Correlation
The correlation between FT and SMH is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FT vs. SMH
Compare and contrast key facts about Franklin Universal Trust (FT) 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: FT or SMH.
Performance
FT vs. SMH - Performance Comparison
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Key characteristics
FT:
1.53
SMH:
-0.01
FT:
2.08
SMH:
0.18
FT:
1.30
SMH:
1.02
FT:
2.13
SMH:
-0.10
FT:
7.55
SMH:
-0.23
FT:
2.47%
SMH:
15.52%
FT:
12.00%
SMH:
43.26%
FT:
-54.80%
SMH:
-83.29%
FT:
-0.27%
SMH:
-14.38%
Returns By Period
In the year-to-date period, FT achieves a 5.74% return, which is significantly higher than SMH's -1.00% return. Over the past 10 years, FT has underperformed SMH with an annualized return of 7.57%, while SMH has yielded a comparatively higher 24.75% annualized return.
FT
5.74%
1.93%
-0.20%
18.14%
6.52%
9.32%
7.57%
SMH
-1.00%
13.48%
-0.54%
-0.60%
26.07%
28.60%
24.75%
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Risk-Adjusted Performance
FT vs. SMH — Risk-Adjusted Performance Rank
FT
SMH
FT vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Universal Trust (FT) 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
FT vs. SMH - Dividend Comparison
FT's dividend yield for the trailing twelve months is around 6.87%, more than SMH's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FT Franklin Universal Trust | 6.87% | 7.06% | 7.76% | 8.57% | 6.04% | 5.13% | 4.95% | 6.05% | 5.36% | 6.59% | 8.38% | 7.32% |
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
FT vs. SMH - Drawdown Comparison
The maximum FT drawdown since its inception was -54.80%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for FT and SMH.
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Volatility
FT vs. SMH - Volatility Comparison
The current volatility for Franklin Universal Trust (FT) is 3.14%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 9.05%. This indicates that FT 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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