SGDM vs TWN

Comparison between Sprott Gold Miners ETF (SGDM, ETF) and Taiwan Fund Inc (TWN, ETF).

5-Year PerformanceTWN has outperformed SGDM, delivering a return of +34.9% compared to +20.4%

SGDM vs TWN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGDM(ETF)	TWN(ETF)
Net Assets	$671M	$671M
Expense Ratio	0.46%	N/A
Max Drawdown	55.72%	71.62%
Sharpe Ratio	1.01	3.56
5Y Beta	0.73	0.88
5Y Dividends CAGR	36.06%	13.36%

Net Assets

SGDM

$671M

Winner

TWN

$671M

Expense Ratio

SGDM

0.46%

TWN

N/A

Max Drawdown

Winner

SGDM

55.72%

TWN

71.62%

Sharpe Ratio

SGDM

1.01

Winner

TWN

3.56

5Y Beta

Winner

SGDM

0.73

TWN

0.88

5Y Dividends CAGR

Winner

SGDM

36.06%

TWN

13.36%

SGDM vs TWN - Historical Returns

Returns include dividend reinvestment.

Period	SGDM	TWN
1 month	-5.73%	+11.08%
3 months	-7.02%	+54.79%
6 months	-2.25%	+95.23%
1 year	+50.00%	+162.09%
5 years(CAGR)	+20.40%	+34.94%
10 years(CAGR)	+11.94%	+29.94%
Max(CAGR)	+9.85%	+11.35%

SGDM

-5.73%

Winner

TWN

+11.08%

SGDM

-7.02%

Winner

TWN

+54.79%

SGDM

-2.25%

Winner

TWN

+95.23%

SGDM

+50.00%

Winner

TWN

+162.09%

5Y(CAGR)

SGDM

+20.40%

Winner

TWN

+34.94%

10Y(CAGR)

SGDM

+11.94%

Winner

TWN

+29.94%

Max(CAGR)

SGDM

+9.85%

Winner

TWN

+11.35%

SGDM vs TWN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SGDM	TWN
2026	-1.80%	+84.84%
2025	+143.79%	+54.22%
2024	+13.52%	+35.45%
2023	-0.50%	+51.64%
2022	-6.19%	-40.37%
2021	-15.07%	+55.56%
2020	+22.67%	+36.34%
2019	+43.46%	+48.10%
2018	-17.44%	-19.52%
2017	+5.85%	+32.76%
2016	+44.55%	+11.50%
2015	-28.18%	-8.90%
2014	-27.98%	-0.30%
2013	N/A	+16.46%
2012	N/A	+12.23%
2011	N/A	-23.34%
2010	N/A	+31.46%
2009	N/A	+52.57%
2008	N/A	-45.73%
2007	N/A	+12.03%
2006	N/A	+19.43%
2005	N/A	+14.40%
2004	N/A	+7.28%
2003	N/A	+30.77%
2002	N/A	-26.97%
2001	N/A	+10.64%
2000	N/A	-49.79%
1999	N/A	+13.98%

SGDM vs TWN Drawdown Comparison

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

The maximum drawdown for TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.

The current SGDM drawdown is -28.60%. The current TWN drawdown is -0.69%.

Rank	SGDM	TWN
#1	-54.96% Aug 13, 2014 - Jun 29, 2016	-71.07% Feb 8, 2000 - Apr 16, 2008
#2	-49.68% Aug 5, 2020 - Mar 17, 2025	-64.47% Apr 16, 2008 - May 8, 2014
#3	-49.17% Aug 2, 2016 - Apr 23, 2020	-51.72% Jan 3, 2022 - Feb 12, 2024
#4	-35.96% Mar 2, 2026 - Jun 10, 2026	-36.26% Jan 17, 2020 - Jul 2, 2020
#5	-18.55% Oct 16, 2025 - Dec 11, 2025	-29.83% Jan 6, 2025 - Jun 9, 2025
#6	-17.99% Jan 28, 2026 - Feb 24, 2026	-27.91% Jan 25, 2018 - Oct 17, 2019
#7	-14.10% May 19, 2020 - Jul 7, 2020	-27.43% May 11, 2015 - Mar 29, 2017
#8	-11.60% Apr 16, 2025 - Jun 2, 2025	-17.72% Jul 10, 2024 - Oct 22, 2024
#9	-9.39% Jul 11, 2016 - Aug 1, 2016	-15.08% Jul 3, 2014 - May 11, 2015
#10	-8.43% Apr 3, 2025 - Apr 10, 2025	-13.79% May 7, 2021 - Jun 1, 2021
#11	-6.92% Dec 26, 2025 - Jan 9, 2026	-12.57% Jul 14, 2021 - Nov 9, 2021
#12	-6.60% Jun 13, 2025 - Jul 22, 2025	-9.61% Mar 7, 2024 - Jun 12, 2024
#13	-5.40% Jul 22, 2025 - Aug 5, 2025	-9.29% Jun 1, 2026 - Jun 5, 2026
#14	-5.14% Jul 8, 2020 - Jul 17, 2020	-9.09% Oct 29, 2025 - Dec 9, 2025
#15	-4.63% Jul 28, 2014 - Aug 12, 2014	-9.07% May 6, 2026 - May 26, 2026

Correlation

Correlation between SGDM and TWN is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2025)

SGDM vs TWN dividend yield comparison.

Year	SGDM	TWN
2025	1.04%	11.62%
2024	1.04%	19.14%
2023	1.39%	1.26%
2022	1.42%	0.00%
2021	1.33%	7.78%
2020	0.30%	12.91%
2019	0.25%	8.26%
2018	0.50%	11.27%
2017	0.58%	3.16%
2016	0.02%	0.00%
2015	1.47%	0.00%
2014	0.26%	16.11%
2011	0.00%	3.87%
2010	0.00%	0.42%
2009	0.00%	0.49%
2008	0.00%	1.86%
2007	0.00%	18.04%
2005	0.00%	0.35%
2004	0.00%	0.23%
2000	0.00%	1.96%