Compare · 2 funds side by side · dividends reinvested

BGLD and SPY

BGLDFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

BGLD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.1

FT Vest Gold Strategy Quarterly Buffer ETFCommodities · Gold0.91%46.84%−5.4%−4.2%+16.8%+11.0%−13.9%13.9%$54M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: BGLD 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Gold Strategy Quarterly Buffer ETF · $54M$16,882

BGLD

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested

BGLDMeasureSPY

−5.4%Year to dateJan 1 → Nov 5+8.3%

−4.2%1 yearTotal return+9.7%

+16.8%3 years · per year$10,000 became $15,951 · $18,174+22.0%

+11.0%5 years · per year$10,000 became $16,882 · $17,099+11.3%

0.91%Expense ratio$91 · $9 a year on $10k · lower is better0.09%

46.84%Trailing 12-mo yield$4,684 · $103 a year on $10k1.03%

−13.9%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.6%

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

1–7SPY wins

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

More Ways to See the Pairs

BGLD vs SPY: Top 5 Holdings

Today

BGLD

[…]in top 5

SPY

in top 527.7%

BGLDStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BGLD vs SPY Returns, Every Period

First TrustBGLD

+11.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

BGLDSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Commodities vs Core: BGLD vs SPY

YTD

First TrustBGLD

−5.4%

SPYSPDR

+8.3%

−5.4%Year to date+8.3%

−13.9%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.6%

46.8%Yield1.0%

$53.6MAssets$805B

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BGLD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BGLD0.91%$91

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BGLD, SPY

46.84%highest, BGLD

FundTrailing yieldYield$10k

BGLD46.84%$4,684

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,593most kept, BGLD

BGLD$4,684 − $91 = $4,593

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BGLD, SPY

Today

[…]holdings […]

BGLDSPY

BGLD—[…]

SPY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

BGLDWorst drop−13.9%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BGLDSPY

−5.4%Year to date+8.3%

46.8%Yield1.0%

−4.2%Past year+9.7%

0.91%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026