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Sprott Gold Miners ETF (SGDM)
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Upturn Advisory Summary
11/28/2025: 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 62.23% | 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 11/28/2025 |
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 investment results that correspond generally to the performance, before fees and expenses, of the Solactive Gold Miners Custom Factors Index. It focuses on gold mining companies exhibiting high free cash flow yield, revenue growth, and low long-term debt to equity.
Reputation and Reliability
Sprott is a well-known name in precious metals investing, with a reputation for expertise in the sector.
Management Expertise
Sprott has a dedicated team specializing in natural resource investments, including gold and silver.
Investment Objective
Goal
To provide investment results that correspond generally to the performance, before fees and expenses, of the Solactive Gold Miners Custom Factors Index.
Investment Approach and Strategy
Strategy: Tracks the Solactive Gold Miners Custom Factors Index, which selects gold mining companies based on factors such as free cash flow yield, revenue growth, and debt to equity.
Composition Primarily invests in stocks of gold mining companies.
Market Position
Market Share: SGDM holds a moderate market share within the gold miners ETF space.
Total Net Assets (AUM): 327800000
Competitors
Key Competitors
- GDX
- GDXJ
- RING
Competitive Landscape
The gold miners ETF industry is dominated by GDX and GDXJ. SGDM differentiates itself by using a factor-based approach to select companies, potentially offering higher returns but also higher risk. SGDM is more concentrated than some competitors. It is smaller than GDX or GDXJ in assets.
Financial Performance
Historical Performance: Historical performance varies with gold prices and the performance of selected gold mining companies.
Benchmark Comparison: Performance is typically compared to the Solactive Gold Miners Custom Factors Index or broader gold mining indices.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average daily trading volume of SGDM varies depending on market conditions, but is generally adequate for most investors.
Bid-Ask Spread
The bid-ask spread for SGDM is generally tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Gold prices, interest rates, inflation expectations, and overall market sentiment influence SGDM's performance.
Growth Trajectory
SGDM's growth is tied to gold prices and the performance of the specific gold mining companies it holds. Changes in the underlying index methodology could impact its holdings.
Moat and Competitive Advantages
Competitive Edge
SGDM's factor-based approach, focusing on free cash flow yield, revenue growth, and low debt, offers a potentially differentiated investment strategy compared to market-cap weighted gold miners ETFs. This strategy may lead to outperformance during certain market cycles when these factors are rewarded. The factor-based selection process adds a layer of active management within a passive ETF structure. However, it's important to note that the fund is more concentrated than its market-cap weighted counterparts, potentially amplifying both gains and losses.
Risk Analysis
Volatility
SGDM's volatility is high due to its exposure to gold mining companies and the inherent price fluctuations of gold.
Market Risk
SGDM is subject to market risk, specifically related to gold prices, geopolitical events, and mining company-specific factors.
Investor Profile
Ideal Investor Profile
Investors who seek exposure to gold mining companies and believe in a factor-based approach that selects companies with strong financial metrics.
Market Risk
Suitable for investors with a higher risk tolerance and a long-term investment horizon.
Summary
SGDM offers a unique factor-based approach to investing in gold mining companies, focusing on financial metrics like free cash flow yield and revenue growth. It is a higher-risk, higher-reward option compared to broader, market-cap weighted gold miners ETFs. Its performance is closely tied to gold prices and the specific companies it holds. Investors should be aware of its higher expense ratio compared to its competitors and its relatively small AUM. SGDM is best suited for investors with a long-term perspective and a tolerance for volatility.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Sprott Asset Management Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investments in ETFs carry risk, including the potential loss of principal.
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.