SMTH vs. UBND
Compare and contrast key facts about ALPS Smith Core Plus Bond ETF (SMTH) and VictoryShares Core Plus Intermediate Bond ETF (UBND).
SMTH and UBND 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. UBND is an actively managed fund by VictoryShares. It was launched on Oct 4, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMTH or UBND.
Correlation
The correlation between SMTH and UBND is 0.17, 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. UBND - Performance Comparison
Key characteristics
SMTH:
1.17
UBND:
1.13
SMTH:
1.74
UBND:
1.66
SMTH:
1.21
UBND:
1.20
SMTH:
1.39
UBND:
0.79
SMTH:
3.43
UBND:
3.27
SMTH:
1.66%
UBND:
1.79%
SMTH:
4.92%
UBND:
5.07%
SMTH:
-4.10%
UBND:
-16.53%
SMTH:
-1.37%
UBND:
-1.79%
Returns By Period
The year-to-date returns for both investments are quite close, with SMTH having a 1.80% return and UBND slightly higher at 1.83%.
SMTH
1.80%
0.45%
1.31%
5.69%
N/A
N/A
UBND
1.83%
0.10%
1.37%
5.70%
N/A
N/A
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SMTH vs. UBND - Expense Ratio Comparison
SMTH has a 0.59% expense ratio, which is higher than UBND's 0.40% expense ratio.
Risk-Adjusted Performance
SMTH vs. UBND — Risk-Adjusted Performance Rank
SMTH
UBND
SMTH vs. UBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Smith Core Plus Bond ETF (SMTH) and VictoryShares Core Plus Intermediate Bond ETF (UBND). 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. UBND - Dividend Comparison
SMTH's dividend yield for the trailing twelve months is around 4.68%, more than UBND's 4.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
SMTH ALPS Smith Core Plus Bond ETF | 4.68% | 4.58% | 0.24% | 0.00% | 0.00% |
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.22% | 4.63% | 4.37% | 3.28% | 0.28% |
Drawdowns
SMTH vs. UBND - Drawdown Comparison
The maximum SMTH drawdown since its inception was -4.10%, smaller than the maximum UBND drawdown of -16.53%. Use the drawdown chart below to compare losses from any high point for SMTH and UBND. For additional features, visit the drawdowns tool.
Volatility
SMTH vs. UBND - Volatility Comparison
ALPS Smith Core Plus Bond ETF (SMTH) and VictoryShares Core Plus Intermediate Bond ETF (UBND) have volatilities of 1.67% and 1.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.