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SGDJ vs SPY

Comparison between Sprott Junior Gold Miners ETF (SGDJ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSGDJ has outperformed SPY, delivering a return of +16.8% compared to +13.0%

SGDJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SGDJ
$265M
Winner
SPY
$781B
Expense Ratio
SGDJ
0.50%
Winner
SPY
0.09%
Max Drawdown
SGDJ
60.39%
Winner
SPY
56.47%
Sharpe Ratio
SGDJ
1.11
Winner
SPY
1.25
5Y Beta
Winner
SGDJ
0.88
SPY
1.00
P/E Ratio
SGDJ
N/A
SPY
28.78
Forward P/E
SGDJ
N/A
SPY
21.23
5Y Dividends CAGR
Winner
SGDJ
42.75%
SPY
6.00%
5Y EPS CAGR
SGDJ
N/A
SPY
25.62%
Debt to Equity
SGDJ
N/A
SPY
31.92%
P/S Ratio
SGDJ
N/A
SPY
3.76
P/B Ratio
SGDJ
N/A
SPY
5.64

SGDJ vs SPY - Holdings Comparison

SGDJ and SPY have 1 common holdings. Overlap is 0.00%

SGDJ's top 25 holdings weight is 91.53%. SPY's top 25 holdings weight is 51.74%.

RankSGDJSPY
#1
TURK ALTIN ISLETMELERI AS (n/a) - 5.39%
NVIDIA CORP (NVDA) - 7.89%
#2
VAULT MINERALS LTD (n/a) - 5.32%
APPLE INC (AAPL) - 7.37%
#3
CENTERRA GOLD INC (n/a) - 5.14%
MICROSOFT CORP (MSFT) - 4.50%
#4
WESDOME GOLD MINES LTD (WDOFF) - 4.97%
AMAZON.COM INC (AMZN) - 3.82%
#5
KINGSGATE CONSOLIDATED LTD (n/a) - 4.44%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ARIS MINING CORP (n/a) - 4.33%
BROADCOM INC (AVGO) - 2.86%
#7
FORTUNA MINING CORP (n/a) - 4.32%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ALLIED GOLD CORP (n/a) - 4.24%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
SEABRIDGE GOLD INC ORDINARY SHARES NEW (n/a) - 4.12%
TESLA INC (TSLA) - 1.70%
#10
ENDEAVOUR SILVER CORP (EXK) - 3.69%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PERPETUA RESOURCES CORP (PPTA) - 3.52%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
EMERALD RESOURCES NL (n/a) - 3.41%
ELI LILLY AND CO (LLY) - 1.40%
#13
SOUTHERN CROSS GOLD CONSOLIDATED LTD (n/a) - 3.36%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
WEST AFRICAN RESOURCES LTD (n/a) - 3.32%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ORA BANDA MINING LTD (n/a) - 3.20%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ALKANE RESOURCES LTD (n/a) - 3.17%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
CATALYST METALS LTD (n/a) - 3.12%
VISA INC CLASS A (V) - 0.90%
#18
BELLEVUE GOLD LTD (n/a) - 3.08%
WALMART INC (WMT) - 0.76%
#19
TR ANADOLU METAL MADENCILIK ISLETMELERI AS (n/a) - 2.86%
INTEL CORP (INTC) - 0.75%
#20
I-80 GOLD CORP (IAUX) - 2.84%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
PREDICTIVE DISCOVERY LTD (n/a) - 2.82%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
AVINO SILVER & GOLD MINES LTD (ASM) - 2.82%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
MCEWEN INC (MUX) - 2.76%
ABBVIE INC (ABBV) - 0.66%
#24
SNOWLINE GOLD CORP (n/a) - 2.68%
CATERPILLAR INC (CAT) - 0.65%
#25
COLLECTIVE MINING LTD ORDINARY SHARES (CNL) - 2.61%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings35505

SGDJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SGDJ
-10.63%
Winner
SPY
+0.52%
3M
SGDJ
-21.17%
Winner
SPY
+6.55%
6M
SGDJ
-24.61%
Winner
SPY
+9.76%
1Y
Winner
SGDJ
+57.36%
SPY
+20.32%
5Y(CAGR)
Winner
SGDJ
+16.77%
SPY
+13.01%
10Y(CAGR)
SGDJ
+8.63%
Winner
SPY
+15.06%
Max(CAGR)
Winner
SGDJ
+13.55%
SPY
+8.50%

SGDJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSGDJSPY
2026-10.49%+10.11%
2025+161.09%+18.00%
2024+22.29%+25.59%
2023+3.83%+26.72%
2022-25.98%-18.64%
2021-20.23%+30.52%
2020+48.77%+17.28%
2019+35.63%+31.09%
2018-26.97%-5.24%
2017+0.83%+20.78%
2016+62.10%+13.59%
2015-18.28%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SGDJ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SGDJ drawdown is -35.10%. The current SPY drawdown is -1.24%.

RankSGDJSPY
#1-59.26%
Aug 4, 2016 - Jul 27, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-57.79%
Jan 5, 2021 - Apr 15, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.44%
May 15, 2015 - Mar 7, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.98%
Feb 27, 2026 - Jul 20, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.68%
Oct 16, 2025 - Dec 9, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.23%
Jan 28, 2026 - Feb 26, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.22%
May 17, 2016 - Jun 9, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.39%
Sep 15, 2020 - Dec 17, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.56%
Jul 8, 2016 - Jul 29, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.28%
May 6, 2025 - May 30, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.09%
Jul 22, 2025 - Aug 21, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.87%
Aug 5, 2020 - Sep 15, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.61%
Apr 29, 2016 - May 17, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.48%
Apr 21, 2025 - May 6, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.33%
Dec 26, 2025 - Jan 12, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SGDJ and SPY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

SGDJ vs SPY dividend yield comparison.

YearSGDJSPY
20260.00%0.49%
20258.37%1.07%
20246.55%1.21%
20234.55%1.40%
20222.46%1.65%
20212.20%1.20%
20201.97%1.52%
20190.65%1.75%
20180.00%2.04%
20170.14%1.80%
20161.77%2.03%
20150.85%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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