SMPNY vs. SIVR

Last updated Jun 5, 2026

SMPNY (Sompo Holdings Inc ADR) is a stock, while SIVR (abrdn Physical Silver Shares ETF) is Silver fund tracking the LBMA Silver Price ($/ozt). Over the past 5 years, SMPNY returned 23.04%/yr vs 21.28%/yr for SIVR. At a 0.13 correlation, their price movements are largely independent.

Performance

SMPNY vs. SIVR - Performance Comparison

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

Returns By Period

In the year-to-date period, SMPNY achieves a 7.16% return, which is significantly higher than SIVR's 4.05% return.

SMPNY

• 1D: -0.60%
• 1M: -0.28%
• YTD: 7.16%
• 6M: 10.92%
• 1Y: 20.00%
• 3Y*: 38.68%
• 5Y*: 23.04%
• 10Y*: —

SIVR

• 1D: 1.16%
• 1M: 1.60%
• YTD: 4.05%
• 6M: 29.45%
• 1Y: 114.25%
• 3Y*: 46.03%
• 5Y*: 21.28%
• 10Y*: 15.87%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SMPNY vs. SIVR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SMPNY Sompo Holdings Inc ADR	7.16%	30.07%	65.00%	12.88%	3.41%	13.57%	-6.63%	10.20%	-11.88%
SIVR abrdn Physical Silver Shares ETF	4.05%	145.34%	21.08%	-0.91%	2.59%	-12.33%	47.52%	15.17%	5.32%

Correlation

The correlation between SMPNY and SIVR is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.20
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.15
Correlation (All Time) Calculated using the full available price history since Oct 16, 2018	0.13

Return for Risk

SMPNY vs. SIVR — Risk / Return Rank

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

SMPNY

SMPNY Risk / Return Rank: 64
SMPNY Sharpe Ratio Rank: 64
SMPNY Sortino Ratio Rank: 56
SMPNY Omega Ratio Rank: 56
SMPNY Calmar Ratio Rank: 70
SMPNY Martin Ratio Rank: 71

SIVR

SIVR Risk / Return Rank: 51
SIVR Sharpe Ratio Rank: 59
SIVR Sortino Ratio Rank: 42
SIVR Omega Ratio Rank: 60
SIVR Calmar Ratio Rank: 56
SIVR Martin Ratio Rank: 38

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.

SMPNY vs. SIVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sompo Holdings Inc ADR (SMPNY) 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.

	SMPNY	SIVR	Difference
Sharpe ratio: Return per unit of total volatility	0.72	1.95	-1.24
Sortino ratio: Return per unit of downside risk	1.10	2.11	-1.00
Omega ratio: Gain probability vs. loss probability	1.14	1.36	-0.22
Calmar ratio: Return relative to maximum drawdown	1.57	2.71	-1.14
Martin ratio: Return relative to average drawdown	3.93	5.80	-1.86
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SMPNY vs. SIVR - Sharpe Ratio Comparison

The current SMPNY Sharpe Ratio is 0.72, which is lower than the SIVR Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of SMPNY 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.

Sharpe Ratios by Period

	SMPNY	SIVR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.72	1.95	-1.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.75	0.59	+0.16
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.50	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.32	+0.14

Drawdowns

SMPNY vs. SIVR - Drawdown Comparison

The maximum SMPNY drawdown since its inception was -43.80%, smaller than the maximum SIVR drawdown of -75.85%. Use the drawdown chart below to compare losses from any high point for SMPNY and SIVR.

Drawdown Indicators

	SMPNY	SIVR	Difference
Max Drawdown Largest peak-to-trough decline	-43.80%	-75.85%	+32.05%
Max Drawdown (1Y) Largest decline over 1 year	-12.82%	-42.42%	+29.60%
Max Drawdown (3Y) Largest decline over 3 years	-17.52%	-42.42%	+24.90%
Max Drawdown (5Y) Largest decline over 5 years	-22.06%	-42.42%	+20.36%
Max Drawdown (10Y) Largest decline over 10 years	—	-42.42%	—
Current Drawdown Current decline from peak	-9.99%	-36.52%	+26.53%
Average Drawdown Average peak-to-trough decline	-9.00%	-47.85%	+38.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.10%	19.78%	-14.68%

Volatility

SMPNY vs. SIVR - Volatility Comparison

The current volatility for Sompo Holdings Inc ADR (SMPNY) is 12.93%, while abrdn Physical Silver Shares ETF (SIVR) has a volatility of 16.32%. This indicates that SMPNY 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.

Volatility by Period

	SMPNY	SIVR	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.93%	16.32%	-3.39%
Volatility (6M) Calculated over the trailing 6-month period	21.24%	58.30%	-37.06%
Volatility (1Y) Calculated over the trailing 1-year period	27.99%	58.84%	-30.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.86%	36.17%	-5.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.36%	31.86%	+7.50%

Dividends

SMPNY vs. SIVR - Dividend Comparison

Neither SMPNY nor SIVR has paid dividends to shareholders.

Position	TTM	2025	2024	2023
SIVR abrdn Physical Silver Shares ETF	0.00%	0.00%	0.00%	0.00%
SMPNY Sompo Holdings Inc ADR	0.00%	1.55%	1.41%	2.09%

Frequently Asked Questions

Can I hold both SMPNY and SIVR in my portfolio?

SMPNY and SIVR have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SMPNY or SIVR?

SIVR has higher volatility (16.32%) compared to SMPNY (12.93%). In terms of maximum drawdown, SMPNY dropped -43.80% vs SIVR's -75.85%.

Which has better risk-adjusted returns?

SIVR currently has the higher Sharpe Ratio (1.95 vs 0.72), 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.