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

Performance

IBHD vs. SLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2024 Term High Yield & Income ETF (IBHD) and iShares Silver Trust (SLV). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


IBHD

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

SLV

1D
-0.35%
1M
-11.98%
6M
-25.46%
YTD
-16.25%
1Y
54.01%
3Y*
36.53%
5Y*
17.40%
10Y*
10.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBHD vs. SLV - Yearly Performance Comparison


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

IBHD vs. SLV — Risk / Return Rank

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

IBHD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


SLV
SLV Risk / Return Rank: 3232
Overall Rank
SLV Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SLV Sortino Ratio Rank: 3131
Sortino Ratio Rank
SLV Omega Ratio Rank: 4343
Omega Ratio Rank
SLV Calmar Ratio Rank: 2929
Calmar Ratio Rank
SLV Martin Ratio Rank: 2424
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.

IBHD vs. SLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2024 Term High Yield & Income ETF (IBHD) 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.


IBHDSLVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.22

Calmar ratioReturn relative to maximum drawdown

1.18

Martin ratioReturn relative to average drawdown

2.46

IBHD vs. SLV - Sharpe Ratio Comparison


Loading charts...

Drawdowns

IBHD vs. SLV - Drawdown Comparison


Loading charts...

Drawdown Indicators


IBHDSLVDifference

Max Drawdown

Largest peak-to-trough decline

-76.28%

Max Drawdown (1Y)

Largest decline over 1 year

-50.97%

Max Drawdown (3Y)

Largest decline over 3 years

-50.97%

Max Drawdown (5Y)

Largest decline over 5 years

-50.97%

Max Drawdown (10Y)

Largest decline over 10 years

-50.97%

Current Drawdown

Current decline from peak

-48.91%

Average Drawdown

Average peak-to-trough decline

-44.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.40%

Volatility

IBHD vs. SLV - Volatility Comparison


Loading charts...

Volatility by Period


IBHDSLVDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.31%

Volatility (6M)

Calculated over the trailing 6-month period

57.38%

Volatility (1Y)

Calculated over the trailing 1-year period

61.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.14%

IBHD vs. SLV - Expense Ratio Comparison

IBHD has a 0.35% expense ratio, which is lower than SLV's 0.50% expense ratio.


Dividends

IBHD vs. SLV - Dividend Comparison

Neither IBHD nor SLV has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, IBHD is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBHD is cheaper with a 0.35% expense ratio, compared with 0.50% for SLV.

IBHD and SLV have nearly identical dividend yields, around 0.00%.

IBHD is categorized as High Yield Bonds, while SLV is Silver. IBHD tracks Bloomberg 2024 Term High Yield and Income Index, while SLV tracks LBMA Silver Price. Their fees differ too: 0.35% for IBHD and 0.50% for SLV.

Portfolio Optimizer

Find the right allocation for IBHD 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