BCS vs. SMH
Compare and contrast key facts about Barclays PLC (BCS) 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: BCS or SMH.
Correlation
The correlation between BCS and SMH is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BCS vs. SMH - Performance Comparison
Key characteristics
BCS:
3.36
SMH:
1.38
BCS:
4.06
SMH:
1.90
BCS:
1.53
SMH:
1.24
BCS:
1.34
SMH:
1.96
BCS:
29.04
SMH:
4.70
BCS:
3.67%
SMH:
10.32%
BCS:
31.67%
SMH:
35.08%
BCS:
-94.39%
SMH:
-83.29%
BCS:
-56.88%
SMH:
-7.78%
Returns By Period
In the year-to-date period, BCS achieves a 7.30% return, which is significantly higher than SMH's 6.64% return. Over the past 10 years, BCS has underperformed SMH with an annualized return of 2.99%, while SMH has yielded a comparatively higher 26.58% annualized return.
BCS
7.30%
9.02%
20.45%
102.51%
13.34%
2.99%
SMH
6.64%
6.87%
0.65%
38.58%
29.52%
26.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BCS vs. SMH — Risk-Adjusted Performance Rank
BCS
SMH
BCS vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) 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
BCS vs. SMH - Dividend Comparison
BCS's dividend yield for the trailing twelve months is around 2.92%, more than SMH's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 2.92% | 3.13% | 4.87% | 4.17% | 1.60% | 3.90% | 3.72% | 3.21% | 1.39% | 2.25% | 3.09% | 2.87% |
SMH VanEck Vectors Semiconductor ETF | 0.41% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
Drawdowns
BCS vs. SMH - Drawdown Comparison
The maximum BCS drawdown since its inception was -94.39%, which is greater than SMH's maximum drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for BCS and SMH. For additional features, visit the drawdowns tool.
Volatility
BCS vs. SMH - Volatility Comparison
Barclays PLC (BCS) has a higher volatility of 10.94% compared to VanEck Vectors Semiconductor ETF (SMH) at 8.78%. This indicates that BCS's price experiences larger fluctuations and is considered to be riskier than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.