SMGB.L vs. USFM.L
Compare and contrast key facts about VanEck Semiconductor UCITS ETF (SMGB.L) and UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis (USFM.L).
SMGB.L and USFM.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMGB.L is a passively managed fund by VanEck that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Dec 1, 2020. USFM.L is a passively managed fund by UBS that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 27, 2017. Both SMGB.L and USFM.L 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: SMGB.L or USFM.L.
Key characteristics
| SMGB.L | USFM.L | |
|---|---|---|
| YTD Return | 17.99% | 12.13% |
| 1Y Return | 37.08% | 16.78% |
| 3Y Return (Ann) | 17.95% | 8.96% |
| Sharpe Ratio | 1.43 | 1.63 |
| Daily Std Dev | 28.62% | 10.64% |
| Max Drawdown | -35.48% | -27.52% |
| Current Drawdown | -18.17% | -0.89% |
Correlation
The correlation between SMGB.L and USFM.L is 0.74, 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
SMGB.L vs. USFM.L - Performance Comparison
In the year-to-date period, SMGB.L achieves a 17.99% return, which is significantly higher than USFM.L's 12.13% 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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SMGB.L vs. USFM.L - Expense Ratio Comparison
SMGB.L has a 0.35% expense ratio, which is higher than USFM.L's 0.25% expense ratio.
Risk-Adjusted Performance
SMGB.L vs. USFM.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Semiconductor UCITS ETF (SMGB.L) and UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis (USFM.L). 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
SMGB.L vs. USFM.L - Dividend Comparison
SMGB.L has not paid dividends to shareholders, while USFM.L's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
SMGB.L VanEck Semiconductor UCITS ETF | 0.00% | 0.00% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFM.L UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis | 1.23% | 1.37% | 1.22% | 1.01% | 1.34% | 1.30% | 1.37% | 0.30% |
Drawdowns
SMGB.L vs. USFM.L - Drawdown Comparison
The maximum SMGB.L drawdown since its inception was -35.48%, which is greater than USFM.L's maximum drawdown of -27.52%. Use the drawdown chart below to compare losses from any high point for SMGB.L and USFM.L. For additional features, visit the drawdowns tool.
Volatility
SMGB.L vs. USFM.L - Volatility Comparison
VanEck Semiconductor UCITS ETF (SMGB.L) has a higher volatility of 10.46% compared to UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis (USFM.L) at 4.19%. This indicates that SMGB.L's price experiences larger fluctuations and is considered to be riskier than USFM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.