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 0.27, 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:
0.32
CRT:
-0.77
SMHB:
0.71
CRT:
-1.01
SMHB:
1.08
CRT:
0.88
SMHB:
0.30
CRT:
-0.48
SMHB:
1.24
CRT:
-0.94
SMHB:
10.04%
CRT:
33.63%
SMHB:
39.13%
CRT:
41.02%
SMHB:
-90.13%
CRT:
-83.46%
SMHB:
-35.45%
CRT:
-57.86%
Returns By Period
In the year-to-date period, SMHB achieves a 6.25% return, which is significantly lower than CRT's 9.56% return.
SMHB
6.25%
3.20%
1.48%
6.64%
-6.78%
N/A
CRT
9.56%
5.51%
5.84%
-33.40%
15.26%
2.02%
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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 20.89%, more than CRT's 8.60% 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 | 20.89% | 21.98% | 15.28% | 24.19% | 12.22% | 16.86% | 22.16% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% |
CRT Cross Timbers Royalty Trust | 8.60% | 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) and Cross Timbers Royalty Trust (CRT) have volatilities of 8.92% and 9.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.