SMTH vs. ALIBX

In the year-to-date period, SMTH achieves a 1.80% return, which is significantly higher than ALIBX's -2.06% return.

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SMTH has a 0.59% expense ratio, which is lower than ALIBX's 1.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ALPS Smith Core Plus Bond ETF (SMTH) and ALPS/Smith Balanced Opportunity Fund (ALIBX). 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.

The current SMTH Sharpe Ratio is 1.17, which is higher than the ALIBX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of SMTH and ALIBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMTH's dividend yield for the trailing twelve months is around 4.68%, more than ALIBX's 1.99% yield.

The maximum SMTH drawdown since its inception was -4.10%, smaller than the maximum ALIBX drawdown of -20.28%. Use the drawdown chart below to compare losses from any high point for SMTH and ALIBX. For additional features, visit the drawdowns tool.

The current volatility for ALPS Smith Core Plus Bond ETF (SMTH) is 1.67%, while ALPS/Smith Balanced Opportunity Fund (ALIBX) has a volatility of 6.19%. This indicates that SMTH experiences smaller price fluctuations and is considered to be less risky than ALIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.