SIVR vs VYM

SIVR vs VYM

Which is better, SIVR or VYM?

Silver against Large Cap Value.

VYM has a lower expense ratio. SIVR led over 1Y, 3Y and 5Y, VYM over the full window.

Lower Fees: VYMHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSIVRVYM
Expense Ratio0.30%0.04%Best
AUM$4.5B$81.6B
Dividend Yield0.00%2.22%
Holdings2613
YTD Return-11.42%+13.91%Best
1Y Return+54.19%Best+17.57%
3Y Return (annualized)+40.42%Best+18.12%
5Y Return (annualized)+21.72%Best+12.17%
Volatility (annualized)31.8%13.1%Best
Max Drawdown-75.8%-35.7%Best
$10,000 over 5 years$26,718Best$17,758
Fund FamilyAberdeenVanguard (US)
CategoryCommodityEquity
StyleSilverLarge Cap Value
InceptionJul 24, 2009Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 24, 2009 to Sep 11, 2026 (17.1 years).

SIVR vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 17.1 years both funds cover.

SIVR vs VYM Performance

abrdn Physical Silver Shares ETF (SIVR) is an ETF from Aberdeen and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SIVR returned +54.19% while VYM returned +17.57%. Year to date, SIVR is down 11.42% versus a gain of 13.91% for VYM.

Over three years, SIVR compounded at +40.42% per year against +18.12% for VYM; over five years the annualized figures are +21.72% and +12.17% respectively. Across the full 17-year window we track, VYM has the edge at +10.66% annualized vs +9.02%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SIVR has been the more volatile fund, with annualized monthly volatility of 31.8% compared with 13.1% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -75.8% for SIVR and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.26. They move largely independently of each other.

Fees and Cost Over Time

SIVR charges 0.30% per year while VYM charges 0.04%. On a $10,000 position that is $30 vs $4 annually, a gap of $26 per year that compounds over a long holding period. On income, SIVR currently yields 0.00% against 2.22% for VYM.

You are not choosing between two funds in isolation.

Whichever of SIVR and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SIVRVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SIVR or VYM?

SIVR has an expense ratio of 0.30% while VYM charges 0.04%. VYM is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, SIVR or VYM?

Over the past year SIVR returned +54.19% vs +17.57% for VYM, so SIVR leads on 1-year performance. Over the longest common window we track (17 years), SIVR annualized +9.02% vs +10.66% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SIVR or VYM?

SIVR has been the more volatile fund at 31.8% annualized versus 13.1% for VYM. Worst drawdown: SIVR -75.8% vs VYM -35.7%.

Should I hold both SIVR and VYM?

SIVR and VYM have a monthly-return correlation of 0.26, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SIVR or VYM?

SIVR yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than SIVR?

VYM has a lower expense ratio. SIVR led over 1Y, 3Y and 5Y, VYM over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.