SGDJ vs. IVV
Compare and contrast key facts about Sprott Junior Gold Miners ETF (SGDJ) and iShares Core S&P 500 ETF (IVV).
SGDJ and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SGDJ is a passively managed fund by Sprott that tracks the performance of the Solactive Junior Gold Miners Custom Factors Index. It was launched on Mar 31, 2015. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both SGDJ and IVV 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
SGDJ vs. IVV - Performance Comparison
Loading graphics...
SGDJ vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGDJ Sprott Junior Gold Miners ETF | 6.92% | 174.44% | 19.35% | 6.66% | -27.60% | -15.12% | 47.91% | 37.00% | -25.63% | 5.94% |
IVV iShares Core S&P 500 ETF | -3.67% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, SGDJ achieves a 6.92% return, which is significantly higher than IVV's -3.67% return. Over the past 10 years, SGDJ has outperformed IVV with an annualized return of 15.04%, while IVV has yielded a comparatively lower 14.11% annualized return.
SGDJ
- 1D
- 4.50%
- 1M
- -21.22%
- YTD
- 6.92%
- 6M
- 31.71%
- 1Y
- 132.50%
- 3Y*
- 47.73%
- 5Y*
- 21.70%
- 10Y*
- 15.04%
IVV
- 1D
- 0.74%
- 1M
- -4.30%
- YTD
- -3.67%
- 6M
- -1.44%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.92%
- 10Y*
- 14.11%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SGDJ vs. IVV - Expense Ratio Comparison
SGDJ has a 0.50% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
SGDJ vs. IVV — Risk / Return Rank
SGDJ
IVV
SGDJ vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Junior Gold Miners ETF (SGDJ) and iShares Core S&P 500 ETF (IVV). 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.
| SGDJ | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.63 | 1.00 | +1.64 |
Sortino ratioReturn per unit of downside risk | 2.71 | 1.52 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.23 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 3.90 | 1.54 | +2.36 |
Martin ratioReturn relative to average drawdown | 14.05 | 7.28 | +6.77 |
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
| SGDJ | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 1.00 | +1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.71 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.78 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.42 | -0.05 |
Correlation
The correlation between SGDJ and IVV is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SGDJ vs. IVV - Dividend Comparison
SGDJ's dividend yield for the trailing twelve months is around 7.83%, more than IVV's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGDJ Sprott Junior Gold Miners ETF | 7.83% | 8.37% | 6.55% | 4.55% | 2.46% | 2.20% | 1.97% | 0.65% | 0.00% | 0.14% | 1.77% | 0.85% |
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
SGDJ vs. IVV - Drawdown Comparison
The maximum SGDJ drawdown since its inception was -59.27%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for SGDJ and IVV.
Loading graphics...
Drawdown Indicators
| SGDJ | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.27% | -55.25% | -4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -33.22% | -12.06% | -21.16% |
Max Drawdown (5Y)Largest decline over 5 years | -56.82% | -24.53% | -32.29% |
Max Drawdown (10Y)Largest decline over 10 years | -59.27% | -33.90% | -25.37% |
Current DrawdownCurrent decline from peak | -22.05% | -5.57% | -16.48% |
Average DrawdownAverage peak-to-trough decline | -26.33% | -10.84% | -15.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.22% | 2.55% | +6.67% |
Volatility
SGDJ vs. IVV - Volatility Comparison
Sprott Junior Gold Miners ETF (SGDJ) has a higher volatility of 18.92% compared to iShares Core S&P 500 ETF (IVV) at 5.34%. This indicates that SGDJ's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SGDJ | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.92% | 5.34% | +13.58% |
Volatility (6M)Calculated over the trailing 6-month period | 42.20% | 9.47% | +32.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.65% | 18.31% | +32.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.92% | 16.89% | +23.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.25% | 18.03% | +23.22% |