SGBX.L vs. XGLD.L
Compare and contrast key facts about WisdomTree Physical Swiss Gold (SGBX.L) and Xtrackers Physical Gold ETC (XGLD.L).
SGBX.L and XGLD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SGBX.L is a passively managed fund by WisdomTree that tracks the performance of the Gold. It was launched on Dec 16, 2009. XGLD.L is a passively managed fund by Xtrackers that tracks the performance of the Gold. It was launched on Jun 15, 2010. Both SGBX.L and XGLD.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SGBX.L vs. XGLD.L - Performance Comparison
Loading graphics...
SGBX.L vs. XGLD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGBX.L WisdomTree Physical Swiss Gold | 10.41% | 53.55% | 28.13% | 7.24% | 12.36% | -3.37% | 20.00% | 14.67% | 4.35% | -3.78% |
XGLD.L Xtrackers Physical Gold ETC | 10.46% | 52.88% | 28.07% | 7.70% | 11.62% | -3.28% | 20.47% | 13.84% | 4.49% | -3.61% |
Different Trading Currencies
SGBX.L is traded in GBp, while XGLD.L is traded in USD. To make them comparable, the XGLD.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
The year-to-date returns for both investments are quite close, with SGBX.L having a 10.41% return and XGLD.L slightly higher at 10.46%.
SGBX.L
- 1D
- -1.37%
- 1M
- -7.95%
- YTD
- 10.41%
- 6M
- 23.54%
- 1Y
- 46.48%
- 3Y*
- 29.91%
- 5Y*
- 22.94%
- 10Y*
- —
XGLD.L
- 1D
- -1.48%
- 1M
- -7.77%
- YTD
- 10.46%
- 6M
- 23.62%
- 1Y
- 46.60%
- 3Y*
- 29.85%
- 5Y*
- 22.79%
- 10Y*
- 14.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SGBX.L vs. XGLD.L - Expense Ratio Comparison
SGBX.L has a 0.15% expense ratio, which is lower than XGLD.L's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SGBX.L vs. XGLD.L — Risk / Return Rank
SGBX.L
XGLD.L
SGBX.L vs. XGLD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Swiss Gold (SGBX.L) and Xtrackers Physical Gold ETC (XGLD.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 | XGLD.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 1.87 | +0.03 |
Sortino ratioReturn per unit of downside risk | 2.37 | 2.31 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.72 | 2.67 | +0.05 |
Martin ratioReturn relative to average drawdown | 11.44 | 10.92 | +0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SGBX.L | XGLD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 1.87 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.43 | 1.38 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.54 | +0.43 |
Correlation
The correlation between SGBX.L and XGLD.L is 0.91, 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
SGBX.L vs. XGLD.L - Dividend Comparison
Neither SGBX.L nor XGLD.L has paid dividends to shareholders.
Drawdowns
SGBX.L vs. XGLD.L - Drawdown Comparison
The maximum SGBX.L drawdown since its inception was -22.29%, smaller than the maximum XGLD.L drawdown of -41.55%. Use the drawdown chart below to compare losses from any high point for SGBX.L and XGLD.L.
Loading graphics...
Drawdown Indicators
| SGBX.L | XGLD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.29% | -45.19% | +22.90% |
Max Drawdown (1Y)Largest decline over 1 year | -18.07% | -18.08% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.07% | -21.06% | +2.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.21% | — |
Current DrawdownCurrent decline from peak | -10.98% | -12.11% | +1.13% |
Average DrawdownAverage peak-to-trough decline | -5.94% | -19.06% | +13.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 4.65% | -0.35% |
Volatility
SGBX.L vs. XGLD.L - Volatility Comparison
The current volatility for WisdomTree Physical Swiss Gold (SGBX.L) is 11.55%, while Xtrackers Physical Gold ETC (XGLD.L) has a volatility of 12.78%. This indicates that SGBX.L experiences smaller price fluctuations and is considered to be less risky than XGLD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SGBX.L | XGLD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.55% | 12.78% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 21.15% | 22.00% | -0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.26% | 24.78% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 16.47% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.15% | 16.26% | -1.11% |