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Silver Miner ETFs Lead Recent Gains, Outpacing Gold Miners and Bullion

Analysts favor direct silver exposure via SLV due to industrial demand tailwinds after a recent pullback.

Overview

  • Yahoo Finance’s comparison shows SIL returned 167.2% over the past year versus 136.8% for GDX as of Feb. 6, 2026, with higher fees for SIL (0.65%) than GDX (0.51%) and a deeper five‑year max drawdown for SIL (−55.63% vs. −46.52%).
  • GDX tracks gold miners across roughly 55 holdings with $30.5 billion in assets and an almost 20‑year record, providing broader diversification and lower cost.
  • SIL concentrates on 39 silver miners with heavier top weights—Wheaton Precious Metals at 21.8%, Pan American Silver at 11.67%, and Coeur Mining at 7.88%—which raises concentration risk and volatility.
  • The reports note miner ETFs offer leveraged exposure to metal trends rather than direct spot pricing, whereas bullion funds like GLD move roughly one‑for‑one with their underlying metal.
  • A separate analysis highlights SLV after a correction, citing silver’s use in AI infrastructure, electronics, medical devices, and 5G as potential demand drivers.