HCC vs. SMH
Compare and contrast key facts about Warrior Met Coal, Inc. (HCC) 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: HCC or SMH.
Key characteristics
| HCC | SMH | |
|---|---|---|
| YTD Return | 24.25% | 48.30% |
| 1Y Return | 63.48% | 72.60% |
| 3Y Return (Ann) | 54.97% | 21.36% |
| 5Y Return (Ann) | 33.96% | 34.34% |
| Sharpe Ratio | 1.43 | 2.10 |
| Sortino Ratio | 2.11 | 2.59 |
| Omega Ratio | 1.26 | 1.35 |
| Calmar Ratio | 2.24 | 2.91 |
| Martin Ratio | 5.08 | 8.05 |
| Ulcer Index | 13.01% | 8.98% |
| Daily Std Dev | 46.29% | 34.46% |
| Max Drawdown | -64.81% | -95.73% |
| Current Drawdown | -0.09% | -7.80% |
Correlation
The correlation between HCC and SMH is 0.25, 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.
Performance
HCC vs. SMH - Performance Comparison
In the year-to-date period, HCC achieves a 24.25% return, which is significantly lower than SMH's 48.30% 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
HCC vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Warrior Met Coal, Inc. (HCC) 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
HCC vs. SMH - Dividend Comparison
HCC's dividend yield for the trailing twelve months is around 1.10%, more than SMH's 0.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCC Warrior Met Coal, Inc. | 1.10% | 1.90% | 4.45% | 0.78% | 0.94% | 21.85% | 27.91% | 45.17% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.40% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
HCC vs. SMH - Drawdown Comparison
The maximum HCC drawdown since its inception was -64.81%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for HCC and SMH. For additional features, visit the drawdowns tool.
Volatility
HCC vs. SMH - Volatility Comparison
Warrior Met Coal, Inc. (HCC) has a higher volatility of 12.21% compared to VanEck Vectors Semiconductor ETF (SMH) at 9.32%. This indicates that HCC'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.