XJR vs. SLV
XJR (iShares ESG Screened S&P Small-Cap ETF) and SLV (iShares Silver Trust) are both exchange-traded funds - XJR is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 Sustainability Screened Index, while SLV is a Silver fund tracking the LBMA Silver Price. Both are passively managed. Over the past 5 years, XJR returned 6.15%/yr vs 18.31%/yr for SLV. At a 0.21 correlation, their price movements are largely independent. XJR charges 0.12%/yr vs 0.50%/yr for SLV.
Performance
XJR vs. SLV - Performance Comparison
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Returns By Period
In the year-to-date period, XJR achieves a 19.44% return, which is significantly higher than SLV's -13.49% return.
XJR
- 1D
- -0.38%
- 1M
- 4.96%
- YTD
- 19.44%
- 6M
- 17.14%
- 1Y
- 32.21%
- 3Y*
- 16.10%
- 5Y*
- 6.15%
- 10Y*
- —
SLV
- 1D
- -5.40%
- 1M
- -18.48%
- YTD
- -13.49%
- 6M
- -14.05%
- 1Y
- 69.08%
- 3Y*
- 39.38%
- 5Y*
- 18.31%
- 10Y*
- 12.68%
XJR vs. SLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XJR iShares ESG Screened S&P Small-Cap ETF | 19.44% | 4.73% | 9.59% | 16.39% | -17.30% | 24.96% | 35.61% |
SLV iShares Silver Trust | -13.49% | 144.66% | 20.89% | -1.09% | 2.37% | -12.45% | 16.06% |
Correlation
The correlation between XJR and SLV is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 2020 | 0.21 |
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Return for Risk
XJR vs. SLV — Risk / Return Rank
XJR
SLV
XJR vs. SLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P Small-Cap ETF (XJR) and iShares Silver Trust (SLV). 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.
| XJR | SLV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | 1.47 | +1.96 |
| Martin ratioReturn relative to average drawdown | 11.11 | 3.16 | +7.95 |
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Drawdowns
XJR vs. SLV - Drawdown Comparison
The maximum XJR drawdown since its inception was -27.14%, smaller than the maximum SLV drawdown of -76.28%. Use the drawdown chart below to compare losses from any high point for XJR and SLV.
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Drawdown Indicators
| XJR | SLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -76.28% | +49.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | -47.23% | +37.80% |
Max Drawdown (3Y)Largest decline over 3 years | -27.14% | -47.23% | +20.09% |
Max Drawdown (5Y)Largest decline over 5 years | -27.14% | -47.23% | +20.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.23% | — |
Current DrawdownCurrent decline from peak | -0.38% | -47.23% | +46.85% |
Average DrawdownAverage peak-to-trough decline | -9.39% | -44.65% | +35.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 21.91% | -19.00% |
Volatility
XJR vs. SLV - Volatility Comparison
The current volatility for iShares ESG Screened S&P Small-Cap ETF (XJR) is 5.13%, while iShares Silver Trust (SLV) has a volatility of 14.34%. This indicates that XJR experiences smaller price fluctuations and is considered to be less risky than SLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XJR | SLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 14.34% | -9.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 59.27% | -46.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 60.33% | -42.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 36.59% | -15.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.70% | 32.09% | -10.39% |
XJR vs. SLV - Expense Ratio Comparison
XJR has a 0.12% expense ratio, which is lower than SLV's 0.50% expense ratio.
Dividends
XJR vs. SLV - Dividend Comparison
XJR's dividend yield for the trailing twelve months is around 0.96%, while SLV has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
SLV iShares Silver Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XJR iShares ESG Screened S&P Small-Cap ETF | 0.96% | 1.14% | 1.96% | 0.92% | 1.29% | 2.00% | 0.58% |
Frequently Asked Questions
XJR and SLV have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLV has higher volatility (14.34%) compared to XJR (5.13%). In terms of maximum drawdown, XJR dropped -27.14% vs SLV's -76.28%.
On 5-year performance, SLV leads with 18.31% vs 6.15% for XJR. On fees, XJR is cheaper at 0.12% per year. On volatility, XJR has been the lower-risk option at 5.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SLV has performed better with a 18.31% return vs 6.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XJR is cheaper with a 0.12% expense ratio, compared with 0.50% for SLV.
XJR has the higher dividend yield at 0.96%, compared with 0.00% for SLV.
XJR is categorized as Small Cap Blend Equities, while SLV is Silver. XJR tracks S&P SmallCap 600 Sustainability Screened Index, while SLV tracks LBMA Silver Price. Their fees differ too: 0.12% for XJR and 0.50% for SLV.
XJR currently has the higher Sharpe Ratio (1.80 vs 1.15), 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.
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