SGDM vs SPY

SGDM vs SPY
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Quick Verdict

SPY has a lower expense ratio. SGDM delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SGDMMore Diversified: SPY

Side-by-Side Comparison

MetricSGDMSPYWinner
Expense Ratio0.46%0.09%
AUM$653M$821.1B
Dividend Yield1.18%1.01%
Holdings50505
YTD Return+20.02%+12.22%
1Y Return+70.75%+20.83%
3Y Return (annualized)+53.80%+21.70%
5Y Return (annualized)+27.84%+12.98%
Volatility (annualized)38.5%15.3%
Max Drawdown-55.0%-56.5%
Fund FamilySprott ETFSState Street Investment Management
CategoryEquityEquity
InceptionJul 14, 2014Jan 22, 1993

SGDM vs SPY Performance

Sprott Gold Miners ETF (SGDM) is a ETF from Sprott ETFS and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year SGDM returned +70.75% while SPY returned +20.83%. Year to date, SGDM is up 20.02% versus a gain of 12.22% for SPY.

Over three years, SGDM compounded at +53.80% per year against +21.70% for SPY; over five years the annualized figures are +27.84% and +12.98% respectively. Across the full 12-year window we track, SGDM has the edge at +11.54% annualized vs +8.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SGDM has been the more volatile fund, with annualized monthly volatility of 38.5% compared with 15.3% 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 -56.5% for SPY. 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.18% against 1.01% for SPY.

Holdings Overlap

0.2%overlap

SGDM and SPY share 1 holdings out of 552 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SGDMWeight in SPYDifference
NEM7.18%0.16%7.02%

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. On a $10,000 investment, that is $37 per year of difference.

Which performed better, SGDM or SPY?

Over the past year SGDM returned +70.75% vs +20.83% for SPY, so SGDM leads on 1-year performance. Over the longest common window we track (12 years), SGDM annualized +11.54% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, SGDM or SPY?

SGDM has been the more volatile fund at 38.5% annualized versus 15.3% for SPY. Worst drawdown: SGDM -55.0% vs SPY -56.5%.

Should I hold both SGDM and SPY?

SGDM and SPY have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SGDM and SPY?

SGDM and SPY share 1 common holdings with a 0.2% weight overlap. Combined, they hold 552 unique securities.

Which pays a higher dividend, SGDM or SPY?

SGDM yields 1.18% while SPY yields 1.01%, so SGDM currently pays the higher dividend yield.

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