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PHSP.L vs. GRID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PHSP.L vs. GRID - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in WisdomTree Physical Silver (PHSP.L) and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

PHSP.L is traded in GBp, while GRID is traded in USD. To make them comparable, the GRID values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, PHSP.L achieves a -22.02% return, which is significantly lower than GRID's 16.93% return. Over the past 10 years, PHSP.L has underperformed GRID with an annualized return of 10.07%, while GRID has yielded a comparatively higher 18.17% annualized return.


PHSP.L

1D
-0.64%
1M
-16.75%
6M
-37.43%
YTD
-22.02%
1Y
45.55%
3Y*
28.72%
5Y*
16.80%
10Y*
10.07%

GRID

1D
0.27%
1M
-7.68%
6M
11.56%
YTD
16.93%
1Y
25.08%
3Y*
18.14%
5Y*
16.07%
10Y*
18.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PHSP.L vs. GRID - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PHSP.L
WisdomTree Physical Silver
-22.02%129.68%22.85%-6.51%15.50%-12.11%40.85%12.57%-3.55%-5.67%
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
16.93%20.42%17.20%15.50%-3.65%28.86%44.47%37.37%-18.11%16.42%

Correlation

The correlation between PHSP.L and GRID is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.16

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

0.12

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Nov 17, 2009

0.12

The correlation between PHSP.L and GRID shifts across timeframes, from 0.12 (10 years) to 0.24 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

PHSP.L vs. GRID — Risk / Return Rank

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

PHSP.L
PHSP.L Risk / Return Rank: 2727
Overall Rank
PHSP.L Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
PHSP.L Sortino Ratio Rank: 3030
Sortino Ratio Rank
PHSP.L Omega Ratio Rank: 3333
Omega Ratio Rank
PHSP.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
PHSP.L Martin Ratio Rank: 2222
Martin Ratio Rank

GRID
GRID Risk / Return Rank: 4444
Overall Rank
GRID Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
GRID Sortino Ratio Rank: 3737
Sortino Ratio Rank
GRID Omega Ratio Rank: 3838
Omega Ratio Rank
GRID Calmar Ratio Rank: 5454
Calmar Ratio Rank
GRID Martin Ratio Rank: 5050
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.

PHSP.L vs. GRID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Silver (PHSP.L) and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID). 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.


PHSP.LGRIDDifference
Sharpe ratioReturn per unit of total volatility

-0.43

Sortino ratioReturn per unit of downside risk

-0.36

Omega ratioGain probability vs. loss probability

1.19

1.23

-0.04

Calmar ratioReturn relative to maximum drawdown

0.92

2.26

-1.34

Martin ratioReturn relative to average drawdown

1.96

6.97

-5.01

PHSP.L vs. GRID - Sharpe Ratio Comparison

The current PHSP.L Sharpe Ratio is 0.81, which is lower than the GRID Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of PHSP.L and GRID, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PHSP.L vs. GRID - Drawdown Comparison

The maximum PHSP.L drawdown since its inception was -70.04%, which is greater than GRID's maximum drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for PHSP.L and GRID.


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Drawdown Indicators


PHSP.LGRIDDifference

Max Drawdown

Largest peak-to-trough decline

-70.04%

-34.09%

-35.95%

Max Drawdown (1Y)

Largest decline over 1 year

-49.80%

-11.17%

-38.63%

Max Drawdown (3Y)

Largest decline over 3 years

-49.80%

-22.93%

-26.87%

Max Drawdown (5Y)

Largest decline over 5 years

-49.80%

-22.93%

-26.87%

Max Drawdown (10Y)

Largest decline over 10 years

-49.80%

-34.09%

-15.71%

Current Drawdown

Current decline from peak

-49.80%

-10.93%

-38.87%

Average Drawdown

Average peak-to-trough decline

-44.03%

-6.97%

-37.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.43%

3.61%

+19.82%

Volatility

PHSP.L vs. GRID - Volatility Comparison

WisdomTree Physical Silver (PHSP.L) has a higher volatility of 12.52% compared to First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) at 8.43%. This indicates that PHSP.L's price experiences larger fluctuations and is considered to be riskier than GRID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PHSP.LGRIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.52%

8.43%

+4.09%

Volatility (6M)

Calculated over the trailing 6-month period

50.48%

17.56%

+32.92%

Volatility (1Y)

Calculated over the trailing 1-year period

56.31%

20.36%

+35.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.72%

19.27%

+17.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.04%

21.56%

+9.48%

PHSP.L vs. GRID - Expense Ratio Comparison

PHSP.L has a 0.49% expense ratio, which is lower than GRID's 0.70% expense ratio.


Dividends

PHSP.L vs. GRID - Dividend Comparison

PHSP.L has not paid dividends to shareholders, while GRID's dividend yield for the trailing twelve months is around 0.80%.


PositionTTM20252024202320222021202020192018201720162015
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0.80%1.01%1.06%1.23%1.26%0.63%0.68%1.26%1.28%1.07%1.07%1.23%
PHSP.L
WisdomTree Physical 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


PHSP.L and GRID have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PHSP.L is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PHSP.L is cheaper with a 0.49% expense ratio, compared with 0.70% for GRID.

PHSP.L is categorized as Silver, while GRID is Alternative Energy Equities. PHSP.L tracks LBMA Silver Price, while GRID tracks Nasdaq Clean Edge Smart Grid Infrastructure Index. They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.49% for PHSP.L and 0.70% for GRID.

Portfolio Optimizer

Find the right allocation for PHSP.L and GRID

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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