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IWFH vs. SLV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWFH vs. SLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Virtual Work and Life Multisector ETF (IWFH) and iShares Silver Trust (SLV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IWFH

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

SLV

1D
-8.08%
1M
-12.21%
YTD
-4.42%
6M
16.28%
1Y
89.74%
3Y*
41.68%
5Y*
19.02%
10Y*
14.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWFH vs. SLV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
IWFH
iShares Virtual Work and Life Multisector ETF
0.00%0.00%-7.41%17.42%-39.32%-25.56%15.64%
SLV
iShares Silver Trust
-4.42%144.66%20.89%-1.09%2.37%-12.45%11.23%

Correlation

The correlation between IWFH and SLV is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.18

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

0.18

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2020

0.19

IWFH vs. SLV - Sectors Allocation Comparison


Sectors
IWFH
SLV

Technology

43.2%

-

Communication Services

31.6%

-

Consumer Cyclical

9.9%

-

Healthcare

9.1%

-

Consumer Defensive

6.3%

-

Basic Materials

-

100.0%

Energy

-

-

Financial Services

-

-

Industrials

-

-

Real Estate

-

-

Utilities

-

-

Technology

IWFH
43.2%
SLV

-

Communication Services

IWFH
31.6%
SLV

-

Consumer Cyclical

IWFH
9.9%
SLV

-

Healthcare

IWFH
9.1%
SLV

-

Consumer Defensive

IWFH
6.3%
SLV

-

Basic Materials

IWFH

-

SLV
100.0%

Energy

IWFH

-

SLV

-

Financial Services

IWFH

-

SLV

-

Industrials

IWFH

-

SLV

-

Real Estate

IWFH

-

SLV

-

Utilities

IWFH

-

SLV

-

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Return for Risk

IWFH vs. SLV — Risk / Return Rank

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

IWFH

SLV
SLV Risk / Return Rank: 4141
Overall Rank
SLV Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
SLV Sortino Ratio Rank: 3535
Sortino Ratio Rank
SLV Omega Ratio Rank: 5050
Omega Ratio Rank
SLV Calmar Ratio Rank: 4444
Calmar Ratio Rank
SLV Martin Ratio Rank: 3131
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.

IWFH vs. SLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Virtual Work and Life Multisector ETF (IWFH) 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.


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

IWFH vs. SLV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IWFHSLVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

Drawdowns

IWFH vs. SLV - Drawdown Comparison


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Drawdown Indicators


IWFHSLVDifference

Max Drawdown

Largest peak-to-trough decline

-76.28%

Max Drawdown (1Y)

Largest decline over 1 year

-42.45%

Max Drawdown (3Y)

Largest decline over 3 years

-42.45%

Max Drawdown (5Y)

Largest decline over 5 years

-42.45%

Max Drawdown (10Y)

Largest decline over 10 years

-42.81%

Current Drawdown

Current decline from peak

-41.70%

Average Drawdown

Average peak-to-trough decline

-44.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.98%

Volatility

IWFH vs. SLV - Volatility Comparison


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Volatility by Period


IWFHSLVDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.11%

Volatility (6M)

Calculated over the trailing 6-month period

58.94%

Volatility (1Y)

Calculated over the trailing 1-year period

59.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.94%

IWFH vs. SLV - Expense Ratio Comparison

IWFH has a 0.47% expense ratio, which is lower than SLV's 0.50% expense ratio.


Dividends

IWFH vs. SLV - Dividend Comparison

Neither IWFH nor SLV has paid dividends to shareholders.


PositionTTM202520242023202220212020
IWFH
iShares Virtual Work and Life Multisector ETF
0.00%0.00%0.05%1.83%0.31%0.00%0.18%
SLV
iShares Silver Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IWFH and SLV have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IWFH is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IWFH is cheaper with a 0.47% expense ratio, compared with 0.50% for SLV.

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

IWFH is categorized as Technology Equities, while SLV is Silver. IWFH tracks NYSE FactSet Global Virtual Work and Life Index, while SLV tracks LBMA Silver Price. Their fees differ too: 0.47% for IWFH and 0.50% for SLV.

Portfolio Optimizer

Find the right allocation for IWFH 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.

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