SFY vs. SMH
Compare and contrast key facts about SoFi Select 500 ETF (SFY) and VanEck Vectors Semiconductor ETF (SMH).
SFY and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SFY is a passively managed fund by Toroso Investments that tracks the performance of the Solactive SoFi US 500 Growth Index. It was launched on Apr 11, 2019. 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 SFY 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: SFY or SMH.
Key characteristics
| SFY | SMH | |
|---|---|---|
| YTD Return | 9.74% | 27.69% |
| 1Y Return | 30.74% | 82.58% |
| 3Y Return (Ann) | 8.83% | 25.86% |
| 5Y Return (Ann) | 14.72% | 35.33% |
| Sharpe Ratio | 2.47 | 2.84 |
| Daily Std Dev | 12.41% | 28.54% |
| Max Drawdown | -33.25% | -95.73% |
| Current Drawdown | -0.21% | -4.64% |
Correlation
The correlation between SFY and SMH is 0.80, 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
SFY vs. SMH - Performance Comparison
In the year-to-date period, SFY achieves a 9.74% return, which is significantly lower than SMH's 27.69% 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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SFY vs. SMH - Expense Ratio Comparison
SFY has a 0.00% expense ratio, which is lower than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
SFY vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Select 500 ETF (SFY) 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
SFY vs. SMH - Dividend Comparison
SFY's dividend yield for the trailing twelve months is around 1.27%, more than SMH's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFY SoFi Select 500 ETF | 1.27% | 1.40% | 1.61% | 0.90% | 1.18% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.47% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
SFY vs. SMH - Drawdown Comparison
The maximum SFY drawdown since its inception was -33.25%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for SFY and SMH. For additional features, visit the drawdowns tool.
Volatility
SFY vs. SMH - Volatility Comparison
The current volatility for SoFi Select 500 ETF (SFY) is 4.43%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 10.13%. This indicates that SFY 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.