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SGDM vs SPY

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

5-Year PerformanceSGDM has outperformed SPY, delivering a return of +17.0% compared to +13.3%

SGDM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SGDM
$660M
Winner
SPY
$735B
Expense Ratio
SGDM
0.46%
Winner
SPY
0.09%
Max Drawdown
Winner
SGDM
55.72%
SPY
56.47%
Sharpe Ratio
SGDM
0.99
Winner
SPY
1.62
5Y Beta
Winner
SGDM
0.69
SPY
1.00
P/E Ratio
SGDM
N/A
SPY
28.99
Forward P/E
SGDM
N/A
SPY
22.37
5Y Dividends CAGR
Winner
SGDM
36.06%
SPY
5.43%
5Y EPS CAGR
SGDM
N/A
SPY
26.05%
Debt to Equity
SGDM
N/A
SPY
32.40%
P/S Ratio
SGDM
N/A
SPY
3.74
P/B Ratio
SGDM
N/A
SPY
5.61

SGDM vs SPY - Holdings Comparison

SGDM and SPY have 2 common holdings. Overlap is 0.19%

SGDM's top 25 holdings weight is 96.15%. SPY's top 25 holdings weight is 52.37%.

RankSGDMSPY
#1
AGNICO EAGLE MINES LTD (n/a) - 10.59%
NVIDIA CORP (NVDA) - 8.10%
#2
BARRICK MINING CORP (n/a) - 9.03%
APPLE INC (AAPL) - 7.02%
#3
NEWMONT CORP (NEM) - 8.55%
MICROSOFT CORP (MSFT) - 4.79%
#4
WHEATON PRECIOUS METALS CORP (n/a) - 7.90%
AMAZON.COM INC (AMZN) - 4.02%
#5
FRANCO-NEVADA CORP (n/a) - 6.50%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
KINROSS GOLD CORP (n/a) - 5.75%
BROADCOM INC (AVGO) - 3.10%
#7
ENDEAVOUR MINING PLC (n/a) - 3.98%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
COEUR MINING INC (CDE) - 3.65%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
LUNDIN GOLD INC (LUGDF) - 3.51%
TESLA INC (TSLA) - 1.89%
#10
SSR MINING INC (n/a) - 3.37%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
WESDOME GOLD MINES LTD (n/a) - 3.34%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
IAMGOLD CORP (n/a) - 3.13%
ELI LILLY AND CO (LLY) - 1.31%
#13
DPM METALS INC (n/a) - 3.05%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
B2GOLD CORP (n/a) - 3.03%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
OR ROYALTIES INC (OR) - 3.00%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CENTERRA GOLD INC (n/a) - 2.88%
INTEL CORP (INTC) - 0.90%
#17
TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.85%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
OCEANAGOLD CORP (OGC) - 2.83%
VISA INC CLASS A (V) - 0.85%
#19
TOREX GOLD RESOURCES INC (n/a) - 2.65%
WALMART INC (WMT) - 0.81%
#20
ORLA MINING LTD (n/a) - 2.31%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ANGLOGOLD ASHANTI PLC (AU) - 2.02%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
GOLD FIELDS LTD ADR (GFI) - 1.15%
CATERPILLAR INC (CAT) - 0.66%
#23
PAN AMERICAN SILVER CORP (PAAS) - 0.37%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
HARMONY GOLD MINING CO LTD ADR (HMY) - 0.36%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
K92 MINING INC (n/a) - 0.35%
ABBVIE INC (ABBV) - 0.58%
Total Holdings41505

SGDM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SGDM
-6.58%
Winner
SPY
+1.90%
3M
SGDM
-21.32%
Winner
SPY
+8.55%
6M
SGDM
+0.51%
Winner
SPY
+8.18%
1Y
Winner
SGDM
+45.18%
SPY
+25.79%
5Y(CAGR)
Winner
SGDM
+17.01%
SPY
+13.32%
10Y(CAGR)
SGDM
+11.80%
Winner
SPY
+15.19%
Max(CAGR)
Winner
SGDM
+9.58%
SPY
+8.47%

SGDM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSGDMSPY
2026-4.95%+8.26%
2025+143.79%+18.00%
2024+13.52%+25.59%
2023-0.50%+26.72%
2022-6.19%-18.64%
2021-15.07%+30.52%
2020+22.67%+17.28%
2019+43.46%+31.09%
2018-17.44%-5.24%
2017+5.85%+20.78%
2016+44.55%+13.59%
2015-28.18%+1.31%
2014-27.98%+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%

SGDM vs SPY Drawdown Comparison

The maximum drawdown for SGDM was -54.96%, occurring on Jan 19, 2016. Recovery took 473 trading sessions.

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

The current SGDM drawdown is -30.88%. The current SPY drawdown is -2.90%.

RankSGDMSPY
#1-54.96%
Aug 13, 2014 - Jun 29, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.68%
Aug 5, 2020 - Mar 17, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-49.17%
Aug 2, 2016 - Apr 23, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.88%
Mar 2, 2026 - Jun 5, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.55%
Oct 16, 2025 - Dec 11, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.99%
Jan 28, 2026 - Feb 24, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.10%
May 19, 2020 - Jul 7, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.60%
Apr 16, 2025 - Jun 2, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.39%
Jul 11, 2016 - Aug 1, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.43%
Apr 3, 2025 - Apr 10, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.92%
Dec 26, 2025 - Jan 9, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.60%
Jun 13, 2025 - Jul 22, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.40%
Jul 22, 2025 - Aug 5, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.14%
Jul 8, 2020 - Jul 17, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.63%
Jul 28, 2014 - Aug 12, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SGDM and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

SGDM vs SPY dividend yield comparison.

YearSGDMSPY
20260.00%0.24%
20251.04%1.07%
20241.04%1.21%
20231.39%1.40%
20221.42%1.65%
20211.33%1.20%
20200.30%1.52%
20190.25%1.75%
20180.50%2.04%
20170.58%1.80%
20160.02%2.03%
20151.47%2.06%
20140.26%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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