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SGOL vs. VYMI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGOL vs. VYMI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Physical Gold Shares ETF (SGOL) and Vanguard International High Dividend Yield ETF (VYMI). 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 -2.39% return, which is significantly lower than VYMI's 12.90% return. Over the past 10 years, SGOL has outperformed VYMI with an annualized return of 12.34%, while VYMI has yielded a comparatively lower 11.24% annualized return.


SGOL

1D
0.10%
1M
-7.35%
YTD
-2.39%
6M
-2.15%
1Y
22.44%
3Y*
29.18%
5Y*
17.34%
10Y*
12.34%

VYMI

1D
0.54%
1M
2.62%
YTD
12.90%
6M
14.90%
1Y
31.26%
3Y*
21.73%
5Y*
12.29%
10Y*
11.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGOL vs. VYMI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SGOL
abrdn Physical Gold Shares ETF
-2.39%63.99%26.90%12.99%-0.51%-3.94%25.03%18.21%-1.94%12.86%
VYMI
Vanguard International High Dividend Yield ETF
12.90%38.05%7.06%17.07%-7.02%15.39%-1.11%18.43%-12.65%22.36%

Correlation

The correlation between SGOL and VYMI is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.40

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

0.39

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

0.35

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

0.23

Correlation (All Time)
Calculated using the full available price history since Mar 2, 2016

0.22

The correlation between SGOL and VYMI shifts across timeframes, from 0.22 (all time) to 0.40 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SGOL vs. VYMI — Risk / Return Rank

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

SGOL
SGOL Risk / Return Rank: 2626
Overall Rank
SGOL Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
SGOL Sortino Ratio Rank: 2525
Sortino Ratio Rank
SGOL Omega Ratio Rank: 3131
Omega Ratio Rank
SGOL Calmar Ratio Rank: 2424
Calmar Ratio Rank
SGOL Martin Ratio Rank: 2424
Martin Ratio Rank

VYMI
VYMI Risk / Return Rank: 7676
Overall Rank
VYMI Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
VYMI Sortino Ratio Rank: 8080
Sortino Ratio Rank
VYMI Omega Ratio Rank: 8080
Omega Ratio Rank
VYMI Calmar Ratio Rank: 6868
Calmar Ratio Rank
VYMI Martin Ratio Rank: 7272
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. VYMI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Physical Gold Shares ETF (SGOL) and Vanguard International High Dividend Yield ETF (VYMI). 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.


SGOLVYMIDifference
Sharpe ratioReturn per unit of total volatility

-1.36

Sortino ratioReturn per unit of downside risk

-1.82

Omega ratioGain probability vs. loss probability

1.19

1.41

-0.22

Calmar ratioReturn relative to maximum drawdown

0.99

2.96

-1.97

Martin ratioReturn relative to average drawdown

2.85

11.60

-8.75

SGOL vs. VYMI - Sharpe Ratio Comparison

The current SGOL Sharpe Ratio is 0.89, which is lower than the VYMI Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of SGOL and VYMI, 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

SGOL vs. VYMI - Drawdown Comparison

The maximum SGOL drawdown since its inception was -45.51%, which is greater than VYMI's maximum drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for SGOL and VYMI.


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Drawdown Indicators


SGOLVYMIDifference

Max Drawdown

Largest peak-to-trough decline

-45.51%

-40.00%

-5.51%

Max Drawdown (1Y)

Largest decline over 1 year

-24.37%

-10.14%

-14.23%

Max Drawdown (3Y)

Largest decline over 3 years

-24.37%

-12.84%

-11.53%

Max Drawdown (5Y)

Largest decline over 5 years

-24.37%

-24.05%

-0.32%

Max Drawdown (10Y)

Largest decline over 10 years

-24.37%

-40.00%

+15.63%

Current Drawdown

Current decline from peak

-22.00%

0.00%

-22.00%

Average Drawdown

Average peak-to-trough decline

-18.41%

-6.30%

-12.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.46%

2.59%

+5.87%

Volatility

SGOL vs. VYMI - Volatility Comparison

abrdn Physical Gold Shares ETF (SGOL) has a higher volatility of 7.69% compared to Vanguard International High Dividend Yield ETF (VYMI) at 4.40%. This indicates that SGOL's price experiences larger fluctuations and is considered to be riskier than VYMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGOLVYMIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.69%

4.40%

+3.29%

Volatility (6M)

Calculated over the trailing 6-month period

23.85%

11.15%

+12.70%

Volatility (1Y)

Calculated over the trailing 1-year period

27.08%

13.33%

+13.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.10%

14.90%

+3.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.04%

16.85%

-0.81%

SGOL vs. VYMI - Expense Ratio Comparison

SGOL has a 0.17% expense ratio, which is higher than VYMI's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SGOL vs. VYMI - Dividend Comparison

SGOL has not paid dividends to shareholders, while VYMI's dividend yield for the trailing twelve months is around 3.39%.


PositionTTM2025202420232022202120202019201820172016
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%
VYMI
Vanguard International High Dividend Yield ETF
3.39%3.68%4.84%4.58%4.70%4.30%3.22%4.20%4.29%3.21%2.39%

Frequently Asked Questions


SGOL and VYMI have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SGOL has higher volatility (7.69%) compared to VYMI (4.40%). In terms of maximum drawdown, SGOL dropped -45.51% vs VYMI's -40.00%.

On 10-year performance, SGOL leads with 12.34% vs 11.24% for VYMI. On fees, VYMI is cheaper at 0.07% per year. On volatility, VYMI has been the lower-risk option at 4.40%. 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 12.34% return vs 11.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VYMI is cheaper with a 0.07% expense ratio, compared with 0.17% for SGOL.

VYMI has the higher dividend yield at 3.39%, compared with 0.00% for SGOL.

SGOL is categorized as Gold, while VYMI is Dividend. SGOL tracks LBMA Gold Price PM ($/ozt), while VYMI tracks FTSE All-World ex US High Dividend Yield Index. They also come from different issuers: abrdn and Vanguard. Their fees differ too: 0.17% for SGOL and 0.07% for VYMI.

VYMI currently has the higher Sharpe Ratio (2.26 vs 0.89), 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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