FWD vs. SMH
Compare and contrast key facts about AB Disruptors ETF (FWD) and VanEck Vectors Semiconductor ETF (SMH).
FWD and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FWD is an actively managed fund by AB Funds. It was launched on Mar 21, 2023. 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: FWD or SMH.
Correlation
The correlation between FWD and SMH is 0.86, 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.
Performance
FWD vs. SMH - Performance Comparison
Key characteristics
FWD:
1.30
SMH:
0.76
FWD:
1.78
SMH:
1.19
FWD:
1.23
SMH:
1.15
FWD:
2.25
SMH:
1.12
FWD:
7.49
SMH:
2.59
FWD:
4.00%
SMH:
10.68%
FWD:
23.15%
SMH:
36.32%
FWD:
-16.22%
SMH:
-83.29%
FWD:
-2.67%
SMH:
-12.51%
Returns By Period
In the year-to-date period, FWD achieves a 7.45% return, which is significantly higher than SMH's 1.17% return.
FWD
7.45%
4.64%
20.49%
27.26%
N/A
N/A
SMH
1.17%
-2.87%
9.44%
23.39%
28.78%
25.92%
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FWD vs. SMH - Expense Ratio Comparison
FWD has a 0.65% expense ratio, which is higher than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
FWD vs. SMH — Risk-Adjusted Performance Rank
FWD
SMH
FWD vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Disruptors ETF (FWD) 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
FWD vs. SMH - Dividend Comparison
FWD's dividend yield for the trailing twelve months is around 1.76%, more than SMH's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWD AB Disruptors ETF | 1.76% | 1.89% | 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 | 0.44% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
Drawdowns
FWD vs. SMH - Drawdown Comparison
The maximum FWD drawdown since its inception was -16.22%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for FWD and SMH. For additional features, visit the drawdowns tool.
Volatility
FWD vs. SMH - Volatility Comparison
The current volatility for AB Disruptors ETF (FWD) is 9.32%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 12.79%. This indicates that FWD 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.