SGDLX vs. SWPPX
Compare and contrast key facts about Sprott Gold Equity Fund (SGDLX) and Schwab S&P 500 Index Fund (SWPPX).
SGDLX is managed by Sprott. It was launched on Jun 28, 1998. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGDLX or SWPPX.
Correlation
The correlation between SGDLX and SWPPX is 0.18, 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.
Performance
SGDLX vs. SWPPX - Performance Comparison
Key characteristics
SGDLX:
1.36
SWPPX:
1.87
SGDLX:
1.95
SWPPX:
2.51
SGDLX:
1.23
SWPPX:
1.34
SGDLX:
0.61
SWPPX:
2.82
SGDLX:
5.14
SWPPX:
11.83
SGDLX:
7.10%
SWPPX:
2.02%
SGDLX:
26.70%
SWPPX:
12.78%
SGDLX:
-76.09%
SWPPX:
-55.06%
SGDLX:
-41.16%
SWPPX:
-3.94%
Returns By Period
In the year-to-date period, SGDLX achieves a 6.17% return, which is significantly higher than SWPPX's -0.61% return. Over the past 10 years, SGDLX has underperformed SWPPX with an annualized return of 3.99%, while SWPPX has yielded a comparatively higher 12.99% annualized return.
SGDLX
6.17%
0.40%
2.74%
32.88%
6.39%
3.99%
SWPPX
-0.61%
-3.35%
3.76%
23.78%
13.79%
12.99%
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SGDLX vs. SWPPX - Expense Ratio Comparison
SGDLX has a 1.44% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SGDLX vs. SWPPX — Risk-Adjusted Performance Rank
SGDLX
SWPPX
SGDLX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Gold Equity Fund (SGDLX) and Schwab S&P 500 Index Fund (SWPPX). 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.
Dividends
SGDLX vs. SWPPX - Dividend Comparison
SGDLX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGDLX Sprott Gold Equity Fund | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.24% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
SGDLX vs. SWPPX - Drawdown Comparison
The maximum SGDLX drawdown since its inception was -76.09%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SGDLX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SGDLX vs. SWPPX - Volatility Comparison
Sprott Gold Equity Fund (SGDLX) has a higher volatility of 8.43% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.56%. This indicates that SGDLX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.