Correlation
The correlation between FPXI and SMH is 0.63, 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.
FPXI vs. SMH
Compare and contrast key facts about First Trust International Equity Opportunities ETF (FPXI) and VanEck Vectors Semiconductor ETF (SMH).
FPXI and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FPXI is a passively managed fund by First Trust that tracks the performance of the IPOX International Index. It was launched on Nov 5, 2014. 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. Both FPXI and SMH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPXI or SMH.
Performance
FPXI vs. SMH - Performance Comparison
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Key characteristics
FPXI:
0.55
SMH:
-0.01
FPXI:
0.81
SMH:
0.18
FPXI:
1.11
SMH:
1.02
FPXI:
0.24
SMH:
-0.10
FPXI:
2.00
SMH:
-0.23
FPXI:
5.41%
SMH:
15.52%
FPXI:
22.17%
SMH:
43.26%
FPXI:
-55.78%
SMH:
-83.29%
FPXI:
-30.40%
SMH:
-14.38%
Returns By Period
In the year-to-date period, FPXI achieves a 11.96% return, which is significantly higher than SMH's -1.00% return. Over the past 10 years, FPXI has underperformed SMH with an annualized return of 6.34%, while SMH has yielded a comparatively higher 24.75% annualized return.
FPXI
11.96%
6.11%
5.95%
12.11%
6.00%
3.55%
6.34%
SMH
-1.00%
13.48%
-0.54%
-0.60%
26.07%
28.60%
24.75%
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FPXI vs. SMH - Expense Ratio Comparison
FPXI has a 0.70% expense ratio, which is higher than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
FPXI vs. SMH — Risk-Adjusted Performance Rank
FPXI
SMH
FPXI vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust International Equity Opportunities ETF (FPXI) 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.
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Dividends
FPXI vs. SMH - Dividend Comparison
FPXI's dividend yield for the trailing twelve months is around 0.83%, more than SMH's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPXI First Trust International Equity Opportunities ETF | 0.83% | 0.93% | 0.71% | 1.13% | 0.71% | 0.18% | 0.67% | 1.75% | 0.75% | 1.79% | 1.34% | 0.04% |
SMH VanEck Vectors Semiconductor ETF | 0.45% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
Drawdowns
FPXI vs. SMH - Drawdown Comparison
The maximum FPXI drawdown since its inception was -55.78%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for FPXI and SMH.
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Volatility
FPXI vs. SMH - Volatility Comparison
The current volatility for First Trust International Equity Opportunities ETF (FPXI) is 2.70%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 9.05%. This indicates that FPXI 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.
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