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SLV vs. NRJL.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SLV vs. NRJL.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Silver Trust (SLV) and Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist (NRJL.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SLV is traded in USD, while NRJL.L is traded in GBP. To make them comparable, the NRJL.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SLV achieves a -17.00% return, which is significantly lower than NRJL.L's 36.22% return. Over the past 10 years, SLV has outperformed NRJL.L with an annualized return of 11.05%, while NRJL.L has yielded a comparatively lower 9.77% annualized return.


SLV

1D
1.50%
1M
-21.75%
YTD
-17.00%
6M
-22.48%
1Y
62.97%
3Y*
36.79%
5Y*
17.27%
10Y*
11.05%

NRJL.L

1D
2.10%
1M
-1.77%
YTD
36.22%
6M
35.32%
1Y
72.67%
3Y*
12.73%
5Y*
2.12%
10Y*
9.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SLV vs. NRJL.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SLV
iShares Silver Trust
-17.00%144.66%20.89%-1.09%2.37%-12.45%47.30%14.88%-9.19%5.82%
NRJL.L
Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist
36.22%45.70%-13.04%-18.80%-18.49%-6.26%37.17%53.22%-12.97%26.13%

Correlation

The correlation between SLV and NRJL.L is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.40

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

0.33

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

0.33

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

0.25

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2009

0.24

The correlation between SLV and NRJL.L shifts across timeframes, from 0.24 (all time) to 0.40 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SLV vs. NRJL.L — Risk / Return Rank

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

SLV
SLV Risk / Return Rank: 3030
Overall Rank
SLV Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
SLV Sortino Ratio Rank: 2828
Sortino Ratio Rank
SLV Omega Ratio Rank: 3939
Omega Ratio Rank
SLV Calmar Ratio Rank: 2727
Calmar Ratio Rank
SLV Martin Ratio Rank: 2323
Martin Ratio Rank

NRJL.L
NRJL.L Risk / Return Rank: 9696
Overall Rank
NRJL.L Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
NRJL.L Sortino Ratio Rank: 9595
Sortino Ratio Rank
NRJL.L Omega Ratio Rank: 9595
Omega Ratio Rank
NRJL.L Calmar Ratio Rank: 9696
Calmar Ratio Rank
NRJL.L Martin Ratio Rank: 9696
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. NRJL.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Silver Trust (SLV) and Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist (NRJL.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SLVNRJL.LDifference
Sharpe ratioReturn per unit of total volatility

-2.22

Sortino ratioReturn per unit of downside risk

-2.43

Omega ratioGain probability vs. loss probability

1.23

1.53

-0.30

Calmar ratioReturn relative to maximum drawdown

1.24

6.92

-5.67

Martin ratioReturn relative to average drawdown

2.74

22.97

-20.22

SLV vs. NRJL.L - Sharpe Ratio Comparison

The current SLV Sharpe Ratio is 1.04, which is lower than the NRJL.L Sharpe Ratio of 3.26. The chart below compares the historical Sharpe Ratios of SLV and NRJL.L, 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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Drawdowns

SLV vs. NRJL.L - Drawdown Comparison

The maximum SLV drawdown since its inception was -76.28%, which is greater than NRJL.L's maximum drawdown of -57.04%. Use the drawdown chart below to compare losses from any high point for SLV and NRJL.L.


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Drawdown Indicators


SLVNRJL.LDifference

Max Drawdown

Largest peak-to-trough decline

-76.28%

-57.04%

-19.24%

Max Drawdown (1Y)

Largest decline over 1 year

-50.97%

-10.45%

-40.52%

Max Drawdown (3Y)

Largest decline over 3 years

-50.97%

-39.74%

-11.23%

Max Drawdown (5Y)

Largest decline over 5 years

-50.97%

-56.16%

+5.19%

Max Drawdown (10Y)

Largest decline over 10 years

-50.97%

-57.04%

+6.07%

Current Drawdown

Current decline from peak

-49.37%

-3.29%

-46.08%

Average Drawdown

Average peak-to-trough decline

-44.66%

-28.42%

-16.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.01%

3.15%

+19.86%

Volatility

SLV vs. NRJL.L - Volatility Comparison

iShares Silver Trust (SLV) has a higher volatility of 15.67% compared to Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist (NRJL.L) at 9.76%. This indicates that SLV's price experiences larger fluctuations and is considered to be riskier than NRJL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SLVNRJL.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.67%

9.76%

+5.91%

Volatility (6M)

Calculated over the trailing 6-month period

58.87%

18.71%

+40.16%

Volatility (1Y)

Calculated over the trailing 1-year period

60.75%

22.20%

+38.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.74%

24.34%

+12.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.12%

23.74%

+8.38%

SLV vs. NRJL.L - Expense Ratio Comparison

SLV has a 0.50% expense ratio, which is lower than NRJL.L's 0.60% expense ratio.


Dividends

SLV vs. NRJL.L - Dividend Comparison

SLV has not paid dividends to shareholders, while NRJL.L's dividend yield for the trailing twelve months is around 0.30%.


PositionTTM202520242023202220212020201920182017
NRJL.L
Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist
0.30%0.42%0.73%0.77%0.24%0.32%0.70%1.02%0.59%0.79%
SLV
iShares Silver Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SLV and NRJL.L have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SLV is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SLV is cheaper with a 0.50% expense ratio, compared with 0.60% for NRJL.L.

SLV is categorized as Silver, while NRJL.L is Energy Equities. SLV tracks LBMA Silver Price, while NRJL.L tracks S&P Global Clean Energy TR USD. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.50% for SLV and 0.60% for NRJL.L.

Portfolio Optimizer

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