GGN vs SVOL

GGN vs SVOL

Which is better, GGN or SVOL?

Each has led over a different period.

SVOL has a lower expense ratio. GGN led over 3Y, 5Y and the full window, SVOL over 1Y.

Lower Fees: SVOLHigher Returns: split

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

MetricGGNSVOL
Expense Ratio1.40%0.66%Best
AUM$1.0B$530M
Dividend Yield6.14%21.23%
Holdings221109
YTD Return+2.85%+11.39%Best
1Y Return+5.08%+17.01%Best
3Y Return (annualized)+19.86%Best+8.93%
5Y Return (annualized)+14.43%Best+7.72%
Volatility (annualized)16.0%13.4%Best
Max Drawdown-22.1%Best-33.5%
$10,000 over 5 years$19,620Best$14,504
Fund FamilyGabelli FundsSimplify Exchange Traded Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 29, 2005May 12, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 13, 2021 to Oct 14, 2026 (5.4 years).

GGN vs SVOL 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 5.4 years both funds cover.

Compare GGN against instead:GGN vs SPYGGN vs QQQGGN vs VOOGGN vs VTISVOL against:SVOL vs VXUS

GGN vs SVOL Performance

GAMCO Global Gold Natural Resources & Income Trust (GGN) is an ETF from Gabelli Funds and Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds. Over the past year GGN returned +5.08% while SVOL returned +17.01%. Year to date, GGN is up 2.85% versus a gain of 11.39% for SVOL.

Over three years, GGN compounded at +19.86% per year against +8.93% for SVOL; over five years the annualized figures are +14.43% and +7.72% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GGN has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 13.4% for SVOL. 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 -22.1% for GGN and -33.5% for SVOL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.27. They move largely independently of each other.

Fees and Cost Over Time

GGN charges 1.40% per year while SVOL charges 0.66%. On a $10,000 position that is $140 vs $66 annually, a gap of $74 per year that compounds over a long holding period. On income, GGN currently yields 6.14% against 21.23% for SVOL.

Holdings Overlap

We hold position weights for 71 holdings in GGN and 10 in SVOL, totalling 81.1% and 48.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 76 days apart, GGN as of Jun 30, 2026 and SVOL as of Sep 14, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 71 positions we hold weights for in GGN and 10 in SVOL, against full books of 221 and 109.

You are not choosing between two funds in isolation.

Whichever of GGN and SVOL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GGNSVOL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GGN or SVOL?

GGN has an expense ratio of 1.40% while SVOL charges 0.66%. SVOL is the cheaper option, by $74 a year on a $10,000 investment.

Which performed better, GGN or SVOL?

Over the past year GGN returned +5.08% vs +17.01% for SVOL, so SVOL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GGN or SVOL?

GGN has been the more volatile fund at 16.0% annualized versus 13.4% for SVOL. Worst drawdown: GGN -22.1% vs SVOL -33.5%.

Should I hold both GGN and SVOL?

GGN and SVOL have a monthly-return correlation of 0.27, 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, GGN or SVOL?

GGN yields 6.14% while SVOL yields 21.23%, so SVOL currently pays the higher dividend yield.

Is SVOL better than GGN?

SVOL has a lower expense ratio. GGN led over 3Y, 5Y and the full window, SVOL over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.