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SGDM - ETF AI Analysis

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SGDM

Sprott Gold Miners ETF (SGDM)

Rating:69Neutral
Price Target:
SGDM’s rating suggests it is a solid but not top-tier gold miners ETF, driven mainly by strong, well-managed companies like Newmont Mining and Agnico Eagle, which show robust financial performance, efficient operations, and generally positive growth outlooks. Additional support comes from holdings such as Kinross Gold and Lundin Gold, which benefit from strong cash flow and strategic initiatives, though some names like Coeur Mining introduce a bit more risk due to mixed technical signals and operational efficiency concerns. The main risk factor is the fund’s concentration in the gold mining sector, which can make it sensitive to gold price swings and industry-specific challenges.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year to date and in recent months, indicating positive momentum in its holdings.
Leading Gold Miner Holdings
Many of the top positions, including several well-known gold mining companies, have delivered solid performance, helping support the fund’s returns.
Growing Asset Base
The fund manages a sizable pool of assets, which suggests it has attracted meaningful investor interest and offers reasonable liquidity.
Negative Factors
Single-Sector Concentration
The ETF is invested entirely in the materials sector, specifically gold miners, which makes it highly sensitive to movements in gold prices and mining industry conditions.
Geographic Concentration in North America
Holdings are focused mainly in the U.S. and Canada, limiting diversification across other global markets.
Moderately High Expense Ratio
The fund’s expense ratio is higher than many broad-market ETFs, which means a larger share of returns goes toward fees each year.

SGDM vs. SPDR S&P 500 ETF (SPY)

SGDM Summary

The Sprott Gold Miners ETF (SGDM) is a fund that invests in gold mining companies and follows the Solactive Gold Miners Custom Factors Index. It mainly holds U.S. and Canadian miners, including well-known names like Newmont Mining and Agnico Eagle. Investors might consider SGDM if they want targeted exposure to gold through mining stocks, which can help diversify a stock portfolio and may benefit when gold prices rise or during times of economic stress. A key risk is that it is heavily tied to gold mining, so its price can swing sharply with gold prices and the materials sector.
How much will it cost me?The Sprott Gold Miners ETF (SGDM) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on a specialized niche like gold miners, which requires more research and expertise.
What would affect this ETF?The Sprott Gold Miners ETF (SGDM) could benefit from rising gold prices, which often occur during periods of economic uncertainty or inflation, as gold is seen as a safe-haven asset. However, the ETF may face challenges if interest rates increase, as higher rates can make gold less attractive compared to interest-bearing investments. Additionally, regulatory changes or operational risks in the gold mining sector could impact the performance of its top holdings, such as Agnico Eagle and Newmont Mining.

SGDM Top 10 Holdings

SGDM is a pure play on global gold miners, so the fund’s fate is tightly tied to a handful of heavyweight names. Agnico Eagle, Newmont, and Barrick sit in the driver’s seat, but their recent performance has been more stuck in neutral than racing ahead, keeping a lid on returns. Franco-Nevada and Wheaton Precious Metals are among the steadier, more resilient bright spots, helping cushion the bumps. With nearly all its chips on the materials sector and gold-focused names worldwide, this ETF is a concentrated bet on the next leg of the gold cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Agnico Eagle11.35%$85.53M$107.68B103.77%
80
Outperform
Barrick Mining8.24%$62.06M$71.24B126.12%
80
Outperform
Newmont Mining8.15%$61.44M$128.53B131.94%
81
Outperform
Wheaton Precious Metals7.65%$57.64M$63.64B87.80%
79
Outperform
Franco-Nevada6.78%$51.10M$51.13B76.52%
74
Outperform
Kinross Gold5.81%$43.76M$39.54B154.15%
81
Outperform
Lundin Gold4.03%$30.36MC$27.23B151.68%
78
Outperform
Endeavour Mining3.74%$28.21M$15.24B156.84%
Coeur Mining3.53%$26.57M$20.40B259.20%
69
Neutral
SSR Mining3.44%$25.94MC$9.86B249.75%
69
Neutral

SGDM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
81.00
Negative
100DMA
75.99
Positive
200DMA
64.60
Positive
Market Momentum
MACD
-0.49
Negative
RSI
56.05
Neutral
STOCH
82.85
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SGDM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 74.82, equal to the 50-day MA of 81.00, and equal to the 200-day MA of 64.60, indicating a neutral trend. The MACD of -0.49 indicates Negative momentum. The RSI at 56.05 is Neutral, neither overbought nor oversold. The STOCH value of 82.85 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SGDM.

SGDM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$733.17M0.50%
69
Neutral
$411.22M0.47%
63
Neutral
$324.01M0.39%
66
Neutral
$262.62M0.65%
57
Neutral
$204.25M0.60%
74
Outperform
$139.87M0.65%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SGDM
Sprott Gold Miners ETF
80.88
42.04
108.24%
ICOP
iShares Copper and Metals Mining ETF
MXI
iShares Global Materials ETF
COPP
Sprott Copper Miners ETF
GOAU
U.S. Global GO GOLD and Precious Metal Miners ETF
GOEX
Global X Gold Explorers ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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