FIIG vs GOLY
First Trust Intermediate Duration Investment Grade Corporate ETF vs Strategy Shares Gold Enhanced Yield ETF
Which is better, FIIG or GOLY?
Each has led over a different period.
FIIG has a lower expense ratio. FIIG led over 1Y, GOLY over 3Y and 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 | FIIG | GOLY |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.90% |
| AUM | $628M | $71M |
| Dividend Yield | 5.26% | 8.89% |
| Holdings | 471 | 7 |
| YTD Return | -3.13%Best | -30.69% |
| 1Y Return | -3.25%Best | -29.72% |
| 3Y Return (annualized) | +5.42% | +14.20%Best |
| 5Y Return (annualized) | - | +3.65% |
| Volatility (annualized) | 6.4%Best | 26.0% |
| Max Drawdown | -5.5%Best | -40.4% |
| $10,000 over 3.2 years | $11,435 | $14,224Best |
| Fund Family | First Trust Portfolios (US) | STRATEGY SHARES |
| Category | Fixed Income | Fixed Income |
| Inception | Aug 2, 2023 | May 17, 2021 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Aug 3, 2023 to Oct 14, 2026 (3.2 years).
FIIG vs GOLY 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 3.2 years both funds cover.
FIIG vs GOLY Performance
First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) is an ETF from First Trust Portfolios (US) and Strategy Shares Gold Enhanced Yield ETF (GOLY) is an ETF from STRATEGY SHARES. Over the past year FIIG returned -3.25% while GOLY returned -29.72%. Year to date, FIIG is down 3.13% versus a loss of 30.69% for GOLY.
Over three years, FIIG compounded at +5.42% per year against +14.20% for GOLY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GOLY has been the more volatile fund, with annualized monthly volatility of 26.0% compared with 6.4% for FIIG. 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 -5.5% for FIIG and -40.4% for GOLY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FIIG charges 0.49% per year while GOLY charges 0.90%. On a $10,000 position that is $49 vs $90 annually, a gap of $41 per year that compounds over a long holding period. On income, FIIG currently yields 5.26% against 8.89% for GOLY.
You are not choosing between two funds in isolation.
Whichever of FIIG and GOLY 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, FIIG or GOLY?
FIIG has an expense ratio of 0.49% while GOLY charges 0.90%. FIIG is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, FIIG or GOLY?
Over the past year FIIG returned -3.25% vs -29.72% for GOLY, so FIIG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FIIG or GOLY?
GOLY has been the more volatile fund at 26.0% annualized versus 6.4% for FIIG. Worst drawdown: FIIG -5.5% vs GOLY -40.4%.
Should I hold both FIIG and GOLY?
FIIG and GOLY have a monthly-return correlation of 0.49, 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, FIIG or GOLY?
FIIG yields 5.26% while GOLY yields 8.89%, so GOLY currently pays the higher dividend yield.
Is GOLY better than FIIG?
FIIG has a lower expense ratio. FIIG led over 1Y, GOLY over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.