SGDJ vs IQSM
Comparison between Sprott Junior Gold Miners ETF (SGDJ, ETF) and NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF).
SGDJ vs IQSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SGDJ
$322M
Winner
IQSM
$323M
Expense Ratio
SGDJ
0.50%
Winner
IQSM
0.15%
Max Drawdown
SGDJ
60.39%
Winner
IQSM
24.17%
Sharpe Ratio
Winner
SGDJ
1.25
IQSM
1.22
5Y Beta
Winner
SGDJ
0.85
IQSM
0.96
P/E Ratio
SGDJ
N/A
IQSM
29.44
Forward P/E
SGDJ
N/A
IQSM
17.10
5Y Dividends CAGR
SGDJ
42.75%
IQSM
N/A
5Y EPS CAGR
SGDJ
N/A
IQSM
10.42%
Debt to Equity
SGDJ
N/A
IQSM
18.78%
P/S Ratio
SGDJ
N/A
IQSM
1.71
P/B Ratio
SGDJ
N/A
IQSM
2.94
SGDJ vs IQSM - Holdings Comparison
SGDJ and IQSM have 1 common holdings. Overlap is 0.00%
SGDJ's top 25 holdings weight is 88.82%. IQSM's top 25 holdings weight is 23.24%.
| Rank | SGDJ | IQSM |
|---|---|---|
| #1 | KINGSGATE CONSOLIDATED LTD (n/a) - 4.90% | TWILIO INC CLASS A (TWLO) - 1.31% |
| #2 | CENTERRA GOLD INC (n/a) - 4.62% | NVENT ELECTRIC PLC (NVT) - 1.16% |
| #3 | ARIS MINING CORP (n/a) - 4.44% | TECHNIPFMC PLC (n/a) - 1.16% |
| #4 | WESDOME GOLD MINES LTD (WDOFF) - 4.27% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.12% |
| #5 | ALLIED GOLD CORP (n/a) - 4.22% | FABRINET (FN) - 1.12% |
| #6 | FORTUNA MINING CORP (n/a) - 4.22% | STERLING INFRASTRUCTURE INC (STRL) - 1.09% |
| #7 | SEABRIDGE GOLD INC (SA) - 4.21% | XPO INC (XPO) - 1.04% |
| #8 | VAULT MINERALS LTD (n/a) - 4.11% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.03% |
| #9 | RUPERT RESOURCES LTD (RUPRF) - 4.07% | MASTEC INC (MTZ) - 0.98% |
| #10 | PERPETUA RESOURCES CORP (n/a) - 3.97% | UNITED THERAPEUTICS CORP (UTHR) - 0.96% |
| #11 | TURK ALTIN ISLETMELERI AS (n/a) - 3.80% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.96% |
| #12 | ENDEAVOUR SILVER CORP (EXK) - 3.73% | F5 INC (FFIV) - 0.95% |
| #13 | ORA BANDA MINING LTD (n/a) - 3.44% | NEXTPOWER INC CLASS A (NXT) - 0.93% |
| #14 | SOUTHERN CROSS GOLD CONSOLIDATED LTD (n/a) - 3.20% | ALCOA CORP (AA) - 0.89% |
| #15 | EMERALD RESOURCES NL (n/a) - 3.18% | MKS INC (MKSI) - 0.89% |
| #16 | BELLEVUE GOLD LTD (n/a) - 3.16% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.88% |
| #17 | WEST AFRICAN RESOURCES LTD (n/a) - 3.10% | ALBEMARLE CORP (ALB) - 0.83% |
| #18 | ALKANE RESOURCES LTD (n/a) - 2.93% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.82% |
| #19 | COLLECTIVE MINING LTD ORDINARY SHARES (CNL) - 2.92% | BURLINGTON STORES INC (BURL) - 0.81% |
| #20 | RESOLUTE MINING LTD (n/a) - 2.89% | TD SYNNEX CORP (SNX) - 0.80% |
| #21 | MCEWEN INC (MUX) - 2.82% | RAMBUS INC (RMBS) - 0.73% |
| #22 | I-80 GOLD CORP (IAUX) - 2.75% | BUNGE GLOBAL SA (BG) - 0.71% |
| #23 | AVINO SILVER & GOLD MINES LTD (ASM) - 2.74% | US FOODS HOLDING CORP (USFD) - 0.70% |
| #24 | DRDGOLD LTD (n/a) - 2.57% | ITT INC (ITT) - 0.69% |
| #25 | PREDICTIVE DISCOVERY LTD (n/a) - 2.56% | EAST WEST BANCORP INC (EWBC) - 0.68% |
| Total Holdings | 36 | 242 |
SGDJ vs IQSM - Historical Returns
Returns include dividend reinvestment.
1M
SGDJ
-18.40%
Winner
IQSM
+3.67%
3M
SGDJ
-18.55%
Winner
IQSM
+12.99%
6M
SGDJ
-2.00%
Winner
IQSM
+11.82%
1Y
Winner
SGDJ
+68.37%
IQSM
+23.46%
5Y(CAGR)
SGDJ
+15.26%
IQSM
N/A
10Y(CAGR)
SGDJ
+10.58%
IQSM
N/A
Max(CAGR)
Winner
SGDJ
+14.28%
IQSM
+13.34%
SGDJ vs IQSM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SGDJ | IQSM |
|---|---|---|
| 2026 | -5.16% | +11.68% |
| 2025 | +161.09% | +8.28% |
| 2024 | +22.29% | +9.92% |
| 2023 | +3.83% | +16.04% |
| 2022 | -25.98% | +2.29% |
| 2021 | -20.23% | N/A |
| 2020 | +48.77% | N/A |
| 2019 | +35.63% | N/A |
| 2018 | -26.97% | N/A |
| 2017 | +0.83% | N/A |
| 2016 | +62.10% | N/A |
| 2015 | -18.28% | N/A |
SGDJ vs IQSM Drawdown Comparison
The maximum drawdown for SGDJ was -59.26%, occurring on Mar 20, 2020. Recovery took 1000 trading sessions.
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current SGDJ drawdown is -31.23%.
| Rank | SGDJ | IQSM |
|---|---|---|
| #1 | -59.26% Aug 4, 2016 - Jul 27, 2020 | -23.66% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -57.79% Jan 5, 2021 - Apr 15, 2025 | -16.38% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -38.44% May 15, 2015 - Mar 7, 2016 | -8.86% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -36.84% Feb 27, 2026 - Jun 10, 2026 | -8.29% Mar 28, 2024 - Aug 30, 2024 |
| #5 | -19.68% Oct 16, 2025 - Dec 9, 2025 | -6.87% Dec 2, 2022 - Jan 11, 2023 |
| #6 | -18.23% Jan 28, 2026 - Feb 26, 2026 | -4.24% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -17.22% May 17, 2016 - Jun 9, 2016 | -3.98% Dec 28, 2023 - Feb 9, 2024 |
| #8 | -14.39% Sep 15, 2020 - Dec 17, 2020 | -3.89% Nov 1, 2022 - Nov 10, 2022 |
| #9 | -11.56% Jul 8, 2016 - Jul 29, 2016 | -3.50% May 6, 2026 - May 26, 2026 |
| #10 | -11.28% May 6, 2025 - May 30, 2025 | -3.46% Nov 11, 2024 - Nov 22, 2024 |
| #11 | -11.09% Jul 22, 2025 - Aug 21, 2025 | -2.80% Apr 20, 2026 - May 6, 2026 |
| #12 | -10.87% Aug 5, 2020 - Sep 15, 2020 | -2.67% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -8.61% Apr 29, 2016 - May 17, 2016 | -2.65% Jun 4, 2026 - Jun 12, 2026 |
| #14 | -8.48% Apr 21, 2025 - May 6, 2025 | -2.64% Feb 10, 2026 - Feb 26, 2026 |
| #15 | -8.33% Dec 26, 2025 - Jan 12, 2026 | -2.59% Jan 13, 2023 - Jan 23, 2023 |
Correlation
Correlation between SGDJ and IQSM is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2015 - 2026)
SGDJ vs IQSM dividend yield comparison.
| Year | SGDJ | IQSM |
|---|---|---|
| 2026 | 0.00% | 0.21% |
| 2025 | 8.37% | 1.18% |
| 2024 | 6.55% | 1.22% |
| 2023 | 4.55% | 1.11% |
| 2022 | 2.46% | 0.32% |
| 2021 | 2.20% | 0.00% |
| 2020 | 1.97% | 0.00% |
| 2019 | 0.65% | 0.00% |
| 2017 | 0.14% | 0.00% |
| 2016 | 1.77% | 0.00% |
| 2015 | 0.85% | 0.00% |
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