METL vs SWZ

Comparison between Sprott Active Metals & Miners ETF (METL, ETF) and Swiss Helvetia Fund Inc (SWZ, ETF).

METL vs SWZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	METL(ETF)	SWZ(ETF)
Net Assets	$95M	$95M
Expense Ratio	0.99%	N/A
Max Drawdown	27.39%	72.14%
Sharpe Ratio	1.09	-1.06
5Y Beta	2.12	0.28
5Y Dividends CAGR	N/A	66.09%

Net Assets

METL

$95M

Winner

SWZ

$95M

Expense Ratio

METL

0.99%

SWZ

N/A

Max Drawdown

Winner

METL

27.39%

SWZ

72.14%

Sharpe Ratio

Winner

METL

1.09

SWZ

-1.06

5Y Beta

METL

2.12

Winner

SWZ

0.28

5Y Dividends CAGR

METL

N/A

SWZ

66.09%

METL vs SWZ - Historical Returns

Returns include dividend reinvestment.

Period	METL	SWZ
1 month	-4.72%	-3.30%
3 months	-6.22%	-2.01%
6 months	+13.81%	-3.93%
1 year	N/A	-7.13%
5 years(CAGR)	N/A	+3.57%
10 years(CAGR)	N/A	+7.23%
Max(CAGR)	+52.84%	+6.12%

METL

-4.72%

Winner

SWZ

-3.30%

METL

-6.22%

Winner

SWZ

-2.01%

Winner

METL

+13.81%

SWZ

-3.93%

METL

N/A

SWZ

-7.13%

5Y(CAGR)

METL

N/A

SWZ

+3.57%

10Y(CAGR)

METL

N/A

SWZ

+7.23%

Max(CAGR)

Winner

METL

+52.84%

SWZ

+6.12%

METL vs SWZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	METL	SWZ
2026	+4.09%	-5.94%
2025	+27.04%	+22.64%
2024	N/A	-2.49%
2023	N/A	+15.03%
2022	N/A	-18.76%
2021	N/A	+15.92%
2020	N/A	+13.78%
2019	N/A	+24.36%
2018	N/A	-13.32%
2017	N/A	+26.16%
2016	N/A	+2.44%
2015	N/A	+0.94%
2014	N/A	-1.60%
2013	N/A	+33.00%
2012	N/A	+10.99%
2011	N/A	-17.58%
2010	N/A	+16.44%
2009	N/A	-0.48%
2008	N/A	-22.89%
2007	N/A	-4.95%
2006	N/A	+35.76%
2005	N/A	+15.17%
2004	N/A	+22.11%
2003	N/A	+40.59%
2002	N/A	-7.16%
2001	N/A	-22.10%
2000	N/A	+16.52%
1999	N/A	-3.09%

METL vs SWZ Drawdown Comparison

The maximum drawdown for METL was -27.39%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for SWZ was -57.73%, occurring on Mar 5, 2009. Recovery took 1677 trading sessions.

The current METL drawdown is -18.52%. The current SWZ drawdown is -8.72%.

Rank	METL	SWZ
#1	-27.39% Jan 28, 2026 - Mar 20, 2026	-57.73% May 2, 2007 - Dec 27, 2013
#2	-14.64% Oct 16, 2025 - Dec 11, 2025	-39.89% Jan 3, 2001 - Jan 8, 2004
#3	-4.57% Dec 26, 2025 - Jan 5, 2026	-31.20% Feb 12, 2020 - Sep 15, 2020
#4	-3.91% Dec 11, 2025 - Dec 22, 2025	-30.32% Jan 3, 2022 - Jul 22, 2024
#5	-3.90% Oct 8, 2025 - Oct 13, 2025	-21.76% Sep 20, 2018 - Jan 8, 2020
#6	-2.07% Sep 15, 2025 - Sep 19, 2025	-19.73% May 15, 2015 - Mar 15, 2017
#7	-2.04% Jan 6, 2026 - Jan 12, 2026	-17.82% May 11, 2006 - Sep 5, 2006
#8	-0.97% Sep 11, 2025 - Sep 15, 2025	-16.19% Jul 1, 2014 - May 8, 2015
#9	-0.96% Jan 23, 2026 - Jan 27, 2026	-15.48% Sep 27, 2024 - Feb 13, 2025
#10	-0.90% Dec 23, 2025 - Dec 26, 2025	-13.68% Dec 9, 1999 - Jun 21, 2000
#11	-0.58% Oct 13, 2025 - Oct 15, 2025	-11.47% Feb 11, 2004 - Nov 4, 2004
#12	-0.40% Sep 22, 2025 - Sep 25, 2025	-11.41% Jan 26, 2018 - Sep 17, 2018
#13	-0.37% Sep 29, 2025 - Oct 1, 2025	-9.84% Jul 6, 2000 - Dec 27, 2000
#14	-0.24% Jan 14, 2026 - Jan 20, 2026	-9.71% Feb 22, 2007 - Apr 16, 2007
#15	N/A	-9.54% Sep 16, 2020 - Nov 19, 2020

Correlation

Correlation between METL and SWZ is 0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

0.12

-101

Dividend Comparison (2000 - 2025)

METL vs SWZ dividend yield comparison.

Year	METL	SWZ
2025	0.99%	50.58%
2024	0.00%	7.11%
2023	0.00%	6.07%
2022	0.00%	8.23%
2021	0.00%	5.83%
2020	0.00%	6.25%
2019	0.00%	1.67%
2018	0.00%	74.09%
2017	0.00%	1.02%
2016	0.00%	5.00%
2015	0.00%	6.72%
2014	0.00%	21.34%
2013	0.00%	8.33%
2012	0.00%	0.56%
2011	0.00%	12.48%
2010	0.00%	1.70%
2009	0.00%	5.03%
2008	0.00%	2.61%
2007	0.00%	11.82%
2006	0.00%	10.37%
2005	0.00%	10.49%
2004	0.00%	6.25%
2003	0.00%	5.47%
2002	0.00%	6.51%
2001	0.00%	2.79%
2000	0.00%	9.10%