BATRA vs. SMH
Compare and contrast key facts about The Liberty Braves Group (BATRA) and VanEck Vectors Semiconductor ETF (SMH).
SMH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 25 Index. It was launched on Dec 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATRA or SMH.
Key characteristics
| BATRA | SMH | |
|---|---|---|
| YTD Return | -2.43% | 32.78% |
| 1Y Return | 7.11% | 80.39% |
| 3Y Return (Ann) | 15.46% | 27.97% |
| 5Y Return (Ann) | 8.89% | 37.70% |
| Sharpe Ratio | 0.35 | 2.98 |
| Daily Std Dev | 22.95% | 28.60% |
| Max Drawdown | -54.17% | -95.73% |
| Current Drawdown | -11.83% | -0.84% |
Correlation
The correlation between BATRA and SMH is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BATRA vs. SMH - Performance Comparison
In the year-to-date period, BATRA achieves a -2.43% return, which is significantly lower than SMH's 32.78% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BATRA vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Liberty Braves Group (BATRA) and VanEck Vectors Semiconductor ETF (SMH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BATRA vs. SMH - Dividend Comparison
BATRA has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATRA The Liberty Braves Group | 0.00% | 0.00% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.45% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
BATRA vs. SMH - Drawdown Comparison
The maximum BATRA drawdown since its inception was -54.17%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for BATRA and SMH. For additional features, visit the drawdowns tool.
Volatility
BATRA vs. SMH - Volatility Comparison
The current volatility for The Liberty Braves Group (BATRA) is 5.31%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 9.43%. This indicates that BATRA experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.