SMTH vs. DODIX
Compare and contrast key facts about ALPS Smith Core Plus Bond ETF (SMTH) and Dodge & Cox Income Fund (DODIX).
SMTH is an actively managed fund by ALPS. It was launched on Dec 5, 2023. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMTH or DODIX.
Correlation
The correlation between SMTH and DODIX is 0.90, 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
SMTH vs. DODIX - Performance Comparison
Key characteristics
SMTH:
1.03
DODIX:
0.94
SMTH:
1.59
DODIX:
1.39
SMTH:
1.18
DODIX:
1.16
SMTH:
1.18
DODIX:
0.49
SMTH:
2.83
DODIX:
2.34
SMTH:
1.72%
DODIX:
2.20%
SMTH:
4.72%
DODIX:
5.49%
SMTH:
-4.10%
DODIX:
-18.50%
SMTH:
-2.29%
DODIX:
-4.60%
Returns By Period
In the year-to-date period, SMTH achieves a 0.61% return, which is significantly lower than DODIX's 1.13% return.
SMTH
0.61%
0.45%
-0.54%
4.86%
N/A
N/A
DODIX
1.13%
0.89%
-0.94%
5.33%
0.34%
2.00%
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SMTH vs. DODIX - Expense Ratio Comparison
SMTH has a 0.59% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
SMTH vs. DODIX — Risk-Adjusted Performance Rank
SMTH
DODIX
SMTH vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Smith Core Plus Bond ETF (SMTH) and Dodge & Cox Income Fund (DODIX). 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
SMTH vs. DODIX - Dividend Comparison
SMTH's dividend yield for the trailing twelve months is around 4.57%, more than DODIX's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMTH ALPS Smith Core Plus Bond ETF | 4.30% | 4.58% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.19% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
SMTH vs. DODIX - Drawdown Comparison
The maximum SMTH drawdown since its inception was -4.10%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for SMTH and DODIX. For additional features, visit the drawdowns tool.
Volatility
SMTH vs. DODIX - Volatility Comparison
The current volatility for ALPS Smith Core Plus Bond ETF (SMTH) is 1.33%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.47%. This indicates that SMTH experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.