NLR vs. SMH
Compare and contrast key facts about VanEck Vectors Uranium+Nuclear Energy ETF (NLR) and VanEck Vectors Semiconductor ETF (SMH).
NLR and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NLR is a passively managed fund by VanEck that tracks the performance of the DAXglobal Nuclear Energy Index. It was launched on Aug 13, 2007. 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. Both NLR and SMH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NLR or SMH.
Performance
NLR vs. SMH - Performance Comparison
Returns By Period
In the year-to-date period, NLR achieves a 22.62% return, which is significantly lower than SMH's 37.22% return. Over the past 10 years, NLR has underperformed SMH with an annualized return of 8.97%, while SMH has yielded a comparatively higher 28.12% annualized return.
NLR
22.62%
-6.88%
0.63%
26.23%
15.74%
8.97%
SMH
37.22%
-2.98%
4.21%
49.18%
32.05%
28.12%
Key characteristics
| NLR | SMH | |
|---|---|---|
| Sharpe Ratio | 1.02 | 1.44 |
| Sortino Ratio | 1.59 | 1.95 |
| Omega Ratio | 1.19 | 1.26 |
| Calmar Ratio | 1.27 | 2.00 |
| Martin Ratio | 3.35 | 5.45 |
| Ulcer Index | 8.11% | 9.13% |
| Daily Std Dev | 26.54% | 34.45% |
| Max Drawdown | -66.96% | -95.73% |
| Current Drawdown | -9.03% | -14.69% |
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NLR vs. SMH - Expense Ratio Comparison
NLR has a 0.60% expense ratio, which is higher than SMH's 0.35% expense ratio.
Correlation
The correlation between NLR and SMH is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
NLR vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Uranium+Nuclear Energy ETF (NLR) 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
NLR vs. SMH - Dividend Comparison
NLR's dividend yield for the trailing twelve months is around 3.70%, more than SMH's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NLR VanEck Vectors Uranium+Nuclear Energy ETF | 3.70% | 4.54% | 2.02% | 1.99% | 2.23% | 2.43% | 3.91% | 4.86% | 3.62% | 3.30% | 2.48% | 0.69% |
SMH VanEck Vectors Semiconductor ETF | 0.43% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
NLR vs. SMH - Drawdown Comparison
The maximum NLR drawdown since its inception was -66.96%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for NLR and SMH. For additional features, visit the drawdowns tool.
Volatility
NLR vs. SMH - Volatility Comparison
The current volatility for VanEck Vectors Uranium+Nuclear Energy ETF (NLR) is 7.74%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 8.20%. This indicates that NLR 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.