SGBX.L vs. REGB.L
SGBX.L (WisdomTree Physical Swiss Gold) and REGB.L (VanEck Rare Earth and Strategic Metals UCITS ETF A) are both Precious Metals funds - SGBX.L tracks the Gold while REGB.L tracks the EMIX Global Mining Global Gold TR USD. Both are passively managed. Over the past 3 years, SGBX.L returned 28.08%/yr vs 3.20%/yr for REGB.L. At a 0.15 correlation, their price movements are largely independent. SGBX.L charges 0.15%/yr vs 0.59%/yr for REGB.L.
Performance
SGBX.L vs. REGB.L - Performance Comparison
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Different Trading Currencies
SGBX.L is traded in GBp, while REGB.L is traded in GBP. To make them comparable, the REGB.L 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 REGB.L's 31.29% 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*
- —
REGB.L
- 1D
- -1.86%
- 1M
- -10.32%
- YTD
- 31.29%
- 6M
- 34.35%
- 1Y
- 153.25%
- 3Y*
- 3.20%
- 5Y*
- —
- 10Y*
- —
SGBX.L vs. REGB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SGBX.L WisdomTree Physical Swiss Gold | 3.86% | 53.55% | 28.13% | 7.24% | 12.36% | 4.11% |
REGB.L VanEck Rare Earth and Strategic Metals UCITS ETF A | 31.29% | 75.67% | -34.55% | -22.78% | -22.89% | 14.56% |
Correlation
The correlation between SGBX.L and REGB.L is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2021 | 0.15 |
Over the past year, SGBX.L and REGB.L have become more correlated (0.40) than their long-term average of 0.15, meaning their price movements have been converging.
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Return for Risk
SGBX.L vs. REGB.L — Risk / Return Rank
SGBX.L
REGB.L
SGBX.L vs. REGB.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Swiss Gold (SGBX.L) and VanEck Rare Earth and Strategic Metals UCITS ETF A (REGB.L). 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 | REGB.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.46 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 7.71 | -5.87 |
| Martin ratioReturn relative to average drawdown | 4.94 | 20.77 | -15.83 |
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 | REGB.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 3.58 | -2.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.23 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.01 | +0.89 |
Drawdowns
SGBX.L vs. REGB.L - Drawdown Comparison
The maximum SGBX.L drawdown since its inception was -22.29%, smaller than the maximum REGB.L drawdown of -72.41%. Use the drawdown chart below to compare losses from any high point for SGBX.L and REGB.L.
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Drawdown Indicators
| SGBX.L | REGB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.29% | -72.41% | +50.12% |
Max Drawdown (1Y)Largest decline over 1 year | -18.07% | -20.93% | +2.86% |
Max Drawdown (3Y)Largest decline over 3 years | -18.07% | -60.97% | +42.90% |
Max Drawdown (5Y)Largest decline over 5 years | -18.07% | — | — |
Current DrawdownCurrent decline from peak | -16.26% | -23.30% | +7.04% |
Average DrawdownAverage peak-to-trough decline | -6.07% | -40.12% | +34.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.76% | 7.79% | -1.03% |
Volatility
SGBX.L vs. REGB.L - Volatility Comparison
The current volatility for WisdomTree Physical Swiss Gold (SGBX.L) is 5.08%, while VanEck Rare Earth and Strategic Metals UCITS ETF A (REGB.L) has a volatility of 13.31%. This indicates that SGBX.L experiences smaller price fluctuations and is considered to be less risky than REGB.L 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 | REGB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 13.31% | -8.23% |
Volatility (6M)Calculated over the trailing 6-month period | 19.94% | 31.52% | -11.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.13% | 45.11% | -21.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 44.61% | -28.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.17% | 44.61% | -29.44% |
SGBX.L vs. REGB.L - Expense Ratio Comparison
SGBX.L has a 0.15% expense ratio, which is lower than REGB.L's 0.59% expense ratio.
Dividends
SGBX.L vs. REGB.L - Dividend Comparison
Neither SGBX.L nor REGB.L has paid dividends to shareholders.
Frequently Asked Questions
SGBX.L and REGB.L have a correlation of 0.40, 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 0.59% for REGB.L.
SGBX.L tracks Gold, while REGB.L tracks EMIX Global Mining Global Gold TR USD. They also come from different issuers: WisdomTree and VanEck. Their fees differ too: 0.15% for SGBX.L and 0.59% for REGB.L.
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