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36BA.DE vs. SLV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

36BA.DE vs. SLV - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) and iShares Silver Trust (SLV). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

36BA.DE is traded in EUR, while SLV is traded in USD. To make them comparable, the SLV values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, 36BA.DE achieves a -0.71% return, which is significantly lower than SLV's 4.01% return.


36BA.DE

1D
0.27%
1M
0.18%
YTD
-0.71%
6M
-0.48%
1Y
2.78%
3Y*
2.93%
5Y*
-1.61%
10Y*

SLV

1D
0.00%
1M
1.18%
YTD
4.01%
6M
28.33%
1Y
107.84%
3Y*
41.34%
5Y*
21.90%
10Y*
15.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

36BA.DE vs. SLV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
36BA.DE
iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist)
-0.71%5.40%0.20%5.45%-17.07%-2.51%7.23%
SLV
iShares Silver Trust
5.16%115.63%28.87%-4.06%8.72%-5.91%46.70%

Correlation

The correlation between 36BA.DE and SLV is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (All Time)
Calculated using the full available price history since May 15, 2020

0.11

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Return for Risk

36BA.DE vs. SLV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

36BA.DE
36BA.DE Risk / Return Rank: 1919
Overall Rank
36BA.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
36BA.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
36BA.DE Omega Ratio Rank: 1717
Omega Ratio Rank
36BA.DE Calmar Ratio Rank: 2121
Calmar Ratio Rank
36BA.DE Martin Ratio Rank: 2121
Martin Ratio Rank

SLV
SLV Risk / Return Rank: 5151
Overall Rank
SLV Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
SLV Sortino Ratio Rank: 4242
Sortino Ratio Rank
SLV Omega Ratio Rank: 6060
Omega Ratio Rank
SLV Calmar Ratio Rank: 5656
Calmar Ratio Rank
SLV Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

36BA.DE vs. SLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) and iShares Silver Trust (SLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


36BA.DESLVDifference
Sharpe ratioReturn per unit of total volatility

-1.30

Sortino ratioReturn per unit of downside risk

-1.21

Omega ratioGain probability vs. loss probability

1.10

1.35

-0.25

Calmar ratioReturn relative to maximum drawdown

0.92

2.69

-1.77

Martin ratioReturn relative to average drawdown

2.43

5.73

-3.30

36BA.DE vs. SLV - Sharpe Ratio Comparison

The current 36BA.DE Sharpe Ratio is 0.59, which is lower than the SLV Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of 36BA.DE and SLV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


36BA.DESLVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.59

1.89

-1.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

0.64

-0.86

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.10

0.34

-0.44

Drawdowns

36BA.DE vs. SLV - Drawdown Comparison

The maximum 36BA.DE drawdown since its inception was -23.68%, smaller than the maximum SLV drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for 36BA.DE and SLV.


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Drawdown Indicators


36BA.DESLVDifference

Max Drawdown

Largest peak-to-trough decline

-23.68%

-67.77%

+44.09%

Max Drawdown (1Y)

Largest decline over 1 year

-3.02%

-40.36%

+37.34%

Max Drawdown (3Y)

Largest decline over 3 years

-6.31%

-40.36%

+34.05%

Max Drawdown (5Y)

Largest decline over 5 years

-23.18%

-40.36%

+17.18%

Max Drawdown (10Y)

Largest decline over 10 years

-41.37%

Current Drawdown

Current decline from peak

-10.87%

-35.43%

+24.56%

Average Drawdown

Average peak-to-trough decline

-11.35%

-36.91%

+25.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.14%

18.88%

-17.74%

Volatility

36BA.DE vs. SLV - Volatility Comparison

The current volatility for iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) is 1.83%, while iShares Silver Trust (SLV) has a volatility of 15.57%. This indicates that 36BA.DE experiences smaller price fluctuations and is considered to be less risky than SLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


36BA.DESLVDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.83%

15.57%

-13.74%

Volatility (6M)

Calculated over the trailing 6-month period

3.63%

56.56%

-52.93%

Volatility (1Y)

Calculated over the trailing 1-year period

4.67%

57.31%

-52.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.09%

34.38%

-27.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.86%

30.27%

-23.41%

36BA.DE vs. SLV - Expense Ratio Comparison

36BA.DE has a 0.17% expense ratio, which is lower than SLV's 0.50% expense ratio.


Dividends

36BA.DE vs. SLV - Dividend Comparison

36BA.DE's dividend yield for the trailing twelve months is around 4.95%, while SLV has not paid dividends to shareholders.


PositionTTM202520242023202220212020
36BA.DE
iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist)
4.95%4.73%4.75%4.15%2.94%1.76%0.87%
SLV
iShares Silver Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


36BA.DE and SLV have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, 36BA.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

36BA.DE is cheaper with a 0.17% expense ratio, compared with 0.50% for SLV.

36BA.DE is categorized as Corporate Bonds, while SLV is Silver. 36BA.DE tracks Bloomberg MSCI US Corporate Sustainable SRI Index (EUR Hedged), while SLV tracks LBMA Silver Price. Their fees differ too: 0.17% for 36BA.DE and 0.50% for SLV.

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