FALN vs. BAR
Compare and contrast key facts about iShares Fallen Angels USD Bond ETF (FALN) and GraniteShares Gold Shares (BAR).
FALN and BAR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FALN is a passively managed fund by iShares that tracks the performance of the Bloomberg US High Yield Fallen Angel 3% Capped Index. It was launched on Jun 14, 2016. BAR is a passively managed fund by GraniteShares that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Aug 31, 2017. Both FALN and BAR 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: FALN or BAR.
Correlation
The correlation between FALN and BAR is 0.06, 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
FALN vs. BAR - Performance Comparison
Key characteristics
FALN:
1.04
BAR:
2.53
FALN:
1.48
BAR:
3.35
FALN:
1.23
BAR:
1.43
FALN:
1.18
BAR:
5.23
FALN:
6.16
BAR:
14.26
FALN:
1.14%
BAR:
2.94%
FALN:
6.74%
BAR:
16.65%
FALN:
-29.22%
BAR:
-21.53%
FALN:
-1.79%
BAR:
-3.49%
Returns By Period
In the year-to-date period, FALN achieves a 0.32% return, which is significantly lower than BAR's 25.92% return.
FALN
0.32%
-1.30%
0.74%
7.25%
7.16%
N/A
BAR
25.92%
9.51%
20.43%
41.37%
13.64%
N/A
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FALN vs. BAR - Expense Ratio Comparison
FALN has a 0.25% expense ratio, which is higher than BAR's 0.17% 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
FALN vs. BAR — Risk-Adjusted Performance Rank
FALN
BAR
FALN vs. BAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Fallen Angels USD Bond ETF (FALN) and GraniteShares Gold Shares (BAR). 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
FALN vs. BAR - Dividend Comparison
FALN's dividend yield for the trailing twelve months is around 6.30%, while BAR has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FALN iShares Fallen Angels USD Bond ETF | 6.30% | 6.24% | 5.37% | 5.08% | 3.40% | 5.14% | 5.35% | 5.97% | 6.98% | 3.55% |
BAR GraniteShares Gold Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FALN vs. BAR - Drawdown Comparison
The maximum FALN drawdown since its inception was -29.22%, which is greater than BAR's maximum drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for FALN and BAR. For additional features, visit the drawdowns tool.
Volatility
FALN vs. BAR - Volatility Comparison
The current volatility for iShares Fallen Angels USD Bond ETF (FALN) is 5.26%, while GraniteShares Gold Shares (BAR) has a volatility of 8.28%. This indicates that FALN experiences smaller price fluctuations and is considered to be less risky than BAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.