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SGOL vs. GLTR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGOL vs. GLTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Physical Gold Shares ETF (SGOL) and Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGOL achieves a 2.97% return, which is significantly higher than GLTR's 1.47% return. Both investments have delivered pretty close results over the past 10 years, with SGOL having a 13.32% annualized return and GLTR not far behind at 13.17%.


SGOL

1D
-0.98%
1M
-1.67%
YTD
2.97%
6M
5.51%
1Y
32.27%
3Y*
31.36%
5Y*
18.40%
10Y*
13.32%

GLTR

1D
-1.81%
1M
-1.45%
YTD
1.47%
6M
10.73%
1Y
53.06%
3Y*
32.36%
5Y*
15.32%
10Y*
13.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGOL vs. GLTR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SGOL
abrdn Physical Gold Shares ETF
2.97%63.99%26.90%12.99%-0.51%-3.94%25.03%18.21%-1.94%12.86%
GLTR
Aberdeen Standard Physical Precious Metals Basket Shares ETF
1.47%87.25%20.63%2.01%-0.25%-9.60%29.52%20.96%-2.85%12.94%

Correlation

The correlation between SGOL and GLTR is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.90

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

0.92

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

0.91

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

0.89

Correlation (All Time)
Calculated using the full available price history since Oct 25, 2010

0.90

The correlation between SGOL and GLTR has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.

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Return for Risk

SGOL vs. GLTR — Risk / Return Rank

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

SGOL
SGOL Risk / Return Rank: 3232
Overall Rank
SGOL Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SGOL Sortino Ratio Rank: 2929
Sortino Ratio Rank
SGOL Omega Ratio Rank: 3636
Omega Ratio Rank
SGOL Calmar Ratio Rank: 3434
Calmar Ratio Rank
SGOL Martin Ratio Rank: 2929
Martin Ratio Rank

GLTR
GLTR Risk / Return Rank: 3636
Overall Rank
GLTR Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
GLTR Sortino Ratio Rank: 3131
Sortino Ratio Rank
GLTR Omega Ratio Rank: 4444
Omega Ratio Rank
GLTR Calmar Ratio Rank: 3636
Calmar Ratio Rank
GLTR Martin Ratio Rank: 2828
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.

SGOL vs. GLTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Physical Gold Shares ETF (SGOL) and Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR). 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.


SGOLGLTRDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

1.25

1.29

-0.04

Calmar ratioReturn relative to maximum drawdown

1.69

1.80

-0.10

Martin ratioReturn relative to average drawdown

4.20

4.13

+0.07

SGOL vs. GLTR - Sharpe Ratio Comparison

The current SGOL Sharpe Ratio is 1.23, which is comparable to the GLTR Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of SGOL and GLTR, 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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Sharpe Ratios by Period


SGOLGLTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

1.42

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.03

0.65

+0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.64

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.32

+0.23

Drawdowns

SGOL vs. GLTR - Drawdown Comparison

The maximum SGOL drawdown since its inception was -45.51%, smaller than the maximum GLTR drawdown of -55.70%. Use the drawdown chart below to compare losses from any high point for SGOL and GLTR.


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Drawdown Indicators


SGOLGLTRDifference

Max Drawdown

Largest peak-to-trough decline

-45.51%

-55.70%

+10.19%

Max Drawdown (1Y)

Largest decline over 1 year

-19.14%

-29.70%

+10.56%

Max Drawdown (3Y)

Largest decline over 3 years

-19.14%

-29.70%

+10.56%

Max Drawdown (5Y)

Largest decline over 5 years

-20.92%

-29.70%

+8.78%

Max Drawdown (10Y)

Largest decline over 10 years

-21.56%

-29.70%

+8.14%

Current Drawdown

Current decline from peak

-17.72%

-26.86%

+9.14%

Average Drawdown

Average peak-to-trough decline

-18.41%

-28.83%

+10.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.71%

12.88%

-5.17%

Volatility

SGOL vs. GLTR - Volatility Comparison

The current volatility for abrdn Physical Gold Shares ETF (SGOL) is 5.46%, while Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR) has a volatility of 9.13%. This indicates that SGOL experiences smaller price fluctuations and is considered to be less risky than GLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGOLGLTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

9.13%

-3.67%

Volatility (6M)

Calculated over the trailing 6-month period

22.93%

35.41%

-12.48%

Volatility (1Y)

Calculated over the trailing 1-year period

26.33%

37.58%

-11.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.89%

23.63%

-5.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.91%

20.50%

-4.59%

SGOL vs. GLTR - Expense Ratio Comparison

SGOL has a 0.17% expense ratio, which is lower than GLTR's 0.60% expense ratio.


Dividends

SGOL vs. GLTR - Dividend Comparison

Neither SGOL nor GLTR has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.90, SGOL and GLTR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

GLTR has higher volatility (9.13%) compared to SGOL (5.46%). In terms of maximum drawdown, SGOL dropped -45.51% vs GLTR's -55.70%.

On 10-year performance, SGOL leads with 13.32% vs 13.17% for GLTR. On fees, SGOL is cheaper at 0.17% per year. On volatility, SGOL has been the lower-risk option at 5.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SGOL has performed better with a 13.32% return vs 13.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOL is cheaper with a 0.17% expense ratio, compared with 0.60% for GLTR.

SGOL and GLTR have nearly identical dividend yields, around 0.00%.

SGOL tracks LBMA Gold Price PM ($/ozt), while GLTR tracks ETFS Physical Precious Metals Basket Index. They also come from different issuers: abrdn and Aberdeen. Their fees differ too: 0.17% for SGOL and 0.60% for GLTR.

GLTR currently has the higher Sharpe Ratio (1.42 vs 1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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