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Upturn AI SWOT - About
Sprott Gold Miners ETF (SGDM)
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Upturn Advisory Summary
08/14/2025: SGDM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 34.12% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.68 | 52 Weeks Range 25.92 - 47.04 | Updated Date 06/29/2025 |
52 Weeks Range 25.92 - 47.04 | Updated Date 06/29/2025 |
Upturn AI SWOT
Sprott Gold Miners ETF
ETF Overview
Overview
The Sprott Gold Miners ETF (SGDM) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Sprott Zacks Gold Miners Index. It focuses on gold mining companies with strong revenue growth and price momentum.
Reputation and Reliability
Sprott is known for its focus on precious metals and real asset investments. They have a solid reputation for expertise in this area.
Management Expertise
Sprott has a team of experienced professionals specializing in precious metals and resource investments.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Sprott Zacks Gold Miners Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Sprott Zacks Gold Miners Index, which selects gold mining companies based on revenue growth and price momentum.
Composition The ETF primarily holds stocks of gold mining companies. The composition reflects the index's selection criteria.
Market Position
Market Share: SGDM holds a notable market share within the gold miners ETF sector, but is not a dominant player.
Total Net Assets (AUM): 428230000
Competitors
Key Competitors
- GDX
- GDXJ
- RING
- GOAU
Competitive Landscape
The gold miners ETF space is competitive, dominated by larger ETFs like GDX and GDXJ. SGDM differentiates itself through its focus on revenue growth and price momentum factors. SGDM's smaller size can lead to higher expense ratios and potentially lower liquidity compared to larger competitors. Its factor-based approach may provide superior returns in certain market conditions but could underperform in others.
Financial Performance
Historical Performance: Historical performance data is subject to market fluctuations; specific figures vary over time. Refer to official fund documents for detailed performance data.
Benchmark Comparison: The ETF aims to track the Sprott Zacks Gold Miners Index. Performance should be compared against this index.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume is moderate, which should be considered when executing large trades.
Bid-Ask Spread
The bid-ask spread is generally reasonable, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by factors such as gold prices, interest rates, inflation expectations, and the overall health of the global economy. These factors affect the profitability and valuation of gold mining companies.
Growth Trajectory
The ETF's growth is linked to the performance of gold mining stocks and the underlying Sprott Zacks Gold Miners Index strategy. Changes in the index methodology or market conditions can influence its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
SGDM's competitive advantage lies in its smart beta approach, focusing on companies with strong revenue growth and price momentum, potentially leading to higher returns during favorable market conditions. This factor-based approach differentiates it from market capitalization-weighted ETFs. Sprott's expertise in precious metals adds credibility and attracts investors seeking specialized knowledge in this sector. Its concentrated portfolio may also provide higher upside but also higher risk.
Risk Analysis
Volatility
The ETF's volatility is high due to the inherent volatility of gold mining stocks and fluctuations in gold prices.
Market Risk
Market risk includes risks associated with gold price volatility, geopolitical events, and company-specific risks affecting gold mining operations. The ETF is also vulnerable to economic downturns and inflation uncertainty.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks exposure to gold mining companies, believes in the potential of revenue growth and price momentum factors, and is comfortable with high volatility.
Market Risk
This ETF is suitable for investors with a higher risk tolerance seeking potential capital appreciation in the gold mining sector, rather than passive index followers.
Summary
The Sprott Gold Miners ETF (SGDM) offers exposure to gold mining companies selected based on revenue growth and price momentum. It aims to outperform traditional market cap-weighted gold miner ETFs. However, its concentrated approach and factor-based selection lead to higher volatility, and it is highly dependent on the price of gold. Investors should consider their risk tolerance and investment objectives before investing in SGDM, comparing it to alternatives like GDX or GDXJ. Due to the high volality, it is more suited for active traders than long-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Sprott Asset Management
- ETF.com
- Yahoo Finance
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market data and performance figures are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sprott Gold Miners ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index aims to track the performance of gold companies located in the U.S. and Canada whose common stocks or American Depositary Receipts (ADRs) are traded on the Toronto Stock Exchange, the New York Stock Exchange and NASDAQ. The fund will normally invest at least 90% of its net assets in securities that comprise the index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.