SMHB vs. SDIV
Compare and contrast key facts about ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) and Global X SuperDividend ETF (SDIV).
SMHB and SDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SDIV is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend Index. It was launched on Jun 8, 2011. Both SMHB and SDIV 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: SMHB or SDIV.
Correlation
The correlation between SMHB and SDIV is 0.71, 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
SMHB vs. SDIV - Performance Comparison
Key characteristics
SMHB:
0.17
SDIV:
0.97
SMHB:
0.52
SDIV:
1.35
SMHB:
1.06
SDIV:
1.17
SMHB:
0.16
SDIV:
0.30
SMHB:
0.67
SDIV:
2.73
SMHB:
10.08%
SDIV:
4.81%
SMHB:
38.94%
SDIV:
13.50%
SMHB:
-90.13%
SDIV:
-56.90%
SMHB:
-34.72%
SDIV:
-37.20%
Returns By Period
In the year-to-date period, SMHB achieves a 7.46% return, which is significantly higher than SDIV's 4.48% return.
SMHB
7.46%
4.37%
-0.47%
11.73%
-6.55%
N/A
SDIV
4.48%
2.69%
0.96%
12.63%
-7.09%
-3.15%
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SMHB vs. SDIV - Expense Ratio Comparison
SMHB has a 0.85% expense ratio, which is higher than SDIV's 0.58% expense ratio.
Risk-Adjusted Performance
SMHB vs. SDIV — Risk-Adjusted Performance Rank
SMHB
SDIV
SMHB vs. SDIV - 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 Global X SuperDividend ETF (SDIV). 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. SDIV - Dividend Comparison
SMHB's dividend yield for the trailing twelve months is around 20.65%, more than SDIV's 10.86% 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 | 20.65% | 21.98% | 15.28% | 24.19% | 12.22% | 16.86% | 22.16% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% |
SDIV Global X SuperDividend ETF | 10.86% | 11.33% | 11.73% | 14.17% | 8.95% | 7.96% | 8.74% | 9.22% | 6.66% | 6.95% | 7.33% | 6.45% |
Drawdowns
SMHB vs. SDIV - Drawdown Comparison
The maximum SMHB drawdown since its inception was -90.13%, which is greater than SDIV's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for SMHB and SDIV. For additional features, visit the drawdowns tool.
Volatility
SMHB vs. SDIV - Volatility Comparison
ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) has a higher volatility of 9.16% compared to Global X SuperDividend ETF (SDIV) at 2.49%. This indicates that SMHB's price experiences larger fluctuations and is considered to be riskier than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.