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GLDM vs IUSG

Comparison between SPDR Gold MiniShares Trust (GLDM, ETF) and ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF).

5-Year PerformanceGLDM has outperformed IUSG, delivering a return of +20.6% compared to +16.0%

GLDM vs IUSG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
GLDM
$31B
IUSG
$30B
Expense Ratio
GLDM
0.10%
Winner
IUSG
0.04%
Max Drawdown
Winner
GLDM
21.63%
IUSG
65.79%
Sharpe Ratio
GLDM
1.39
Winner
IUSG
1.82
5Y Beta
Winner
GLDM
0.17
IUSG
1.19
P/E Ratio
GLDM
N/A
IUSG
32.58
Forward P/E
GLDM
N/A
IUSG
24.92
5Y Dividends CAGR
GLDM
N/A
IUSG
5.51%
5Y EPS CAGR
GLDM
N/A
IUSG
36.38%
Debt to Equity
GLDM
N/A
IUSG
23.74%
P/S Ratio
GLDM
N/A
IUSG
7.57
P/B Ratio
GLDM
N/A
IUSG
8.34

GLDM vs IUSG - Historical Returns

Returns include dividend reinvestment.

1M
GLDM
-1.13%
Winner
IUSG
+11.99%
3M
GLDM
-6.86%
Winner
IUSG
+15.16%
6M
GLDM
+12.57%
Winner
IUSG
+14.17%
1Y
Winner
GLDM
+44.20%
IUSG
+34.21%
5Y(CAGR)
Winner
GLDM
+20.60%
IUSG
+16.02%
10Y(CAGR)
GLDM
N/A
IUSG
+18.00%
Max(CAGR)
Winner
GLDM
+18.00%
IUSG
+8.23%

GLDM vs IUSG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearGLDMIUSG
2026+8.21%+11.63%
2025+62.02%+21.33%
2024+27.40%+36.86%
2023+12.08%+30.83%
2022+1.09%-29.33%
2021-6.10%+33.12%
2020+24.20%+31.02%
2019+18.00%+30.94%
2018+1.84%-1.58%
2017N/A+25.94%
2016N/A+9.35%
2015N/A+5.40%
2014N/A+13.35%
2013N/A+30.64%
2012N/A+13.49%
2011N/A+0.87%
2010N/A+15.79%
2009N/A+32.45%
2008N/A-37.63%
2007N/A+11.12%
2006N/A+7.90%
2005N/A+5.85%
2004N/A+6.64%
2003N/A+26.11%
2002N/A-28.32%
2001N/A-14.40%
2000N/A-19.48%

GLDM vs IUSG Drawdown Comparison

The maximum drawdown for GLDM was -21.63%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The current GLDM drawdown is -13.10%.

RankGLDMIUSG
#1-21.63%
Aug 6, 2020 - Dec 27, 2023
-63.40%
Sep 1, 2000 - Aug 1, 2013
#2-19.14%
Jan 29, 2026 - Mar 26, 2026
-32.35%
Feb 19, 2020 - Jul 6, 2020
#3-12.54%
Mar 9, 2020 - Apr 9, 2020
-32.21%
Dec 27, 2021 - Feb 29, 2024
#4-10.07%
Oct 20, 2025 - Dec 22, 2025
-22.28%
Jan 23, 2025 - Jun 24, 2025
#5-8.09%
Oct 30, 2024 - Jan 30, 2025
-20.69%
Oct 1, 2018 - Apr 23, 2019
#6-7.11%
Apr 21, 2025 - Jun 13, 2025
-14.84%
Jul 20, 2015 - Jul 11, 2016
#7-6.78%
Jul 9, 2018 - Dec 20, 2018
-13.07%
Oct 29, 2025 - Apr 15, 2026
#8-6.45%
Sep 4, 2019 - Jan 6, 2020
-12.54%
Jul 10, 2024 - Oct 11, 2024
#9-5.72%
May 20, 2024 - Jul 16, 2024
-10.96%
Sep 2, 2020 - Dec 1, 2020
#10-5.26%
Feb 19, 2019 - Jun 18, 2019
-9.87%
Jan 26, 2018 - Jun 5, 2018
#11-4.89%
Feb 24, 2020 - Mar 5, 2020
-8.61%
Feb 12, 2021 - Apr 5, 2021
#12-4.84%
Dec 26, 2025 - Jan 12, 2026
-7.30%
Sep 2, 2014 - Oct 31, 2014
#13-4.77%
Jun 13, 2025 - Aug 29, 2025
-7.18%
Sep 3, 2021 - Oct 26, 2021
#14-4.73%
Mar 31, 2025 - Apr 10, 2025
-6.73%
Mar 22, 2024 - May 14, 2024
#15-4.35%
Jul 16, 2024 - Aug 12, 2024
-6.41%
Apr 29, 2019 - Jun 19, 2019

Correlation

Correlation between GLDM and IUSG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

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