Compare · 2 funds side by side · dividends reinvested

HGER and IAU

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,501IAU · best of the two

02 / 04

HGER and IAU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Commodity All-Weather Strategy ETF (HGER)Commodities · Broad basket0.68%5.18%+36.7%+38.8%+20.9%[…]−14.0%18.6%$4.7B1.3

iShares Gold TrustCommodities · Gold0.25%0.00%−5.1%+3.8%+27.0%+17.6%−28.2%28.8%$59.9B1.6

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: HGER 2022 · IAU 2005

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Commodity All-Weather Strategy ETF (HGER) · $4.7B[…]

HGER

IAU

iShares Gold Trust · $59.9B$22,501

$10,000 five years ago, dividends reinvested

HGERMeasureIAU

+36.7%Year to dateJan 1 → Nov 5−5.1%

+38.8%1 yearTotal return+3.8%

+20.9%3 years · per year$10,000 became $17,676 · $20,484+27.0%

[…]5 years · per year$10,000 became […] · $22,501+17.6%

0.68%Expense ratio$68 · $25 a year on $10k · lower is better0.25%

5.18%Trailing 12-mo yield$518 · $0 a year on $10k0.00%

−14.0%Worst dropSmaller is better−28.2%

18.6%VolatilityLower is calmer28.8%

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

5–2HGER wins

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

More Ways to See the Pairs

HGER vs IAU: Top 5 Holdings

Today

HGER

[…]in top 5

IAU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

HGER vs IAU Returns, Every Period

HarborHGER

+38.8%

past year

IAUiShares

+3.8%

past year

HGERIAUFaded: behind in that period

2–1HGER wins

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

HGER vs IAU

YTD

HarborHGER

+36.7%

IAUiShares

−5.1%

+36.7%Year to date−5.1%

−14.0%Worst drop · 1Y−28.2%

18.6%Volatility · 1Y28.8%

5.2%Yield0.0%

$4.7BAssets$59.9B

4–0HGER wins

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

Cost, Income and Risk

Fees: HGER, IAU

Today

0.25%lowest, IAU

FundExpense ratioFee$10k

IAU0.25%$25

HGER0.68%$68

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

Yields: HGER, IAU

5.18%highest, HGER

FundTrailing yieldYield$10k

HGER5.18%$518

IAU0.00%$0

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

Income After Fees on $10,000

$450most kept, HGER

HGER$518 − $68 = $450

IAU$0 − $25 = −$25

KeptFee

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

Overlap: HGER, IAU

Today

[…]holdings […]

HGERIAU

HGER—[…]

IAU[…]—

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

Return vs Bumpiness: 2 ETFs

+38.8%HGER, at 18.6% volatility

HGERWorst drop−14.0%18.6% vol

IAUWorst drop−28.2%28.8% vol

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

Paid More vs Made More

YTD

HGERIAU

+36.7%Year to date−5.1%

5.2%Yield0.0%

+38.8%Past year+3.8%

0.68%Fee0.25%

3–1HGER wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

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

$29.7BAssets$131B

1–1level

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