SMGIX vs. SNPE

Last updated Apr 1, 2026

Compare and contrast key facts about Columbia Contrarian Core Fund (SMGIX) and Xtrackers S&P 500 ESG ETF (SNPE).

SMGIX is managed by Columbia. It was launched on Dec 14, 1992. SNPE is a passively managed fund by Deutsche Bank that tracks the performance of the S&P 500 ESG Index. It was launched on Jun 26, 2019.

Performance

SMGIX vs. SNPE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Contrarian Core Fund (SMGIX) and Xtrackers S&P 500 ESG ETF (SNPE). The values are adjusted to include any dividend payments, if applicable.

SMGIX vs. SNPE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SMGIX Columbia Contrarian Core Fund	-8.32%	17.35%	23.33%	32.12%	-18.64%	24.18%	22.21%	12.17%
SNPE Xtrackers S&P 500 ESG ETF	-4.45%	18.56%	23.85%	27.79%	-17.67%	31.43%	19.84%	12.92%

Returns By Period

In the year-to-date period, SMGIX achieves a -8.32% return, which is significantly lower than SNPE's -4.45% return.

SMGIX

• 1D: -0.22%
• 1M: -7.29%
• YTD: -8.32%
• 6M: -5.97%
• 1Y: 12.95%
• 3Y*: 17.26%
• 5Y*: 10.58%
• 10Y*: 12.89%

SNPE

• 1D: 2.87%
• 1M: -5.26%
• YTD: -4.45%
• 6M: -0.29%
• 1Y: 19.35%
• 3Y*: 18.41%
• 5Y*: 12.56%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SMGIX vs. SNPE - Expense Ratio Comparison

SMGIX has a 0.75% expense ratio, which is higher than SNPE's 0.10% expense ratio.

SMGIX

Columbia Contrarian Core Fund

SNPE

Xtrackers S&P 500 ESG ETF

Return for Risk

SMGIX vs. SNPE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMGIX

SMGIX Risk / Return Rank: 34
SMGIX Sharpe Ratio Rank: 32
SMGIX Sortino Ratio Rank: 34
SMGIX Omega Ratio Rank: 37
SMGIX Calmar Ratio Rank: 32
SMGIX Martin Ratio Rank: 35

SNPE

SNPE Risk / Return Rank: 68
SNPE Sharpe Ratio Rank: 62
SNPE Sortino Ratio Rank: 66
SNPE Omega Ratio Rank: 68
SNPE Calmar Ratio Rank: 67
SNPE Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMGIX vs. SNPE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) and Xtrackers S&P 500 ESG ETF (SNPE). 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.

	SMGIX	SNPE	Difference
Sharpe ratio Return per unit of total volatility	0.71	1.06	-0.35
Sortino ratio Return per unit of downside risk	1.12	1.62	-0.49
Omega ratio Gain probability vs. loss probability	1.17	1.24	-0.07
Calmar ratio Return relative to maximum drawdown	0.87	1.64	-0.76
Martin ratio Return relative to average drawdown	3.72	7.61	-3.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SMGIX vs. SNPE - Sharpe Ratio Comparison

The current SMGIX Sharpe Ratio is 0.71, which is lower than the SNPE Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of SMGIX and SNPE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SMGIX	SNPE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.71	1.06	-0.35
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.56	0.74	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.68	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.78	-0.11

Correlation

The correlation between SMGIX and SNPE is 0.97, 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.

Dividends

SMGIX vs. SNPE - Dividend Comparison

SMGIX's dividend yield for the trailing twelve months is around 8.06%, more than SNPE's 1.05% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SMGIX Columbia Contrarian Core Fund	8.06%	7.39%	9.69%	3.08%	10.61%	13.70%	7.69%	5.87%	10.17%	4.89%	0.76%	5.86%
SNPE Xtrackers S&P 500 ESG ETF	1.05%	1.01%	1.17%	1.32%	1.65%	1.08%	1.42%	1.20%	0.00%	0.00%	0.00%	0.00%

Drawdowns

SMGIX vs. SNPE - Drawdown Comparison

The maximum SMGIX drawdown since its inception was -50.62%, which is greater than SNPE's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SMGIX and SNPE.

Drawdown Indicators

	SMGIX	SNPE	Difference
Max Drawdown Largest peak-to-trough decline	-50.62%	-33.37%	-17.25%
Max Drawdown (1Y) Largest decline over 1 year	-12.33%	-12.37%	+0.04%
Max Drawdown (5Y) Largest decline over 5 years	-32.20%	-24.65%	-7.55%
Max Drawdown (10Y) Largest decline over 10 years	-32.45%	—	—
Current Drawdown Current decline from peak	-9.99%	-6.87%	-3.12%
Average Drawdown Average peak-to-trough decline	-6.77%	-5.06%	-1.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.89%	2.66%	+0.23%

Volatility

SMGIX vs. SNPE - Volatility Comparison

The current volatility for Columbia Contrarian Core Fund (SMGIX) is 4.18%, while Xtrackers S&P 500 ESG ETF (SNPE) has a volatility of 5.22%. This indicates that SMGIX experiences smaller price fluctuations and is considered to be less risky than SNPE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SMGIX	SNPE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.18%	5.22%	-1.04%
Volatility (6M) Calculated over the trailing 6-month period	9.28%	9.31%	-0.03%
Volatility (1Y) Calculated over the trailing 1-year period	18.55%	18.28%	+0.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.96%	17.10%	+1.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.95%	19.82%	-0.87%