Compare · 2 funds side by side · dividends reinvested

ESBG and IAU

ESBGFirst 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 / 03

ESBG and IAU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Gold TrustCommodities · Gold0.25%0.00%−5.9%+1.1%+26.4%+17.4%−28.2%28.9%$59.9B1.3

First Trust Enhanced Stocks, Bonds & Gold ETFCommodities · Gold0.95%1.54%−2.8%[…][…][…][…][…]$2M1.3

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: ESBG 2025 · IAU 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Enhanced Stocks, Bonds & Gold ETF · $2M[…]

ESBG

IAU

iShares Gold Trust · $59.9B$22,317

$10,000 five years ago, dividends reinvested

ESBGMeasureIAU

−2.8%Year to dateJan 1 → Nov 4−5.9%

[…]1 yearTotal return+1.1%

[…]3 years · per year$10,000 became […] · $20,209+26.4%

[…]5 years · per year$10,000 became […] · $22,317+17.4%

0.95%Expense ratio$95 · $25 a year on $10k · lower is better0.25%

1.54%Trailing 12-mo yield$154 · $0 a year on $10k0.00%

[…]Worst dropSmaller is better−28.2%

[…]VolatilityLower is calmer28.9%

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

2–1ESBG wins

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

More Ways to See the Pairs

ESBG vs IAU: Top 5 Holdings

Today

ESBG

[…]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

ESBG vs IAU Returns, Every Period

First TrustESBG

[…]

past year

IAUiShares

+1.1%

past year

ESBGIAUFaded: behind in that period

1–0ESBG wins

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

ESBG vs IAU

YTD

First TrustESBG

−2.8%

IAUiShares

−5.9%

−2.8%Year to date−5.9%

[…]Worst drop · 1Y−28.2%

[…]Volatility · 1Y28.9%

1.5%Yield0.0%

$2.0MAssets$59.9B

2–0ESBG wins

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

Cost, Income and Risk

Fees: ESBG, IAU

Today

0.25%lowest, IAU

FundExpense ratioFee$10k

IAU0.25%$25

ESBG0.95%$95

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

Yields: ESBG, IAU

1.54%highest, ESBG

FundTrailing yieldYield$10k

ESBG1.54%$154

IAU0.00%$0

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

Income After Fees on $10,000

$59most kept, ESBG

ESBG$154 − $95 = $59

IAU$0 − $25 = −$25

KeptFee

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

Overlap: ESBG, IAU

Today

[…]holdings […]

ESBGIAU

ESBG—[…]

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

IAUWorst drop−28.2%28.9% vol

ESBGWorst drop[…][…]

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

Paid More vs Made More

YTD

ESBGIAU

−2.8%Year to date−5.9%

1.5%Yield0.0%

[…]Past year+1.1%

0.95%Fee0.25%

2–1ESBG wins

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

$29.7BAssets$131B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026