SMHB vs. YYY
Compare and contrast key facts about ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) and Amplify High Income ETF (YYY).
SMHB and YYY 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. YYY is a passively managed fund by Amplify Investments that tracks the performance of the ISE High Income Index. It was launched on Jun 21, 2013. Both SMHB and YYY 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 YYY.
Correlation
The correlation between SMHB and YYY is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMHB vs. YYY - Performance Comparison
Key characteristics
SMHB:
0.23
YYY:
1.75
SMHB:
0.59
YYY:
2.30
SMHB:
1.07
YYY:
1.34
SMHB:
0.21
YYY:
1.25
SMHB:
0.88
YYY:
8.58
SMHB:
10.10%
YYY:
1.66%
SMHB:
38.79%
YYY:
8.16%
SMHB:
-90.13%
YYY:
-42.52%
SMHB:
-34.11%
YYY:
0.00%
Returns By Period
In the year-to-date period, SMHB achieves a 8.46% return, which is significantly higher than YYY's 5.31% return.
SMHB
8.46%
4.55%
4.29%
11.24%
-6.37%
N/A
YYY
5.31%
1.61%
5.48%
14.25%
2.84%
4.48%
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SMHB vs. YYY - Expense Ratio Comparison
SMHB has a 0.85% expense ratio, which is lower than YYY's 2.45% expense ratio.
Risk-Adjusted Performance
SMHB vs. YYY — Risk-Adjusted Performance Rank
SMHB
YYY
SMHB vs. YYY - 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 Amplify High Income ETF (YYY). 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. YYY - Dividend Comparison
SMHB's dividend yield for the trailing twelve months is around 20.46%, more than YYY's 11.99% 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 | 20.46% | 21.98% | 15.28% | 24.19% | 12.22% | 16.86% | 22.16% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% |
YYY Amplify High Income ETF | 11.99% | 12.50% | 12.39% | 12.36% | 9.08% | 9.79% | 9.10% | 9.73% | 8.83% | 10.34% | 10.77% | 9.54% |
Drawdowns
SMHB vs. YYY - Drawdown Comparison
The maximum SMHB drawdown since its inception was -90.13%, which is greater than YYY's maximum drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for SMHB and YYY. For additional features, visit the drawdowns tool.
Volatility
SMHB vs. YYY - Volatility Comparison
ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) has a higher volatility of 9.17% compared to Amplify High Income ETF (YYY) at 1.66%. This indicates that SMHB's price experiences larger fluctuations and is considered to be riskier than YYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.