PortfoliosLab logoPortfoliosLab logo

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) belongs to the Leveraged Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SMHB. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SMHB

SMHB charges 0.85% annually. There are 85 ETFs in the Leveraged Equities category with lower expense ratios, going as low as 0.35%.


Best Risk-Adjusted Alternatives to SMHB

SMHB has a PortfoliosLab risk / return rank of 11. There are 136 ETFs in the Leveraged Equities category with higher risk-adjusted ranks, going as high as 98.


Top Performing SMHB Alternatives (YTD)

SMHB is at 7.31% YTD. There are 140 ETFs in the Leveraged Equities category with higher YTD returns, going as high as 780.13%.


Lowest Volatility Alternatives to SMHB

SMHB has 38.33% 1-year volatility. There are 74 ETFs in the Leveraged Equities category with lower 1-year volatility, going as low as 4.83%.


Lowest Drawdown Alternatives to SMHB

SMHB has a 1-year max drawdown of -25.16%. There are 42 ETFs in the Leveraged Equities category with shallower 1-year drawdowns, going as shallow as -1.72%.


Other ETFs from UBS

The 10 most viewed UBS ETFs shown here include GLDI, SLVO, MLPR and span 9 categories. AUM among these funds goes as high as $413M.


Often Compared With SMHB

Investors most often compare SMHB with SPY, SCHD, QQQ. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street SPDR S&P 500 ETFS&P 500
59
8.15%
765.27BJan 1993SMHB vs SPY
Schwab U.S. Dividend Equity ETFDividend
77
17.72%
99.95BOct 2011SMHB vs SCHD
Invesco QQQ ETFNasdaq-100
59
16.45%
493.17BMar 1999SMHB vs QQQ
Global X SuperDividend ETFGlobal Equities, Dividend
50
4.72%
1.21BJun 2011SMHB vs SDIV
VanEck Semiconductor ETFSemiconductors, Technology Equities
94
72.73%
84.54BDec 2011SMHB vs SMH
First Trust Value Line Dividend Index FundMid Cap Value Equities, Dividend
28
4.43%
7.93BAug 2003SMHB vs FVD
Cross Timbers Royalty Trust
33
9.96%
SMHB vs CRT
Global X NASDAQ 100 Covered Call ETFNasdaq-100, Derivative Income
84
7.89%
8.44BDec 2013SMHB vs QYLD
Amplify CEF High Income ETFDiversified Portfolio
39
4.69%
703.14MJun 2012SMHB vs YYY
Vanguard Information Technology ETFTechnology Equities
58
23.32%
170.10BMar 2004SMHB vs VGT
Vanguard Total Stock Market ETFLarge Cap Blend Equities
59
8.82%
2.30TMay 2001SMHB vs VTI
JPMorgan Nasdaq Equity Premium Income ETFNasdaq-100, Derivative Income
63
7.85%
40.03BMay 2022SMHB vs JEPQ
Invesco S&P 500 Momentum ETFMomentum, S&P 500
68
29.91%
21.99BOct 2015SMHB vs SPMO
ETRACS CMCI Total Return ETN Series BCommodities
27
17.40%
21.77MOct 2015SMHB vs UCIB
Fidelity Select Semiconductors PortfolioSemiconductors, Technology Equities
96
89.12%
Jul 1985SMHB vs FSELX
ETRACS 2x Leveraged US Growth Factor TR ETNLeveraged Equities
23
-0.55%
5.84MFeb 2021SMHB vs IWFL
ETRACS Alerian MLP Index ETN Class BMLPs
27
14.01%
35.92MOct 2015SMHB vs AMUB
ETRACS Alerian Midstream Energy Total Return Index...MLPs76.81MOct 2020SMHB vs AMTR
Direxion Daily MU Bull 2X SharesLeveraged Equities, Semiconductors6.59BOct 2024SMHB vs MUU
Roundhill Acquirers Deep Value ETFSmall Cap Value Equities
50
17.68%
26.72MSep 2014SMHB vs DEEP

Compare SMHB with Any Fund or Stock

Compare SMHB with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair SMHB with funds that move differently

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMHB.

Explore SMHB Diversifiers