ETF Versus

IAU vs SPY

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

Last updated: 2026-04-10

IAU iShares

iShares Gold Trust (IAU) is an exchange-traded fund issued by iShares 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 SPDR

State Street SPDR S&P 500 ETF Trust (SPY) is an exchange-traded fund issued by SPDR 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: $678.3B 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 50.0% return vs 29.6%.

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

85 130 175 220 265 310 2021-04 2022-07 2023-10 2025-01 2026-04
IAU +171.9%
SPY +65.2%

Performance Comparison

Period IAU SPY Difference
1 Month -8.01% +0.54% -8.55%
3 Months +3.75% -2.19% +5.94%
6 Months +15.89% +2.55% +13.34%
YTD +10.02% -0.47% +10.49%
1 Year +50.03% +29.62% +20.41%
3 Years +136.21% +65.95% +70.26%
5 Years +171.92% +65.18% +106.74%

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 0.97 0.41

Dividend Comparison

Metric IAU SPY
Annual Dividend (per share) $0.00 $7.38
Dividend Yield 0.00% 1.09%
Distribution Frequency None Quarterly

Top Holdings

SPY Top Holdings

NameWeight
NVIDIA CorporationNVDA7.61%
Apple Inc.AAPL6.54%
Microsoft CorporationMSFT4.78%
Amazon.com, Inc.AMZN3.72%
Broadcom Inc.AVGO2.86%
Alphabet Inc.GOOG2.53%
Meta Platforms, Inc.META2.31%
Tesla, Inc.TSLA1.66%
Berkshire Hathaway Inc.BRK.B1.51%

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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