SMGIX vs. SNPE
Compare and contrast key facts about Columbia Contrarian Core Fund (SMGIX) and Xtrackers S&P 500 ESG ETF (SNPE).
SMGIX is managed by Columbia Threadneedle. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMGIX or SNPE.
Correlation
The correlation between SMGIX and SNPE is 0.98, 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
SMGIX vs. SNPE - Performance Comparison
Key characteristics
SMGIX:
0.99
SNPE:
2.08
SMGIX:
1.24
SNPE:
2.78
SMGIX:
1.22
SNPE:
1.39
SMGIX:
1.29
SNPE:
2.94
SMGIX:
5.46
SNPE:
12.67
SMGIX:
2.77%
SNPE:
2.08%
SMGIX:
15.39%
SNPE:
12.72%
SMGIX:
-50.62%
SNPE:
-33.38%
SMGIX:
-10.22%
SNPE:
-2.24%
Returns By Period
In the year-to-date period, SMGIX achieves a 14.60% return, which is significantly lower than SNPE's 25.80% return.
SMGIX
14.60%
-7.85%
-1.29%
15.01%
13.46%
11.81%
SNPE
25.80%
-0.39%
8.88%
26.21%
15.95%
N/A
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SMGIX vs. SNPE - Expense Ratio Comparison
SMGIX has a 0.75% expense ratio, which is higher than SNPE's 0.10% expense ratio.
Risk-Adjusted Performance
SMGIX vs. SNPE - Risk-Adjusted Performance 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.
Dividends
SMGIX vs. SNPE - Dividend Comparison
SMGIX has not paid dividends to shareholders, while SNPE's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | 0.00% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% | 0.75% |
SNPE Xtrackers S&P 500 ESG ETF | 1.15% | 1.32% | 1.65% | 1.08% | 1.43% | 1.20% | 0.00% | 0.00% | 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 -33.38%. Use the drawdown chart below to compare losses from any high point for SMGIX and SNPE. For additional features, visit the drawdowns tool.
Volatility
SMGIX vs. SNPE - Volatility Comparison
Columbia Contrarian Core Fund (SMGIX) has a higher volatility of 10.04% compared to Xtrackers S&P 500 ESG ETF (SNPE) at 3.67%. This indicates that SMGIX's price experiences larger fluctuations and is considered to be riskier than SNPE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.