Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| Union Gold ETF | SBI Gold ETF | |
|---|---|---|
| Union Gold ETF | itself | 97% |
| SBI Gold ETF | 97% | itself |
Most alike: Union Gold ETF and SBI Gold ETF share 97% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | Union Gold ETF | SBI Gold ETF |
|---|---|---|
| Category | Gold ETF | Gold ETF |
| Share of three-year stretches it beat its category P4 | not measured | 21% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | not measured |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | Vinod Malviya · 1.5 yrs | Viral Chhadva · 7 mo |
| 1-year return | 35.2% | 35.4% |
| 3 years p.a. | — | 35.7% |
| 5 years p.a. | — | −50.1% |
| Deepest fall (max drawdown) | −22.1% | −22.3% |
| Assets (AUM) | ₹281 Cr | ₹27,085 Cr |
| Disclosed history | 1.4 yrs | 5.8 yrs |
| Holdings · top ten weight | 3 · 100% | 3 · 100% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.