BSM vs. SILJ
Compare and contrast key facts about Black Stone Minerals, L.P. (BSM) and ETFMG Prime Junior Silver Miners ETF (SILJ).
SILJ is a passively managed fund by ETFMG that tracks the performance of the Prime Junior Silver Miners & Explorers Index. It was launched on Nov 28, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSM or SILJ.
Key characteristics
BSM | SILJ | |
---|---|---|
YTD Return | 2.83% | 10.00% |
1Y Return | 15.79% | -0.53% |
3Y Return (Ann) | 28.20% | -9.79% |
5Y Return (Ann) | 7.27% | 7.58% |
Sharpe Ratio | 0.37 | 0.05 |
Daily Std Dev | 21.37% | 35.26% |
Max Drawdown | -75.59% | -79.04% |
Current Drawdown | -8.19% | -43.31% |
Correlation
The correlation between BSM and SILJ is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BSM vs. SILJ - Performance Comparison
In the year-to-date period, BSM achieves a 2.83% return, which is significantly lower than SILJ's 10.00% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BSM vs. SILJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Black Stone Minerals, L.P. (BSM) and ETFMG Prime Junior Silver Miners ETF (SILJ). 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.
Dividends
BSM vs. SILJ - Dividend Comparison
BSM's dividend yield for the trailing twelve months is around 11.93%, more than SILJ's 0.01% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Black Stone Minerals, L.P. | 11.93% | 11.90% | 9.13% | 8.21% | 10.13% | 11.58% | 8.57% | 6.66% | 5.83% | 2.92% | 0.00% | 0.00% |
ETFMG Prime Junior Silver Miners ETF | 0.01% | 0.01% | 0.05% | 0.36% | 1.23% | 1.45% | 1.66% | 0.00% | 0.52% | 2.46% | 0.00% | 0.10% |
Drawdowns
BSM vs. SILJ - Drawdown Comparison
The maximum BSM drawdown since its inception was -75.59%, roughly equal to the maximum SILJ drawdown of -79.04%. Use the drawdown chart below to compare losses from any high point for BSM and SILJ. For additional features, visit the drawdowns tool.
Volatility
BSM vs. SILJ - Volatility Comparison
The current volatility for Black Stone Minerals, L.P. (BSM) is 5.34%, while ETFMG Prime Junior Silver Miners ETF (SILJ) has a volatility of 11.46%. This indicates that BSM experiences smaller price fluctuations and is considered to be less risky than SILJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.