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SGLD.L vs. EMIM.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGLD.L vs. EMIM.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Physical Gold ETC (SGLD.L) and iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (EMIM.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SGLD.L is traded in USD, while EMIM.L is traded in GBp. To make them comparable, the EMIM.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SGLD.L achieves a -6.84% return, which is significantly lower than EMIM.L's 17.00% return. Over the past 10 years, SGLD.L has outperformed EMIM.L with an annualized return of 11.50%, while EMIM.L has yielded a comparatively lower 9.10% annualized return.


SGLD.L

1D
-0.78%
1M
-7.14%
6M
-12.96%
YTD
-6.84%
1Y
18.93%
3Y*
27.00%
5Y*
17.13%
10Y*
11.50%

EMIM.L

1D
-1.56%
1M
-6.28%
6M
10.84%
YTD
17.00%
1Y
33.31%
3Y*
18.99%
5Y*
7.00%
10Y*
9.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGLD.L vs. EMIM.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SGLD.L
Invesco Physical Gold ETC
-6.84%64.87%26.23%13.36%-0.08%-4.08%24.18%18.33%-1.30%11.54%
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)
17.00%32.66%7.36%10.47%-19.77%-0.17%18.43%17.21%-14.45%36.59%

Correlation

The correlation between SGLD.L and EMIM.L is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.41

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.29

Correlation (10Y)
Calculated over the trailing 10-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2014

0.15

Over the past year, SGLD.L and EMIM.L have become more correlated (0.41) than their long-term average of 0.15, meaning their price movements have been converging.

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Return for Risk

SGLD.L vs. EMIM.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SGLD.L
SGLD.L Risk / Return Rank: 2323
Overall Rank
SGLD.L Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
SGLD.L Sortino Ratio Rank: 2323
Sortino Ratio Rank
SGLD.L Omega Ratio Rank: 2525
Omega Ratio Rank
SGLD.L Calmar Ratio Rank: 2121
Calmar Ratio Rank
SGLD.L Martin Ratio Rank: 2121
Martin Ratio Rank

EMIM.L
EMIM.L Risk / Return Rank: 6565
Overall Rank
EMIM.L Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EMIM.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
EMIM.L Omega Ratio Rank: 6767
Omega Ratio Rank
EMIM.L Calmar Ratio Rank: 7474
Calmar Ratio Rank
EMIM.L Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SGLD.L vs. EMIM.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Physical Gold ETC (SGLD.L) and iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (EMIM.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SGLD.LEMIM.LDifference
Sharpe ratioReturn per unit of total volatility

-0.87

Sortino ratioReturn per unit of downside risk

-1.07

Omega ratioGain probability vs. loss probability

1.15

1.29

-0.15

Calmar ratioReturn relative to maximum drawdown

0.77

2.56

-1.79

Martin ratioReturn relative to average drawdown

1.88

8.30

-6.43

SGLD.L vs. EMIM.L - Sharpe Ratio Comparison

The current SGLD.L Sharpe Ratio is 0.72, which is lower than the EMIM.L Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of SGLD.L and EMIM.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SGLD.L vs. EMIM.L - Drawdown Comparison

The maximum SGLD.L drawdown since its inception was -45.21%, which is greater than EMIM.L's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for SGLD.L and EMIM.L.


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Drawdown Indicators


SGLD.LEMIM.LDifference

Max Drawdown

Largest peak-to-trough decline

-45.21%

-39.32%

-5.89%

Max Drawdown (1Y)

Largest decline over 1 year

-24.36%

-12.93%

-11.43%

Max Drawdown (3Y)

Largest decline over 3 years

-24.36%

-17.29%

-7.07%

Max Drawdown (5Y)

Largest decline over 5 years

-24.36%

-33.79%

+9.43%

Max Drawdown (10Y)

Largest decline over 10 years

-24.36%

-39.32%

+14.96%

Current Drawdown

Current decline from peak

-24.20%

-8.76%

-15.44%

Average Drawdown

Average peak-to-trough decline

-17.97%

-13.92%

-4.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.07%

4.00%

+6.07%

Volatility

SGLD.L vs. EMIM.L - Volatility Comparison

The current volatility for Invesco Physical Gold ETC (SGLD.L) is 7.46%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (EMIM.L) has a volatility of 8.68%. This indicates that SGLD.L experiences smaller price fluctuations and is considered to be less risky than EMIM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGLD.LEMIM.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.46%

8.68%

-1.22%

Volatility (6M)

Calculated over the trailing 6-month period

22.99%

18.78%

+4.21%

Volatility (1Y)

Calculated over the trailing 1-year period

26.39%

20.89%

+5.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.73%

18.77%

-1.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.71%

19.31%

-3.60%

SGLD.L vs. EMIM.L - Expense Ratio Comparison

SGLD.L has a 0.12% expense ratio, which is lower than EMIM.L's 0.18% 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%.


Dividends

SGLD.L vs. EMIM.L - Dividend Comparison

Neither SGLD.L nor EMIM.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SGLD.L and EMIM.L have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SGLD.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SGLD.L is cheaper with a 0.12% expense ratio, compared with 0.18% for EMIM.L.

SGLD.L is categorized as Gold, while EMIM.L is Emerging Markets Equities. SGLD.L tracks LBMA Gold Price PM, while EMIM.L tracks MSCI Emerging Markets Investable Market Index (IMI). They also come from different issuers: Invesco and iShares. Their fees differ too: 0.12% for SGLD.L and 0.18% for EMIM.L.

Portfolio Optimizer

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