SIVR vs DSI

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

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

SIVR vs DSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SIVR

$5.10B

DSI

$5.10B

Expense Ratio

SIVR

0.30%

Winner

DSI

0.25%

Max Drawdown

SIVR

75.85%

Winner

DSI

55.08%

Sharpe Ratio

SIVR

1.93

Winner

DSI

2.02

5Y Beta

Winner

SIVR

0.71

DSI

1.01

P/E Ratio

SIVR

N/A

DSI

30.11

Forward P/E

SIVR

N/A

DSI

22.07

PEG Ratio

SIVR

N/A

DSI

0.44

5Y Dividends CAGR

SIVR

N/A

DSI

11.27%

5Y EPS CAGR

SIVR

N/A

DSI

29.21%

Debt to Equity

SIVR

N/A

DSI

-0.50%

P/S Ratio

SIVR

N/A

DSI

3.77

P/B Ratio

SIVR

N/A

DSI

6.16

SIVR vs DSI - Historical Returns

Returns include dividend reinvestment.

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

Winner

SIVR

+14.99%

DSI

+9.80%

Winner

SIVR

+16.14%

DSI

+9.28%

Winner

SIVR

+62.74%

DSI

+9.11%

Winner

SIVR

+165.83%

DSI

+30.71%

5Y(CAGR)

Winner

SIVR

+25.93%

DSI

+13.80%

10Y(CAGR)

Winner

SIVR

+17.31%

DSI

+15.41%

Max(CAGR)

Winner

SIVR

+11.18%

DSI

+10.72%

SIVR vs DSI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

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

SIVR vs DSI Drawdown Comparison

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

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

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

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