SGDJ vs DSM

Comparison between Sprott Junior Gold Miners ETF (SGDJ, ETF) and BNY Mellon Strategic Municipal Bond Fund Inc (DSM, ETF).

5-Year PerformanceSGDJ has outperformed DSM, delivering a return of +15.3% compared to -1.3%

SGDJ vs DSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGDJ(ETF)	DSM(ETF)
Net Assets	$322M	$322M
Expense Ratio	0.50%	N/A
Max Drawdown	60.39%	53.69%
Sharpe Ratio	1.25	1.01
5Y Beta	0.85	0.19
5Y Dividends CAGR	42.75%	-4.00%

Net Assets

Winner

SGDJ

$322M

DSM

$322M

Expense Ratio

SGDJ

0.50%

DSM

N/A

Max Drawdown

SGDJ

60.39%

Winner

DSM

53.69%

Sharpe Ratio

Winner

SGDJ

1.25

DSM

1.01

5Y Beta

SGDJ

0.85

Winner

DSM

0.19

5Y Dividends CAGR

Winner

SGDJ

42.75%

DSM

-4.00%

SGDJ vs DSM - Historical Returns

Returns include dividend reinvestment.

Period	SGDJ	DSM
1 month	-18.40%	+0.10%
3 months	-18.55%	+2.69%
6 months	-2.00%	+4.65%
1 year	+68.37%	+14.60%
5 years(CAGR)	+15.26%	-1.26%
10 years(CAGR)	+10.58%	+1.27%
Max(CAGR)	+14.28%	+5.18%

SGDJ

-18.40%

Winner

DSM

+0.10%

SGDJ

-18.55%

Winner

DSM

+2.69%

SGDJ

-2.00%

Winner

DSM

+4.65%

Winner

SGDJ

+68.37%

DSM

+14.60%

5Y(CAGR)

Winner

SGDJ

+15.26%

DSM

-1.26%

10Y(CAGR)

Winner

SGDJ

+10.58%

DSM

+1.27%

Max(CAGR)

Winner

SGDJ

+14.28%

DSM

+5.18%

SGDJ vs DSM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SGDJ	DSM
2026	-5.16%	+1.26%
2025	+161.09%	+10.70%
2024	+22.29%	+4.98%
2023	+3.83%	+3.00%
2022	-25.98%	-27.37%
2021	-20.23%	+11.90%
2020	+48.77%	+3.37%
2019	+35.63%	+18.05%
2018	-26.97%	-13.10%
2017	+0.83%	+12.39%
2016	+62.10%	+4.71%
2015	-18.28%	+7.30%
2014	N/A	+15.36%
2013	N/A	-16.99%
2012	N/A	+14.93%
2011	N/A	+24.19%
2010	N/A	+5.63%
2009	N/A	+45.32%
2008	N/A	-24.63%
2007	N/A	-13.34%
2006	N/A	+23.72%
2005	N/A	+1.31%
2004	N/A	+4.76%
2003	N/A	+18.37%
2002	N/A	+2.05%
2001	N/A	+3.76%
2000	N/A	+23.02%
1999	N/A	-6.54%

SGDJ vs DSM Drawdown Comparison

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

The maximum drawdown for DSM was -49.10%, occurring on Oct 10, 2008. Recovery took 691 trading sessions.

The current SGDJ drawdown is -31.23%. The current DSM drawdown is -11.28%.

Rank	SGDJ	DSM
#1	-59.26% Aug 4, 2016 - Jul 27, 2020	-49.10% May 4, 2007 - Feb 1, 2010
#2	-57.79% Jan 5, 2021 - Apr 15, 2025	-38.73% Aug 3, 2021 - Oct 25, 2023
#3	-38.44% May 15, 2015 - Mar 7, 2016	-31.97% Nov 6, 2019 - May 5, 2021
#4	-36.84% Feb 27, 2026 - Jun 10, 2026	-23.32% Jan 9, 2013 - Dec 21, 2015
#5	-19.68% Oct 16, 2025 - Dec 9, 2025	-17.18% Oct 1, 2010 - Aug 31, 2011
#6	-18.23% Jan 28, 2026 - Feb 26, 2026	-16.59% Aug 2, 2017 - May 9, 2019
#7	-17.22% May 17, 2016 - Jun 9, 2016	-16.42% Feb 18, 2004 - Nov 3, 2004
#8	-14.39% Sep 15, 2020 - Dec 17, 2020	-13.68% Jul 8, 2005 - Aug 16, 2006
#9	-11.56% Jul 8, 2016 - Jul 29, 2016	-12.71% Sep 30, 2002 - Mar 4, 2003
#10	-11.28% May 6, 2025 - May 30, 2025	-12.32% Nov 12, 1999 - Jan 28, 2000
#11	-11.09% Jul 22, 2025 - Aug 21, 2025	-12.03% Aug 13, 2001 - Jul 1, 2002
#12	-10.87% Aug 5, 2020 - Sep 15, 2020	-11.60% Sep 28, 2016 - Jul 12, 2017
#13	-8.61% Apr 29, 2016 - May 17, 2016	-11.55% Jun 16, 2003 - Jan 7, 2004
#14	-8.48% Apr 21, 2025 - May 6, 2025	-8.87% Jan 28, 2000 - Apr 4, 2000
#15	-8.33% Dec 26, 2025 - Jan 12, 2026	-7.89% Sep 30, 2011 - Dec 6, 2011

Correlation

Correlation between SGDJ and DSM is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (1999 - 2026)

SGDJ vs DSM dividend yield comparison.

Year	SGDJ	DSM
2026	0.00%	2.57%
2025	8.37%	4.07%
2024	6.55%	3.72%
2023	4.55%	4.27%
2022	2.46%	5.95%
2021	2.20%	4.31%
2020	1.97%	4.57%
2019	0.65%	5.19%
2018	0.00%	6.11%
2017	0.14%	5.82%
2016	1.77%	6.19%
2015	0.85%	6.17%
2014	0.00%	7.71%
2013	0.00%	7.68%
2012	0.00%	6.60%
2011	0.00%	6.56%
2010	0.00%	7.22%
2009	0.00%	6.09%
2008	0.00%	8.38%
2007	0.00%	6.37%
2006	0.00%	5.39%
2005	0.00%	7.15%
2004	0.00%	7.19%
2003	0.00%	6.90%
2002	0.00%	6.94%
2001	0.00%	6.67%
2000	0.00%	6.94%
1999	0.00%	1.36%