XGDU.L vs. SGLN.L
Compare and contrast key facts about Xtrackers IE Physical Gold ETC Securities (XGDU.L) and iShares Physical Gold ETC (SGLN.L).
XGDU.L and SGLN.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XGDU.L is a passively managed fund by Xtrackers that tracks the performance of the Gold. It was launched on Apr 22, 2020. SGLN.L is a passively managed fund by iShares that tracks the performance of the LBMA Gold Price. It was launched on Apr 8, 2011. Both XGDU.L and SGLN.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XGDU.L or SGLN.L.
Key characteristics
| XGDU.L | SGLN.L | |
|---|---|---|
| YTD Return | 24.34% | 20.01% |
| 1Y Return | 32.93% | 24.67% |
| 3Y Return (Ann) | 13.57% | 15.06% |
| Sharpe Ratio | 2.30 | 1.84 |
| Daily Std Dev | 13.95% | 13.03% |
| Max Drawdown | -21.59% | -41.71% |
| Current Drawdown | -0.25% | -0.77% |
Correlation
The correlation between XGDU.L and SGLN.L is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XGDU.L vs. SGLN.L - Performance Comparison
In the year-to-date period, XGDU.L achieves a 24.34% return, which is significantly higher than SGLN.L's 20.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XGDU.L vs. SGLN.L - Expense Ratio Comparison
Risk-Adjusted Performance
XGDU.L vs. SGLN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers IE Physical Gold ETC Securities (XGDU.L) and iShares Physical Gold ETC (SGLN.L). 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
XGDU.L vs. SGLN.L - Dividend Comparison
Neither XGDU.L nor SGLN.L has paid dividends to shareholders.
Drawdowns
XGDU.L vs. SGLN.L - Drawdown Comparison
The maximum XGDU.L drawdown since its inception was -21.59%, smaller than the maximum SGLN.L drawdown of -41.71%. Use the drawdown chart below to compare losses from any high point for XGDU.L and SGLN.L. For additional features, visit the drawdowns tool.
Volatility
XGDU.L vs. SGLN.L - Volatility Comparison
Xtrackers IE Physical Gold ETC Securities (XGDU.L) has a higher volatility of 3.30% compared to iShares Physical Gold ETC (SGLN.L) at 3.10%. This indicates that XGDU.L's price experiences larger fluctuations and is considered to be riskier than SGLN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.