SNPE vs. SMGIX
Compare and contrast key facts about Xtrackers S&P 500 ESG ETF (SNPE) and Columbia Contrarian Core Fund (SMGIX).
SNPE is a passively managed fund by Deutsche Bank that tracks the performance of the S&P 500 ESG Index. It was launched on Jun 26, 2019. SMGIX is managed by Columbia Threadneedle. It was launched on Dec 14, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNPE or SMGIX.
Correlation
The correlation between SNPE and SMGIX is 0.98, 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
SNPE vs. SMGIX - Performance Comparison
Key characteristics
SNPE:
0.43
SMGIX:
-0.07
SNPE:
0.73
SMGIX:
0.05
SNPE:
1.10
SMGIX:
1.01
SNPE:
0.43
SMGIX:
-0.06
SNPE:
1.73
SMGIX:
-0.18
SNPE:
4.79%
SMGIX:
8.13%
SNPE:
19.52%
SMGIX:
21.35%
SNPE:
-33.38%
SMGIX:
-57.95%
SNPE:
-10.63%
SMGIX:
-16.86%
Returns By Period
In the year-to-date period, SNPE achieves a -7.14% return, which is significantly lower than SMGIX's -6.35% return.
SNPE
-7.14%
-3.37%
-6.60%
7.11%
16.01%
N/A
SMGIX
-6.35%
-3.60%
-12.73%
-2.07%
6.68%
5.02%
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SNPE vs. SMGIX - Expense Ratio Comparison
SNPE has a 0.10% expense ratio, which is lower than SMGIX's 0.75% expense ratio.
Risk-Adjusted Performance
SNPE vs. SMGIX — Risk-Adjusted Performance Rank
SNPE
SMGIX
SNPE vs. SMGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 ESG ETF (SNPE) and Columbia Contrarian Core Fund (SMGIX). 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
SNPE vs. SMGIX - Dividend Comparison
SNPE's dividend yield for the trailing twelve months is around 1.30%, more than SMGIX's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNPE Xtrackers S&P 500 ESG ETF | 1.30% | 1.17% | 1.32% | 1.65% | 1.08% | 1.43% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMGIX Columbia Contrarian Core Fund | 0.64% | 0.60% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% |
Drawdowns
SNPE vs. SMGIX - Drawdown Comparison
The maximum SNPE drawdown since its inception was -33.38%, smaller than the maximum SMGIX drawdown of -57.95%. Use the drawdown chart below to compare losses from any high point for SNPE and SMGIX. For additional features, visit the drawdowns tool.
Volatility
SNPE vs. SMGIX - Volatility Comparison
Xtrackers S&P 500 ESG ETF (SNPE) and Columbia Contrarian Core Fund (SMGIX) have volatilities of 14.10% and 14.48%, 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.