ITUB vs. SMH
Compare and contrast key facts about Itaú Unibanco Holding S.A. (ITUB) 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: ITUB or SMH.
Correlation
The correlation between ITUB and SMH is 0.36, 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
ITUB vs. SMH - Performance Comparison
Key characteristics
ITUB:
-0.40
SMH:
0.78
ITUB:
-0.39
SMH:
1.22
ITUB:
0.95
SMH:
1.16
ITUB:
-0.39
SMH:
1.14
ITUB:
-0.85
SMH:
2.62
ITUB:
12.95%
SMH:
10.81%
ITUB:
27.29%
SMH:
36.15%
ITUB:
-69.31%
SMH:
-83.29%
ITUB:
-14.96%
SMH:
-7.94%
Returns By Period
In the year-to-date period, ITUB achieves a 16.26% return, which is significantly higher than SMH's 6.45% return. Over the past 10 years, ITUB has underperformed SMH with an annualized return of 5.34%, while SMH has yielded a comparatively higher 26.26% annualized return.
ITUB
16.26%
6.52%
-10.69%
-13.78%
3.06%
5.34%
SMH
6.45%
-1.75%
6.82%
31.77%
29.79%
26.26%
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Risk-Adjusted Performance
ITUB vs. SMH — Risk-Adjusted Performance Rank
ITUB
SMH
ITUB vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Itaú Unibanco Holding S.A. (ITUB) 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
ITUB vs. SMH - Dividend Comparison
ITUB's dividend yield for the trailing twelve months is around 8.03%, more than SMH's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 4.11% | 9.29% | 3.63% | 4.10% | 3.96% | 4.85% | 8.05% | 6.84% | 3.68% | 4.67% | 8.23% | 3.51% |
SMH VanEck Vectors Semiconductor ETF | 0.42% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
Drawdowns
ITUB vs. SMH - Drawdown Comparison
The maximum ITUB drawdown since its inception was -69.31%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for ITUB and SMH. For additional features, visit the drawdowns tool.
Volatility
ITUB vs. SMH - Volatility Comparison
The current volatility for Itaú Unibanco Holding S.A. (ITUB) is 8.76%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 12.33%. This indicates that ITUB 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.