DSI vs SIVR

Comparison between ISHARES MSCI KLD 400 SOCIAL ETF (DSI, ETF) and abrdn Physical Silver Shares ETF (SIVR, ETF).

5-Year PerformanceSIVR has outperformed DSI, delivering a return of +25.9% compared to +13.8%

DSI vs SIVR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSI(ETF)	SIVR(ETF)
Net Assets	$5.10B	$5.10B
Expense Ratio	0.25%	0.30%
Max Drawdown	55.08%	75.85%
Sharpe Ratio	2.02	1.93
5Y Beta	1.01	0.71
P/E Ratio	30.11	N/A
Forward P/E	22.07	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	11.27%	N/A
5Y EPS CAGR	29.21%	N/A
Debt to Equity	-0.50%	N/A
P/S Ratio	3.77	N/A
P/B Ratio	6.16	N/A

Net Assets

DSI

$5.10B

SIVR

$5.10B

Expense Ratio

Winner

DSI

0.25%

SIVR

0.30%

Max Drawdown

Winner

DSI

55.08%

SIVR

75.85%

Sharpe Ratio

Winner

DSI

2.02

SIVR

1.93

5Y Beta

DSI

1.01

Winner

SIVR

0.71

P/E Ratio

DSI

30.11

SIVR

N/A

Forward P/E

DSI

22.07

SIVR

N/A

PEG Ratio

DSI

0.44

SIVR

N/A

5Y Dividends CAGR

DSI

11.27%

SIVR

N/A

5Y EPS CAGR

DSI

29.21%

SIVR

N/A

Debt to Equity

DSI

-0.50%

SIVR

N/A

P/S Ratio

DSI

3.77

SIVR

N/A

P/B Ratio

DSI

6.16

SIVR

N/A

DSI vs SIVR - Historical Returns

Returns include dividend reinvestment.

Period	DSI	SIVR
1 month	+9.80%	+14.99%
3 months	+9.28%	+16.14%
6 months	+9.11%	+62.74%
1 year	+30.71%	+165.83%
5 years(CAGR)	+13.80%	+25.93%
10 years(CAGR)	+15.41%	+17.31%
Max(CAGR)	+10.72%	+11.18%

DSI

+9.80%

Winner

SIVR

+14.99%

DSI

+9.28%

Winner

SIVR

+16.14%

DSI

+9.11%

Winner

SIVR

+62.74%

DSI

+30.71%

Winner

SIVR

+165.83%

5Y(CAGR)

DSI

+13.80%

Winner

SIVR

+25.93%

10Y(CAGR)

DSI

+15.41%

Winner

SIVR

+17.31%

Max(CAGR)

DSI

+10.72%

Winner

SIVR

+11.18%

DSI vs SIVR - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DSI	SIVR
2026	+9.06%	+19.57%
2025	+18.27%	+139.69%
2024	+23.16%	+21.78%
2023	+28.81%	-1.09%
2022	-22.06%	+4.22%
2021	+33.05%	-15.05%
2020	+19.83%	+46.33%
2019	+31.24%	+14.85%
2018	-4.65%	-10.21%
2017	+19.92%	+3.64%
2016	+12.30%	+14.97%
2015	+0.37%	-12.68%
2014	+13.49%	-21.75%
2013	+32.39%	-37.32%
2012	+11.24%	+2.14%
2011	+0.54%	-9.98%
2010	+9.95%	+75.20%
2009	+27.31%	+21.19%
2008	-33.72%	N/A
2007	+3.37%	N/A
2006	+1.39%	N/A

DSI vs SIVR Drawdown Comparison

The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.

The maximum drawdown for SIVR was -75.85%, occurring on Mar 18, 2020. Recovery took 3636 trading sessions.

The current DSI drawdown is -0.40%. The current SIVR drawdown is -25.55%.

Rank	DSI	SIVR
#1	-54.23% Oct 11, 2007 - Mar 19, 2012	-75.85% Apr 28, 2011 - Oct 13, 2025
#2	-34.10% Feb 19, 2020 - Aug 12, 2020	-42.42% Jan 28, 2026 - Mar 26, 2026
#3	-28.35% Dec 29, 2021 - Dec 26, 2023	-21.85% Dec 2, 2009 - May 11, 2010
#4	-20.57% Jan 23, 2025 - Jun 27, 2025	-13.63% Oct 16, 2025 - Nov 28, 2025
#5	-18.31% Sep 20, 2018 - Apr 1, 2019	-13.02% Dec 31, 2010 - Feb 17, 2011
#6	-13.12% May 21, 2015 - Apr 18, 2016	-10.92% May 12, 2010 - Sep 2, 2010
#7	-11.05% Jan 28, 2026 - Apr 17, 2026	-9.68% Oct 14, 2009 - Nov 16, 2009
#8	-10.30% Jan 26, 2018 - Jul 25, 2018	-9.40% Dec 26, 2025 - Jan 6, 2026
#9	-10.08% Apr 2, 2012 - Sep 6, 2012	-8.18% Nov 8, 2010 - Nov 22, 2010
#10	-9.61% Jul 13, 2007 - Oct 5, 2007	-8.17% Aug 13, 2009 - Sep 2, 2009
#11	-9.49% Sep 2, 2020 - Nov 13, 2020	-8.08% Sep 16, 2009 - Oct 7, 2009
#12	-9.17% Jul 16, 2024 - Sep 19, 2024	-6.37% Dec 6, 2010 - Dec 29, 2010
#13	-7.33% Sep 18, 2014 - Oct 31, 2014	-5.98% Oct 14, 2010 - Oct 29, 2010
#14	-6.99% Apr 29, 2019 - Jun 20, 2019	-5.41% Jan 6, 2026 - Jan 12, 2026
#15	-6.49% Mar 28, 2024 - May 15, 2024	-5.40% Mar 9, 2011 - Mar 21, 2011