SSSFX vs. SMH
Compare and contrast key facts about SouthernSun Small Cap (SSSFX) and VanEck Vectors Semiconductor ETF (SMH).
SSSFX is managed by AMG. It was launched on Oct 1, 2003. SMH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 25 Index. It was launched on Dec 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSSFX or SMH.
Correlation
The correlation between SSSFX and SMH is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SSSFX vs. SMH - Performance Comparison
Key characteristics
SSSFX:
-1.13
SMH:
-0.51
SSSFX:
-1.41
SMH:
-0.48
SSSFX:
0.79
SMH:
0.94
SSSFX:
-0.67
SMH:
-0.55
SSSFX:
-2.23
SMH:
-1.53
SSSFX:
13.01%
SMH:
12.85%
SSSFX:
25.60%
SMH:
38.51%
SSSFX:
-66.47%
SMH:
-83.29%
SSSFX:
-43.08%
SMH:
-35.44%
Returns By Period
In the year-to-date period, SSSFX achieves a -19.01% return, which is significantly higher than SMH's -25.34% return. Over the past 10 years, SSSFX has underperformed SMH with an annualized return of -2.84%, while SMH has yielded a comparatively higher 22.11% annualized return.
SSSFX
-19.01%
-12.98%
-33.56%
-28.61%
6.28%
-2.84%
SMH
-25.34%
-21.19%
-26.72%
-17.41%
27.34%
22.11%
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SSSFX vs. SMH - Expense Ratio Comparison
SSSFX has a 1.30% expense ratio, which is higher than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
SSSFX vs. SMH — Risk-Adjusted Performance Rank
SSSFX
SMH
SSSFX vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) and VanEck Vectors Semiconductor ETF (SMH). 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
SSSFX vs. SMH - Dividend Comparison
SSSFX has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.13% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.59% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
Drawdowns
SSSFX vs. SMH - Drawdown Comparison
The maximum SSSFX drawdown since its inception was -66.47%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for SSSFX and SMH. For additional features, visit the drawdowns tool.
Volatility
SSSFX vs. SMH - Volatility Comparison
The current volatility for SouthernSun Small Cap (SSSFX) is 10.62%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 14.77%. This indicates that SSSFX experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.