SGDJ vs VOO
Sprott Junior Gold Miners ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SGDJ delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | SGDJ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $341M | $997.4B | |
| Dividend Yield | 9.55% | 1.08% | |
| Holdings | 31 | 509 | |
| YTD Return | +18.47% | +12.25% | |
| 1Y Return | +103.84% | +20.92% | |
| 3Y Return (annualized) | +64.43% | +21.79% | |
| 5Y Return (annualized) | +26.71% | +13.05% | |
| Volatility (annualized) | 41.0% | 14.1% | |
| Max Drawdown | -59.3% | -34.3% | |
| Fund Family | Sprott ETFS | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2015 | Sep 7, 2010 |
SGDJ vs VOO Performance
Sprott Junior Gold Miners ETF (SGDJ) is a ETF from Sprott ETFS and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SGDJ returned +103.84% while VOO returned +20.92%. Year to date, SGDJ is up 18.47% versus a gain of 12.25% for VOO.
Over three years, SGDJ compounded at +64.43% per year against +21.79% for VOO; over five years the annualized figures are +26.71% and +13.05% respectively. Across the full 11-year window we track, SGDJ has the edge at +16.24% annualized vs +13.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SGDJ has been the more volatile fund, with annualized monthly volatility of 41.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -59.3% for SGDJ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SGDJ charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, SGDJ currently yields 9.55% against 1.08% for VOO.
Holdings Overlap
SGDJ and VOO share 0 holdings out of 535 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SGDJ or VOO?
SGDJ has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, SGDJ or VOO?
Over the past year SGDJ returned +103.84% vs +20.92% for VOO, so SGDJ leads on 1-year performance. Over the longest common window we track (11 years), SGDJ annualized +16.24% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, SGDJ or VOO?
SGDJ has been the more volatile fund at 41.0% annualized versus 14.1% for VOO. Worst drawdown: SGDJ -59.3% vs VOO -34.3%.
Should I hold both SGDJ and VOO?
SGDJ and VOO have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SGDJ and VOO?
SGDJ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, SGDJ or VOO?
SGDJ yields 9.55% while VOO yields 1.08%, so SGDJ currently pays the higher dividend yield.
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