SMTH vs. SCHG
Compare and contrast key facts about ALPS Smith Core Plus Bond ETF (SMTH) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SMTH and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMTH is an actively managed fund by ALPS. It was launched on Dec 5, 2023. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMTH or SCHG.
Correlation
The correlation between SMTH and SCHG is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SMTH vs. SCHG - Performance Comparison
Key characteristics
SMTH:
1.17
SCHG:
0.50
SMTH:
1.74
SCHG:
0.86
SMTH:
1.21
SCHG:
1.12
SMTH:
1.39
SCHG:
0.53
SMTH:
3.43
SCHG:
1.78
SMTH:
1.66%
SCHG:
7.00%
SMTH:
4.92%
SCHG:
24.88%
SMTH:
-4.10%
SCHG:
-34.59%
SMTH:
-1.37%
SCHG:
-10.70%
Returns By Period
In the year-to-date period, SMTH achieves a 1.80% return, which is significantly higher than SCHG's -6.76% return.
SMTH
1.80%
0.45%
1.31%
5.69%
N/A
N/A
SCHG
-6.76%
4.47%
-6.25%
12.34%
17.90%
15.31%
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SMTH vs. SCHG - Expense Ratio Comparison
SMTH has a 0.59% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
SMTH vs. SCHG — Risk-Adjusted Performance Rank
SMTH
SCHG
SMTH vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Smith Core Plus Bond ETF (SMTH) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
SMTH's dividend yield for the trailing twelve months is around 4.68%, more than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMTH ALPS Smith Core Plus Bond ETF | 4.68% | 4.58% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
SMTH vs. SCHG - Drawdown Comparison
The maximum SMTH drawdown since its inception was -4.10%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SMTH and SCHG. For additional features, visit the drawdowns tool.
Volatility
SMTH vs. SCHG - Volatility Comparison
The current volatility for ALPS Smith Core Plus Bond ETF (SMTH) is 1.63%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 8.21%. This indicates that SMTH experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.