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USDX vs. WPM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

USDX vs. WPM

Last updated May 12, 2025

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 -0.20. 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

The chart below illustrates the hypothetical performance of a $10,000 investment in SGI Enhanced Core ETF (USDX) and Wheaton Precious Metals Corp. (WPM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

USDX:

1.32%

WPM:

51.32%

Max Drawdown

USDX:

-0.14%

WPM:

-3.85%

Current Drawdown

USDX:

-0.14%

WPM:

0.00%

Returns By Period

USDX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

WPM

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

USDX vs. WPM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
USDX
The Risk-Adjusted Performance Rank of USDX is 9999
Overall Rank
The Sharpe Ratio Rank of USDX is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of USDX is 9999
Sortino Ratio Rank
The Omega Ratio Rank of USDX is 9999
Omega Ratio Rank
The Calmar Ratio Rank of USDX is 9999
Calmar Ratio Rank
The Martin Ratio Rank of USDX is 9999
Martin Ratio Rank
WPM
The Risk-Adjusted Performance Rank of WPM is 9393
Overall Rank
The Sharpe Ratio Rank of WPM is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of WPM is 9090
Sortino Ratio Rank
The Omega Ratio Rank of WPM is 8989
Omega Ratio Rank
The Calmar Ratio Rank of WPM is 9797
Calmar Ratio Rank
The Martin Ratio Rank of WPM is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

USDX vs. WPM - Dividend Comparison

USDX's dividend yield for the trailing twelve months is around 6.05%, more than WPM's 0.73% yield.

TTM20242023202220212020201920182017201620152014
USDX
SGI Enhanced Core ETF		6.05%0.00%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.		0.73%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

USDX vs. WPM - Drawdown Comparison

The maximum USDX drawdown since its inception was -0.14%, smaller than the maximum WPM drawdown of -3.85%. Use the drawdown chart below to compare losses from any high point for USDX and WPM. For additional features, visit the drawdowns tool.

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Volatility

USDX vs. WPM - Volatility Comparison

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