PortfoliosLab logoPortfoliosLab logo
ZJG.TO vs. GLDX.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZJG.TO vs. GLDX.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Junior Gold Index ETF (ZJG.TO) and Global X Gold Producers Index ETF (GLDX.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ZJG.TO achieves a -8.98% return, which is significantly higher than GLDX.TO's -11.90% return.


ZJG.TO

1D
-4.09%
1M
-13.33%
YTD
-8.98%
6M
-12.26%
1Y
56.98%
3Y*
49.43%
5Y*
26.70%
10Y*
13.28%

GLDX.TO

1D
-4.64%
1M
-14.02%
YTD
-11.90%
6M
-15.15%
1Y
58.23%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZJG.TO vs. GLDX.TO - Yearly Performance Comparison


2026 (YTD)20252024
ZJG.TO
BMO Junior Gold Index ETF
-8.98%154.66%-4.85%
GLDX.TO
Global X Gold Producers Index ETF
-11.90%178.05%-10.27%

Correlation

The correlation between ZJG.TO and GLDX.TO is 0.95, 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

0.95

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2024

0.88

The correlation between ZJG.TO and GLDX.TO has been stable across timeframes, ranging from 0.88 to 0.95 - a consistent structural relationship.

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

ZJG.TO vs. GLDX.TO — Risk / Return Rank

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

ZJG.TO
ZJG.TO Risk / Return Rank: 3434
Overall Rank
ZJG.TO Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
ZJG.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
ZJG.TO Omega Ratio Rank: 3737
Omega Ratio Rank
ZJG.TO Calmar Ratio Rank: 3434
Calmar Ratio Rank
ZJG.TO Martin Ratio Rank: 3030
Martin Ratio Rank

GLDX.TO
GLDX.TO Risk / Return Rank: 3636
Overall Rank
GLDX.TO Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
GLDX.TO Sortino Ratio Rank: 3434
Sortino Ratio Rank
GLDX.TO Omega Ratio Rank: 3838
Omega Ratio Rank
GLDX.TO Calmar Ratio Rank: 3737
Calmar Ratio Rank
GLDX.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.

ZJG.TO vs. GLDX.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Junior Gold Index ETF (ZJG.TO) and Global X Gold Producers Index ETF (GLDX.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.


ZJG.TOGLDX.TODifference
Sharpe ratioReturn per unit of total volatility

-0.04

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.22

1.23

0.00

Calmar ratioReturn relative to maximum drawdown

1.52

1.66

-0.14

Martin ratioReturn relative to average drawdown

3.82

4.29

-0.47

ZJG.TO vs. GLDX.TO - Sharpe Ratio Comparison

The current ZJG.TO Sharpe Ratio is 1.17, which is comparable to the GLDX.TO Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of ZJG.TO and GLDX.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

ZJG.TO vs. GLDX.TO - Drawdown Comparison

The maximum ZJG.TO drawdown since its inception was -81.59%, which is greater than GLDX.TO's maximum drawdown of -35.22%. Use the drawdown chart below to compare losses from any high point for ZJG.TO and GLDX.TO.


Loading charts...

Drawdown Indicators


ZJG.TOGLDX.TODifference

Max Drawdown

Largest peak-to-trough decline

-81.59%

-35.22%

-46.37%

Max Drawdown (1Y)

Largest decline over 1 year

-37.55%

-35.22%

-2.33%

Max Drawdown (3Y)

Largest decline over 3 years

-37.55%

Max Drawdown (5Y)

Largest decline over 5 years

-41.63%

Max Drawdown (10Y)

Largest decline over 10 years

-48.58%

Current Drawdown

Current decline from peak

-35.76%

-34.05%

-1.71%

Average Drawdown

Average peak-to-trough decline

-49.00%

-7.39%

-41.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.96%

13.63%

+1.33%

Volatility

ZJG.TO vs. GLDX.TO - Volatility Comparison

BMO Junior Gold Index ETF (ZJG.TO) has a higher volatility of 17.97% compared to Global X Gold Producers Index ETF (GLDX.TO) at 17.03%. This indicates that ZJG.TO's price experiences larger fluctuations and is considered to be riskier than GLDX.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ZJG.TOGLDX.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

17.97%

17.03%

+0.94%

Volatility (6M)

Calculated over the trailing 6-month period

40.62%

38.85%

+1.77%

Volatility (1Y)

Calculated over the trailing 1-year period

48.93%

48.52%

+0.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.93%

44.60%

-7.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.23%

44.60%

-6.37%

Dividends

ZJG.TO vs. GLDX.TO - Dividend Comparison

ZJG.TO's dividend yield for the trailing twelve months is around 0.13%, less than GLDX.TO's 1.10% yield.


PositionTTM20252024202320222021
GLDX.TO
Global X Gold Producers Index ETF
1.10%0.97%0.08%0.00%0.00%0.00%
ZJG.TO
BMO Junior Gold Index ETF
0.13%0.12%0.68%0.90%0.83%0.36%

Frequently Asked Questions


With a correlation of 0.95, ZJG.TO and GLDX.TO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

ZJG.TO tracks Dow Jones North America Select Junior Gold Index, while GLDX.TO tracks Mirae Asset North American Listed Gold Producers Index. They also come from different issuers: BMO and Global X.

Portfolio Optimizer

Find the right allocation for ZJG.TO and GLDX.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