EGUS vs. FGDL

In the year-to-date period, EGUS achieves a -0.26% return, which is significantly lower than FGDL's 25.68% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

EGUS has a 0.18% expense ratio, which is higher than FGDL's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Franklin Responsibly Sourced Gold ETF (FGDL). 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.

The current EGUS Sharpe Ratio is 0.72, which is lower than the FGDL Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of EGUS and FGDL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EGUS's dividend yield for the trailing twelve months is around 0.25%, while FGDL has not paid dividends to shareholders.

The maximum EGUS drawdown since its inception was -24.87%, which is greater than FGDL's maximum drawdown of -11.26%. Use the drawdown chart below to compare losses from any high point for EGUS and FGDL.

The current volatility for Ishares ESG Aware MSCI USA Growth ETF (EGUS) is 5.80%, while Franklin Responsibly Sourced Gold ETF (FGDL) has a volatility of 8.12%. This indicates that EGUS experiences smaller price fluctuations and is considered to be less risky than FGDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.