SPY vs IAU

Both SPY and IAU are ETFs. SPY has a higher 5-year return than IAU (13.38% vs 11.43%). SPY has a lower expense ratio than IAU (0.09% vs 0.25%). Below is the comparison between SPY and IAU.

IAU SPY
Segment Commodities: Precious Metals Gold Equity: U.S. - Large Cap
Issuer BlackRock State Street Global Advisors
Net Assets $23.68B $252.39B
Expense Ratio 0.25% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.00% 1.99%
Underlying Index Gold Spot S&P 500
YTD Return 23.24% 12.02%
1-Year Return 26.92% 16.59%
3-Year Return 13.32% 13.36%
5-Year Return 11.43% 13.38%
10-Year Return 3.05% 13.70%

SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 12.02%
1-Month Return 3.48%
3-Month Return 5.47%
1-Year Return 16.59%
3-Year Return 13.36%
5-Year Return 13.38%
10-Year Return 13.70%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (27.86% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.66%
Microsoft Corp MSFT 5.69%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.51%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.21%

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IAU description

The Fund seeks to reflect the price of gold owned by the trust less the trust's expenses and liabilities. The Fund intends to constitute a simple and cost-effective means of making an investment similar to an investment in gold.

IAU performance & returns

YTD Return 23.24%
1-Month Return -1.92%
3-Month Return -4.13%
1-Year Return 26.92%
3-Year Return 13.32%
5-Year Return 11.43%
10-Year Return 3.05%
IAU expense ratio is 0.25%.

IAU holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Gold N/A 100.00%

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