PortfoliosLab logoPortfoliosLab logo
PSLV vs. USOY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PSLV vs. USOY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sprott Physical Silver Trust (PSLV) and Defiance Oil Enhanced Options Income ETF (USOY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PSLV achieves a -1.78% return, which is significantly lower than USOY's 62.18% return.


PSLV

1D
-2.76%
1M
-1.61%
YTD
-1.78%
6M
18.46%
1Y
100.09%
3Y*
41.73%
5Y*
18.43%
10Y*
13.97%

USOY

1D
1.45%
1M
-3.43%
YTD
62.18%
6M
59.35%
1Y
57.29%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSLV vs. USOY - Yearly Performance Comparison


2026 (YTD)20252024
PSLV
Sprott Physical Silver Trust
-1.78%145.08%1.26%
USOY
Defiance Oil Enhanced Options Income ETF
62.18%-7.93%7.27%

Correlation

The correlation between PSLV and USOY is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.12

Correlation (All Time)
Calculated using the full available price history since May 13, 2024

0.04

The correlation between PSLV and USOY shifts across timeframes, from -0.12 (1 year) to 0.04 (all time), reflecting how their relationship changes across market environments.

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

PSLV vs. USOY — Risk / Return Rank

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

PSLV
PSLV Risk / Return Rank: 7979
Overall Rank
PSLV Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
PSLV Sortino Ratio Rank: 7474
Sortino Ratio Rank
PSLV Omega Ratio Rank: 8181
Omega Ratio Rank
PSLV Calmar Ratio Rank: 7878
Calmar Ratio Rank
PSLV Martin Ratio Rank: 7676
Martin Ratio Rank

USOY
USOY Risk / Return Rank: 5656
Overall Rank
USOY Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
USOY Sortino Ratio Rank: 4646
Sortino Ratio Rank
USOY Omega Ratio Rank: 5555
Omega Ratio Rank
USOY Calmar Ratio Rank: 7878
Calmar Ratio Rank
USOY Martin Ratio Rank: 4646
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.

PSLV vs. USOY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sprott Physical Silver Trust (PSLV) and Defiance Oil Enhanced Options Income ETF (USOY). 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.


PSLVUSOYDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.33

Omega ratioGain probability vs. loss probability

1.32

1.35

-0.02

Calmar ratioReturn relative to maximum drawdown

2.48

4.03

-1.55

Martin ratioReturn relative to average drawdown

5.50

7.74

-2.24

PSLV vs. USOY - Sharpe Ratio Comparison

The current PSLV Sharpe Ratio is 1.72, which is comparable to the USOY Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of PSLV and USOY, 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...

Sharpe Ratios by Period


PSLVUSOYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.72

1.89

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.99

-0.82

Drawdowns

PSLV vs. USOY - Drawdown Comparison

The maximum PSLV drawdown since its inception was -79.38%, which is greater than USOY's maximum drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for PSLV and USOY.


Loading charts...

Drawdown Indicators


PSLVUSOYDifference

Max Drawdown

Largest peak-to-trough decline

-79.38%

-17.46%

-61.92%

Max Drawdown (1Y)

Largest decline over 1 year

-40.65%

-14.29%

-26.36%

Max Drawdown (3Y)

Largest decline over 3 years

-40.65%

Max Drawdown (5Y)

Largest decline over 5 years

-40.65%

Max Drawdown (10Y)

Largest decline over 10 years

-42.79%

Current Drawdown

Current decline from peak

-36.11%

-5.11%

-31.00%

Average Drawdown

Average peak-to-trough decline

-58.15%

-6.47%

-51.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.25%

7.42%

+10.83%

Volatility

PSLV vs. USOY - Volatility Comparison

Sprott Physical Silver Trust (PSLV) has a higher volatility of 16.57% compared to Defiance Oil Enhanced Options Income ETF (USOY) at 11.62%. This indicates that PSLV's price experiences larger fluctuations and is considered to be riskier than USOY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PSLVUSOYDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.57%

11.62%

+4.95%

Volatility (6M)

Calculated over the trailing 6-month period

57.35%

27.18%

+30.17%

Volatility (1Y)

Calculated over the trailing 1-year period

58.49%

30.44%

+28.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.64%

26.13%

+9.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.14%

26.13%

+5.01%

PSLV vs. USOY - Expense Ratio Comparison

PSLV has a 0.51% expense ratio, which is lower than USOY's 1.22% expense ratio.


Dividends

PSLV vs. USOY - Dividend Comparison

PSLV has not paid dividends to shareholders, while USOY's dividend yield for the trailing twelve months is around 54.16%.


PositionTTM20252024
PSLV
Sprott Physical Silver Trust
0.00%0.00%0.00%
USOY
Defiance Oil Enhanced Options Income ETF
54.16%104.32%48.60%

Frequently Asked Questions


PSLV and USOY have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PSLV has higher volatility (16.57%) compared to USOY (11.62%). In terms of maximum drawdown, PSLV dropped -79.38% vs USOY's -17.46%.

On 1-year performance, PSLV leads with 100.09% vs 57.29% for USOY. On fees, PSLV is cheaper at 0.51% per year. On volatility, USOY has been the lower-risk option at 11.62%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, PSLV has performed better with a 100.09% return vs 57.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PSLV is cheaper with a 0.51% expense ratio, compared with 1.22% for USOY.

USOY has the higher dividend yield at 54.16%, compared with 0.00% for PSLV.

PSLV is categorized as Silver, while USOY is Derivative Income. They also come from different issuers: Sprott and Defiance. Their fees differ too: 0.51% for PSLV and 1.22% for USOY.

USOY currently has the higher Sharpe Ratio (1.89 vs 1.72), 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 PSLV and USOY

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