AGD vs SGDJ

Comparison between abrdn Global Dynamic Dividend Fund (AGD, ETF) and Sprott Junior Gold Miners ETF (SGDJ, ETF).

5-Year PerformanceSGDJ has outperformed AGD, delivering a return of +15.3% compared to +9.6%

AGD vs SGDJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGD(ETF)	SGDJ(ETF)
Net Assets	$322M	$322M
Expense Ratio	N/A	0.50%
Max Drawdown	88.29%	60.39%
Sharpe Ratio	1.08	1.25
5Y Beta	0.70	0.85
5Y Dividends CAGR	13.82%	42.75%

Net Assets

AGD

$322M

SGDJ

$322M

Expense Ratio

AGD

N/A

SGDJ

0.50%

Max Drawdown

AGD

88.29%

Winner

SGDJ

60.39%

Sharpe Ratio

AGD

1.08

Winner

SGDJ

1.25

5Y Beta

Winner

AGD

0.70

SGDJ

0.85

5Y Dividends CAGR

AGD

13.82%

Winner

SGDJ

42.75%

AGD vs SGDJ - Historical Returns

Returns include dividend reinvestment.

Period	AGD	SGDJ
1 month	-2.57%	-18.40%
3 months	+7.99%	-18.55%
6 months	+13.27%	-2.00%
1 year	+28.89%	+68.37%
5 years(CAGR)	+9.59%	+15.26%
10 years(CAGR)	+13.03%	+10.58%
Max(CAGR)	+4.55%	+14.28%

Winner

AGD

-2.57%

SGDJ

-18.40%

Winner

AGD

+7.99%

SGDJ

-18.55%

Winner

AGD

+13.27%

SGDJ

-2.00%

AGD

+28.89%

Winner

SGDJ

+68.37%

5Y(CAGR)

AGD

+9.59%

Winner

SGDJ

+15.26%

10Y(CAGR)

Winner

AGD

+13.03%

SGDJ

+10.58%

Max(CAGR)

AGD

+4.55%

Winner

SGDJ

+14.28%

AGD vs SGDJ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AGD	SGDJ
2026	+9.90%	-5.16%
2025	+33.99%	+161.09%
2024	+16.99%	+22.29%
2023	+7.01%	+3.83%
2022	-15.93%	-25.98%
2021	+25.32%	-20.23%
2020	+9.35%	+48.77%
2019	+31.56%	+35.63%
2018	-15.45%	-26.97%
2017	+29.62%	+0.83%
2016	+10.30%	+62.10%
2015	-2.57%	-18.28%
2014	+5.57%	N/A
2013	+2.55%	N/A
2012	+13.73%	N/A
2011	-22.93%	N/A
2010	-17.13%	N/A
2009	+56.50%	N/A
2008	-61.97%	N/A
2007	+10.39%	N/A
2006	+19.64%	N/A

AGD vs SGDJ Drawdown Comparison

The maximum drawdown for AGD was -76.23%, occurring on Mar 9, 2009. Recovery took 3450 trading sessions.

The maximum drawdown for SGDJ was -59.26%, occurring on Mar 20, 2020. Recovery took 1000 trading sessions.

The current AGD drawdown is -5.21%. The current SGDJ drawdown is -31.23%.

Rank	AGD	SGDJ
#1	-76.23% Jul 19, 2007 - Apr 1, 2021	-59.26% Aug 4, 2016 - Jul 27, 2020
#2	-28.14% Jan 14, 2022 - Jul 12, 2024	-57.79% Jan 5, 2021 - Apr 15, 2025
#3	-20.25% Oct 7, 2025 - Mar 30, 2026	-38.44% May 15, 2015 - Mar 7, 2016
#4	-14.97% Feb 19, 2025 - May 2, 2025	-36.84% Feb 27, 2026 - Jun 10, 2026
#5	-7.71% Feb 6, 2007 - Mar 30, 2007	-19.68% Oct 16, 2025 - Dec 9, 2025
#6	-7.28% Sep 3, 2021 - Nov 16, 2021	-18.23% Jan 28, 2026 - Feb 26, 2026
#7	-6.77% Jul 16, 2024 - Aug 14, 2024	-17.22% May 17, 2016 - Jun 9, 2016
#8	-6.50% Sep 30, 2024 - Jan 21, 2025	-14.39% Sep 15, 2020 - Dec 17, 2020
#9	-5.84% May 4, 2007 - Jul 3, 2007	-11.56% Jul 8, 2016 - Jul 29, 2016
#10	-5.41% Nov 16, 2021 - Jan 12, 2022	-11.28% May 6, 2025 - May 30, 2025
#11	-4.98% Dec 28, 2006 - Jan 30, 2007	-11.09% Jul 22, 2025 - Aug 21, 2025
#12	-4.49% Jun 9, 2021 - Aug 9, 2021	-10.87% Aug 5, 2020 - Sep 15, 2020
#13	-3.85% Aug 23, 2006 - Oct 17, 2006	-8.61% Apr 29, 2016 - May 17, 2016
#14	-3.49% Jul 25, 2025 - Aug 12, 2025	-8.48% Apr 21, 2025 - May 6, 2025
#15	-3.01% Aug 30, 2024 - Sep 19, 2024	-8.33% Dec 26, 2025 - Jan 12, 2026

Correlation

Correlation between AGD and SGDJ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2006 - 2026)

AGD vs SGDJ dividend yield comparison.

Year	AGD	SGDJ
2026	4.93%	0.00%
2025	11.41%	8.37%
2024	10.46%	6.55%
2023	8.35%	4.55%
2022	8.25%	2.46%
2021	6.45%	2.20%
2020	7.47%	1.97%
2019	7.50%	0.65%
2018	9.17%	0.00%
2017	7.22%	0.14%
2016	8.89%	1.77%
2015	8.77%	0.85%
2014	7.80%	0.00%
2013	7.65%	0.00%
2012	14.36%	0.00%
2011	13.93%	0.00%
2010	15.88%	0.00%
2009	14.84%	0.00%
2008	28.85%	0.00%
2007	16.02%	0.00%
2006	3.81%	0.00%