SGDM vs SPY

SGDM vs SPY

Which is better, SGDM or SPY?

Mid Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SGDM led over 1Y, 3Y and 5Y, SPY over the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 54.8%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSGDMSPY
Expense Ratio0.46%0.09%Best
AUM$697M$804.7B
Dividend Yield0.89%0.98%
Holdings50505
YTD Return+15.88%Best+11.52%
1Y Return+42.03%Best+17.48%
3Y Return (annualized)+50.53%Best+20.62%
5Y Return (annualized)+26.45%Best+12.73%
Volatility (annualized)38.2%14.8%Best
Max Drawdown-55.0%-34.1%Best
$10,000 over 5 years$32,329Best$18,205
Top 10 Weight54.8%38.0%Best
Fund FamilySprott ETFSState Street Investment Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionJul 14, 2014Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Jul 15, 2014 to Sep 10, 2026 (12.2 years).

SGDM vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 12.2 years both funds cover.

SGDM vs SPY Performance

Sprott Gold Miners ETF (SGDM) is an ETF from Sprott ETFS and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year SGDM returned +42.03% while SPY returned +17.48%. Year to date, SGDM is up 15.88% versus a gain of 11.52% for SPY.

Over three years, SGDM compounded at +50.53% per year against +20.62% for SPY; over five years the annualized figures are +26.45% and +12.73% respectively. Across the full 12-year window we track, SPY has the edge at +12.39% annualized vs +11.16%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SGDM has been the more volatile fund, with annualized monthly volatility of 38.2% compared with 14.8% for SPY. 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 -55.0% for SGDM and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.23. They move largely independently of each other.

Fees and Cost Over Time

SGDM charges 0.46% per year while SPY charges 0.09%. On a $10,000 position that is $46 vs $9 annually, a gap of $37 per year that compounds over a long holding period. On income, SGDM currently yields 0.89% against 0.98% for SPY.

Holdings Overlap

SGDM already in SPY7.2%
SPY already in SGDM0.2%

7.2% of SGDM's money is in holdings SPY also owns. 0.2% of SPY's money is in holdings SGDM also owns.

SGDM and SPY share little of their money.

1 positions in common, counted across the 49 positions we hold weights for in SGDM and 504 in SPY, against full books of 50 and 505.

What only one of them owns

Our book lists 493 positions for SPY that do not appear in our book for SGDM (99.3% of the fund), and 7 for SGDM that do not appear in SPY (16.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SGDMWeight in SPYDifference
NEMNewmont Corp.7.18%0.16%7.02%

You are not choosing between two funds in isolation.

Whichever of SGDM and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SGDMSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SGDM or SPY?

SGDM has an expense ratio of 0.46% while SPY charges 0.09%. SPY is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, SGDM or SPY?

Over the past year SGDM returned +42.03% vs +17.48% for SPY, so SGDM leads on 1-year performance. Over the longest common window we track (12 years), SGDM annualized +11.16% vs +12.39% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SGDM or SPY?

SGDM has been the more volatile fund at 38.2% annualized versus 14.8% for SPY. Worst drawdown: SGDM -55.0% vs SPY -34.1%.

Should I hold both SGDM and SPY?

SGDM and SPY have a monthly-return correlation of 0.23, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SGDM and SPY?

7.2% of SGDM's money is in holdings SPY also owns. 0.2% of SPY's is in holdings SGDM also owns. They hold 1 positions in common, counted across the 49 positions we hold weights for in SGDM and 504 in SPY.

Which pays a higher dividend, SGDM or SPY?

SGDM yields 0.89% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than SGDM?

SPY has a lower expense ratio. SGDM led over 1Y, 3Y and 5Y, SPY over the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 54.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.