SGDM vs VKQ

Comparison between Sprott Gold Miners ETF (SGDM, ETF) and Invesco Municipal Trust (VKQ, ETF).

5-Year PerformanceSGDM has outperformed VKQ, delivering a return of +18.5% compared to -0.2%

SGDM vs VKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGDM(ETF)	VKQ(ETF)
Net Assets	$559M	$562M
Expense Ratio	0.46%	N/A
Max Drawdown	55.72%	55.10%
Sharpe Ratio	0.89	1.64
5Y Beta	0.74	0.19
5Y Dividends CAGR	36.06%	3.89%

Net Assets

SGDM

$559M

Winner

VKQ

$562M

Expense Ratio

SGDM

0.46%

VKQ

N/A

Max Drawdown

SGDM

55.72%

Winner

VKQ

55.10%

Sharpe Ratio

SGDM

0.89

Winner

VKQ

1.64

5Y Beta

SGDM

0.74

Winner

VKQ

0.19

5Y Dividends CAGR

Winner

SGDM

36.06%

VKQ

3.89%

SGDM vs VKQ - Historical Returns

Returns include dividend reinvestment.

Period	SGDM	VKQ
1 month	-8.37%	+0.12%
3 months	-19.49%	+3.19%
6 months	-25.04%	+5.74%
1 year	+36.83%	+18.15%
5 years(CAGR)	+18.53%	-0.16%
10 years(CAGR)	+9.35%	+2.27%
Max(CAGR)	+8.87%	+5.05%

SGDM

-8.37%

Winner

VKQ

+0.12%

SGDM

-19.49%

Winner

VKQ

+3.19%

SGDM

-25.04%

Winner

VKQ

+5.74%

Winner

SGDM

+36.83%

VKQ

+18.15%

5Y(CAGR)

Winner

SGDM

+18.53%

VKQ

-0.16%

10Y(CAGR)

Winner

SGDM

+9.35%

VKQ

+2.27%

Max(CAGR)

Winner

SGDM

+8.87%

VKQ

+5.05%

SGDM vs VKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SGDM	VKQ
2026	-11.14%	+6.20%
2025	+143.79%	+5.95%
2024	+13.52%	+9.60%
2023	-0.50%	+1.27%
2022	-6.19%	-22.51%
2021	-15.07%	+10.50%
2020	+22.67%	+8.50%
2019	+43.46%	+15.02%
2018	-17.44%	-6.10%
2017	+5.85%	+7.88%
2016	+44.55%	+1.23%
2015	-28.18%	+7.45%
2014	-27.98%	+16.72%
2013	N/A	-16.55%
2012	N/A	+10.08%
2011	N/A	+20.62%
2010	N/A	+3.27%
2009	N/A	+49.36%
2008	N/A	-36.79%
2007	N/A	+1.29%
2006	N/A	+18.83%
2005	N/A	+3.17%
2004	N/A	+5.81%
2003	N/A	+8.90%
2002	N/A	+15.08%
2001	N/A	+5.97%
2000	N/A	+6.32%
1999	N/A	-4.71%

SGDM vs VKQ Drawdown Comparison

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

The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.

The current SGDM drawdown is -35.38%. The current VKQ drawdown is -5.50%.

Rank	SGDM	VKQ
#1	-54.96% Aug 13, 2014 - Jun 29, 2016	-50.96% Jan 24, 2008 - Sep 4, 2009
#2	-49.68% Aug 5, 2020 - Mar 17, 2025	-37.26% Sep 1, 2021 - Oct 25, 2023
#3	-49.17% Aug 2, 2016 - Apr 23, 2020	-26.43% Dec 3, 2012 - Jan 5, 2016
#4	-38.29% Mar 2, 2026 - Jul 20, 2026	-25.76% Feb 25, 2020 - Nov 23, 2020
#5	-18.55% Oct 16, 2025 - Dec 11, 2025	-18.91% Sep 1, 2010 - Nov 11, 2011
#6	-17.99% Jan 28, 2026 - Feb 24, 2026	-14.85% Mar 15, 2004 - Feb 8, 2005
#7	-14.10% May 19, 2020 - Jul 7, 2020	-14.76% May 11, 2007 - Jan 23, 2008
#8	-11.60% Apr 16, 2025 - Jun 2, 2025	-14.41% Aug 12, 2016 - May 13, 2019
#9	-9.39% Jul 11, 2016 - Aug 1, 2016	-11.73% Nov 3, 1999 - Jul 11, 2000
#10	-8.43% Apr 3, 2025 - Apr 10, 2025	-11.10% Jun 17, 2003 - Jan 13, 2004
#11	-6.92% Dec 26, 2025 - Jan 9, 2026	-10.96% Oct 5, 2009 - Mar 9, 2010
#12	-6.60% Jun 13, 2025 - Jul 22, 2025	-10.27% Aug 17, 2000 - Jan 5, 2001
#13	-5.40% Jul 22, 2025 - Aug 5, 2025	-9.67% Oct 2, 2002 - Apr 24, 2003
#14	-5.14% Jul 8, 2020 - Jul 17, 2020	-9.45% Feb 15, 2005 - Sep 6, 2005
#15	-4.63% Jul 28, 2014 - Aug 12, 2014	-7.51% Mar 1, 2012 - May 21, 2012

Correlation

Correlation between SGDM and VKQ is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2000 - 2026)

SGDM vs VKQ dividend yield comparison.

Year	SGDM	VKQ
2026	0.00%	4.46%
2025	1.04%	7.81%
2024	1.04%	6.43%
2023	1.39%	4.60%
2022	1.42%	5.63%
2021	1.33%	4.71%
2020	0.30%	4.65%
2019	0.25%	4.96%
2018	0.50%	5.98%
2017	0.58%	5.78%
2016	0.02%	6.44%
2015	1.47%	6.39%
2014	0.26%	6.38%
2013	0.00%	7.38%
2012	0.00%	6.64%
2011	0.00%	6.86%
2010	0.00%	7.69%
2009	0.00%	6.76%
2008	0.00%	9.27%
2007	0.00%	5.28%
2006	0.00%	4.92%
2005	0.00%	7.90%
2004	0.00%	6.38%
2003	0.00%	6.49%
2002	0.00%	6.45%
2001	0.00%	6.13%
2000	0.00%	2.75%