SGOL vs. SPIDX
Compare and contrast key facts about abrdn Physical Gold Shares ETF (SGOL) and Invesco S&P 500 Index Fund (SPIDX).
SGOL is a passively managed fund by abrdn that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Sep 9, 2009. SPIDX is a passively managed fund by Invesco that tracks the performance of the S&P 500 Index. It was launched on Sep 26, 1997. Both SGOL and SPIDX 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
SGOL vs. SPIDX - Performance Comparison
Loading graphics...
SGOL vs. SPIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGOL abrdn Physical Gold Shares ETF | 10.52% | 63.99% | 26.90% | 12.99% | -0.51% | -3.94% | 25.03% | 18.21% | -1.94% | 12.86% |
SPIDX Invesco S&P 500 Index Fund | -4.42% | 17.54% | 24.65% | 25.95% | -18.36% | 28.30% | 18.13% | 31.11% | -4.75% | 21.45% |
Returns By Period
In the year-to-date period, SGOL achieves a 10.52% return, which is significantly higher than SPIDX's -4.42% return. Both investments have delivered pretty close results over the past 10 years, with SGOL having a 14.31% annualized return and SPIDX not far behind at 13.74%.
SGOL
- 1D
- 1.75%
- 1M
- -10.65%
- YTD
- 10.52%
- 6M
- 23.14%
- 1Y
- 52.61%
- 3Y*
- 34.00%
- 5Y*
- 22.26%
- 10Y*
- 14.31%
SPIDX
- 1D
- 2.92%
- 1M
- -5.05%
- YTD
- -4.42%
- 6M
- -2.26%
- 1Y
- 17.02%
- 3Y*
- 17.97%
- 5Y*
- 11.47%
- 10Y*
- 13.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SGOL vs. SPIDX - Expense Ratio Comparison
SGOL has a 0.17% expense ratio, which is lower than SPIDX's 0.29% expense ratio.
Return for Risk
SGOL vs. SPIDX — Risk / Return Rank
SGOL
SPIDX
SGOL vs. SPIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Physical Gold Shares ETF (SGOL) and Invesco S&P 500 Index Fund (SPIDX). 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.
| SGOL | SPIDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 0.96 | +0.96 |
Sortino ratioReturn per unit of downside risk | 2.35 | 1.47 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.22 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.73 | 1.30 | +1.43 |
Martin ratioReturn relative to average drawdown | 10.00 | 6.23 | +3.77 |
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
| SGOL | SPIDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 0.96 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | 0.68 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 0.76 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.44 | +0.14 |
Correlation
The correlation between SGOL and SPIDX is 0.05, 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
SGOL vs. SPIDX - Dividend Comparison
SGOL has not paid dividends to shareholders, while SPIDX's dividend yield for the trailing twelve months is around 1.12%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOL abrdn Physical Gold Shares ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPIDX Invesco S&P 500 Index Fund | 1.12% | 1.07% | 1.28% | 1.23% | 1.14% | 2.09% | 1.45% | 2.11% | 2.82% | 1.49% | 1.49% | 1.74% |
Drawdowns
SGOL vs. SPIDX - Drawdown Comparison
The maximum SGOL drawdown since its inception was -45.51%, smaller than the maximum SPIDX drawdown of -55.30%. Use the drawdown chart below to compare losses from any high point for SGOL and SPIDX.
Loading graphics...
Drawdown Indicators
| SGOL | SPIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.51% | -55.30% | +9.79% |
Max Drawdown (1Y)Largest decline over 1 year | -19.14% | -12.14% | -7.00% |
Max Drawdown (5Y)Largest decline over 5 years | -20.92% | -24.66% | +3.74% |
Max Drawdown (10Y)Largest decline over 10 years | -21.56% | -33.84% | +12.28% |
Current DrawdownCurrent decline from peak | -11.69% | -6.28% | -5.41% |
Average DrawdownAverage peak-to-trough decline | -18.46% | -10.57% | -7.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 2.53% | +2.69% |
Volatility
SGOL vs. SPIDX - Volatility Comparison
abrdn Physical Gold Shares ETF (SGOL) has a higher volatility of 10.39% compared to Invesco S&P 500 Index Fund (SPIDX) at 5.34%. This indicates that SGOL's price experiences larger fluctuations and is considered to be riskier than SPIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SGOL | SPIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.39% | 5.34% | +5.05% |
Volatility (6M)Calculated over the trailing 6-month period | 24.05% | 9.53% | +14.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.52% | 18.35% | +9.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 16.92% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.84% | 18.07% | -2.23% |