SGDJ vs. IAU

In the year-to-date period, SGDJ achieves a 45.48% return, which is significantly higher than IAU's 26.78% return. Over the past 10 years, SGDJ has underperformed IAU with an annualized return of 7.69%, while IAU has yielded a comparatively higher 10.36% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SGDJ has a 0.50% expense ratio, which is higher than IAU's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sprott Junior Gold Miners ETF (SGDJ) and iShares Gold Trust (IAU). 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.

The current SGDJ Sharpe Ratio is 1.33, which is lower than the IAU Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of SGDJ and IAU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SGDJ's dividend yield for the trailing twelve months is around 4.51%, while IAU has not paid dividends to shareholders.

The maximum SGDJ drawdown since its inception was -59.27%, which is greater than IAU's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for SGDJ and IAU. For additional features, visit the drawdowns tool.

Sprott Junior Gold Miners ETF (SGDJ) has a higher volatility of 14.28% compared to iShares Gold Trust (IAU) at 8.60%. This indicates that SGDJ's price experiences larger fluctuations and is considered to be riskier than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.