BAR vs FGD
Comparison between GraniteShares Gold Shares (BAR, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
5-Year PerformanceBAR has outperformed FGD, delivering a return of +17.6% compared to +12.2%
BAR vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAR
$1.30B
Winner
FGD
$1.40B
Expense Ratio
Winner
BAR
0.17%
FGD
0.55%
Max Drawdown
Winner
BAR
26.32%
FGD
70.20%
Sharpe Ratio
BAR
0.72
Winner
FGD
1.72
5Y Beta
Winner
BAR
0.23
FGD
0.53
5Y Dividends CAGR
BAR
N/A
FGD
10.00%
BAR vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
BAR
-2.47%
Winner
FGD
+3.79%
3M
BAR
-12.68%
Winner
FGD
+3.92%
6M
BAR
-15.40%
Winner
FGD
+11.07%
1Y
BAR
+20.02%
Winner
FGD
+27.17%
5Y(CAGR)
Winner
BAR
+17.55%
FGD
+12.17%
10Y(CAGR)
Winner
BAR
+13.37%
FGD
+9.94%
Max(CAGR)
Winner
BAR
+13.37%
FGD
+6.07%
BAR vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BAR | FGD |
|---|---|---|
| 2026 | -5.74% | +12.56% |
| 2025 | +61.93% | +44.34% |
| 2024 | +27.29% | +6.10% |
| 2023 | +12.03% | +8.21% |
| 2022 | +0.89% | -7.94% |
| 2021 | -6.10% | +21.01% |
| 2020 | +24.03% | -5.99% |
| 2019 | +18.10% | +20.71% |
| 2018 | -2.73% | -13.23% |
| 2017 | -1.15% | +16.88% |
| 2016 | N/A | +13.11% |
| 2015 | N/A | -10.18% |
| 2014 | N/A | -0.01% |
| 2013 | N/A | +16.37% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -3.02% |
| 2010 | N/A | +10.29% |
| 2009 | N/A | +58.23% |
| 2008 | N/A | -50.12% |
| 2007 | N/A | +2.70% |
BAR vs FGD Drawdown Comparison
The maximum drawdown for BAR was -26.32%, occurring on Jul 16, 2026. This drawdown has not yet recovered.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current BAR drawdown is -24.34%.
| Rank | BAR | FGD |
|---|---|---|
| #1 | -26.32% Jan 29, 2026 - Jul 16, 2026 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -21.53% Aug 6, 2020 - Dec 27, 2023 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -13.46% Jan 24, 2018 - Jun 20, 2019 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -12.45% Mar 9, 2020 - Apr 9, 2020 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -10.05% Oct 20, 2025 - Dec 22, 2025 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -8.37% Sep 8, 2017 - Jan 24, 2018 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -8.03% Oct 30, 2024 - Jan 30, 2025 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -7.10% Apr 21, 2025 - Jun 13, 2025 | -9.82% Feb 20, 2026 - Jul 16, 2026 |
| #9 | -6.52% Sep 4, 2019 - Jan 6, 2020 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -5.71% May 20, 2024 - Jul 16, 2024 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -4.86% Mar 31, 2025 - Apr 10, 2025 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -4.86% Dec 26, 2025 - Jan 12, 2026 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -4.84% Jun 13, 2025 - Aug 29, 2025 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -4.78% Feb 24, 2020 - Mar 5, 2020 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -4.35% Jul 16, 2024 - Aug 12, 2024 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between BAR and FGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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