ETF Versus

IAU vs SPY

iShares Gold Trust vs State Street SPDR S&P 500 ETF Trust

Last updated: 2026-04-09

IAU

iShares Gold Trust (IAU) is an exchange-traded fund that provides exposure to gold securities. It charges a moderate expense ratio of 0.25%. Launched in 2005, the fund has a 21-year track record.

AUM: $73.9B ER: 0.25% Yield: N/A Since: Jan 21, 2005
SPY

State Street SPDR S&P 500 ETF Trust (SPY) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. It charges a low expense ratio of 0.09%. The fund offers a moderate dividend yield of 1.09%. Launched in 1993, the fund has a 33-year track record.

AUM: $653.3B ER: 0.09% Yield: 1.09% Since: Jan 22, 1993

Quick Verdict

SPY is significantly cheaper at 0.09% vs 0.25% expense ratio, saving you approximately $315 per $10,000 invested over 10 years. Over the past year, IAU has significantly outperformed with a 51.5% return vs 20.2%.

Key Metrics

Metric IAU SPY
Expense Ratio 0.25% 0.09%
Dividend Yield N/A 1.1%
Fund Family N/A N/A
Category Gold US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

85 129 173 217 261 305 2021-04 2022-07 2023-10 2024-12 2026-04
IAU +166.3%
SPY +60.2%

Performance Comparison

Period IAU SPY Difference
1 Month -9.60% -2.65% -6.95%
3 Months +4.21% -5.02% +9.23%
6 Months +14.25% -0.58% +14.83%
YTD +8.46% -3.51% +11.97%
1 Year +51.52% +20.16% +31.36%
3 Years +134.21% +60.94% +73.27%
5 Years +168.06% +60.14% +107.92%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IAU Fees SPY Fees You Save
$10,000 10 years $495 $179 $315
$10,000 20 years $2,111 $771 $1,340
$10,000 30 years $6,758 $2,486 $4,273
$50,000 10 years $2,473 $896 $1,577
$50,000 30 years $33,792 $12,428 $21,364
$100,000 30 years $67,584 $24,855 $42,729

Risk Metrics

Based on 5 years of daily returns

Metric IAU SPY
Annualized Volatility 17.7% 17.1%
Max Drawdown -20.9% -25.4%
Sharpe Ratio 0.95 0.38

Dividend Comparison

Metric IAU SPY
Annual Dividend (per share) $0.00 $7.38
Dividend Yield 0.00% 1.12%
Distribution Frequency None Quarterly

Top Holdings

SPY Top Holdings

NameWeight
NVIDIA CorporationNVDA7.64%
Apple Inc.AAPL6.57%
Microsoft CorporationMSFT4.88%
Amazon.com, Inc.AMZN3.68%
Broadcom Inc.AVGO2.79%
Alphabet Inc.GOOG2.51%
Meta Platforms, Inc.META2.22%
Tesla, Inc.TSLA1.72%
Berkshire Hathaway Inc.BRK.B1.55%

Which One Should You Choose?

Choose SPY if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose IAU if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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