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SGDM - ETF AI Analysis

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SGDM

Sprott Gold Miners ETF (SGDM)

Rating:70Outperform
Price Target:
SGDM, the Sprott Gold Miners ETF, has a solid overall rating driven mainly by strong, well-established gold miners like Newmont, Barrick, Agnico Eagle, and Kinross, all showing robust financial performance, positive earnings calls, and generally supportive technical trends. However, some holdings such as Coeur Mining and others with valuation or overbought concerns slightly weigh on the fund’s appeal. The main risk factor is its concentrated exposure to gold and precious metals mining, which can make the ETF more sensitive to commodity price swings and sector-specific challenges.
Positive Factors
Focused Gold Miner Exposure
The fund is tightly focused on gold mining companies, giving investors direct exposure to movements in the gold mining industry.
North American Geographic Focus
Holdings are concentrated in the USA and Canada, which are established markets with well-known gold mining companies.
Moderate Expense Ratio
The ETF’s fee is not extremely high for a specialized sector fund, helping investors keep more of any future gains.
Negative Factors
Weak Recent Performance
The fund’s returns over the past month, three months, and year to date have been negative, showing recent weakness in its holdings.
Underperforming Top Holdings
Most of the largest positions have delivered weak or lagging performance so far this year, which has weighed on the overall fund.
Sector Concentration Risk
With nearly all assets in the materials sector and gold miners specifically, the ETF is highly sensitive to downturns in the gold mining industry.

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, mainly in the U.S. and Canada. It follows the Solactive Gold Miners Custom Factors Index, which focuses on selected gold miners rather than the whole market. Well-known holdings include Newmont Mining and Barrick Mining. Someone might invest in SGDM to gain growth potential from gold-related companies and to diversify a stock portfolio, especially during times of economic stress when gold can act as a safe haven. A key risk is that it is heavily tied to gold prices, so the ETF’s value can rise and fall sharply with the gold market.
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 essentially a pure play on global gold miners, with heavyweights like Agnico Eagle, Barrick, Newmont, and Wheaton setting the tone. Lately, these core names have been losing steam, with most showing lagging or mixed performance as gold-related sentiment cools. Franco-Nevada stands out as a steadier bright spot, helping cushion the blow, while Dundee Precious Metals has been quietly rising and adding some spark. Overall, the fund is tightly concentrated in the materials sector and spread across miners from North America and other global regions, making it a focused bet on the gold mining theme.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Agnico Eagle8.86%$48.51M$73.90B12.20%
80
Outperform
Barrick Mining7.90%$43.27M$61.43B68.44%
80
Outperform
Newmont Mining7.39%$40.47M$98.74B45.78%
81
Outperform
Wheaton Precious Metals6.77%$37.11M$49.35B16.68%
79
Outperform
Franco-Nevada6.07%$33.25MC$57.52B28.75%
74
Outperform
Kinross Gold4.59%$25.14M$27.32B35.75%
81
Outperform
Coeur Mining3.68%$20.15M$15.37B68.95%
69
Neutral
Lundin Gold3.55%$19.43MC$18.98B18.21%
78
Outperform
Harmony Gold Mining3.38%$18.52M$9.97B6.95%
77
Outperform
DPM Metals3.24%$17.77MC$10.81B105.50%
75
Outperform

SGDM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
65.08
Positive
100DMA
70.24
Negative
200DMA
71.66
Negative
Market Momentum
MACD
0.03
Negative
RSI
63.32
Neutral
STOCH
79.05
Neutral
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 62.20, equal to the 50-day MA of 65.08, and equal to the 200-day MA of 71.66, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 63.32 is Neutral, neither overbought nor oversold. The STOCH value of 79.05 is Neutral, 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
$572.60M0.46%
70
Outperform
$775.29M0.39%
60
Neutral
$338.67M0.39%
66
Neutral
$263.00M0.66%
55
Neutral
$169.86M0.55%
63
Neutral
$107.24M0.65%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SGDM
Sprott Gold Miners ETF
69.05
20.69
42.78%
SLVP
iShares MSCI Global Silver Miners ETF
MXI
iShares Global Materials ETF
COPP
Sprott Copper Miners ETF
SLX
VanEck Steel 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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