ZJG.TO vs. RGPM.NEO
Compare and contrast key facts about BMO Junior Gold Index ETF (ZJG.TO) and RBC Global Precious Metals Fund (RGPM.NEO).
ZJG.TO and RGPM.NEO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZJG.TO is a passively managed fund by BMO that tracks the performance of the Dow Jones North America Select Junior Gold Index. It was launched on Jan 19, 2010. RGPM.NEO is an actively managed fund by RBC Global Asset Management.. It was launched on Mar 8, 2023.
Performance
ZJG.TO vs. RGPM.NEO - Performance Comparison
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ZJG.TO vs. RGPM.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ZJG.TO BMO Junior Gold Index ETF | 16.61% | 154.66% | 36.44% | 3.73% |
RGPM.NEO RBC Global Precious Metals Fund | 14.37% | 132.70% | 48.50% | -6.41% |
Different Trading Currencies
ZJG.TO is traded in CAD, while RGPM.NEO is traded in USD. To make them comparable, the RGPM.NEO values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ZJG.TO achieves a 16.61% return, which is significantly higher than RGPM.NEO's 14.37% return.
ZJG.TO
- 1D
- 3.98%
- 1M
- -17.70%
- YTD
- 16.61%
- 6M
- 31.55%
- 1Y
- 130.78%
- 3Y*
- 55.41%
- 5Y*
- 32.73%
- 10Y*
- 21.07%
RGPM.NEO
- 1D
- 3.73%
- 1M
- -13.76%
- YTD
- 14.37%
- 6M
- 27.96%
- 1Y
- 97.42%
- 3Y*
- 49.92%
- 5Y*
- —
- 10Y*
- —
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ZJG.TO vs. RGPM.NEO - Expense Ratio Comparison
ZJG.TO has a 0.61% expense ratio, which is lower than RGPM.NEO's 1.02% expense ratio.
Return for Risk
ZJG.TO vs. RGPM.NEO — Risk / Return Rank
ZJG.TO
RGPM.NEO
ZJG.TO vs. RGPM.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Junior Gold Index ETF (ZJG.TO) and RBC Global Precious Metals Fund (RGPM.NEO). 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.
| ZJG.TO | RGPM.NEO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.87 | 2.38 | +0.50 |
Sortino ratioReturn per unit of downside risk | 2.95 | 2.56 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.40 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.99 | 3.25 | +0.74 |
Martin ratioReturn relative to average drawdown | 14.16 | 12.24 | +1.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZJG.TO | RGPM.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.87 | 2.38 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 1.70 | -1.50 |
Correlation
The correlation between ZJG.TO and RGPM.NEO is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ZJG.TO vs. RGPM.NEO - Dividend Comparison
ZJG.TO's dividend yield for the trailing twelve months is around 0.10%, while RGPM.NEO has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ZJG.TO BMO Junior Gold Index ETF | 0.10% | 0.12% | 0.68% | 0.90% | 0.83% | 0.36% |
RGPM.NEO RBC Global Precious Metals Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ZJG.TO vs. RGPM.NEO - Drawdown Comparison
The maximum ZJG.TO drawdown since its inception was -81.59%, which is greater than RGPM.NEO's maximum drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for ZJG.TO and RGPM.NEO.
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Drawdown Indicators
| ZJG.TO | RGPM.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.59% | -29.46% | -52.13% |
Max Drawdown (1Y)Largest decline over 1 year | -32.02% | -29.46% | -2.56% |
Max Drawdown (5Y)Largest decline over 5 years | -41.63% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.58% | — | — |
Current DrawdownCurrent decline from peak | -17.70% | -15.14% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -49.37% | -7.83% | -41.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.03% | 7.89% | +1.14% |
Volatility
ZJG.TO vs. RGPM.NEO - Volatility Comparison
BMO Junior Gold Index ETF (ZJG.TO) has a higher volatility of 17.74% compared to RBC Global Precious Metals Fund (RGPM.NEO) at 15.80%. This indicates that ZJG.TO's price experiences larger fluctuations and is considered to be riskier than RGPM.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZJG.TO | RGPM.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.74% | 15.80% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 39.30% | 35.54% | +3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.80% | 41.25% | +4.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.72% | 31.28% | +4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.48% | 31.28% | +7.20% |