ESBG vs. IGLD
ESBG (First Trust Enhanced Stocks, Bonds & Gold ETF) and IGLD (FT Vest Gold Strategy Target Income ETF) are both exchange-traded funds - ESBG is a Tactical Allocation fund actively managed by First Trust, while IGLD is a Gold fund actively managed by First Trust. Both are actively managed. Their correlation of 0.89 means they have usually moved in the same direction. ESBG charges 0.95%/yr vs 0.85%/yr for IGLD.
Performance
ESBG vs. IGLD - Performance Comparison
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Returns By Period
In the year-to-date period, ESBG achieves a -2.79% return, which is significantly higher than IGLD's -6.56% return.
ESBG
- 1D
- -0.46%
- 1M
- -2.07%
- 6M
- -11.15%
- YTD
- -2.79%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IGLD
- 1D
- -1.09%
- 1M
- -1.14%
- 6M
- -15.05%
- YTD
- -6.56%
- 1Y
- 13.80%
- 3Y*
- 19.55%
- 5Y*
- 12.09%
- 10Y*
- —
- ALL TIME*
- 11.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.83K | $6.10K | $15.77K | |
| $4.80M | $5.50M | $7.14M |
ESBG vs. IGLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | -2.79% | 5.67% |
IGLD FT Vest Gold Strategy Target Income ETF | -6.56% | 5.46% |
Correlation
The correlation between ESBG and IGLD is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | 0.89 |
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Return for Risk
ESBG vs. IGLD — Risk / Return Rank
ESBG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IGLD
ESBG vs. IGLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) and FT Vest Gold Strategy Target Income ETF (IGLD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ESBG | IGLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.13 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.65 | — |
| Martin ratioReturn relative to average drawdown | — | 1.46 | — |
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Drawdowns
ESBG vs. IGLD - Drawdown Comparison
The maximum ESBG drawdown since its inception was -18.84%, smaller than the maximum IGLD drawdown of -23.84%. Use the drawdown chart below to compare losses from any high point for ESBG and IGLD.
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Drawdown Indicators
| ESBG | IGLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.84% | -23.84% | +5.00% |
Max Drawdown (1Y)Largest decline over 1 year | — | -23.84% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.84% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.84% | — |
Current DrawdownCurrent decline from peak | -17.57% | -22.04% | +4.47% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -5.70% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 10.55% | — |
Volatility
ESBG vs. IGLD - Volatility Comparison
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Volatility by Period
| ESBG | IGLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.69% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 22.06% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 25.17% | 25.10% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.17% | 15.74% | +9.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.17% | 15.43% | +9.74% |
ESBG vs. IGLD - Expense Ratio Comparison
ESBG has a 0.95% expense ratio, which is higher than IGLD's 0.85% expense ratio.
Dividends
ESBG vs. IGLD - Dividend Comparison
ESBG's dividend yield for the trailing twelve months is around 1.12%, less than IGLD's 21.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | 1.12% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% |
IGLD FT Vest Gold Strategy Target Income ETF | 20.71% | 9.91% | 20.81% | 7.85% | 4.45% | 2.24% |
Frequently Asked Questions
ESBG and IGLD have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IGLD is cheaper at 0.85% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IGLD is cheaper with a 0.85% expense ratio, compared with 0.95% for ESBG.
IGLD has the higher dividend yield at 20.71%, compared with 1.12% for ESBG.
ESBG is categorized as Tactical Allocation, while IGLD is Gold. Their fees differ too: 0.95% for ESBG and 0.85% for IGLD.
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