SGBX.L vs. SLVI.L
SGBX.L (WisdomTree Physical Swiss Gold) and SLVI.L (IncomeShares Silver+ Yield ETP) are both exchange-traded funds - SGBX.L is a Precious Metals fund tracking the Gold, while SLVI.L is a Silver fund actively managed by IncomeShares. SGBX.L is passively managed, while SLVI.L is actively managed. A 0.67 correlation means they provide meaningful diversification when combined. SGBX.L charges 0.15%/yr vs 0.35%/yr for SLVI.L.
Performance
SGBX.L vs. SLVI.L - Performance Comparison
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Different Trading Currencies
SGBX.L is traded in GBp, while SLVI.L is traded in USD. To make them comparable, the SLVI.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, SGBX.L achieves a 3.86% return, which is significantly higher than SLVI.L's -2.81% return.
SGBX.L
- 1D
- 0.68%
- 1M
- -3.57%
- YTD
- 3.86%
- 6M
- 5.03%
- 1Y
- 34.31%
- 3Y*
- 28.08%
- 5Y*
- 19.84%
- 10Y*
- —
SLVI.L
- 1D
- 0.45%
- 1M
- 1.06%
- YTD
- -2.81%
- 6M
- 16.60%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SGBX.L vs. SLVI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGBX.L WisdomTree Physical Swiss Gold | 3.86% | 33.32% |
SLVI.L IncomeShares Silver+ Yield ETP | -2.84% | 76.34% |
Correlation
The correlation between SGBX.L and SLVI.L is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 1, 2025 | 0.67 |
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Return for Risk
SGBX.L vs. SLVI.L — Risk / Return Rank
SGBX.L
SLVI.L
SGBX.L vs. SLVI.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Swiss Gold (SGBX.L) and IncomeShares Silver+ Yield ETP (SLVI.L). 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.
| SGBX.L | SLVI.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.29 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | — | — |
| Martin ratioReturn relative to average drawdown | 4.94 | — | — |
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
| SGBX.L | SLVI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.23 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 1.57 | -0.66 |
Drawdowns
SGBX.L vs. SLVI.L - Drawdown Comparison
The maximum SGBX.L drawdown since its inception was -22.29%, smaller than the maximum SLVI.L drawdown of -35.73%. Use the drawdown chart below to compare losses from any high point for SGBX.L and SLVI.L.
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Drawdown Indicators
| SGBX.L | SLVI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.29% | -35.73% | +13.44% |
Max Drawdown (1Y)Largest decline over 1 year | -18.07% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -18.07% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.07% | — | — |
Current DrawdownCurrent decline from peak | -16.26% | -32.25% | +15.99% |
Average DrawdownAverage peak-to-trough decline | -6.07% | -11.40% | +5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.76% | — | — |
Volatility
SGBX.L vs. SLVI.L - Volatility Comparison
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Volatility by Period
| SGBX.L | SLVI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 19.94% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.13% | 50.00% | -26.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 50.00% | -33.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.17% | 50.00% | -34.83% |
SGBX.L vs. SLVI.L - Expense Ratio Comparison
SGBX.L has a 0.15% expense ratio, which is lower than SLVI.L's 0.35% expense ratio.
Dividends
SGBX.L vs. SLVI.L - Dividend Comparison
SGBX.L has not paid dividends to shareholders, while SLVI.L's dividend yield for the trailing twelve months is around 0.11%.
| Position | TTM | 2025 |
|---|---|---|
SGBX.L WisdomTree Physical Swiss Gold | 0.00% | 0.00% |
SLVI.L IncomeShares Silver+ Yield ETP | 0.11% | 0.02% |
Frequently Asked Questions
SGBX.L and SLVI.L have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SGBX.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SGBX.L is cheaper with a 0.15% expense ratio, compared with 0.35% for SLVI.L.
SGBX.L is categorized as Precious Metals, while SLVI.L is Silver. They also come from different issuers: WisdomTree and IncomeShares. Their fees differ too: 0.15% for SGBX.L and 0.35% for SLVI.L.
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