BKLN vs IAUM
Comparison between INVESCO SENIOR LOAN ETF (BKLN, ETF) and iShares Gold Trust Micro (IAUM, ETF).
5-Year PerformanceIAUM has outperformed BKLN, delivering a return of +19.1% compared to +5.0%
BKLN vs IAUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKLN
$7.20B
IAUM
$7.20B
Expense Ratio
BKLN
0.65%
Winner
IAUM
0.09%
Max Drawdown
BKLN
32.19%
Winner
IAUM
24.37%
Sharpe Ratio
BKLN
0.19
Winner
IAUM
0.85
5Y Beta
Winner
BKLN
0.15
IAUM
0.22
5Y Dividends CAGR
BKLN
16.22%
IAUM
N/A
BKLN vs IAUM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKLN
-0.53%
IAUM
-10.70%
3M
Winner
BKLN
+1.23%
IAUM
-17.19%
6M
Winner
BKLN
+0.26%
IAUM
-2.08%
1Y
BKLN
+4.24%
Winner
IAUM
+24.22%
5Y(CAGR)
BKLN
+5.05%
Winner
IAUM
+19.15%
10Y(CAGR)
BKLN
+4.26%
IAUM
N/A
Max(CAGR)
BKLN
+3.70%
Winner
IAUM
+19.15%
BKLN vs IAUM - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BKLN | IAUM |
|---|---|---|
| 2026 | -0.23% | -2.83% |
| 2025 | +6.88% | +62.10% |
| 2024 | +8.25% | +27.35% |
| 2023 | +12.04% | +12.14% |
| 2022 | -2.47% | +1.05% |
| 2021 | +2.50% | +3.87% |
| 2020 | +1.11% | N/A |
| 2019 | +9.72% | N/A |
| 2018 | -1.53% | N/A |
| 2017 | +1.99% | N/A |
| 2016 | +9.18% | N/A |
| 2015 | -2.90% | N/A |
| 2014 | +0.55% | N/A |
| 2013 | +3.82% | N/A |
| 2012 | +9.61% | N/A |
| 2011 | -2.04% | N/A |
BKLN vs IAUM Drawdown Comparison
The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The maximum drawdown for IAUM was -24.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current BKLN drawdown is -0.63%. The current IAUM drawdown is -21.99%.
| Rank | BKLN | IAUM |
|---|---|---|
| #1 | -24.16% Jan 8, 2020 - Dec 2, 2020 | -24.37% Jan 29, 2026 - Jun 10, 2026 |
| #2 | -8.75% May 13, 2011 - Feb 2, 2012 | -20.87% Mar 8, 2022 - Dec 1, 2023 |
| #3 | -7.31% Jan 14, 2022 - Jan 23, 2023 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #4 | -7.07% May 4, 2015 - Jul 8, 2016 | -8.09% Oct 30, 2024 - Jan 30, 2025 |
| #5 | -5.69% Oct 2, 2018 - Feb 22, 2019 | -7.14% Apr 21, 2025 - Jun 13, 2025 |
| #6 | -3.73% Jul 2, 2014 - Apr 7, 2015 | -5.74% May 20, 2024 - Jul 16, 2024 |
| #7 | -3.71% May 4, 2012 - Jul 13, 2012 | -5.69% Jul 29, 2021 - Nov 9, 2021 |
| #8 | -3.55% Feb 18, 2025 - May 2, 2025 | -5.25% Nov 12, 2021 - Feb 14, 2022 |
| #9 | -3.07% Jan 9, 2026 - May 5, 2026 | -4.88% Mar 31, 2025 - Apr 10, 2025 |
| #10 | -2.66% Mar 3, 2023 - Apr 11, 2023 | -4.85% Dec 26, 2025 - Jan 12, 2026 |
| #11 | -2.39% Mar 3, 2011 - Apr 4, 2011 | -4.79% Jun 13, 2025 - Aug 29, 2025 |
| #12 | -2.04% May 22, 2013 - Oct 28, 2013 | -4.40% Dec 1, 2023 - Dec 27, 2023 |
| #13 | -1.66% Jul 22, 2024 - Aug 16, 2024 | -4.38% Jul 16, 2024 - Aug 12, 2024 |
| #14 | -1.57% Sep 17, 2019 - Dec 4, 2019 | -4.23% Apr 16, 2024 - May 17, 2024 |
| #15 | -1.52% Oct 17, 2012 - Dec 6, 2012 | -4.15% Dec 27, 2023 - Mar 1, 2024 |
Correlation
Correlation between BKLN and IAUM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
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