CTLT vs. SMH
Compare and contrast key facts about Catalent, Inc. (CTLT) 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: CTLT or SMH.
Key characteristics
| CTLT | SMH | |
|---|---|---|
| YTD Return | 24.30% | 22.43% |
| 1Y Return | 11.43% | 72.90% |
| 3Y Return (Ann) | -20.86% | 22.45% |
| 5Y Return (Ann) | 4.70% | 32.84% |
| Sharpe Ratio | 0.23 | 2.63 |
| Daily Std Dev | 50.53% | 28.25% |
| Max Drawdown | -77.62% | -95.73% |
| Current Drawdown | -60.77% | -8.57% |
Correlation
The correlation between CTLT and SMH is 0.45, 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
CTLT vs. SMH - Performance Comparison
In the year-to-date period, CTLT achieves a 24.30% return, which is significantly higher than SMH's 22.43% 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
CTLT vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalent, Inc. (CTLT) 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
CTLT vs. SMH - Dividend Comparison
CTLT has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.49%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTLT Catalent, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.49% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
CTLT vs. SMH - Drawdown Comparison
The maximum CTLT drawdown since its inception was -77.62%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for CTLT and SMH. For additional features, visit the drawdowns tool.
Volatility
CTLT vs. SMH - Volatility Comparison
The current volatility for Catalent, Inc. (CTLT) is 2.36%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 9.42%. This indicates that CTLT 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.