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SMTH vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SMTH and VOO is 0.23, 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.


-0.50.00.51.00.2

Performance

SMTH vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Smith Core Plus Bond ETF (SMTH) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
7.29%
34.44%
SMTH
VOO

Key characteristics

Sharpe Ratio

SMTH:

0.92

VOO:

1.82

Sortino Ratio

SMTH:

1.41

VOO:

2.45

Omega Ratio

SMTH:

1.16

VOO:

1.33

Calmar Ratio

SMTH:

1.05

VOO:

2.75

Martin Ratio

SMTH:

2.56

VOO:

11.49

Ulcer Index

SMTH:

1.68%

VOO:

2.02%

Daily Std Dev

SMTH:

4.69%

VOO:

12.76%

Max Drawdown

SMTH:

-4.10%

VOO:

-33.99%

Current Drawdown

SMTH:

-2.03%

VOO:

-1.52%

Returns By Period

In the year-to-date period, SMTH achieves a 0.88% return, which is significantly lower than VOO's 2.49% return.


SMTH

YTD

0.88%

1M

1.52%

6M

0.75%

1Y

4.66%

5Y*

N/A

10Y*

N/A

VOO

YTD

2.49%

1M

1.86%

6M

13.45%

1Y

22.13%

5Y*

14.38%

10Y*

13.31%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


SMTH vs. VOO - Expense Ratio Comparison

SMTH has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.


SMTH
ALPS Smith Core Plus Bond ETF
Expense ratio chart for SMTH: current value at 0.59% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.59%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

SMTH vs. VOO — Risk-Adjusted Performance Rank

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

SMTH
The Risk-Adjusted Performance Rank of SMTH is 3535
Overall Rank
The Sharpe Ratio Rank of SMTH is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of SMTH is 3737
Sortino Ratio Rank
The Omega Ratio Rank of SMTH is 3232
Omega Ratio Rank
The Calmar Ratio Rank of SMTH is 4343
Calmar Ratio Rank
The Martin Ratio Rank of SMTH is 2828
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 7777
Overall Rank
The Sharpe Ratio Rank of VOO is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 7373
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 7676
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 7878
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SMTH vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Smith Core Plus Bond ETF (SMTH) and Vanguard S&P 500 ETF (VOO). 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.


Sharpe ratio
The chart of Sharpe ratio for SMTH, currently valued at 0.92, compared to the broader market0.002.004.000.921.82
The chart of Sortino ratio for SMTH, currently valued at 1.41, compared to the broader market0.005.0010.001.412.45
The chart of Omega ratio for SMTH, currently valued at 1.16, compared to the broader market0.501.001.502.002.503.001.161.33
The chart of Calmar ratio for SMTH, currently valued at 1.05, compared to the broader market0.005.0010.0015.0020.001.052.75
The chart of Martin ratio for SMTH, currently valued at 2.56, compared to the broader market0.0020.0040.0060.0080.00100.00120.002.5611.49
SMTH
VOO

The current SMTH Sharpe Ratio is 0.92, which is lower than the VOO Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of SMTH and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02
0.92
1.82
SMTH
VOO

Dividends

SMTH vs. VOO - Dividend Comparison

SMTH's dividend yield for the trailing twelve months is around 4.56%, more than VOO's 1.21% yield.


TTM20242023202220212020201920182017201620152014
SMTH
ALPS Smith Core Plus Bond ETF
4.56%4.58%0.24%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.21%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

SMTH vs. VOO - Drawdown Comparison

The maximum SMTH drawdown since its inception was -4.10%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SMTH and VOO. For additional features, visit the drawdowns tool.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.03%
-1.52%
SMTH
VOO

Volatility

SMTH vs. VOO - Volatility Comparison

The current volatility for ALPS Smith Core Plus Bond ETF (SMTH) is 1.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.77%. This indicates that SMTH experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
1.31%
3.77%
SMTH
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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