SPIDX vs. SGOL
Compare and contrast key facts about Invesco S&P 500 Index Fund (SPIDX) and Aberdeen Standard Physical Gold Shares ETF (SGOL).
SPIDX is managed by Invesco. It was launched on Sep 26, 1997. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPIDX or SGOL.
Correlation
The correlation between SPIDX and SGOL 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.
Performance
SPIDX vs. SGOL - Performance Comparison
Key characteristics
SPIDX:
1.66
SGOL:
2.84
SPIDX:
2.26
SGOL:
3.60
SPIDX:
1.30
SGOL:
1.48
SPIDX:
2.53
SGOL:
5.31
SPIDX:
10.25
SGOL:
14.56
SPIDX:
2.08%
SGOL:
2.96%
SPIDX:
12.86%
SGOL:
15.20%
SPIDX:
-55.30%
SGOL:
-45.51%
SPIDX:
-1.04%
SGOL:
-0.22%
Returns By Period
In the year-to-date period, SPIDX achieves a 2.99% return, which is significantly lower than SGOL's 10.54% return. Over the past 10 years, SPIDX has outperformed SGOL with an annualized return of 12.53%, while SGOL has yielded a comparatively lower 8.71% annualized return.
SPIDX
2.99%
3.75%
11.19%
23.13%
13.49%
12.53%
SGOL
10.54%
9.02%
18.49%
45.43%
12.74%
8.71%
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SPIDX vs. SGOL - Expense Ratio Comparison
SPIDX has a 0.29% expense ratio, which is higher than SGOL's 0.17% expense ratio.
Risk-Adjusted Performance
SPIDX vs. SGOL — Risk-Adjusted Performance Rank
SPIDX
SGOL
SPIDX vs. SGOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Index Fund (SPIDX) and Aberdeen Standard Physical Gold Shares ETF (SGOL). 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
SPIDX vs. SGOL - Dividend Comparison
SPIDX's dividend yield for the trailing twelve months is around 0.95%, while SGOL has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | 0.95% | 0.97% | 1.23% | 1.13% | 0.98% | 1.28% | 1.50% | 1.81% | 1.49% | 1.49% | 1.74% | 1.38% |
SGOL Aberdeen Standard 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% |
Drawdowns
SPIDX vs. SGOL - Drawdown Comparison
The maximum SPIDX drawdown since its inception was -55.30%, which is greater than SGOL's maximum drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for SPIDX and SGOL. For additional features, visit the drawdowns tool.
Volatility
SPIDX vs. SGOL - Volatility Comparison
Invesco S&P 500 Index Fund (SPIDX) has a higher volatility of 3.52% compared to Aberdeen Standard Physical Gold Shares ETF (SGOL) at 3.25%. This indicates that SPIDX's price experiences larger fluctuations and is considered to be riskier than SGOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.