CHRG.L vs. PHSP.L
CHRG.L (WisdomTree Battery Solutions UCITS ETF - USD Acc) and PHSP.L (WisdomTree Physical Silver) are both exchange-traded funds - CHRG.L is a Alternative Energy Equities fund tracking the WisdomTree Battery Solutions Index, while PHSP.L is a Silver fund tracking the LBMA Silver Price. Both are passively managed. Over the past 5 years, CHRG.L returned 6.01%/yr vs 22.12%/yr for PHSP.L. At a 0.25 correlation, their price movements are largely independent. CHRG.L charges 0.40%/yr vs 0.49%/yr for PHSP.L.
Performance
CHRG.L vs. PHSP.L - Performance Comparison
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Returns By Period
In the year-to-date period, CHRG.L achieves a 34.75% return, which is significantly higher than PHSP.L's 2.49% return.
CHRG.L
- 1D
- -1.90%
- 1M
- 6.41%
- YTD
- 34.75%
- 6M
- 34.20%
- 1Y
- 109.23%
- 3Y*
- 14.83%
- 5Y*
- 6.01%
- 10Y*
- —
PHSP.L
- 1D
- -3.07%
- 1M
- -1.75%
- YTD
- 2.49%
- 6M
- 23.74%
- 1Y
- 113.09%
- 3Y*
- 41.45%
- 5Y*
- 22.12%
- 10Y*
- 16.53%
CHRG.L vs. PHSP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CHRG.L WisdomTree Battery Solutions UCITS ETF - USD Acc | 34.75% | 44.29% | -11.91% | -9.67% | -19.10% | 14.89% | 72.90% |
PHSP.L WisdomTree Physical Silver | 2.49% | 129.68% | 22.85% | -6.51% | 15.50% | -12.11% | 47.35% |
Correlation
The correlation between CHRG.L and PHSP.L is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2020 | 0.25 |
The correlation between CHRG.L and PHSP.L shifts across timeframes, from 0.24 (5 years) to 0.39 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CHRG.L vs. PHSP.L — Risk / Return Rank
CHRG.L
PHSP.L
CHRG.L vs. PHSP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) and WisdomTree Physical Silver (PHSP.L). 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.
| CHRG.L | PHSP.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.08 | 2.08 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.86 | 2.40 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.36 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.66 | 2.90 | +0.76 |
Martin ratioReturn relative to average drawdown | 6.77 | 6.40 | +0.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHRG.L | PHSP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.08 | 2.08 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.67 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.37 | +0.16 |
Drawdowns
CHRG.L vs. PHSP.L - Drawdown Comparison
The maximum CHRG.L drawdown since its inception was -52.64%, smaller than the maximum PHSP.L drawdown of -70.01%. Use the drawdown chart below to compare losses from any high point for CHRG.L and PHSP.L.
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Drawdown Indicators
| CHRG.L | PHSP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.64% | -70.01% | +17.37% |
Max Drawdown (1Y)Largest decline over 1 year | -29.68% | -38.75% | +9.07% |
Max Drawdown (3Y)Largest decline over 3 years | -39.46% | -38.75% | -0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -52.64% | -38.75% | -13.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.75% | — |
Current DrawdownCurrent decline from peak | -2.67% | -34.02% | +31.35% |
Average DrawdownAverage peak-to-trough decline | -22.35% | -40.07% | +17.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.07% | 17.60% | -1.53% |
Volatility
CHRG.L vs. PHSP.L - Volatility Comparison
The current volatility for WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) is 10.38%, while WisdomTree Physical Silver (PHSP.L) has a volatility of 16.44%. This indicates that CHRG.L experiences smaller price fluctuations and is considered to be less risky than PHSP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHRG.L | PHSP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.38% | 16.44% | -6.06% |
Volatility (6M)Calculated over the trailing 6-month period | 19.04% | 51.39% | -32.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.32% | 54.02% | -1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.08% | 32.99% | -2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.55% | 29.25% | +0.30% |
CHRG.L vs. PHSP.L - Expense Ratio Comparison
CHRG.L has a 0.40% expense ratio, which is lower than PHSP.L's 0.49% expense ratio.
Dividends
CHRG.L vs. PHSP.L - Dividend Comparison
Neither CHRG.L nor PHSP.L has paid dividends to shareholders.
Frequently Asked Questions
CHRG.L and PHSP.L have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHRG.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHRG.L is cheaper with a 0.40% expense ratio, compared with 0.49% for PHSP.L.
CHRG.L is categorized as Alternative Energy Equities, while PHSP.L is Silver. CHRG.L tracks WisdomTree Battery Solutions Index, while PHSP.L tracks LBMA Silver Price. Their fees differ too: 0.40% for CHRG.L and 0.49% for PHSP.L.
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