IUSA.DE vs. SLVR.DE
IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) and SLVR.DE (WisdomTree Silver) are both exchange-traded funds - IUSA.DE is a S&P 500 fund tracking the S&P 500 Index, while SLVR.DE is a Silver fund tracking the Bloomberg Silver Subindex. Both are passively managed. Over the past 3 years, IUSA.DE returned 19.00%/yr vs 45.36%/yr for SLVR.DE. At a 0.20 correlation, their price movements are largely independent. IUSA.DE charges 0.07%/yr vs 0.49%/yr for SLVR.DE.
Performance
IUSA.DE vs. SLVR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSA.DE achieves a 11.42% return, which is significantly higher than SLVR.DE's 1.99% return.
IUSA.DE
- 1D
- -0.13%
- 1M
- 4.35%
- YTD
- 11.42%
- 6M
- 10.93%
- 1Y
- 25.71%
- 3Y*
- 19.00%
- 5Y*
- 14.90%
- 10Y*
- 15.16%
SLVR.DE
- 1D
- 0.14%
- 1M
- -5.05%
- YTD
- 1.99%
- 6M
- 16.61%
- 1Y
- 84.77%
- 3Y*
- 45.36%
- 5Y*
- —
- 10Y*
- —
IUSA.DE vs. SLVR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.42% | 4.84% | 32.50% | 22.60% | -7.15% |
SLVR.DE WisdomTree Silver | 1.99% | 147.57% | 21.38% | -4.72% | -10.71% |
Correlation
The correlation between IUSA.DE and SLVR.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since May 9, 2022 | 0.20 |
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Return for Risk
IUSA.DE vs. SLVR.DE — Risk / Return Rank
IUSA.DE
SLVR.DE
IUSA.DE vs. SLVR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) and WisdomTree Silver (SLVR.DE). 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.
| IUSA.DE | SLVR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.29 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 3.06 | +0.57 |
| Martin ratioReturn relative to average drawdown | 12.88 | 7.37 | +5.51 |
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
| IUSA.DE | SLVR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | 1.85 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.97 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.68 | -0.02 |
Drawdowns
IUSA.DE vs. SLVR.DE - Drawdown Comparison
The maximum IUSA.DE drawdown since its inception was -50.54%, which is greater than SLVR.DE's maximum drawdown of -31.33%. Use the drawdown chart below to compare losses from any high point for IUSA.DE and SLVR.DE.
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Drawdown Indicators
| IUSA.DE | SLVR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.54% | -31.33% | -19.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -30.51% | +23.43% |
Max Drawdown (3Y)Largest decline over 3 years | -23.34% | -30.51% | +7.17% |
Max Drawdown (5Y)Largest decline over 5 years | -23.34% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.63% | — | — |
Current DrawdownCurrent decline from peak | -0.46% | -24.02% | +23.56% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -12.66% | +5.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 12.69% | -10.69% |
Volatility
IUSA.DE vs. SLVR.DE - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) is 2.67%, while WisdomTree Silver (SLVR.DE) has a volatility of 17.06%. This indicates that IUSA.DE experiences smaller price fluctuations and is considered to be less risky than SLVR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSA.DE | SLVR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 17.06% | -14.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 41.25% | -33.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 50.34% | -38.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 38.29% | -23.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 38.29% | -22.23% |
IUSA.DE vs. SLVR.DE - Expense Ratio Comparison
IUSA.DE has a 0.07% expense ratio, which is lower than SLVR.DE's 0.49% expense ratio.
Dividends
IUSA.DE vs. SLVR.DE - Dividend Comparison
IUSA.DE's dividend yield for the trailing twelve months is around 0.99%, while SLVR.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.99% | 1.08% | 1.07% | 1.35% | 1.54% | 1.16% | 1.62% | 1.66% | 2.00% | 2.09% | 1.50% | 1.68% |
SLVR.DE WisdomTree Silver | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUSA.DE and SLVR.DE have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.DE is cheaper with a 0.07% expense ratio, compared with 0.49% for SLVR.DE.
IUSA.DE is categorized as S&P 500, while SLVR.DE is Silver. IUSA.DE tracks S&P 500 Index, while SLVR.DE tracks Bloomberg Silver Subindex. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.07% for IUSA.DE and 0.49% for SLVR.DE.
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