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GOAU vs. SGDJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GOAU vs. SGDJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in US Global GO GOLD and Precious Metal Miners ETF (GOAU) and Sprott Junior Gold Miners ETF (SGDJ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GOAU achieves a -12.48% return, which is significantly lower than SGDJ's -10.12% return.


GOAU

1D
-0.35%
1M
-12.66%
YTD
-12.48%
6M
-15.93%
1Y
30.69%
3Y*
32.68%
5Y*
15.29%
10Y*

SGDJ

1D
0.49%
1M
-14.44%
YTD
-10.12%
6M
-13.19%
1Y
67.69%
3Y*
47.56%
5Y*
16.10%
10Y*
9.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOAU vs. SGDJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GOAU
US Global GO GOLD and Precious Metal Miners ETF
-12.48%126.68%13.78%10.67%-11.66%-9.23%14.13%54.17%-11.88%7.81%
SGDJ
Sprott Junior Gold Miners ETF
-10.12%174.44%19.35%6.66%-27.60%-15.12%47.91%37.00%-25.63%1.14%

Correlation

The correlation between GOAU and SGDJ is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.94

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (5Y)
Calculated over the trailing 5-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2017

0.90

The correlation between GOAU and SGDJ has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.

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Return for Risk

GOAU vs. SGDJ — Risk / Return Rank

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

GOAU
GOAU Risk / Return Rank: 2121
Overall Rank
GOAU Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
GOAU Sortino Ratio Rank: 2121
Sortino Ratio Rank
GOAU Omega Ratio Rank: 2323
Omega Ratio Rank
GOAU Calmar Ratio Rank: 2020
Calmar Ratio Rank
GOAU Martin Ratio Rank: 2020
Martin Ratio Rank

SGDJ
SGDJ Risk / Return Rank: 3939
Overall Rank
SGDJ Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SGDJ Sortino Ratio Rank: 3737
Sortino Ratio Rank
SGDJ Omega Ratio Rank: 4141
Omega Ratio Rank
SGDJ Calmar Ratio Rank: 4141
Calmar Ratio Rank
SGDJ Martin Ratio Rank: 3535
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.

GOAU vs. SGDJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for US Global GO GOLD and Precious Metal Miners ETF (GOAU) and Sprott Junior Gold Miners ETF (SGDJ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GOAUSGDJDifference
Sharpe ratioReturn per unit of total volatility

-0.69

Sortino ratioReturn per unit of downside risk

-0.65

Omega ratioGain probability vs. loss probability

1.15

1.24

-0.09

Calmar ratioReturn relative to maximum drawdown

0.86

1.85

-0.99

Martin ratioReturn relative to average drawdown

2.12

4.68

-2.56

GOAU vs. SGDJ - Sharpe Ratio Comparison

The current GOAU Sharpe Ratio is 0.65, which is lower than the SGDJ Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of GOAU and SGDJ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GOAU vs. SGDJ - Drawdown Comparison

The maximum GOAU drawdown since its inception was -55.41%, smaller than the maximum SGDJ drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for GOAU and SGDJ.


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Drawdown Indicators


GOAUSGDJDifference

Max Drawdown

Largest peak-to-trough decline

-55.41%

-59.27%

+3.86%

Max Drawdown (1Y)

Largest decline over 1 year

-35.89%

-36.84%

+0.95%

Max Drawdown (3Y)

Largest decline over 3 years

-35.89%

-36.84%

+0.95%

Max Drawdown (5Y)

Largest decline over 5 years

-48.52%

-52.66%

+4.14%

Max Drawdown (10Y)

Largest decline over 10 years

-59.27%

Current Drawdown

Current decline from peak

-33.74%

-34.47%

+0.73%

Average Drawdown

Average peak-to-trough decline

-18.88%

-26.26%

+7.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.53%

14.51%

+0.02%

Volatility

GOAU vs. SGDJ - Volatility Comparison

The current volatility for US Global GO GOLD and Precious Metal Miners ETF (GOAU) is 16.47%, while Sprott Junior Gold Miners ETF (SGDJ) has a volatility of 18.98%. This indicates that GOAU experiences smaller price fluctuations and is considered to be less risky than SGDJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOAUSGDJDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.47%

18.98%

-2.51%

Volatility (6M)

Calculated over the trailing 6-month period

39.63%

42.78%

-3.15%

Volatility (1Y)

Calculated over the trailing 1-year period

47.71%

51.05%

-3.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.95%

40.94%

-3.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.74%

40.98%

-5.24%

GOAU vs. SGDJ - Expense Ratio Comparison

GOAU has a 0.60% expense ratio, which is higher than SGDJ's 0.50% expense ratio.


Dividends

GOAU vs. SGDJ - Dividend Comparison

GOAU's dividend yield for the trailing twelve months is around 1.07%, less than SGDJ's 9.31% yield.


PositionTTM20252024202320222021202020192018201720162015
GOAU
US Global GO GOLD and Precious Metal Miners ETF
1.07%0.94%2.11%0.99%1.55%1.28%0.74%0.16%0.47%0.27%0.00%0.00%
SGDJ
Sprott Junior Gold Miners ETF
9.31%8.37%6.55%4.55%2.46%2.20%1.97%0.65%0.00%0.14%1.77%0.85%

Frequently Asked Questions


With a correlation of 0.94, GOAU and SGDJ move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SGDJ has higher volatility (18.98%) compared to GOAU (16.47%). In terms of maximum drawdown, GOAU dropped -55.41% vs SGDJ's -59.27%.

On 5-year performance, SGDJ leads with 16.10% vs 15.29% for GOAU. On fees, SGDJ is cheaper at 0.50% per year. On volatility, GOAU has been the lower-risk option at 16.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SGDJ has performed better with a 16.10% return vs 15.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGDJ is cheaper with a 0.50% expense ratio, compared with 0.60% for GOAU.

SGDJ has the higher dividend yield at 9.31%, compared with 1.07% for GOAU.

GOAU tracks U.S. Global GO GOLD and Precious Metal Miners Index, while SGDJ tracks Solactive Junior Gold Miners Custom Factors Index. They also come from different issuers: US Global and Sprott. Their fees differ too: 0.60% for GOAU and 0.50% for SGDJ.

SGDJ currently has the higher Sharpe Ratio (1.33 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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