 2018-07-31 to 2026-06-30, GLDM performed better: 15.51% annualized versus 15.38% for IAU, with dividends reinvested. Past performance does not guarantee future results.

How similar are GLDM and IAU?

Their monthly returns have a correlation of 1.00 over the common period. GLDM is SPDR Gold MiniShares Trust; IAU is iShares Gold Trust Shares.

Which is riskier, GLDM or IAU?

Over the common period GLDM had 15.86% annualized volatility and a -23.74% max drawdown, versus 15.88% and -23.78% for IAU.