Compare · 2 funds side by side · dividends reinvested

ESBG and IAUM

ESBGFirst Trust×IAUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,703IAUM · best of the two

02 / 03

ESBG and IAUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Gold Trust MicroCommodities · Gold0.09%0.00%−5.0%+3.9%+27.3%+17.8%−28.1%28.7%$8.2B1.1

First Trust Enhanced Stocks, Bonds & Gold ETFCommodities · Gold0.95%1.58%−5.1%[…][…][…][…][…]$2M1.7

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: ESBG 2025 · IAUM 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

ESBG

IAUM

iShares Gold Trust Micro · $8.2B$22,703

$10,000 five years ago, dividends reinvested

ESBGMeasureIAUM

−5.1%Year to dateJan 1 → Nov 5−5.0%

[…]1 yearTotal return+3.9%

[…]3 years · per year$10,000 became […] · $20,606+27.3%

[…]5 years · per year$10,000 became […] · $22,703+17.8%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

1.58%Trailing 12-mo yield$158 · $0 a year on $10k0.00%

[…]Worst dropSmaller is better−28.1%

[…]VolatilityLower is calmer28.7%

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

1–2IAUM wins

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

More Ways to See the Pairs

ESBG vs IAUM: Top 5 Holdings

Today

ESBG

[…]in top 5

IAUM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

ESBG vs IAUM Returns, Every Period

First TrustESBG

[…]

past year

IAUMiShares

+3.9%

past year

ESBGIAUMFaded: behind in that period

0–1IAUM wins

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

ESBG vs IAUM

YTD

First TrustESBG

−5.1%

IAUMiShares

−5.0%

−5.1%Year to date−5.0%

[…]Worst drop · 1Y−28.1%

[…]Volatility · 1Y28.7%

1.6%Yield0.0%

$2.0MAssets$8.2B

1–1level

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

Cost, Income and Risk

Fees: ESBG, IAUM

Today

0.09%lowest, IAUM

FundExpense ratioFee$10k

IAUM0.09%$9

ESBG0.95%$95

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

Yields: ESBG, IAUM

1.58%highest, ESBG

FundTrailing yieldYield$10k

ESBG1.58%$158

IAUM0.00%$0

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

Income After Fees on $10,000

$63most kept, ESBG

ESBG$158 − $95 = $63

IAUM$0 − $9 = −$9

KeptFee

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

Overlap: ESBG, IAUM

Today

[…]holdings […]

ESBGIAUM

ESBG—[…]

IAUM[…]—

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

Return vs Bumpiness: 2 ETFs

+3.9%IAUM, at 28.7% volatility

IAUMWorst drop−28.1%28.7% vol

ESBGWorst drop[…][…]

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

Paid More vs Made More

YTD

ESBGIAUM

−5.1%Year to date−5.0%

1.6%Yield0.0%

[…]Past year+3.9%

0.95%Fee0.09%

2–1IAUM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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