IAU vs IWR
Comparison between iShares Gold Trust (IAU, ETF) and ISHARES RUSSELL MID-CAP ETF (IWR, ETF).
5-Year PerformanceIAU has outperformed IWR, delivering a return of +17.5% compared to +8.2%
IAU vs IWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAU
$60B
IWR
$57B
Expense Ratio
IAU
0.25%
Winner
IWR
0.18%
Max Drawdown
Winner
IAU
45.14%
IWR
59.73%
Sharpe Ratio
IAU
0.71
Winner
IWR
1.00
5Y Beta
Winner
IAU
0.23
IWR
0.91
P/E Ratio
IAU
N/A
IWR
29.47
Forward P/E
IAU
N/A
IWR
17.92
5Y Dividends CAGR
IAU
N/A
IWR
9.85%
5Y EPS CAGR
IAU
N/A
IWR
11.62%
Debt to Equity
IAU
N/A
IWR
32.19%
P/S Ratio
IAU
N/A
IWR
1.81
P/B Ratio
IAU
N/A
IWR
3.20
IAU vs IWR - Historical Returns
Returns include dividend reinvestment.
1M
IAU
-2.51%
Winner
IWR
+0.20%
3M
IAU
-12.74%
Winner
IWR
+5.41%
6M
IAU
-15.46%
Winner
IWR
+8.96%
1Y
Winner
IAU
+19.86%
IWR
+18.50%
5Y(CAGR)
Winner
IAU
+17.47%
IWR
+8.19%
10Y(CAGR)
Winner
IAU
+11.56%
IWR
+11.37%
Max(CAGR)
Winner
IAU
+10.77%
IWR
+9.95%
IAU vs IWR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IAU | IWR |
|---|---|---|
| 2026 | -5.81% | +12.93% |
| 2025 | +61.73% | +10.50% |
| 2024 | +27.14% | +15.85% |
| 2023 | +11.90% | +17.57% |
| 2022 | +0.96% | -17.15% |
| 2021 | -6.17% | +24.43% |
| 2020 | +24.09% | +16.54% |
| 2019 | +17.89% | +30.71% |
| 2018 | -3.00% | -9.72% |
| 2017 | +12.10% | +17.37% |
| 2016 | +6.74% | +15.08% |
| 2015 | -11.04% | -2.62% |
| 2014 | -3.70% | +14.16% |
| 2013 | -28.76% | +31.20% |
| 2012 | +4.09% | +15.74% |
| 2011 | +10.20% | -2.81% |
| 2010 | +26.49% | +23.51% |
| 2009 | +24.34% | +35.99% |
| 2008 | +2.09% | -40.68% |
| 2007 | +32.34% | +4.90% |
| 2006 | +18.87% | +13.43% |
| 2005 | +21.17% | +14.09% |
| 2004 | N/A | +20.21% |
| 2003 | N/A | +35.79% |
| 2002 | N/A | -15.46% |
| 2001 | N/A | +0.35% |
IAU vs IWR Drawdown Comparison
The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The current IAU drawdown is -24.37%. The current IWR drawdown is -1.17%.
| Rank | IAU | IWR |
|---|---|---|
| #1 | -45.14% Aug 22, 2011 - Jul 27, 2020 | -58.78% Jul 13, 2007 - Feb 7, 2011 |
| #2 | -29.23% Mar 17, 2008 - Sep 16, 2009 | -40.59% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -26.36% Jan 29, 2026 - Jul 16, 2026 | -32.26% Mar 19, 2002 - Sep 2, 2003 |
| #4 | -21.99% May 11, 2006 - Sep 18, 2007 | -26.17% Nov 16, 2021 - Mar 20, 2024 |
| #5 | -21.82% Aug 6, 2020 - Mar 4, 2024 | -24.17% Jul 7, 2011 - Mar 15, 2012 |
| #6 | -12.71% Dec 2, 2009 - May 11, 2010 | -21.21% Aug 29, 2018 - Apr 8, 2019 |
| #7 | -10.05% Oct 20, 2025 - Dec 22, 2025 | -21.09% Nov 25, 2024 - Jul 23, 2025 |
| #8 | -8.13% Oct 30, 2024 - Jan 30, 2025 | -20.33% Aug 2, 2001 - Jan 4, 2002 |
| #9 | -8.03% Dec 6, 2010 - Mar 1, 2011 | -19.42% Apr 23, 2015 - Jul 12, 2016 |
| #10 | -7.50% Jun 18, 2010 - Sep 14, 2010 | -10.82% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -7.15% Apr 21, 2025 - Jun 13, 2025 | -10.11% May 5, 2006 - Oct 16, 2006 |
| #12 | -6.76% Dec 12, 2005 - Jan 3, 2006 | -9.68% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -6.61% Mar 11, 2005 - Aug 12, 2005 | -9.33% Sep 5, 2014 - Nov 7, 2014 |
| #14 | -6.13% Nov 7, 2007 - Dec 28, 2007 | -8.91% Apr 5, 2004 - Oct 1, 2004 |
| #15 | -5.90% Feb 2, 2006 - Mar 29, 2006 | -8.17% Feb 26, 2026 - Apr 17, 2026 |
Correlation
Correlation between IAU and IWR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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