USDX vs. WPM
Compare and contrast key facts about SGI Enhanced Core ETF (USDX) and Wheaton Precious Metals Corp. (WPM).
USDX is an actively managed fund by Summit Global Investments. It was launched on Feb 28, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USDX or WPM.
Correlation
The correlation between USDX and WPM is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
USDX vs. WPM - Performance Comparison
Key characteristics
USDX:
5.08
WPM:
2.10
USDX:
8.41
WPM:
2.60
USDX:
2.32
WPM:
1.35
USDX:
10.19
WPM:
3.55
USDX:
65.44
WPM:
8.97
USDX:
0.12%
WPM:
7.30%
USDX:
1.48%
WPM:
31.17%
USDX:
-0.74%
WPM:
-86.74%
USDX:
-0.47%
WPM:
-0.88%
Returns By Period
In the year-to-date period, USDX achieves a 1.27% return, which is significantly lower than WPM's 49.70% return.
USDX
1.27%
-0.12%
2.86%
7.47%
N/A
N/A
WPM
49.70%
10.53%
26.93%
61.02%
21.17%
17.39%
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Risk-Adjusted Performance
USDX vs. WPM — Risk-Adjusted Performance Rank
USDX
WPM
USDX vs. WPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI Enhanced Core ETF (USDX) and Wheaton Precious Metals Corp. (WPM). 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
USDX vs. WPM - Dividend Comparison
USDX's dividend yield for the trailing twelve months is around 5.82%, more than WPM's 0.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USDX SGI Enhanced Core ETF | 5.82% | 4.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WPM Wheaton Precious Metals Corp. | 0.75% | 1.10% | 1.22% | 1.54% | 1.33% | 1.01% | 1.21% | 1.84% | 1.49% | 1.09% | 1.61% | 1.28% |
Drawdowns
USDX vs. WPM - Drawdown Comparison
The maximum USDX drawdown since its inception was -0.74%, smaller than the maximum WPM drawdown of -86.74%. Use the drawdown chart below to compare losses from any high point for USDX and WPM. For additional features, visit the drawdowns tool.
Volatility
USDX vs. WPM - Volatility Comparison
The current volatility for SGI Enhanced Core ETF (USDX) is 0.67%, while Wheaton Precious Metals Corp. (WPM) has a volatility of 14.24%. This indicates that USDX experiences smaller price fluctuations and is considered to be less risky than WPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.