SMHB vs. CRT
Compare and contrast key facts about ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) and Cross Timbers Royalty Trust (CRT).
SMHB is a passively managed fund by UBS that tracks the performance of the Solactive US Small Cap High Dividend Index (200%). It was launched on Nov 8, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMHB or CRT.
Correlation
The correlation between SMHB and CRT is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SMHB vs. CRT - Performance Comparison
Key characteristics
SMHB:
-0.41
CRT:
-0.54
SMHB:
-0.31
CRT:
-0.59
SMHB:
0.96
CRT:
0.93
SMHB:
-0.33
CRT:
-0.33
SMHB:
-1.37
CRT:
-0.96
SMHB:
13.93%
CRT:
23.28%
SMHB:
46.92%
CRT:
40.98%
SMHB:
-90.13%
CRT:
-83.46%
SMHB:
-48.15%
CRT:
-58.77%
Returns By Period
In the year-to-date period, SMHB achieves a -15.19% return, which is significantly lower than CRT's 7.19% return.
SMHB
-15.19%
-14.61%
-23.80%
-20.38%
22.35%
N/A
CRT
7.19%
-10.94%
1.09%
-21.57%
20.44%
1.17%
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Risk-Adjusted Performance
SMHB vs. CRT — Risk-Adjusted Performance Rank
SMHB
CRT
SMHB vs. CRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) and Cross Timbers Royalty Trust (CRT). 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
SMHB vs. CRT - Dividend Comparison
SMHB's dividend yield for the trailing twelve months is around 28.06%, more than CRT's 9.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMHB ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B | 28.06% | 22.68% | 15.27% | 24.18% | 12.22% | 16.86% | 22.16% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% |
CRT Cross Timbers Royalty Trust | 9.62% | 9.55% | 10.97% | 7.69% | 9.70% | 9.44% | 10.05% | 13.08% | 6.86% | 5.90% | 10.41% | 15.33% |
Drawdowns
SMHB vs. CRT - Drawdown Comparison
The maximum SMHB drawdown since its inception was -90.13%, which is greater than CRT's maximum drawdown of -83.46%. Use the drawdown chart below to compare losses from any high point for SMHB and CRT. For additional features, visit the drawdowns tool.
Volatility
SMHB vs. CRT - Volatility Comparison
ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) has a higher volatility of 29.92% compared to Cross Timbers Royalty Trust (CRT) at 20.97%. This indicates that SMHB's price experiences larger fluctuations and is considered to be riskier than CRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.