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WGLD.DE vs. ZJG.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WGLD.DE vs. ZJG.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree Core Physical Gold (WGLD.DE) and BMO Junior Gold Index ETF (ZJG.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

WGLD.DE is traded in EUR, while ZJG.TO is traded in CAD. To make them comparable, the ZJG.TO values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, WGLD.DE achieves a 2.75% return, which is significantly lower than ZJG.TO's 3.05% return.


WGLD.DE

1D
0.59%
1M
-1.57%
YTD
2.75%
6M
6.40%
1Y
30.17%
3Y*
28.03%
5Y*
19.71%
10Y*

ZJG.TO

1D
1.42%
1M
0.99%
YTD
3.05%
6M
10.43%
1Y
67.28%
3Y*
45.75%
5Y*
25.03%
10Y*
14.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WGLD.DE vs. ZJG.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WGLD.DE
WisdomTree Core Physical Gold
2.75%49.08%34.17%9.39%7.07%9.65%
ZJG.TO
BMO Junior Gold Index ETF
3.05%135.19%33.95%5.27%-1.79%0.38%

Correlation

The correlation between WGLD.DE and ZJG.TO is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.61

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

0.59

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

0.56

Correlation (All Time)
Calculated using the full available price history since Mar 16, 2021

0.56

The correlation between WGLD.DE and ZJG.TO has been stable across timeframes, ranging from 0.56 to 0.61 - a consistent structural relationship.

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Return for Risk

WGLD.DE vs. ZJG.TO — Risk / Return Rank

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

WGLD.DE
WGLD.DE Risk / Return Rank: 3636
Overall Rank
WGLD.DE Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
WGLD.DE Sortino Ratio Rank: 3333
Sortino Ratio Rank
WGLD.DE Omega Ratio Rank: 4040
Omega Ratio Rank
WGLD.DE Calmar Ratio Rank: 3737
Calmar Ratio Rank
WGLD.DE Martin Ratio Rank: 3232
Martin Ratio Rank

ZJG.TO
ZJG.TO Risk / Return Rank: 4343
Overall Rank
ZJG.TO Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
ZJG.TO Sortino Ratio Rank: 3939
Sortino Ratio Rank
ZJG.TO Omega Ratio Rank: 4545
Omega Ratio Rank
ZJG.TO Calmar Ratio Rank: 4747
Calmar Ratio Rank
ZJG.TO Martin Ratio Rank: 3737
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.

WGLD.DE vs. ZJG.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Core Physical Gold (WGLD.DE) and BMO Junior Gold Index ETF (ZJG.TO). 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.


WGLD.DEZJG.TODifference
Sharpe ratioReturn per unit of total volatility

-0.18

Sortino ratioReturn per unit of downside risk

-0.12

Omega ratioGain probability vs. loss probability

1.26

1.27

-0.02

Calmar ratioReturn relative to maximum drawdown

1.81

2.14

-0.33

Martin ratioReturn relative to average drawdown

4.60

5.20

-0.60

WGLD.DE vs. ZJG.TO - Sharpe Ratio Comparison

The current WGLD.DE Sharpe Ratio is 1.30, which is comparable to the ZJG.TO Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of WGLD.DE and ZJG.TO, 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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Sharpe Ratios by Period


WGLD.DEZJG.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

1.48

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.21

0.69

+0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

1.27

0.16

+1.11

Drawdowns

WGLD.DE vs. ZJG.TO - Drawdown Comparison

The maximum WGLD.DE drawdown since its inception was -16.58%, smaller than the maximum ZJG.TO drawdown of -84.43%. Use the drawdown chart below to compare losses from any high point for WGLD.DE and ZJG.TO.


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Drawdown Indicators


WGLD.DEZJG.TODifference

Max Drawdown

Largest peak-to-trough decline

-16.58%

-84.43%

+67.85%

Max Drawdown (1Y)

Largest decline over 1 year

-16.58%

-31.53%

+14.95%

Max Drawdown (3Y)

Largest decline over 3 years

-16.58%

-31.53%

+14.95%

Max Drawdown (5Y)

Largest decline over 5 years

-16.58%

-39.12%

+22.54%

Max Drawdown (10Y)

Largest decline over 10 years

-49.33%

Current Drawdown

Current decline from peak

-14.99%

-27.86%

+12.87%

Average Drawdown

Average peak-to-trough decline

-4.27%

-51.94%

+47.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.54%

12.98%

-6.44%

Volatility

WGLD.DE vs. ZJG.TO - Volatility Comparison

The current volatility for WisdomTree Core Physical Gold (WGLD.DE) is 5.05%, while BMO Junior Gold Index ETF (ZJG.TO) has a volatility of 15.42%. This indicates that WGLD.DE experiences smaller price fluctuations and is considered to be less risky than ZJG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WGLD.DEZJG.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.05%

15.42%

-10.37%

Volatility (6M)

Calculated over the trailing 6-month period

20.18%

37.35%

-17.17%

Volatility (1Y)

Calculated over the trailing 1-year period

23.13%

45.67%

-22.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.05%

36.34%

-20.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.88%

38.12%

-22.24%

WGLD.DE vs. ZJG.TO - Expense Ratio Comparison

WGLD.DE has a 0.12% expense ratio, which is lower than ZJG.TO's 0.61% expense ratio.


Dividends

WGLD.DE vs. ZJG.TO - Dividend Comparison

WGLD.DE has not paid dividends to shareholders, while ZJG.TO's dividend yield for the trailing twelve months is around 0.11%.


PositionTTM20252024202320222021
WGLD.DE
WisdomTree Core Physical Gold
0.00%0.00%0.00%0.00%0.00%0.00%
ZJG.TO
BMO Junior Gold Index ETF
0.11%0.12%0.68%0.90%0.83%0.36%

Frequently Asked Questions


WGLD.DE and ZJG.TO have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WGLD.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WGLD.DE is cheaper with a 0.12% expense ratio, compared with 0.61% for ZJG.TO.

WGLD.DE tracks Gold, while ZJG.TO tracks Dow Jones North America Select Junior Gold Index. They also come from different issuers: WisdomTree and BMO. Their fees differ too: 0.12% for WGLD.DE and 0.61% for ZJG.TO.

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