SIVR vs. IAUM
Compare and contrast key facts about Aberdeen Standard Physical Silver Shares ETF (SIVR) and iShares Gold Trust Micro ETF of Benef Interest (IAUM).
SIVR and IAUM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SIVR is a passively managed fund by Abrdn Plc that tracks the performance of the LBMA Silver Price ($/ozt). It was launched on Jul 24, 2009. IAUM is a passively managed fund by iShares that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Jun 15, 2021. Both SIVR and IAUM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIVR or IAUM.
Key characteristics
| SIVR | IAUM | |
|---|---|---|
| YTD Return | 27.01% | 24.66% |
| 1Y Return | 30.68% | 31.02% |
| 3Y Return (Ann) | 5.84% | 11.26% |
| Sharpe Ratio | 1.13 | 2.20 |
| Sortino Ratio | 1.70 | 2.92 |
| Omega Ratio | 1.21 | 1.38 |
| Calmar Ratio | 0.63 | 4.20 |
| Martin Ratio | 4.71 | 13.93 |
| Ulcer Index | 7.49% | 2.31% |
| Daily Std Dev | 31.36% | 14.65% |
| Max Drawdown | -75.85% | -20.87% |
| Current Drawdown | -40.00% | -7.66% |
Correlation
The correlation between SIVR and IAUM is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SIVR vs. IAUM - Performance Comparison
In the year-to-date period, SIVR achieves a 27.01% return, which is significantly higher than IAUM's 24.66% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SIVR vs. IAUM - Expense Ratio Comparison
SIVR has a 0.30% expense ratio, which is higher than IAUM's 0.15% expense ratio.
Risk-Adjusted Performance
SIVR vs. IAUM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen Standard Physical Silver Shares ETF (SIVR) and iShares Gold Trust Micro ETF of Benef Interest (IAUM). 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.
Dividends
SIVR vs. IAUM - Dividend Comparison
Neither SIVR nor IAUM has paid dividends to shareholders.
Drawdowns
SIVR vs. IAUM - Drawdown Comparison
The maximum SIVR drawdown since its inception was -75.85%, which is greater than IAUM's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for SIVR and IAUM. For additional features, visit the drawdowns tool.
Volatility
SIVR vs. IAUM - Volatility Comparison
Aberdeen Standard Physical Silver Shares ETF (SIVR) has a higher volatility of 10.81% compared to iShares Gold Trust Micro ETF of Benef Interest (IAUM) at 5.36%. This indicates that SIVR's price experiences larger fluctuations and is considered to be riskier than IAUM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.