SMHX vs. AVUV
Compare and contrast key facts about VanEck Fabless Semiconductor ETF (SMHX) and Avantis U.S. Small Cap Value ETF (AVUV).
SMHX and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMHX is a passively managed fund by VanEck that tracks the performance of the MarketVector™ US Listed Fabless Semiconductor Index. It was launched on Aug 27, 2024. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMHX or AVUV.
Correlation
The correlation between SMHX and AVUV is 0.43, 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
SMHX vs. AVUV - Performance Comparison
Key characteristics
SMHX:
38.21%
AVUV:
20.05%
SMHX:
-13.96%
AVUV:
-49.42%
SMHX:
-7.07%
AVUV:
-8.95%
Returns By Period
In the year-to-date period, SMHX achieves a 1.47% return, which is significantly higher than AVUV's -0.06% return.
SMHX
1.47%
-4.72%
N/A
N/A
N/A
N/A
AVUV
-0.06%
-4.21%
5.03%
11.87%
15.54%
N/A
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SMHX vs. AVUV - Expense Ratio Comparison
SMHX has a 0.35% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
SMHX vs. AVUV — Risk-Adjusted Performance Rank
SMHX
AVUV
SMHX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Fabless Semiconductor ETF (SMHX) and Avantis U.S. Small Cap Value ETF (AVUV). 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.
Not enough dataDividends
SMHX vs. AVUV - Dividend Comparison
SMHX's dividend yield for the trailing twelve months is around 0.04%, less than AVUV's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
SMHX VanEck Fabless Semiconductor ETF | 0.04% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.61% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
SMHX vs. AVUV - Drawdown Comparison
The maximum SMHX drawdown since its inception was -13.96%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for SMHX and AVUV. For additional features, visit the drawdowns tool.
Volatility
SMHX vs. AVUV - Volatility Comparison
VanEck Fabless Semiconductor ETF (SMHX) has a higher volatility of 15.49% compared to Avantis U.S. Small Cap Value ETF (AVUV) at 4.03%. This indicates that SMHX's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.