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:
2.52
SMH:
1.25
BCS:
3.19
SMH:
1.76
BCS:
1.42
SMH:
1.22
BCS:
0.99
SMH:
1.75
BCS:
18.25
SMH:
4.38
BCS:
4.29%
SMH:
9.95%
BCS:
31.00%
SMH:
34.83%
BCS:
-94.39%
SMH:
-95.73%
BCS:
-60.45%
SMH:
-13.71%
Returns By Period
In the year-to-date period, BCS achieves a 73.50% return, which is significantly higher than SMH's 38.79% return. Over the past 10 years, BCS has underperformed SMH with an annualized return of 1.73%, while SMH has yielded a comparatively higher 27.34% annualized return.
BCS
73.50%
-1.21%
26.88%
76.18%
11.09%
1.73%
SMH
38.79%
-1.38%
-8.37%
40.07%
29.31%
27.34%
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Risk-Adjusted Performance
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 3.18%, while SMH has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 3.18% | 4.87% | 4.17% | 1.60% | 3.90% | 3.72% | 3.21% | 1.39% | 2.25% | 3.09% | 2.87% | 2.09% |
SMH VanEck Vectors Semiconductor ETF | 0.00% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
BCS vs. SMH - Drawdown Comparison
The maximum BCS drawdown since its inception was -94.39%, roughly equal to the maximum SMH drawdown of -95.73%. 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) and VanEck Vectors Semiconductor ETF (SMH) have volatilities of 7.44% and 7.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.