SGDM vs SFY
Comparison between Sprott Gold Miners ETF (SGDM, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSGDM has outperformed SFY, delivering a return of +20.4% compared to +14.8%
SGDM vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SGDM
$671M
SFY
$671M
Expense Ratio
SGDM
0.46%
Winner
SFY
0.05%
Max Drawdown
SGDM
55.72%
Winner
SFY
33.25%
Sharpe Ratio
SGDM
1.01
Winner
SFY
1.70
5Y Beta
Winner
SGDM
0.73
SFY
1.15
P/E Ratio
SGDM
N/A
SFY
31.98
Forward P/E
SGDM
N/A
SFY
22.13
PEG Ratio
SGDM
N/A
SFY
0.26
5Y Dividends CAGR
Winner
SGDM
36.06%
SFY
9.18%
5Y EPS CAGR
SGDM
N/A
SFY
35.21%
Debt to Equity
SGDM
N/A
SFY
35.21%
SGDM vs SFY - Holdings Comparison
SGDM and SFY have 2 common holdings. Overlap is 0.22%
SGDM's top 25 holdings weight is 96.09%. SFY's top 25 holdings weight is 56.27%.
| Rank | SGDM | SFY |
|---|---|---|
| #1 | AGNICO EAGLE MINES LTD (n/a) - 10.44% | NVIDIA CORP (NVDA) - 15.31% |
| #2 | BARRICK MINING CORP (n/a) - 9.33% | APPLE INC (AAPL) - 4.61% |
| #3 | NEWMONT CORP (NEM) - 8.54% | MICROSOFT CORP (MSFT) - 4.16% |
| #4 | WHEATON PRECIOUS METALS CORP (n/a) - 7.86% | BROADCOM INC (AVGO) - 4.07% |
| #5 | FRANCO-NEVADA CORP (n/a) - 6.75% | MICRON TECHNOLOGY INC (MU) - 3.39% |
| #6 | KINROSS GOLD CORP (n/a) - 5.71% | AMAZON.COM INC (AMZN) - 2.97% |
| #7 | ENDEAVOUR MINING PLC (n/a) - 3.88% | ELI LILLY AND CO (LLY) - 2.45% |
| #8 | COEUR MINING INC (CDE) - 3.74% | ALPHABET INC CLASS A (GOOGL) - 2.35% |
| #9 | LUNDIN GOLD INC (LUGDF) - 3.56% | ALPHABET INC CLASS C (GOOG) - 2.19% |
| #10 | WESDOME GOLD MINES LTD (WDOFF) - 3.43% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #11 | SSR MINING INC (SSRM) - 3.27% | ADVANCED MICRO DEVICES INC (AMD) - 1.44% |
| #12 | IAMGOLD CORP (n/a) - 3.16% | TESLA INC (TSLA) - 1.36% |
| #13 | DPM METALS INC (n/a) - 3.14% | INTEL CORP (INTC) - 1.15% |
| #14 | B2GOLD CORP (n/a) - 3.04% | n/a (PLTR) - 1.12% |
| #15 | OR ROYALTIES INC (OR) - 2.98% | WALMART INC (WMT) - 0.94% |
| #16 | CENTERRA GOLD INC (n/a) - 2.88% | JPMORGAN CHASE & CO (JPM) - 0.79% |
| #17 | TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.80% | ORACLE CORP (ORCL) - 0.79% |
| #18 | OCEANAGOLD CORP (OGC) - 2.69% | ABBVIE INC (ABBV) - 0.74% |
| #19 | TOREX GOLD RESOURCES INC (n/a) - 2.68% | LAM RESEARCH CORP (LRCX) - 0.74% |
| #20 | ORLA MINING LTD (n/a) - 2.13% | JOHNSON & JOHNSON (JNJ) - 0.71% |
| #21 | ANGLOGOLD ASHANTI PLC (AU) - 1.93% | MARVELL TECHNOLOGY INC (MRVL) - 0.68% |
| #22 | GOLD FIELDS LTD ADR (GFI) - 1.10% | VISA INC CLASS A (V) - 0.61% |
| #23 | PAN AMERICAN SILVER CORP (PAAS) - 0.36% | MASTERCARD INC CLASS A (MA) - 0.58% |
| #24 | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.36% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.57% |
| #25 | K92 MINING INC (n/a) - 0.33% | NETFLIX INC (NFLX) - 0.54% |
| Total Holdings | 41 | 505 |
SGDM vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
SGDM
-5.73%
Winner
SFY
+2.76%
3M
SGDM
-7.02%
Winner
SFY
+17.20%
6M
SGDM
-2.25%
Winner
SFY
+15.41%
1Y
Winner
SGDM
+50.00%
SFY
+33.09%
5Y(CAGR)
Winner
SGDM
+20.40%
SFY
+14.84%
10Y(CAGR)
SGDM
+11.94%
SFY
N/A
Max(CAGR)
SGDM
+9.85%
Winner
SFY
+16.96%
SGDM vs SFY - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | SGDM | SFY |
|---|---|---|
| 2026 | -1.80% | +12.93% |
| 2025 | +143.79% | +22.30% |
| 2024 | +13.52% | +30.12% |
| 2023 | -0.50% | +29.00% |
| 2022 | -6.19% | -24.38% |
| 2021 | -15.07% | +28.54% |
| 2020 | +22.67% | +22.23% |
| 2019 | +43.46% | +12.42% |
| 2018 | -17.44% | N/A |
| 2017 | +5.85% | N/A |
| 2016 | +44.55% | N/A |
| 2015 | -28.18% | N/A |
| 2014 | -27.98% | N/A |
SGDM vs SFY Drawdown Comparison
The maximum drawdown for SGDM was -54.96%, occurring on Jan 19, 2016. Recovery took 473 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current SGDM drawdown is -28.60%. The current SFY drawdown is -1.98%.
| Rank | SGDM | SFY |
|---|---|---|
| #1 | -54.96% Aug 13, 2014 - Jun 29, 2016 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -49.68% Aug 5, 2020 - Mar 17, 2025 | -28.36% Dec 27, 2021 - Feb 7, 2024 |
| #3 | -49.17% Aug 2, 2016 - Apr 23, 2020 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -35.96% Mar 2, 2026 - Jun 10, 2026 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -18.55% Oct 16, 2025 - Dec 11, 2025 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -17.99% Jan 28, 2026 - Feb 24, 2026 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -14.10% May 19, 2020 - Jul 7, 2020 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -11.60% Apr 16, 2025 - Jun 2, 2025 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -9.39% Jul 11, 2016 - Aug 1, 2016 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -8.43% Apr 3, 2025 - Apr 10, 2025 | -6.19% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -6.92% Dec 26, 2025 - Jan 9, 2026 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -6.60% Jun 13, 2025 - Jul 22, 2025 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #13 | -5.40% Jul 22, 2025 - Aug 5, 2025 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #14 | -5.14% Jul 8, 2020 - Jul 17, 2020 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #15 | -4.63% Jul 28, 2014 - Aug 12, 2014 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
Correlation
Correlation between SGDM and SFY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2014 - 2025)
SGDM vs SFY dividend yield comparison.
| Year | SGDM | SFY |
|---|---|---|
| 2025 | 1.04% | 0.96% |
| 2024 | 1.04% | 0.60% |
| 2023 | 1.39% | 0.28% |
| 2022 | 1.42% | 0.32% |
| 2021 | 1.33% | 0.18% |
| 2020 | 0.30% | 0.24% |
| 2019 | 0.25% | 0.20% |
| 2018 | 0.50% | 0.00% |
| 2017 | 0.58% | 0.00% |
| 2016 | 0.02% | 0.00% |
| 2015 | 1.47% | 0.00% |
| 2014 | 0.26% | 0.00% |
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