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IXJ vs SIVR

Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and abrdn Physical Silver Shares ETF (SIVR, ETF).

5-Year PerformanceSIVR has outperformed IXJ, delivering a return of +20.8% compared to +4.8%

IXJ vs SIVR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IXJ
$3.80B
Winner
SIVR
$3.90B
Expense Ratio
IXJ
0.40%
Winner
SIVR
0.30%
Max Drawdown
Winner
IXJ
42.81%
SIVR
75.85%
Sharpe Ratio
Winner
IXJ
1.31
SIVR
1.11
5Y Beta
Winner
IXJ
0.44
SIVR
0.80
P/E Ratio
IXJ
30.52
SIVR
N/A
Forward P/E
IXJ
19.76
SIVR
N/A
PEG Ratio
IXJ
0.30
SIVR
N/A
5Y Dividends CAGR
IXJ
7.94%
SIVR
N/A
5Y EPS CAGR
IXJ
12.07%
SIVR
N/A
Debt to Equity
IXJ
149.93%
SIVR
N/A
P/S Ratio
IXJ
1.57
SIVR
N/A
P/B Ratio
IXJ
4.88
SIVR
N/A

IXJ vs SIVR - Historical Returns

Returns include dividend reinvestment.

1M
IXJ
+0.66%
Winner
SIVR
+5.57%
3M
Winner
IXJ
+12.17%
SIVR
-19.65%
6M
Winner
IXJ
+2.82%
SIVR
-17.93%
1Y
IXJ
+25.51%
Winner
SIVR
+65.83%
5Y(CAGR)
IXJ
+4.82%
Winner
SIVR
+20.85%
10Y(CAGR)
IXJ
+8.62%
Winner
SIVR
+12.09%
Max(CAGR)
IXJ
+7.45%
Winner
SIVR
+9.00%

IXJ vs SIVR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIXJSIVR
2026+5.59%-12.41%
2025+14.95%+139.69%
2024-0.69%+21.78%
2023+3.59%-1.09%
2022-3.93%+4.22%
2021+19.74%-15.05%
2020+12.39%+46.33%
2019+24.67%+14.85%
2018+1.74%-10.21%
2017+19.02%+3.64%
2016-4.37%+14.97%
2015+5.69%-12.68%
2014+18.07%-21.75%
2013+33.83%-37.32%
2012+15.83%+2.14%
2011+9.85%-9.98%
2010+0.65%+75.20%
2009+16.29%+21.19%
2008-19.96%N/A
2007+2.96%N/A
2006+8.49%N/A
2005+7.27%N/A
2004+3.72%N/A
2003+16.34%N/A
2002-17.01%N/A
2001-2.47%N/A

IXJ vs SIVR Drawdown Comparison

The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.

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

The current IXJ drawdown is -0.55%. The current SIVR drawdown is -45.47%.

RankIXJSIVR
#1-40.60%
May 7, 2007 - Apr 26, 2011
-75.85%
Apr 28, 2011 - Oct 13, 2025
#2-31.87%
Nov 26, 2001 - Apr 13, 2005
-52.27%
Jan 28, 2026 - Jul 16, 2026
#3-27.35%
Feb 12, 2020 - Jul 14, 2020
-21.85%
Dec 2, 2009 - May 11, 2010
#4-18.80%
Aug 5, 2015 - Jun 19, 2017
-13.63%
Oct 16, 2025 - Nov 28, 2025
#5-18.14%
Aug 30, 2024 - Jan 6, 2026
-13.02%
Dec 31, 2010 - Feb 17, 2011
#6-17.48%
Apr 8, 2022 - Jan 8, 2024
-10.92%
May 12, 2010 - Sep 2, 2010
#7-16.52%
May 31, 2011 - Mar 13, 2012
-9.68%
Oct 14, 2009 - Nov 16, 2009
#8-14.45%
Oct 1, 2018 - Jul 2, 2019
-9.40%
Dec 26, 2025 - Jan 6, 2026
#9-11.65%
Jan 26, 2018 - Aug 21, 2018
-8.18%
Nov 8, 2010 - Nov 22, 2010
#10-10.78%
Feb 27, 2026 - Jul 2, 2026
-8.17%
Aug 13, 2009 - Sep 2, 2009
#11-10.59%
Dec 29, 2021 - Apr 7, 2022
-8.08%
Sep 16, 2009 - Oct 7, 2009
#12-8.47%
Sep 24, 2014 - Oct 30, 2014
-6.37%
Dec 6, 2010 - Dec 29, 2010
#13-7.78%
Sep 3, 2021 - Dec 23, 2021
-5.98%
Oct 14, 2010 - Oct 29, 2010
#14-7.77%
Jan 25, 2021 - Apr 16, 2021
-5.41%
Jan 6, 2026 - Jan 12, 2026
#15-7.76%
Sep 2, 2020 - Nov 5, 2020
-5.40%
Mar 9, 2011 - Mar 21, 2011

Correlation

Correlation between IXJ and SIVR is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

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