NWS vs. SMH
Compare and contrast key facts about News Corporation (NWS) 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: NWS or SMH.
Key characteristics
| NWS | SMH | |
|---|---|---|
| YTD Return | -2.60% | 24.46% |
| 1Y Return | 45.06% | 80.07% |
| 3Y Return (Ann) | 1.48% | 21.61% |
| 5Y Return (Ann) | 16.02% | 33.36% |
| 10Y Return (Ann) | 5.26% | 29.03% |
| Sharpe Ratio | 2.06 | 2.90 |
| Daily Std Dev | 24.06% | 28.21% |
| Max Drawdown | -51.84% | -95.73% |
| Current Drawdown | -10.50% | -7.06% |
Correlation
The correlation between NWS 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.
Performance
NWS vs. SMH - Performance Comparison
In the year-to-date period, NWS achieves a -2.60% return, which is significantly lower than SMH's 24.46% return. Over the past 10 years, NWS has underperformed SMH with an annualized return of 5.26%, while SMH has yielded a comparatively higher 29.03% annualized 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
NWS vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for News Corporation (NWS) 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
NWS vs. SMH - Dividend Comparison
NWS's dividend yield for the trailing twelve months is around 0.80%, more than SMH's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWS News Corporation | 0.80% | 0.78% | 1.08% | 0.89% | 1.13% | 1.38% | 1.73% | 1.20% | 1.69% | 0.72% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.48% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
NWS vs. SMH - Drawdown Comparison
The maximum NWS drawdown since its inception was -51.84%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for NWS and SMH. For additional features, visit the drawdowns tool.
Volatility
NWS vs. SMH - Volatility Comparison
The current volatility for News Corporation (NWS) is 4.90%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 9.37%. This indicates that NWS 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.