MOTO vs. HAIL
Compare and contrast key facts about SmartETFs Smart Transportation & Technology ETF (MOTO) and SPDR S&P Kensho Smart Mobility ETF (HAIL).
MOTO and HAIL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MOTO is an actively managed fund by Guinness Atkinson Asset Management. It was launched on Nov 15, 2019. HAIL is a passively managed fund by State Street that tracks the performance of the S&P Kensho Smart Transportation Index. It was launched on Dec 26, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MOTO or HAIL.
Key characteristics
MOTO | HAIL | |
---|---|---|
YTD Return | 1.86% | -12.67% |
1Y Return | 14.58% | -0.57% |
3Y Return (Ann) | -3.84% | -22.83% |
Sharpe Ratio | 0.85 | 0.08 |
Sortino Ratio | 1.25 | 0.31 |
Omega Ratio | 1.16 | 1.03 |
Calmar Ratio | 0.72 | 0.04 |
Martin Ratio | 3.02 | 0.21 |
Ulcer Index | 5.60% | 10.79% |
Daily Std Dev | 19.91% | 27.32% |
Max Drawdown | -38.24% | -61.75% |
Current Drawdown | -11.04% | -58.60% |
Correlation
The correlation between MOTO and HAIL is 0.84, 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
MOTO vs. HAIL - Performance Comparison
In the year-to-date period, MOTO achieves a 1.86% return, which is significantly higher than HAIL's -12.67% 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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MOTO vs. HAIL - Expense Ratio Comparison
MOTO has a 0.68% expense ratio, which is higher than HAIL's 0.45% expense ratio.
Risk-Adjusted Performance
MOTO vs. HAIL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Smart Transportation & Technology ETF (MOTO) and SPDR S&P Kensho Smart Mobility ETF (HAIL). 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
MOTO vs. HAIL - Dividend Comparison
MOTO's dividend yield for the trailing twelve months is around 2.68%, less than HAIL's 3.08% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|
SmartETFs Smart Transportation & Technology ETF | 2.68% | 2.73% | 2.33% | 0.55% | 2.71% | 0.00% | 0.00% |
SPDR S&P Kensho Smart Mobility ETF | 3.08% | 2.62% | 2.09% | 1.36% | 0.52% | 1.17% | 2.54% |
Drawdowns
MOTO vs. HAIL - Drawdown Comparison
The maximum MOTO drawdown since its inception was -38.24%, smaller than the maximum HAIL drawdown of -61.75%. Use the drawdown chart below to compare losses from any high point for MOTO and HAIL. For additional features, visit the drawdowns tool.
Volatility
MOTO vs. HAIL - Volatility Comparison
The current volatility for SmartETFs Smart Transportation & Technology ETF (MOTO) is 4.76%, while SPDR S&P Kensho Smart Mobility ETF (HAIL) has a volatility of 7.48%. This indicates that MOTO experiences smaller price fluctuations and is considered to be less risky than HAIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.