Correlation
The correlation between UBND and SMTH is 0.18, 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.
UBND vs. SMTH
Compare and contrast key facts about VictoryShares Core Plus Intermediate Bond ETF (UBND) and ALPS Smith Core Plus Bond ETF (SMTH).
UBND and SMTH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UBND is an actively managed fund by VictoryShares. It was launched on Oct 4, 2021. SMTH is an actively managed fund by ALPS. It was launched on Dec 5, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBND or SMTH.
Performance
UBND vs. SMTH - Performance Comparison
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Key characteristics
UBND:
1.37
SMTH:
1.26
UBND:
1.91
SMTH:
1.85
UBND:
1.23
SMTH:
1.22
UBND:
0.89
SMTH:
1.49
UBND:
3.63
SMTH:
3.61
UBND:
1.82%
SMTH:
1.70%
UBND:
4.99%
SMTH:
4.96%
UBND:
-16.53%
SMTH:
-4.10%
UBND:
-0.95%
SMTH:
-1.01%
Returns By Period
In the year-to-date period, UBND achieves a 2.70% return, which is significantly higher than SMTH's 2.17% return.
UBND
2.70%
0.09%
1.17%
6.22%
3.08%
N/A
N/A
SMTH
2.17%
-0.20%
0.89%
5.72%
N/A
N/A
N/A
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UBND vs. SMTH - Expense Ratio Comparison
UBND has a 0.40% expense ratio, which is lower than SMTH's 0.59% expense ratio.
Risk-Adjusted Performance
UBND vs. SMTH — Risk-Adjusted Performance Rank
UBND
SMTH
UBND vs. SMTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) and ALPS Smith Core Plus Bond ETF (SMTH). 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.
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Dividends
UBND vs. SMTH - Dividend Comparison
UBND's dividend yield for the trailing twelve months is around 4.57%, less than SMTH's 4.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.57% | 4.63% | 4.37% | 3.28% | 0.28% |
SMTH ALPS Smith Core Plus Bond ETF | 4.67% | 4.58% | 0.24% | 0.00% | 0.00% |
Drawdowns
UBND vs. SMTH - Drawdown Comparison
The maximum UBND drawdown since its inception was -16.53%, which is greater than SMTH's maximum drawdown of -4.10%. Use the drawdown chart below to compare losses from any high point for UBND and SMTH.
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Volatility
UBND vs. SMTH - Volatility Comparison
The current volatility for VictoryShares Core Plus Intermediate Bond ETF (UBND) is 1.38%, while ALPS Smith Core Plus Bond ETF (SMTH) has a volatility of 1.46%. This indicates that UBND experiences smaller price fluctuations and is considered to be less risky than SMTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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