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SMLD.DE vs. 6PSK.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMLD.DE vs. 6PSK.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist (SMLD.DE) and Invesco FTSE RAFI Emerging Markets UCITS ETF (6PSK.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SMLD.DE achieves a 20.75% return, which is significantly lower than 6PSK.DE's 24.13% return. Over the past 10 years, SMLD.DE has outperformed 6PSK.DE with an annualized return of 15.33%, while 6PSK.DE has yielded a comparatively lower 11.43% annualized return.


SMLD.DE

1D
-0.66%
1M
0.52%
YTD
20.75%
6M
14.96%
1Y
13.71%
3Y*
20.56%
5Y*
25.24%
10Y*
15.33%

6PSK.DE

1D
-1.81%
1M
8.81%
YTD
24.13%
6M
24.28%
1Y
41.74%
3Y*
21.76%
5Y*
11.80%
10Y*
11.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMLD.DE vs. 6PSK.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SMLD.DE
Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist
20.75%-8.86%35.22%27.59%49.18%62.11%-27.45%24.27%-4.73%-12.47%
6PSK.DE
Invesco FTSE RAFI Emerging Markets UCITS ETF
24.13%16.65%20.37%8.16%-8.59%17.81%-10.11%20.36%-4.47%9.50%

Correlation

The correlation between SMLD.DE and 6PSK.DE is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (10Y)
Calculated over the trailing 10-year period

0.32

Correlation (All Time)
Calculated using the full available price history since May 17, 2013

0.35

The correlation between SMLD.DE and 6PSK.DE shifts across timeframes, from -0.03 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SMLD.DE vs. 6PSK.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMLD.DE
SMLD.DE Risk / Return Rank: 2020
Overall Rank
SMLD.DE Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
SMLD.DE Sortino Ratio Rank: 1919
Sortino Ratio Rank
SMLD.DE Omega Ratio Rank: 2323
Omega Ratio Rank
SMLD.DE Calmar Ratio Rank: 2121
Calmar Ratio Rank
SMLD.DE Martin Ratio Rank: 1919
Martin Ratio Rank

6PSK.DE
6PSK.DE Risk / Return Rank: 8080
Overall Rank
6PSK.DE Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
6PSK.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
6PSK.DE Omega Ratio Rank: 7777
Omega Ratio Rank
6PSK.DE Calmar Ratio Rank: 8181
Calmar Ratio Rank
6PSK.DE Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMLD.DE vs. 6PSK.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist (SMLD.DE) and Invesco FTSE RAFI Emerging Markets UCITS ETF (6PSK.DE). 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.


SMLD.DE6PSK.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.05

Sortino ratioReturn per unit of downside risk

-2.61

Omega ratioGain probability vs. loss probability

1.15

1.45

-0.30

Calmar ratioReturn relative to maximum drawdown

0.92

4.22

-3.29

Martin ratioReturn relative to average drawdown

1.91

16.66

-14.75

SMLD.DE vs. 6PSK.DE - Sharpe Ratio Comparison

The current SMLD.DE Sharpe Ratio is 0.51, which is lower than the 6PSK.DE Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of SMLD.DE and 6PSK.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SMLD.DE6PSK.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

2.57

-2.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.10

0.72

+0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.63

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.41

-0.13

Drawdowns

SMLD.DE vs. 6PSK.DE - Drawdown Comparison

The maximum SMLD.DE drawdown since its inception was -73.78%, which is greater than 6PSK.DE's maximum drawdown of -42.46%. Use the drawdown chart below to compare losses from any high point for SMLD.DE and 6PSK.DE.


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Drawdown Indicators


SMLD.DE6PSK.DEDifference

Max Drawdown

Largest peak-to-trough decline

-73.78%

-42.46%

-31.32%

Max Drawdown (1Y)

Largest decline over 1 year

-14.77%

-9.85%

-4.92%

Max Drawdown (3Y)

Largest decline over 3 years

-22.99%

-18.73%

-4.26%

Max Drawdown (5Y)

Largest decline over 5 years

-22.99%

-19.59%

-3.40%

Max Drawdown (10Y)

Largest decline over 10 years

-70.79%

-34.47%

-36.32%

Current Drawdown

Current decline from peak

-3.47%

-3.14%

-0.33%

Average Drawdown

Average peak-to-trough decline

-17.76%

-10.36%

-7.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.16%

2.50%

+4.66%

Volatility

SMLD.DE vs. 6PSK.DE - Volatility Comparison

The current volatility for Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist (SMLD.DE) is 5.38%, while Invesco FTSE RAFI Emerging Markets UCITS ETF (6PSK.DE) has a volatility of 7.44%. This indicates that SMLD.DE experiences smaller price fluctuations and is considered to be less risky than 6PSK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMLD.DE6PSK.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

7.44%

-2.06%

Volatility (6M)

Calculated over the trailing 6-month period

12.79%

13.41%

-0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

26.64%

16.19%

+10.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.60%

16.24%

+6.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.70%

18.21%

+16.49%

SMLD.DE vs. 6PSK.DE - Expense Ratio Comparison

SMLD.DE has a 0.50% expense ratio, which is higher than 6PSK.DE's 0.49% expense ratio.


Dividends

SMLD.DE vs. 6PSK.DE - Dividend Comparison

SMLD.DE's dividend yield for the trailing twelve months is around 7.55%, more than 6PSK.DE's 2.53% yield.


PositionTTM20252024202320222021202020192018201720162015
6PSK.DE
Invesco FTSE RAFI Emerging Markets UCITS ETF
2.53%3.08%3.41%4.28%5.89%3.33%2.70%2.64%2.97%2.46%1.89%3.16%
SMLD.DE
Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist
7.55%8.45%12.45%18.33%14.40%17.94%25.01%18.21%21.61%18.39%14.39%20.63%

Frequently Asked Questions


SMLD.DE and 6PSK.DE have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, 6PSK.DE is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

6PSK.DE is cheaper with a 0.49% expense ratio, compared with 0.50% for SMLD.DE.

SMLD.DE is categorized as Energy Equities, while 6PSK.DE is Emerging Markets Equities. SMLD.DE tracks Morningstar MLP Composite, while 6PSK.DE tracks FTSE RAFI Emerging Markets. Their fees differ too: 0.50% for SMLD.DE and 0.49% for 6PSK.DE.

Portfolio Optimizer

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