EGUS vs. FGDL
Compare and contrast key facts about Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Franklin Responsibly Sourced Gold ETF (FGDL).
EGUS and FGDL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EGUS is a passively managed fund by iShares that tracks the performance of the MSCI USA Growth Extended ESG Focus Index. It was launched on Jan 31, 2023. FGDL is a passively managed fund by Franklin that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Jun 30, 2022. Both EGUS and FGDL 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: EGUS or FGDL.
Correlation
The correlation between EGUS and FGDL is 0.10, 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
EGUS vs. FGDL - Performance Comparison
Key characteristics
EGUS:
1.39
FGDL:
2.96
EGUS:
1.89
FGDL:
3.75
EGUS:
1.26
FGDL:
1.50
EGUS:
1.87
FGDL:
5.59
EGUS:
6.83
FGDL:
15.28
EGUS:
3.73%
FGDL:
2.97%
EGUS:
18.37%
FGDL:
15.35%
EGUS:
-13.64%
FGDL:
-11.26%
EGUS:
-4.14%
FGDL:
-0.41%
Returns By Period
In the year-to-date period, EGUS achieves a -0.06% return, which is significantly lower than FGDL's 12.11% return.
EGUS
-0.06%
-3.54%
9.29%
21.65%
N/A
N/A
FGDL
12.11%
6.38%
17.37%
45.57%
N/A
N/A
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EGUS vs. FGDL - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
EGUS vs. FGDL — Risk-Adjusted Performance Rank
EGUS
FGDL
EGUS vs. FGDL - Risk-Adjusted Performance Comparison
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.
Dividends
EGUS vs. FGDL - Dividend Comparison
EGUS's dividend yield for the trailing twelve months is around 0.25%, while FGDL has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | 0.25% | 0.25% | 0.36% |
FGDL Franklin Responsibly Sourced Gold ETF | 0.00% | 0.00% | 0.00% |
Drawdowns
EGUS vs. FGDL - Drawdown Comparison
The maximum EGUS drawdown since its inception was -13.64%, 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. For additional features, visit the drawdowns tool.
Volatility
EGUS vs. FGDL - Volatility Comparison
Ishares ESG Aware MSCI USA Growth ETF (EGUS) has a higher volatility of 5.84% compared to Franklin Responsibly Sourced Gold ETF (FGDL) at 4.30%. This indicates that EGUS's price experiences larger fluctuations and is considered to be riskier than FGDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.