SMBS vs SGOL
Comparison between SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF) and abrdn Physical Gold Shares ETF (SGOL, ETF).
SMBS vs SGOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMBS
$6.50B
Winner
SGOL
$6.70B
Expense Ratio
Winner
SMBS
0.03%
SGOL
0.17%
Max Drawdown
Winner
SMBS
4.02%
SGOL
45.51%
Sharpe Ratio
SMBS
0.46
Winner
SGOL
0.64
5Y Beta
Winner
SMBS
0.04
SGOL
0.23
SMBS vs SGOL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMBS
-0.54%
SGOL
-8.21%
3M
Winner
SMBS
-0.54%
SGOL
-17.02%
6M
Winner
SMBS
+0.29%
SGOL
-13.26%
1Y
SMBS
+5.48%
Winner
SGOL
+18.63%
5Y(CAGR)
SMBS
N/A
SGOL
+16.86%
10Y(CAGR)
SMBS
N/A
SGOL
+11.35%
Max(CAGR)
SMBS
+5.25%
Winner
SGOL
+8.29%
SMBS vs SGOL - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SMBS | SGOL |
|---|---|---|
| 2026 | +0.80% | -8.24% |
| 2025 | +8.23% | +61.80% |
| 2024 | -0.07% | +27.29% |
| 2023 | N/A | +12.16% |
| 2022 | N/A | +0.98% |
| 2021 | N/A | -6.05% |
| 2020 | N/A | +24.27% |
| 2019 | N/A | +18.07% |
| 2018 | N/A | -3.08% |
| 2017 | N/A | +12.01% |
| 2016 | N/A | +6.54% |
| 2015 | N/A | -11.03% |
| 2014 | N/A | -3.67% |
| 2013 | N/A | -28.85% |
| 2012 | N/A | +3.87% |
| 2011 | N/A | +10.17% |
| 2010 | N/A | +26.32% |
| 2009 | N/A | +10.54% |
SMBS vs SGOL Drawdown Comparison
The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The maximum drawdown for SGOL was -45.51%, occurring on Dec 17, 2015. Recovery took 2247 trading sessions.
The current SMBS drawdown is -1.34%. The current SGOL drawdown is -26.32%.
| Rank | SMBS | SGOL |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -45.51% Aug 22, 2011 - Jul 28, 2020 |
| #2 | -2.83% Apr 4, 2025 - Jun 26, 2025 | -26.32% Jan 29, 2026 - Jul 16, 2026 |
| #3 | -2.83% Feb 27, 2026 - May 19, 2026 | -21.56% Aug 6, 2020 - Dec 27, 2023 |
| #4 | -1.11% Jun 26, 2025 - Aug 1, 2025 | -12.65% Dec 2, 2009 - May 11, 2010 |
| #5 | -0.90% Oct 28, 2025 - Nov 25, 2025 | -10.06% Oct 20, 2025 - Dec 22, 2025 |
| #6 | -0.89% Mar 3, 2025 - Apr 1, 2025 | -8.11% Oct 30, 2024 - Jan 30, 2025 |
| #7 | -0.85% Sep 16, 2025 - Oct 14, 2025 | -8.07% Dec 6, 2010 - Mar 1, 2011 |
| #8 | -0.78% Nov 26, 2025 - Dec 18, 2025 | -7.61% Jun 18, 2010 - Sep 14, 2010 |
| #9 | -0.58% Jan 14, 2026 - Feb 6, 2026 | -7.13% Apr 21, 2025 - Jun 13, 2025 |
| #10 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -5.85% Apr 29, 2011 - Jul 12, 2011 |
| #11 | -0.39% Aug 5, 2025 - Aug 13, 2025 | -5.69% May 20, 2024 - Jul 16, 2024 |
| #12 | -0.39% Dec 29, 2025 - Jan 7, 2026 | -5.33% Nov 8, 2010 - Dec 3, 2010 |
| #13 | -0.38% Nov 25, 2024 - Nov 29, 2024 | -5.13% May 12, 2010 - Jun 17, 2010 |
| #14 | -0.36% Apr 1, 2025 - Apr 3, 2025 | -4.89% Dec 26, 2025 - Jan 12, 2026 |
| #15 | -0.31% Oct 21, 2025 - Oct 28, 2025 | -4.80% Mar 31, 2025 - Apr 10, 2025 |
Correlation
Correlation between SMBS and SGOL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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