SGDM vs VOO
Sprott Gold Miners ETF vs Vanguard S&P 500 ETF
Which is better, SGDM or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. SGDM led over 1Y, 3Y and 5Y, VOO over the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 54.8%.
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
| Metric | SGDM | VOO |
|---|---|---|
| Expense Ratio | 0.46% | 0.03%Best |
| AUM | $697M | $997.4B |
| Dividend Yield | 0.89% | 1.04% |
| Holdings | 50 | 509 |
| YTD Return | +15.88%Best | +11.55% |
| 1Y Return | +42.03%Best | +17.54% |
| 3Y Return (annualized) | +50.53%Best | +20.71% |
| 5Y Return (annualized) | +26.45%Best | +12.80% |
| Volatility (annualized) | 38.2% | 14.8%Best |
| Max Drawdown | -55.0% | -34.3%Best |
| $10,000 over 5 years | $32,329Best | $18,262 |
| Top 10 Weight | 54.8% | 36.4%Best |
| Fund Family | Sprott ETFS | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Jul 14, 2014 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jul 15, 2014 to Sep 10, 2026 (12.2 years).
SGDM vs VOO 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 VOO Performance
Sprott Gold Miners ETF (SGDM) is an ETF from Sprott ETFS and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SGDM returned +42.03% while VOO returned +17.54%. Year to date, SGDM is up 15.88% versus a gain of 11.55% for VOO.
Over three years, SGDM compounded at +50.53% per year against +20.71% for VOO; over five years the annualized figures are +26.45% and +12.80% respectively. Across the full 12-year window we track, VOO has the edge at +12.45% 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 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 -55.0% for SGDM and -34.3% for VOO. 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 VOO charges 0.03%. On a $10,000 position that is $46 vs $3 annually, a gap of $43 per year that compounds over a long holding period. On income, SGDM currently yields 0.89% against 1.04% for VOO.
Holdings Overlap
7.2% of SGDM's money is in holdings VOO also owns. 0.1% of VOO's money is in holdings SGDM also owns.
SGDM and VOO share little of their money.
1 positions in common, counted across the 49 positions we hold weights for in SGDM and 505 in VOO, against full books of 50 and 509.
What only one of them owns
Our book lists 495 positions for VOO that do not appear in our book for SGDM (99.3% of the fund), and 7 for SGDM that do not appear in VOO (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
| Stock | Weight in SGDM | Weight in VOO | Difference |
|---|---|---|---|
| NEMNewmont Corp. | 7.18% | 0.15% | 7.03% |
You are not choosing between two funds in isolation.
Whichever of SGDM and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SGDM or VOO?
SGDM has an expense ratio of 0.46% while VOO charges 0.03%. VOO is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, SGDM or VOO?
Over the past year SGDM returned +42.03% vs +17.54% for VOO, so SGDM leads on 1-year performance. Over the longest common window we track (12 years), SGDM annualized +11.16% vs +12.45% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SGDM or VOO?
SGDM has been the more volatile fund at 38.2% annualized versus 14.8% for VOO. Worst drawdown: SGDM -55.0% vs VOO -34.3%.
Should I hold both SGDM and VOO?
SGDM and VOO 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 VOO?
7.2% of SGDM's money is in holdings VOO also owns. 0.1% of VOO'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 505 in VOO.
Which pays a higher dividend, SGDM or VOO?
SGDM yields 0.89% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than SGDM?
VOO has a lower expense ratio. SGDM led over 1Y, 3Y and 5Y, VOO over the full window. VOO is less concentrated, with 36.4% 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.