CGGR vs. SMH
Compare and contrast key facts about Capital Group Growth ETF (CGGR) and VanEck Vectors Semiconductor ETF (SMH).
CGGR and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGGR is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. 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: CGGR or SMH.
Performance
CGGR vs. SMH - Performance Comparison
Returns By Period
In the year-to-date period, CGGR achieves a 32.99% return, which is significantly lower than SMH's 39.89% return.
CGGR
32.99%
6.93%
17.00%
42.09%
N/A
N/A
SMH
39.89%
-1.76%
0.15%
51.80%
33.24%
28.03%
Key characteristics
| CGGR | SMH | |
|---|---|---|
| Sharpe Ratio | 2.66 | 1.50 |
| Sortino Ratio | 3.46 | 2.01 |
| Omega Ratio | 1.48 | 1.26 |
| Calmar Ratio | 4.26 | 2.09 |
| Martin Ratio | 17.26 | 5.56 |
| Ulcer Index | 2.44% | 9.31% |
| Daily Std Dev | 15.85% | 34.44% |
| Max Drawdown | -28.90% | -95.73% |
| Current Drawdown | -0.37% | -13.03% |
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CGGR vs. SMH - Expense Ratio Comparison
CGGR has a 0.39% expense ratio, which is higher than SMH's 0.35% expense ratio.
Correlation
The correlation between CGGR and SMH is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
CGGR vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) 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
CGGR vs. SMH - Dividend Comparison
CGGR's dividend yield for the trailing twelve months is around 0.31%, less than SMH's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | 0.31% | 0.40% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.43% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
CGGR vs. SMH - Drawdown Comparison
The maximum CGGR drawdown since its inception was -28.90%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for CGGR and SMH. For additional features, visit the drawdowns tool.
Volatility
CGGR vs. SMH - Volatility Comparison
The current volatility for Capital Group Growth ETF (CGGR) is 5.19%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 8.43%. This indicates that CGGR 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.