BAFE vs IGLD
Brown Advisory Flexible Equity ETF vs FT Vest Gold Strategy Target Income ETF
Which is better, BAFE or IGLD?
Each has led over a different period.
BAFE has a lower expense ratio. BAFE led over 1Y, IGLD over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BAFE | IGLD |
|---|---|---|
| Expense Ratio | 0.54%Best | 0.85% |
| AUM | $1.8B | $596M |
| Dividend Yield | 0.27% | 24.76% |
| Holdings | 90 | 10 |
| YTD Return | +9.97%Best | -15.99% |
| 1Y Return | +12.65%Best | -11.90% |
| 3Y Return (annualized) | - | +16.23% |
| 5Y Return (annualized) | - | +10.02% |
| Volatility (annualized) | 13.2%Best | 19.4% |
| Max Drawdown | -18.4%Best | -29.8% |
| $10,000 over 1.9 years | $12,035 | $12,550Best |
| Fund Family | Brown Advisory | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 18, 2024 | Mar 2, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 18, 2024 to Oct 14, 2026 (1.9 years).
BAFE vs IGLD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
BAFE vs IGLD Performance
Brown Advisory Flexible Equity ETF (BAFE) is an ETF from Brown Advisory and FT Vest Gold Strategy Target Income ETF (IGLD) is an ETF from First Trust Portfolios (US). Over the past year BAFE returned +12.65% while IGLD returned -11.90%. Year to date, BAFE is up 9.97% versus a loss of 15.99% for IGLD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGLD has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 13.2% for BAFE. 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 -18.4% for BAFE and -29.8% for IGLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.01. They move largely independently of each other.
Fees and Cost Over Time
BAFE charges 0.54% per year while IGLD charges 0.85%. On a $10,000 position that is $54 vs $85 annually, a gap of $31 per year that compounds over a long holding period. On income, BAFE currently yields 0.27% against 24.76% for IGLD.
You are not choosing between two funds in isolation.
Whichever of BAFE and IGLD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BAFE or IGLD?
BAFE has an expense ratio of 0.54% while IGLD charges 0.85%. BAFE is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, BAFE or IGLD?
Over the past year BAFE returned +12.65% vs -11.90% for IGLD, so BAFE leads on 1-year performance. Over the longest common window we track (2 years), BAFE annualized +10.24% vs +12.70% for IGLD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BAFE or IGLD?
IGLD has been the more volatile fund at 19.4% annualized versus 13.2% for BAFE. Worst drawdown: BAFE -18.4% vs IGLD -29.8%.
Should I hold both BAFE and IGLD?
BAFE and IGLD have a monthly-return correlation of 0.01, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BAFE or IGLD?
BAFE yields 0.27% while IGLD yields 24.76%, so IGLD currently pays the higher dividend yield.
Is IGLD better than BAFE?
BAFE has a lower expense ratio. BAFE led over 1Y, IGLD over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.