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IAUM vs SPYD

Comparison between iShares Gold Trust Micro (IAUM, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF).

5-Year PerformanceIAUM has outperformed SPYD, delivering a return of +18.5% compared to +8.2%

IAUM vs SPYD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IAUM
$7.20B
Winner
SPYD
$7.30B
Expense Ratio
IAUM
0.09%
Winner
SPYD
0.07%
Max Drawdown
Winner
IAUM
24.37%
SPYD
47.32%
Sharpe Ratio
IAUM
0.73
Winner
SPYD
1.21
5Y Beta
Winner
IAUM
0.23
SPYD
0.49
P/E Ratio
IAUM
N/A
SPYD
23.77
Forward P/E
IAUM
N/A
SPYD
13.44
PEG Ratio
IAUM
N/A
SPYD
0.47
5Y Dividends CAGR
IAUM
N/A
SPYD
5.84%
5Y EPS CAGR
IAUM
N/A
SPYD
5.34%
Debt to Equity
IAUM
N/A
SPYD
-106.40%
P/S Ratio
IAUM
N/A
SPYD
1.34
P/B Ratio
IAUM
N/A
SPYD
1.84

IAUM vs SPYD - Historical Returns

Returns include dividend reinvestment.

1M
IAUM
-8.79%
Winner
SPYD
+1.00%
3M
IAUM
-6.50%
Winner
SPYD
+7.95%
6M
IAUM
-8.59%
Winner
SPYD
+12.77%
1Y
Winner
IAUM
+21.67%
SPYD
+18.20%
5Y(CAGR)
Winner
IAUM
+18.46%
SPYD
+8.20%
10Y(CAGR)
IAUM
N/A
SPYD
+8.62%
Max(CAGR)
Winner
IAUM
+18.46%
SPYD
+9.31%

IAUM vs SPYD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearIAUMSPYD
2026-5.09%+11.61%
2025+62.10%+4.95%
2024+27.35%+13.90%
2023+12.14%+3.67%
2022+1.05%-1.93%
2021+3.87%+35.01%
2020N/A-10.84%
2019N/A+21.98%
2018N/A-5.21%
2017N/A+11.68%
2016N/A+25.61%
2015N/A-2.59%

IAUM vs SPYD Drawdown Comparison

The maximum drawdown for IAUM was -24.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.

The current IAUM drawdown is -23.81%. The current SPYD drawdown is -1.90%.

RankIAUMSPYD
#1-24.37%
Jan 29, 2026 - Jun 10, 2026
-46.38%
Jan 16, 2020 - Feb 24, 2021
#2-20.87%
Mar 8, 2022 - Dec 1, 2023
-22.20%
Apr 20, 2022 - Jul 11, 2024
#3-10.05%
Oct 20, 2025 - Dec 22, 2025
-16.15%
Nov 27, 2024 - Jan 14, 2026
#4-8.09%
Oct 30, 2024 - Jan 30, 2025
-13.63%
Aug 20, 2018 - Feb 19, 2019
#5-7.14%
Apr 21, 2025 - Jun 13, 2025
-9.68%
Nov 3, 2015 - Mar 2, 2016
#6-5.74%
May 20, 2024 - Jul 16, 2024
-9.60%
Jan 26, 2018 - Aug 3, 2018
#7-5.69%
Jul 29, 2021 - Nov 9, 2021
-9.20%
Jun 8, 2021 - Nov 15, 2021
#8-5.25%
Nov 12, 2021 - Feb 14, 2022
-8.71%
Jul 3, 2019 - Sep 11, 2019
#9-4.88%
Mar 31, 2025 - Apr 10, 2025
-7.72%
Apr 12, 2019 - Jul 3, 2019
#10-4.85%
Dec 26, 2025 - Jan 12, 2026
-7.05%
Feb 13, 2026 - May 22, 2026
#11-4.79%
Jun 13, 2025 - Aug 29, 2025
-6.76%
Nov 15, 2021 - Dec 27, 2021
#12-4.40%
Dec 1, 2023 - Dec 27, 2023
-6.34%
Sep 7, 2016 - Nov 15, 2016
#13-4.38%
Jul 16, 2024 - Aug 12, 2024
-5.54%
Jan 14, 2022 - Mar 25, 2022
#14-4.23%
Apr 16, 2024 - May 17, 2024
-5.01%
Sep 11, 2019 - Oct 22, 2019
#15-4.15%
Dec 27, 2023 - Mar 1, 2024
-4.56%
Mar 15, 2021 - Apr 15, 2021

Correlation

Correlation between IAUM and SPYD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

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