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GLD vs. SGOL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GLD vs. SGOL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Gold Shares (GLD) and abrdn Physical Gold Shares ETF (SGOL). The values are adjusted to include any dividend payments, if applicable.

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GLD vs. SGOL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GLD
SPDR Gold Shares
8.57%63.68%26.66%12.69%-0.77%-4.15%24.81%17.86%-1.94%12.81%
SGOL
abrdn Physical Gold Shares ETF
8.62%63.99%26.90%12.99%-0.51%-3.94%25.03%18.21%-1.94%12.86%

Returns By Period

The year-to-date returns for both investments are quite close, with GLD having a 8.57% return and SGOL slightly higher at 8.62%. Both investments have delivered pretty close results over the past 10 years, with GLD having a 13.92% annualized return and SGOL not far ahead at 14.11%.


GLD

1D
3.79%
1M
-11.05%
YTD
8.57%
6M
21.05%
1Y
49.33%
3Y*
32.92%
5Y*
21.58%
10Y*
13.92%

SGOL

1D
3.77%
1M
-10.99%
YTD
8.62%
6M
21.22%
1Y
49.63%
3Y*
33.23%
5Y*
21.84%
10Y*
14.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GLD vs. SGOL - Expense Ratio Comparison

GLD has a 0.40% expense ratio, which is higher than SGOL's 0.17% expense ratio.


Return for Risk

GLD vs. SGOL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GLD
GLD Risk / Return Rank: 8787
Overall Rank
GLD Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
GLD Sortino Ratio Rank: 8686
Sortino Ratio Rank
GLD Omega Ratio Rank: 8686
Omega Ratio Rank
GLD Calmar Ratio Rank: 8989
Calmar Ratio Rank
GLD Martin Ratio Rank: 8787
Martin Ratio Rank

SGOL
SGOL Risk / Return Rank: 8787
Overall Rank
SGOL Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
SGOL Sortino Ratio Rank: 8686
Sortino Ratio Rank
SGOL Omega Ratio Rank: 8686
Omega Ratio Rank
SGOL Calmar Ratio Rank: 8989
Calmar Ratio Rank
SGOL Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GLD vs. SGOL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Gold Shares (GLD) and abrdn Physical Gold Shares ETF (SGOL). 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.


GLDSGOLDifference

Sharpe ratio

Return per unit of total volatility

1.79

1.81

-0.03

Sortino ratio

Return per unit of downside risk

2.21

2.25

-0.04

Omega ratio

Gain probability vs. loss probability

1.33

1.33

0.00

Calmar ratio

Return relative to maximum drawdown

2.68

2.71

-0.03

Martin ratio

Return relative to average drawdown

9.90

10.02

-0.12

GLD vs. SGOL - Sharpe Ratio Comparison

The current GLD Sharpe Ratio is 1.79, which is comparable to the SGOL Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of GLD and SGOL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GLDSGOLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

1.81

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.22

1.25

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

0.89

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.58

+0.04

Correlation

The correlation between GLD and SGOL is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GLD vs. SGOL - Dividend Comparison

Neither GLD nor SGOL has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

GLD vs. SGOL - Drawdown Comparison

The maximum GLD drawdown since its inception was -45.56%, roughly equal to the maximum SGOL drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for GLD and SGOL.


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Drawdown Indicators


GLDSGOLDifference

Max Drawdown

Largest peak-to-trough decline

-45.56%

-45.51%

-0.05%

Max Drawdown (1Y)

Largest decline over 1 year

-19.21%

-19.14%

-0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-21.03%

-20.92%

-0.11%

Max Drawdown (10Y)

Largest decline over 10 years

-22.00%

-21.56%

-0.44%

Current Drawdown

Current decline from peak

-13.23%

-13.21%

-0.02%

Average Drawdown

Average peak-to-trough decline

-16.17%

-18.46%

+2.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.20%

5.17%

+0.03%

Volatility

GLD vs. SGOL - Volatility Comparison

SPDR Gold Shares (GLD) and abrdn Physical Gold Shares ETF (SGOL) have volatilities of 11.06% and 10.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GLDSGOLDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.06%

10.97%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

24.30%

24.00%

+0.30%

Volatility (1Y)

Calculated over the trailing 1-year period

27.80%

27.51%

+0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.74%

17.63%

+0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.87%

15.84%

+0.03%