CEF.TO vs. XGD.TO
Compare and contrast key facts about Sprott Physical Gold and Silver Trust (CEF.TO) and iShares S&P/TSX Global Gold Index ETF (XGD.TO).
XGD.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl Gold GR CAD. It was launched on Mar 23, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CEF.TO or XGD.TO.
Correlation
The correlation between CEF.TO and XGD.TO is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CEF.TO vs. XGD.TO - Performance Comparison
Key characteristics
CEF.TO:
0.63
XGD.TO:
0.71
CEF.TO:
1.40
XGD.TO:
1.12
CEF.TO:
1.35
XGD.TO:
1.14
CEF.TO:
1.12
XGD.TO:
0.49
CEF.TO:
8.37
XGD.TO:
2.40
CEF.TO:
4.24%
XGD.TO:
8.20%
CEF.TO:
56.94%
XGD.TO:
27.67%
CEF.TO:
-62.22%
XGD.TO:
-72.55%
CEF.TO:
-6.83%
XGD.TO:
-18.01%
Returns By Period
In the year-to-date period, CEF.TO achieves a 35.47% return, which is significantly higher than XGD.TO's 21.12% return. Both investments have delivered pretty close results over the past 10 years, with CEF.TO having a 10.11% annualized return and XGD.TO not far ahead at 10.22%.
CEF.TO
35.47%
-1.94%
13.66%
35.64%
12.53%
10.11%
XGD.TO
21.12%
-6.62%
8.00%
18.65%
7.02%
10.22%
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Risk-Adjusted Performance
CEF.TO vs. XGD.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Physical Gold and Silver Trust (CEF.TO) and iShares S&P/TSX Global Gold Index ETF (XGD.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CEF.TO vs. XGD.TO - Dividend Comparison
CEF.TO has not paid dividends to shareholders, while XGD.TO's dividend yield for the trailing twelve months is around 0.93%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CEF.TO Sprott Physical Gold and Silver Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% | 0.09% | 0.09% | 0.08% | 0.07% |
XGD.TO iShares S&P/TSX Global Gold Index ETF | 0.93% | 1.49% | 1.80% | 1.38% | 0.35% | 0.54% | 0.25% | 0.14% | 0.09% | 0.57% | 0.68% | 1.71% |
Drawdowns
CEF.TO vs. XGD.TO - Drawdown Comparison
The maximum CEF.TO drawdown since its inception was -62.22%, smaller than the maximum XGD.TO drawdown of -72.55%. Use the drawdown chart below to compare losses from any high point for CEF.TO and XGD.TO. For additional features, visit the drawdowns tool.
Volatility
CEF.TO vs. XGD.TO - Volatility Comparison
The current volatility for Sprott Physical Gold and Silver Trust (CEF.TO) is 6.12%, while iShares S&P/TSX Global Gold Index ETF (XGD.TO) has a volatility of 8.98%. This indicates that CEF.TO experiences smaller price fluctuations and is considered to be less risky than XGD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.