FGDL vs. BAR

The year-to-date returns for both stocks are quite close, with FGDL having a 21.69% return and BAR slightly lower at 21.59%.

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FGDL has a 0.15% expense ratio, which is lower than BAR's 0.17% 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%.

This table presents a comparison of risk-adjusted performance metrics for Franklin Responsibly Sourced Gold ETF (FGDL) 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.

The current FGDL Sharpe Ratio is 1.92, which is comparable to the BAR Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of FGDL and BAR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FGDL nor BAR has paid dividends to shareholders.

The maximum FGDL drawdown since its inception was -11.26%, smaller than the maximum BAR drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for FGDL and BAR. For additional features, visit the drawdowns tool.

Franklin Responsibly Sourced Gold ETF (FGDL) and GraniteShares Gold Shares (BAR) have volatilities of 8.74% and 8.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.