PortfoliosLab logoPortfoliosLab logo
HEAL vs. SLV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HEAL vs. SLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X HealthTech ETF (HEAL) and iShares Silver Trust (SLV). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, HEAL achieves a -10.37% return, which is significantly higher than SLV's -13.49% return.


HEAL

1D
1.49%
1M
5.54%
YTD
-10.37%
6M
-12.67%
1Y
-16.13%
3Y*
-8.12%
5Y*
-14.64%
10Y*

SLV

1D
-5.40%
1M
-18.48%
YTD
-13.49%
6M
-14.05%
1Y
69.08%
3Y*
39.38%
5Y*
18.31%
10Y*
12.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HEAL vs. SLV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
HEAL
Global X HealthTech ETF
-10.37%-0.62%-2.87%-12.61%-29.99%-14.21%16.89%
SLV
iShares Silver Trust
-13.49%144.66%20.89%-1.09%2.37%-12.45%8.86%

Correlation

The correlation between HEAL and SLV is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.25

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

0.23

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2020

0.23

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HEAL vs. SLV — Risk / Return Rank

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

HEAL
HEAL Risk / Return Rank: 44
Overall Rank
HEAL Sharpe Ratio Rank: 33
Sharpe Ratio Rank
HEAL Sortino Ratio Rank: 33
Sortino Ratio Rank
HEAL Omega Ratio Rank: 44
Omega Ratio Rank
HEAL Calmar Ratio Rank: 55
Calmar Ratio Rank
HEAL Martin Ratio Rank: 44
Martin Ratio Rank

SLV
SLV Risk / Return Rank: 3131
Overall Rank
SLV Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SLV Sortino Ratio Rank: 2929
Sortino Ratio Rank
SLV Omega Ratio Rank: 4040
Omega Ratio Rank
SLV Calmar Ratio Rank: 3030
Calmar Ratio Rank
SLV Martin Ratio Rank: 2525
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.

HEAL vs. SLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X HealthTech ETF (HEAL) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HEALSLVDifference
Sharpe ratioReturn per unit of total volatility

-1.88

Sortino ratioReturn per unit of downside risk

-2.49

Omega ratioGain probability vs. loss probability

0.90

1.25

-0.35

Calmar ratioReturn relative to maximum drawdown

-0.53

1.47

-2.00

Martin ratioReturn relative to average drawdown

-1.01

3.16

-4.17

HEAL vs. SLV - Sharpe Ratio Comparison

The current HEAL Sharpe Ratio is -0.73, which is lower than the SLV Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of HEAL 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.


Loading charts...

Drawdowns

HEAL vs. SLV - Drawdown Comparison

The maximum HEAL drawdown since its inception was -65.76%, smaller than the maximum SLV drawdown of -76.28%. Use the drawdown chart below to compare losses from any high point for HEAL and SLV.


Loading charts...

Drawdown Indicators


HEALSLVDifference

Max Drawdown

Largest peak-to-trough decline

-65.76%

-76.28%

+10.52%

Max Drawdown (1Y)

Largest decline over 1 year

-30.71%

-47.23%

+16.52%

Max Drawdown (3Y)

Largest decline over 3 years

-35.78%

-47.23%

+11.45%

Max Drawdown (5Y)

Largest decline over 5 years

-60.36%

-47.23%

-13.13%

Max Drawdown (10Y)

Largest decline over 10 years

-47.23%

Current Drawdown

Current decline from peak

-61.31%

-47.23%

-14.08%

Average Drawdown

Average peak-to-trough decline

-43.20%

-44.65%

+1.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.98%

21.91%

-5.93%

Volatility

HEAL vs. SLV - Volatility Comparison

The current volatility for Global X HealthTech ETF (HEAL) is 7.26%, while iShares Silver Trust (SLV) has a volatility of 14.34%. This indicates that HEAL 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.


Loading charts...

Volatility by Period


HEALSLVDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.26%

14.34%

-7.08%

Volatility (6M)

Calculated over the trailing 6-month period

16.63%

59.27%

-42.64%

Volatility (1Y)

Calculated over the trailing 1-year period

22.43%

60.33%

-37.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.46%

36.59%

-10.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.28%

32.09%

-5.81%

HEAL vs. SLV - Expense Ratio Comparison

Both HEAL and SLV have an expense ratio of 0.50%.


Dividends

HEAL vs. SLV - Dividend Comparison

HEAL's dividend yield for the trailing twelve months is around 0.37%, while SLV has not paid dividends to shareholders.


PositionTTM202520242023202220212020
HEAL
Global X HealthTech ETF
0.37%0.33%0.00%0.00%0.00%0.00%0.03%
SLV
iShares Silver Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HEAL and SLV have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SLV has higher volatility (14.34%) compared to HEAL (7.26%). In terms of maximum drawdown, HEAL dropped -65.76% vs SLV's -76.28%.

On 5-year performance, SLV leads with 18.31% vs -14.64% for HEAL. Both ETFs have the same 0.50% expense ratio. On volatility, HEAL has been the lower-risk option at 7.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SLV has performed better with a 18.31% return vs -14.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HEAL and SLV have the same expense ratio: 0.50% per year.

HEAL has the higher dividend yield at 0.37%, compared with 0.00% for SLV.

HEAL is categorized as Health & Biotech Equities, while SLV is Silver. HEAL tracks Global X HealthTech Index, while SLV tracks LBMA Silver Price. They also come from different issuers: Global X and iShares.

SLV currently has the higher Sharpe Ratio (1.15 vs -0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for HEAL and SLV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer