DLHIX vs. SMH
Compare and contrast key facts about Delaware Healthcare Fund (DLHIX) and VanEck Vectors Semiconductor ETF (SMH).
DLHIX is managed by Delaware Funds by Macquarie. It was launched on Sep 27, 2007. 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: DLHIX or SMH.
Correlation
The correlation between DLHIX and SMH is 0.58, 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
DLHIX vs. SMH - Performance Comparison
Key characteristics
DLHIX:
-0.31
SMH:
1.29
DLHIX:
-0.27
SMH:
1.80
DLHIX:
0.95
SMH:
1.23
DLHIX:
-0.24
SMH:
1.81
DLHIX:
-0.80
SMH:
4.43
DLHIX:
6.84%
SMH:
10.13%
DLHIX:
17.60%
SMH:
34.81%
DLHIX:
-37.64%
SMH:
-95.73%
DLHIX:
-21.67%
SMH:
-12.97%
Returns By Period
In the year-to-date period, DLHIX achieves a 0.29% return, which is significantly lower than SMH's 1.08% return. Over the past 10 years, DLHIX has underperformed SMH with an annualized return of 3.23%, while SMH has yielded a comparatively higher 27.88% annualized return.
DLHIX
0.29%
-3.80%
-12.72%
-5.53%
-1.56%
3.23%
SMH
1.08%
-1.46%
-9.21%
47.49%
29.49%
27.88%
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DLHIX vs. SMH - Expense Ratio Comparison
DLHIX has a 0.98% expense ratio, which is higher than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
DLHIX vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Healthcare Fund (DLHIX) 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
DLHIX vs. SMH - Dividend Comparison
Neither DLHIX nor SMH has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLHIX Delaware Healthcare Fund | 0.00% | 0.00% | 0.87% | 0.25% | 0.16% | 0.44% | 0.10% | 0.91% | 3.23% | 1.27% | 1.12% | 0.32% |
SMH VanEck Vectors Semiconductor ETF | 0.00% | 0.00% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% |
Drawdowns
DLHIX vs. SMH - Drawdown Comparison
The maximum DLHIX drawdown since its inception was -37.64%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for DLHIX and SMH. For additional features, visit the drawdowns tool.
Volatility
DLHIX vs. SMH - Volatility Comparison
Delaware Healthcare Fund (DLHIX) has a higher volatility of 13.09% compared to VanEck Vectors Semiconductor ETF (SMH) at 8.19%. This indicates that DLHIX'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.