SGBX.L vs. EXXT.DE
SGBX.L (WisdomTree Physical Swiss Gold) and EXXT.DE (iShares Nasdaq 100 UCITS ETF (DE)) are both exchange-traded funds - SGBX.L is a Precious Metals fund tracking the Gold, while EXXT.DE is a Nasdaq-100 fund tracking the Nasdaq 100®. Both are passively managed. Over the past 5 years, SGBX.L returned 19.84%/yr vs 18.78%/yr for EXXT.DE. At a 0.01 correlation, their price movements are largely independent. SGBX.L charges 0.15%/yr vs 0.31%/yr for EXXT.DE.
Performance
SGBX.L vs. EXXT.DE - Performance Comparison
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Different Trading Currencies
SGBX.L is traded in GBp, while EXXT.DE is traded in EUR. To make them comparable, the EXXT.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, SGBX.L achieves a 3.86% return, which is significantly lower than EXXT.DE's 19.62% return.
SGBX.L
- 1D
- 0.68%
- 1M
- -3.57%
- YTD
- 3.86%
- 6M
- 5.03%
- 1Y
- 34.31%
- 3Y*
- 28.08%
- 5Y*
- 19.84%
- 10Y*
- —
EXXT.DE
- 1D
- -0.70%
- 1M
- 9.55%
- YTD
- 19.62%
- 6M
- 18.26%
- 1Y
- 41.43%
- 3Y*
- 24.66%
- 5Y*
- 18.78%
- 10Y*
- 22.31%
SGBX.L vs. EXXT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGBX.L WisdomTree Physical Swiss Gold | 3.86% | 53.55% | 28.13% | 7.24% | 12.36% | -3.37% | 20.00% | 14.67% | 4.35% | -3.78% |
EXXT.DE iShares Nasdaq 100 UCITS ETF (DE) | 19.57% | 12.43% | 27.69% | 48.25% | -26.28% | 29.26% | 42.13% | 35.36% | 4.35% | 12.97% |
Correlation
The correlation between SGBX.L and EXXT.DE is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2017 | 0.02 |
The correlation between SGBX.L and EXXT.DE shifts across timeframes, from -0.03 (5 years) to 0.09 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SGBX.L vs. EXXT.DE — Risk / Return Rank
SGBX.L
EXXT.DE
SGBX.L vs. EXXT.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Swiss Gold (SGBX.L) and iShares Nasdaq 100 UCITS ETF (DE) (EXXT.DE). 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.
| SGBX.L | EXXT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.47 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 3.71 | -1.86 |
| Martin ratioReturn relative to average drawdown | 4.94 | 10.74 | -5.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SGBX.L | EXXT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 2.70 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.23 | 0.95 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.13 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.90 | +0.01 |
Drawdowns
SGBX.L vs. EXXT.DE - Drawdown Comparison
The maximum SGBX.L drawdown since its inception was -22.29%, smaller than the maximum EXXT.DE drawdown of -35.22%. Use the drawdown chart below to compare losses from any high point for SGBX.L and EXXT.DE.
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Drawdown Indicators
| SGBX.L | EXXT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.29% | -35.22% | +12.93% |
Max Drawdown (1Y)Largest decline over 1 year | -18.07% | -11.13% | -6.94% |
Max Drawdown (3Y)Largest decline over 3 years | -18.07% | -25.08% | +7.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.07% | -27.77% | +9.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.77% | — |
Current DrawdownCurrent decline from peak | -16.26% | -0.70% | -15.56% |
Average DrawdownAverage peak-to-trough decline | -6.07% | -5.55% | -0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.76% | 3.85% | +2.91% |
Volatility
SGBX.L vs. EXXT.DE - Volatility Comparison
WisdomTree Physical Swiss Gold (SGBX.L) has a higher volatility of 5.08% compared to iShares Nasdaq 100 UCITS ETF (DE) (EXXT.DE) at 4.53%. This indicates that SGBX.L's price experiences larger fluctuations and is considered to be riskier than EXXT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGBX.L | EXXT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 4.53% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 19.94% | 10.71% | +9.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.13% | 15.27% | +7.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 19.46% | -3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.17% | 19.64% | -4.47% |
SGBX.L vs. EXXT.DE - Expense Ratio Comparison
SGBX.L has a 0.15% expense ratio, which is lower than EXXT.DE's 0.31% expense ratio.
Dividends
SGBX.L vs. EXXT.DE - Dividend Comparison
SGBX.L has not paid dividends to shareholders, while EXXT.DE's dividend yield for the trailing twelve months is around 0.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXT.DE iShares Nasdaq 100 UCITS ETF (DE) | 0.15% | 0.19% | 0.26% | 0.53% | 0.41% | 0.15% | 0.32% | 0.40% | 0.28% | 1.84% | 0.84% | 0.88% |
SGBX.L WisdomTree Physical Swiss Gold | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SGBX.L and EXXT.DE have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SGBX.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SGBX.L is cheaper with a 0.15% expense ratio, compared with 0.31% for EXXT.DE.
SGBX.L is categorized as Precious Metals, while EXXT.DE is Nasdaq-100. SGBX.L tracks Gold, while EXXT.DE tracks Nasdaq 100®. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.15% for SGBX.L and 0.31% for EXXT.DE.
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