GLD vs SGOL

Quick Verdict

SGOL has a lower expense ratio. SGOL delivered stronger 1-year returns.

Lower Fees: SGOLHigher Returns: SGOLMore Diversified: Tied

Side-by-Side Comparison

MetricGLDSGOLWinner
Expense Ratio0.40%0.17%
AUM$132.2B$6.8B
Dividend Yield0.00%0.00%
Holdings22
YTD Return+1.67%+1.82%
1Y Return+31.35%+31.67%
3Y Return (annualized)+31.81%+32.09%
5Y Return (annualized)+19.81%+20.09%
Volatility (annualized)17.2%16.7%
Max Drawdown-45.6%-45.5%
Fund FamilySPDR State Street Global AdvisorsAberdeen
CategoryCommodityCommodity
InceptionNov 18, 2004Sep 9, 2009

GLD vs SGOL Performance

SPDR Gold Shares (GLD) is a ETF from SPDR State Street Global Advisors and abrdn Physical Gold Shares ETF (SGOL) is a ETF from Aberdeen. Over the past year GLD returned +31.35% while SGOL returned +31.67%. Year to date, GLD is up 1.67% versus a gain of 1.82% for SGOL.

Over three years, GLD compounded at +31.81% per year against +32.09% for SGOL; over five years the annualized figures are +19.81% and +20.09% respectively. Across the full 17-year window we track, GLD has the edge at +10.71% annualized vs +8.92%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GLD has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 16.7% for SGOL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -45.6% for GLD and -45.5% for SGOL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GLD charges 0.40% per year while SGOL charges 0.17%. On a $10,000 position that is $40 vs $17 annually, a gap of $23 per year that compounds over a long holding period. On income, GLD currently yields 0.00% against 0.00% for SGOL.

Frequently Asked Questions

Which is cheaper, GLD or SGOL?

GLD has an expense ratio of 0.40% while SGOL charges 0.17%. SGOL is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

Which performed better, GLD or SGOL?

Over the past year GLD returned +31.35% vs +31.67% for SGOL, so SGOL leads on 1-year performance. Over the longest common window we track (17 years), GLD annualized +10.71% vs +8.92% for SGOL. Past performance does not guarantee future results.

Which is riskier, GLD or SGOL?

GLD has been the more volatile fund at 17.2% annualized versus 16.7% for SGOL. Worst drawdown: GLD -45.6% vs SGOL -45.5%.

Should I hold both GLD and SGOL?

GLD and SGOL have a monthly-return correlation of 1.00, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, GLD or SGOL?

GLD yields 0.00% while SGOL yields 0.00%, so SGOL currently pays the higher dividend yield.

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