4GLD.DE vs. SPY
Compare and contrast key facts about Xetra-Gold ETF (4GLD.DE) and SPDR S&P 500 ETF (SPY).
4GLD.DE and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 4GLD.DE is a passively managed fund by Xetra that tracks the performance of the LBMA Gold Price. It was launched on Nov 27, 2007. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both 4GLD.DE and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 4GLD.DE or SPY.
Correlation
The correlation between 4GLD.DE and SPY is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
4GLD.DE vs. SPY - Performance Comparison
Key characteristics
4GLD.DE:
3.02
SPY:
1.75
4GLD.DE:
3.98
SPY:
2.36
4GLD.DE:
1.54
SPY:
1.32
4GLD.DE:
7.96
SPY:
2.66
4GLD.DE:
18.72
SPY:
11.01
4GLD.DE:
2.32%
SPY:
2.03%
4GLD.DE:
14.33%
SPY:
12.77%
4GLD.DE:
-36.79%
SPY:
-55.19%
4GLD.DE:
0.00%
SPY:
-2.12%
Returns By Period
In the year-to-date period, 4GLD.DE achieves a 7.73% return, which is significantly higher than SPY's 2.36% return. Over the past 10 years, 4GLD.DE has underperformed SPY with an annualized return of 9.31%, while SPY has yielded a comparatively higher 12.96% annualized return.
4GLD.DE
7.73%
5.26%
21.58%
43.40%
13.78%
9.31%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
4GLD.DE vs. SPY - Expense Ratio Comparison
4GLD.DE has a 0.00% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
4GLD.DE vs. SPY — Risk-Adjusted Performance Rank
4GLD.DE
SPY
4GLD.DE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xetra-Gold ETF (4GLD.DE) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
4GLD.DE vs. SPY - Dividend Comparison
4GLD.DE has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
4GLD.DE Xetra-Gold ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
4GLD.DE vs. SPY - Drawdown Comparison
The maximum 4GLD.DE drawdown since its inception was -36.79%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for 4GLD.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
4GLD.DE vs. SPY - Volatility Comparison
The current volatility for Xetra-Gold ETF (4GLD.DE) is 1.94%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.38%. This indicates that 4GLD.DE experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.