PortfoliosLab logoPortfoliosLab logo
XGD.TO vs. HGGG.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XGD.TO vs. HGGG.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares S&P/TSX Global Gold Index ETF (XGD.TO) and Harvest Global Gold Giants Index ETF (HGGG.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, XGD.TO achieves a -3.25% return, which is significantly higher than HGGG.TO's -7.80% return.


XGD.TO

1D
-3.91%
1M
-6.09%
YTD
-3.25%
6M
-7.99%
1Y
55.56%
3Y*
43.50%
5Y*
23.14%
10Y*
13.37%

HGGG.TO

1D
-3.72%
1M
-4.70%
YTD
-7.80%
6M
-11.38%
1Y
62.40%
3Y*
48.40%
5Y*
24.99%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XGD.TO vs. HGGG.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
XGD.TO
iShares S&P/TSX Global Gold Index ETF
-3.25%144.45%19.63%3.91%-3.13%-5.81%21.10%47.49%
HGGG.TO
Harvest Global Gold Giants Index ETF
-7.80%170.60%26.04%4.17%-4.68%-15.67%31.47%24.47%

Correlation

The correlation between XGD.TO and HGGG.TO is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.88

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

0.70

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

0.67

Correlation (All Time)
Calculated using the full available price history since Jan 15, 2019

0.66

Over the past year, XGD.TO and HGGG.TO have become more correlated (0.88) than their long-term average of 0.66, meaning their price movements have been converging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

XGD.TO vs. HGGG.TO — Risk / Return Rank

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

XGD.TO
XGD.TO Risk / Return Rank: 3434
Overall Rank
XGD.TO Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
XGD.TO Sortino Ratio Rank: 3232
Sortino Ratio Rank
XGD.TO Omega Ratio Rank: 3636
Omega Ratio Rank
XGD.TO Calmar Ratio Rank: 3535
Calmar Ratio Rank
XGD.TO Martin Ratio Rank: 3232
Martin Ratio Rank

HGGG.TO
HGGG.TO Risk / Return Rank: 3838
Overall Rank
HGGG.TO Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
HGGG.TO Sortino Ratio Rank: 3838
Sortino Ratio Rank
HGGG.TO Omega Ratio Rank: 4141
Omega Ratio Rank
HGGG.TO Calmar Ratio Rank: 3737
Calmar Ratio Rank
HGGG.TO Martin Ratio Rank: 3232
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.

XGD.TO vs. HGGG.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Global Gold Index ETF (XGD.TO) and Harvest Global Gold Giants Index ETF (HGGG.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.

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.


XGD.TOHGGG.TODifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.23

1.25

-0.02

Calmar ratioReturn relative to maximum drawdown

1.69

1.73

-0.04

Martin ratioReturn relative to average drawdown

4.43

4.52

-0.09

XGD.TO vs. HGGG.TO - Sharpe Ratio Comparison

The current XGD.TO Sharpe Ratio is 1.24, which is comparable to the HGGG.TO Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of XGD.TO and HGGG.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.


Loading charts...

Drawdowns

XGD.TO vs. HGGG.TO - Drawdown Comparison

The maximum XGD.TO drawdown since its inception was -72.56%, which is greater than HGGG.TO's maximum drawdown of -52.29%. Use the drawdown chart below to compare losses from any high point for XGD.TO and HGGG.TO.


Loading charts...

Drawdown Indicators


XGD.TOHGGG.TODifference

Max Drawdown

Largest peak-to-trough decline

-72.56%

-52.29%

-20.27%

Max Drawdown (1Y)

Largest decline over 1 year

-33.06%

-36.32%

+3.26%

Max Drawdown (3Y)

Largest decline over 3 years

-33.06%

-36.32%

+3.26%

Max Drawdown (5Y)

Largest decline over 5 years

-40.82%

-39.14%

-1.68%

Max Drawdown (10Y)

Largest decline over 10 years

-46.96%

Current Drawdown

Current decline from peak

-28.37%

-30.86%

+2.49%

Average Drawdown

Average peak-to-trough decline

-31.91%

-20.53%

-11.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.59%

13.85%

-1.26%

Volatility

XGD.TO vs. HGGG.TO - Volatility Comparison

iShares S&P/TSX Global Gold Index ETF (XGD.TO) and Harvest Global Gold Giants Index ETF (HGGG.TO) have volatilities of 16.16% and 16.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


XGD.TOHGGG.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

16.16%

16.65%

-0.49%

Volatility (6M)

Calculated over the trailing 6-month period

36.86%

37.56%

-0.70%

Volatility (1Y)

Calculated over the trailing 1-year period

45.08%

45.86%

-0.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.12%

33.45%

-0.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.55%

33.23%

+0.32%

XGD.TO vs. HGGG.TO - Expense Ratio Comparison

XGD.TO has a 0.61% expense ratio, which is higher than HGGG.TO's 0.40% expense ratio.


Dividends

XGD.TO vs. HGGG.TO - Dividend Comparison

XGD.TO's dividend yield for the trailing twelve months is around 0.64%, while HGGG.TO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
HGGG.TO
Harvest Global Gold Giants Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%2.65%0.54%0.00%0.00%0.00%0.00%
XGD.TO
iShares S&P/TSX Global Gold Index ETF
0.64%0.62%0.93%1.49%1.77%1.38%0.35%0.54%0.25%0.14%0.10%0.57%

Frequently Asked Questions


XGD.TO and HGGG.TO have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HGGG.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HGGG.TO is cheaper with a 0.40% expense ratio, compared with 0.61% for XGD.TO.

XGD.TO tracks S&P/TSX Global Gold Index, while HGGG.TO tracks Solactive Global Gold Giants Index TR. They also come from different issuers: iShares and Harvest. Their fees differ too: 0.61% for XGD.TO and 0.40% for HGGG.TO.

Portfolio Optimizer

Find the right allocation for XGD.TO and HGGG.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer