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SGOL vs. SIVR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGOL vs. SIVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Physical Gold Shares ETF (SGOL) and abrdn Physical Silver Shares ETF (SIVR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with SGOL having a 2.97% return and SIVR slightly lower at 2.85%. Over the past 10 years, SGOL has underperformed SIVR with an annualized return of 13.32%, while SIVR has yielded a comparatively higher 15.77% annualized return.


SGOL

1D
-0.98%
1M
-1.67%
YTD
2.97%
6M
5.51%
1Y
32.27%
3Y*
31.36%
5Y*
18.40%
10Y*
13.32%

SIVR

1D
-2.62%
1M
0.42%
YTD
2.85%
6M
24.90%
1Y
110.95%
3Y*
45.38%
5Y*
21.00%
10Y*
15.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGOL vs. SIVR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SGOL
abrdn Physical Gold Shares ETF
2.97%63.99%26.90%12.99%-0.51%-3.94%25.03%18.21%-1.94%12.86%
SIVR
abrdn Physical Silver Shares ETF
2.85%145.34%21.08%-0.91%2.59%-12.33%47.52%15.17%-8.96%5.97%

Correlation

The correlation between SGOL and SIVR is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.75

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

0.75

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

0.76

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

0.76

Correlation (All Time)
Calculated using the full available price history since Sep 10, 2009

0.78

The correlation between SGOL and SIVR has been stable across timeframes, ranging from 0.75 to 0.78 - a consistent structural relationship.

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Return for Risk

SGOL vs. SIVR — Risk / Return Rank

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

SGOL
SGOL Risk / Return Rank: 3232
Overall Rank
SGOL Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SGOL Sortino Ratio Rank: 2929
Sortino Ratio Rank
SGOL Omega Ratio Rank: 3636
Omega Ratio Rank
SGOL Calmar Ratio Rank: 3434
Calmar Ratio Rank
SGOL Martin Ratio Rank: 2929
Martin Ratio Rank

SIVR
SIVR Risk / Return Rank: 4848
Overall Rank
SIVR Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SIVR Sortino Ratio Rank: 3939
Sortino Ratio Rank
SIVR Omega Ratio Rank: 5656
Omega Ratio Rank
SIVR Calmar Ratio Rank: 5252
Calmar Ratio Rank
SIVR Martin Ratio Rank: 3636
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.

SGOL vs. SIVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Physical Gold Shares ETF (SGOL) and abrdn Physical Silver Shares ETF (SIVR). 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.


SGOLSIVRDifference
Sharpe ratioReturn per unit of total volatility

-0.66

Sortino ratioReturn per unit of downside risk

-0.44

Omega ratioGain probability vs. loss probability

1.25

1.35

-0.11

Calmar ratioReturn relative to maximum drawdown

1.69

2.63

-0.94

Martin ratioReturn relative to average drawdown

4.20

5.67

-1.47

SGOL vs. SIVR - Sharpe Ratio Comparison

The current SGOL Sharpe Ratio is 1.23, which is lower than the SIVR Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of SGOL and SIVR, 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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Sharpe Ratios by Period


SGOLSIVRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

1.90

-0.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.03

0.58

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.50

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.32

+0.23

Drawdowns

SGOL vs. SIVR - Drawdown Comparison

The maximum SGOL drawdown since its inception was -45.51%, smaller than the maximum SIVR drawdown of -75.85%. Use the drawdown chart below to compare losses from any high point for SGOL and SIVR.


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Drawdown Indicators


SGOLSIVRDifference

Max Drawdown

Largest peak-to-trough decline

-45.51%

-75.85%

+30.34%

Max Drawdown (1Y)

Largest decline over 1 year

-19.14%

-42.42%

+23.28%

Max Drawdown (3Y)

Largest decline over 3 years

-19.14%

-42.42%

+23.28%

Max Drawdown (5Y)

Largest decline over 5 years

-20.92%

-42.42%

+21.50%

Max Drawdown (10Y)

Largest decline over 10 years

-21.56%

-42.42%

+20.86%

Current Drawdown

Current decline from peak

-17.72%

-37.25%

+19.53%

Average Drawdown

Average peak-to-trough decline

-18.41%

-47.85%

+29.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.71%

19.64%

-11.93%

Volatility

SGOL vs. SIVR - Volatility Comparison

The current volatility for abrdn Physical Gold Shares ETF (SGOL) is 5.46%, while abrdn Physical Silver Shares ETF (SIVR) has a volatility of 16.28%. This indicates that SGOL experiences smaller price fluctuations and is considered to be less risky than SIVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGOLSIVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

16.28%

-10.82%

Volatility (6M)

Calculated over the trailing 6-month period

22.93%

58.30%

-35.37%

Volatility (1Y)

Calculated over the trailing 1-year period

26.33%

58.84%

-32.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.89%

36.17%

-18.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.91%

31.87%

-15.96%

SGOL vs. SIVR - Expense Ratio Comparison

SGOL has a 0.17% expense ratio, which is lower than SIVR's 0.30% expense ratio.


Dividends

SGOL vs. SIVR - Dividend Comparison

Neither SGOL nor SIVR has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SGOL and SIVR have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SIVR has higher volatility (16.28%) compared to SGOL (5.46%). In terms of maximum drawdown, SGOL dropped -45.51% vs SIVR's -75.85%.

On 10-year performance, SIVR leads with 15.77% vs 13.32% for SGOL. On fees, SGOL is cheaper at 0.17% per year. On volatility, SGOL has been the lower-risk option at 5.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SIVR has performed better with a 15.77% return vs 13.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOL is cheaper with a 0.17% expense ratio, compared with 0.30% for SIVR.

SGOL and SIVR have nearly identical dividend yields, around 0.00%.

SGOL is categorized as Precious Metals, while SIVR is Silver. SGOL tracks LBMA Gold Price PM ($/ozt), while SIVR tracks LBMA Silver Price ($/ozt). Their fees differ too: 0.17% for SGOL and 0.30% for SIVR.

SIVR currently has the higher Sharpe Ratio (1.90 vs 1.23), 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

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