Gold fund's returns have turnaround, while U.S. large-caps fall behind.
Gold and the S&P 500 have traded the performance advantage several times over the past 10 years. If the 2014 trend continues, gold will regain its performance advantage over the S&P 500 later this year. The SPDR S&P 500 ETF (SPY | A-98) has returned 2.5 percent so far this year, while the SPDR Gold ETF (GLD | A-100) has returned 8.7 percent. I used SPY and GLD for their name-brand popularity, but as a reminder, for gold exposure, we recommend the iShares Gold Trust (IAU | A-99), whose fee expense ratio is 25 percent lower than GLD's; for U.S. large-caps, we recommend the Vanguard Mega Cap ETF (MGC | A-100) instead of SPY.