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SLV vs. AGG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SLV vs. AGG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Silver Trust (SLV) and iShares Core U.S. Aggregate Bond ETF (AGG). The values are adjusted to include any dividend payments, if applicable.

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SLV vs. AGG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SLV
iShares Silver Trust
5.77%144.66%20.89%-1.09%2.37%-12.45%47.30%14.88%-9.19%5.82%
AGG
iShares Core U.S. Aggregate Bond ETF
0.02%7.19%1.31%5.65%-13.02%-1.77%7.48%8.46%0.09%3.55%

Returns By Period

In the year-to-date period, SLV achieves a 5.77% return, which is significantly higher than AGG's 0.02% return. Over the past 10 years, SLV has outperformed AGG with an annualized return of 16.87%, while AGG has yielded a comparatively lower 1.66% annualized return.


SLV

1D
7.27%
1M
-19.83%
YTD
5.77%
6M
60.82%
1Y
119.88%
3Y*
45.50%
5Y*
24.10%
10Y*
16.87%

AGG

1D
0.23%
1M
-1.79%
YTD
0.02%
6M
0.97%
1Y
4.36%
3Y*
3.59%
5Y*
0.23%
10Y*
1.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SLV vs. AGG - Expense Ratio Comparison

SLV has a 0.50% expense ratio, which is higher than AGG's 0.03% expense ratio.


Return for Risk

SLV vs. AGG — Risk / Return Rank

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

SLV
SLV Risk / Return Rank: 8989
Overall Rank
SLV Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
SLV Sortino Ratio Rank: 8686
Sortino Ratio Rank
SLV Omega Ratio Rank: 9292
Omega Ratio Rank
SLV Calmar Ratio Rank: 9090
Calmar Ratio Rank
SLV Martin Ratio Rank: 8383
Martin Ratio Rank

AGG
AGG Risk / Return Rank: 6060
Overall Rank
AGG Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
AGG Sortino Ratio Rank: 5858
Sortino Ratio Rank
AGG Omega Ratio Rank: 5050
Omega Ratio Rank
AGG Calmar Ratio Rank: 7474
Calmar Ratio Rank
AGG Martin Ratio Rank: 5757
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.

SLV vs. AGG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Silver Trust (SLV) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.


SLVAGGDifference

Sharpe ratio

Return per unit of total volatility

2.11

1.00

+1.11

Sortino ratio

Return per unit of downside risk

2.20

1.42

+0.78

Omega ratio

Gain probability vs. loss probability

1.39

1.18

+0.21

Calmar ratio

Return relative to maximum drawdown

2.82

1.81

+1.01

Martin ratio

Return relative to average drawdown

8.79

5.07

+3.72

SLV vs. AGG - Sharpe Ratio Comparison

The current SLV Sharpe Ratio is 2.11, which is higher than the AGG Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of SLV and AGG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SLVAGGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.11

1.00

+1.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.04

+0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.31

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.59

-0.34

Correlation

The correlation between SLV and AGG is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SLV vs. AGG - Dividend Comparison

SLV has not paid dividends to shareholders, while AGG's dividend yield for the trailing twelve months is around 3.93%.


TTM20252024202320222021202020192018201720162015
SLV
iShares Silver Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AGG
iShares Core U.S. Aggregate Bond ETF
3.93%3.89%3.74%3.13%2.39%1.77%2.14%2.70%2.72%2.32%2.39%2.45%

Drawdowns

SLV vs. AGG - Drawdown Comparison

The maximum SLV drawdown since its inception was -76.28%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for SLV and AGG.


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Drawdown Indicators


SLVAGGDifference

Max Drawdown

Largest peak-to-trough decline

-76.28%

-18.43%

-57.85%

Max Drawdown (1Y)

Largest decline over 1 year

-42.45%

-2.52%

-39.93%

Max Drawdown (5Y)

Largest decline over 5 years

-42.45%

-17.82%

-24.63%

Max Drawdown (10Y)

Largest decline over 10 years

-42.81%

-18.43%

-24.38%

Current Drawdown

Current decline from peak

-35.47%

-2.36%

-33.11%

Average Drawdown

Average peak-to-trough decline

-44.76%

-2.71%

-42.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.63%

0.90%

+12.73%

Volatility

SLV vs. AGG - Volatility Comparison

iShares Silver Trust (SLV) has a higher volatility of 18.91% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.66%. This indicates that SLV's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SLVAGGDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.91%

1.66%

+17.25%

Volatility (6M)

Calculated over the trailing 6-month period

57.27%

2.55%

+54.72%

Volatility (1Y)

Calculated over the trailing 1-year period

57.07%

4.37%

+52.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.28%

6.07%

+29.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.36%

5.39%

+25.97%