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GLD vs GLDM

Jun 26, 2018 – Sep 23, 2026, GLDM sets the start date

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GLDGLDM
Final balance$32,943$33,663
CAGR15.56%15.86%
Max drawdown−26.40%−26.27%
Sharpe ratio0.920.94

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Growth of $10,000

  • GLD
  • GLDM

Trailing returns

Annualized past 1Y

PeriodGLDGLDMGLD − GLDM
YTD−0.87%−0.73%−0.14%
1Y13.40%13.70%−0.30%
3Y30.05%30.41%−0.36%
5Y19.16%19.51%−0.35%

Metrics

ReturnGLDGLDM
Final balance$32,943$33,663
Total return229.43%236.63%
CAGR15.56%15.86%
Calendar yearsGLDGLDM
Best year63.68%64.20%
Worst year−4.15%−4.01%
Positive years5 of 75 of 7
RiskGLDGLDM
Max drawdown−26.40%−26.27%
Longest drawdown3.6 years3.4 years
Volatility (annualized)17.37%17.28%
Risk-adjustedGLDGLDM
Sharpe ratio0.920.94
Sortino ratio1.301.33
Calmar ratio0.590.60

Worst drawdowns

DeclinePeakBottomRecovered
−26.4%Jan 2026Jul 2026Not yet
−22.0%Aug 2020Sep 2022Mar 2024
−12.5%Mar 2020Mar 2020Apr 2020
−10.1%Oct 2025Nov 2025Dec 2025
−8.1%Oct 2024Nov 2024Jan 2025

Annual returns

YearGLDGLDMGLD − GLDM
2018*+1.67%+1.84%−0.17%
2019+17.86%+18.10%−0.24%
2020+24.81%+25.10%−0.28%
2021−4.15%−4.01%−0.14%
2022−0.77%−0.47%−0.30%
2023+12.69%+13.04%−0.35%
2024+26.66%+27.08%−0.43%
2025+63.68%+64.20%−0.53%
2026*−0.87%−0.73%−0.14%

* Partial year

Rolling returns

PeriodGLD medianGLDM medianMore often ahead
1Y19.02%19.34%GLDM >99%
3Y12.47%12.73%GLDM 100%
5Y12.24%12.53%GLDM 100%

About GLD vs GLDM

Both hold gold bars in vaults and follow the price of gold. GLDM, launched in June 2018, charges a lower fee. GLD dates from 2004, trades far more, and is the only one of the two with listed options.

GLD returned 15.6% a year from Jun 2018 to Sep 2026, against 15.9% for GLDM. Both fell furthest in 2026, GLD by 26.4% and GLDM by 26.3%. GLDM beat GLD in all 7 full years and in every rolling 5-year period.

Uses daily closing prices with dividends reinvested. Fund fees are included, but not taxes or trading costs. The comparison starts on Jun 26, 2018, when GLDM's prices begin.

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