SGOL vs. GLTR
Compare and contrast key facts about Aberdeen Standard Physical Gold Shares ETF (SGOL) and Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR).
SGOL and GLTR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SGOL is a passively managed fund by Abrdn Plc that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Sep 9, 2009. GLTR is a passively managed fund by Abrdn Plc that tracks the performance of the ETFS Physical Precious Metals Basket Index. It was launched on Oct 22, 2010. Both SGOL and GLTR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGOL or GLTR.
Key characteristics
| SGOL | GLTR | |
|---|---|---|
| YTD Return | 12.46% | 10.77% |
| 1Y Return | 16.54% | 7.81% |
| 3Y Return (Ann) | 9.18% | 1.08% |
| 5Y Return (Ann) | 12.54% | 9.71% |
| 10Y Return (Ann) | 5.68% | 3.75% |
| Sharpe Ratio | 1.38 | 0.50 |
| Daily Std Dev | 12.24% | 14.96% |
| Max Drawdown | -45.51% | -55.70% |
| Current Drawdown | -2.84% | -13.52% |
Correlation
The correlation between SGOL and GLTR is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SGOL vs. GLTR - Performance Comparison
In the year-to-date period, SGOL achieves a 12.46% return, which is significantly higher than GLTR's 10.77% return. Over the past 10 years, SGOL has outperformed GLTR with an annualized return of 5.68%, while GLTR has yielded a comparatively lower 3.75% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SGOL vs. GLTR - Expense Ratio Comparison
SGOL has a 0.17% expense ratio, which is lower than GLTR's 0.60% expense ratio.
Risk-Adjusted Performance
SGOL vs. GLTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen Standard 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.
Dividends
SGOL vs. GLTR - Dividend Comparison
Neither SGOL nor GLTR has paid dividends to shareholders.
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. For additional features, visit the drawdowns tool.
Volatility
SGOL vs. GLTR - Volatility Comparison
The current volatility for Aberdeen Standard Physical Gold Shares ETF (SGOL) is 5.10%, while Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR) has a volatility of 5.91%. 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.