Compare · 2 funds side by side · dividends reinvested

BGLD and IAU

BGLDFirst Trust×IAUiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,317IAU · best of the two

02 / 04

BGLD and IAU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Gold Strategy Quarterly Buffer ETFCommodities · Gold0.91%46.81%−5.3%−4.4%+16.4%+11.1%−13.9%13.9%$54M1.5

iShares Gold TrustCommodities · Gold0.25%0.00%−5.9%+1.1%+26.4%+17.4%−28.2%28.9%$58.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BGLD 2021 · IAU 2005

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Gold Strategy Quarterly Buffer ETF · $54M$16,910

BGLD

IAU

iShares Gold Trust · $58.4B$22,317

$10,000 five years ago, dividends reinvested

BGLDMeasureIAU

−5.3%Year to dateJan 1 → Nov 4−5.9%

−4.4%1 yearTotal return+1.1%

+16.4%3 years · per year$10,000 became $15,774 · $20,209+26.4%

+11.1%5 years · per year$10,000 became $16,910 · $22,317+17.4%

0.91%Expense ratio$91 · $25 a year on $10k · lower is better0.25%

46.81%Trailing 12-mo yield$4,681 · $0 a year on $10k0.00%

−13.9%Worst dropSmaller is better−28.2%

13.9%VolatilityLower is calmer28.9%

BGLDIAU Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BGLD vs IAU: Top 5 Holdings

Today

BGLD

[…]in top 5

IAU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BGLD vs IAU Returns, Every Period

First TrustBGLD

+11.1%

5 years, per year

IAUiShares

+17.4%

5 years, per year

BGLDIAUFaded: behind in that period

1–3IAU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BGLD vs IAU

YTD

First TrustBGLD

−5.3%

IAUiShares

−5.9%

−5.3%Year to date−5.9%

−13.9%Worst drop · 1Y−28.2%

13.9%Volatility · 1Y28.9%

46.8%Yield0.0%

$53.7MAssets$58.4B

4–0BGLD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BGLD, IAU

Today

0.25%lowest, IAU

FundExpense ratioFee$10k

IAU0.25%$25

BGLD0.91%$91

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BGLD, IAU

46.81%highest, BGLD

FundTrailing yieldYield$10k

BGLD46.81%$4,681

IAU0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,590most kept, BGLD

BGLD$4,681 − $91 = $4,590

IAU$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BGLD, IAU

Today

[…]holdings […]

BGLDIAU

BGLD—[…]

IAU[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.1%IAU, at 28.9% volatility

BGLDWorst drop−13.9%13.9% vol

IAUWorst drop−28.2%28.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BGLDIAU

−5.3%Year to date−5.9%

46.8%Yield0.0%

−4.4%Past year+1.1%

0.91%Fee0.25%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.0BAssets$132B

2–0GLDM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026