ETF Rebalancing Calculator

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Bonds & Commodities

GDX

VanEck Gold Miners ETF

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VanEck Gold Miners ETF (GDX) is an exchange-traded fund that provides investors with exposure to bonds, gold, and other commodities. It carries an expense ratio of 0.51%. The fund offers a dividend yield of approximately 1.62%. The portfolio holds 56 securities.

Category

Bonds & Commodities

Dividend Yield

1.62%

Expense Ratio

0.51%

Holdings

56

Dividend History

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Top Holdings

1Newmont
2Agnico Eagle Mines
3Barrick Gold
4Wheaton Precious Metals
5Franco-Nevada

Key Features

  • Gold mining company investment
  • Leveraged gold price exposure
  • Inflation hedge
  • Alternative safe-haven asset

Advantages

  • Outperformance when gold prices rise
  • Dividend income available
  • Inflation protection
  • Portfolio diversification

Risks

  • Gold price decline risk
  • Mining cost fluctuation
  • Individual company risk
  • High volatility

Rebalancing Strategy

Allocate 5-10% to alternative assets for inflation hedging

GDX Investment Analysis

GDX (VanEck Gold Miners ETF) is a Bonds & Commodities ETF comprising 56 holdings. It has an expense ratio of 0.51% and a dividend yield of 1.62%. The expense ratio is relatively high, so consider costs relative to returns.

A 1.62% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

GDX can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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