FGDL vs IVV

AFGDL

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$22,029GLD · IVV $17,530

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common[…]FGDL and IVV

Franklin Responsibly Sourced Gold ETF · $431MiShares Core S&P 500 ETF · $883B

+26.1%3 years · per year$20,068 · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $110 on $10k1.10%

Cards for this view

FGDL

Franklin Responsibly Sourced Gold

[…]

IVV

iShares Core S&P 500

$17,530

MeasureFGDLIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.00%1.10%

5 years, per year[…]+11.9%

3 years, per year+26.1%+21.9%

Worst drop · 1Y−28.3%−8.9%

Volatility · 1Y29.3%

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−1.1%	−7.9%	−3.5%	+25.8%	+17.1%	−28.3%	$135.7B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
3	AFGDL	Franklin Responsibly Sourced Gold ETFRead Desk	0.15%	0.00%	−1.0%	−7.9%	−3.1%	+26.1%	new	−28.3%	$431M

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−1.1%	−7.9%	−3.5%	+25.8%	+17.1%	−28.3%	$135.7B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
3	AFGDL	Franklin Responsibly Sourced Gold ETFRead Desk	0.15%	0.00%	−1.0%	−7.9%	−3.1%	+26.1%	new	−28.3%	$431M

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