UGPIX vs. SMH
Compare and contrast key facts about ProFunds UltraChina (UGPIX) and VanEck Vectors Semiconductor ETF (SMH).
UGPIX is managed by ProFunds. It was launched on Feb 3, 2008. 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: UGPIX or SMH.
Correlation
The correlation between UGPIX and SMH is 0.57, 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
UGPIX vs. SMH - Performance Comparison
Key characteristics
UGPIX:
0.50
SMH:
0.74
UGPIX:
1.25
SMH:
1.16
UGPIX:
1.15
SMH:
1.15
UGPIX:
0.38
SMH:
1.07
UGPIX:
1.28
SMH:
2.46
UGPIX:
28.11%
SMH:
10.79%
UGPIX:
72.09%
SMH:
36.29%
UGPIX:
-97.69%
SMH:
-83.29%
UGPIX:
-91.91%
SMH:
-8.50%
Returns By Period
In the year-to-date period, UGPIX achieves a 47.58% return, which is significantly higher than SMH's 5.80% return. Over the past 10 years, UGPIX has underperformed SMH with an annualized return of -13.05%, while SMH has yielded a comparatively higher 26.10% annualized return.
UGPIX
47.58%
41.46%
48.02%
32.50%
-26.99%
-13.05%
SMH
5.80%
-0.79%
3.75%
27.56%
28.88%
26.10%
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UGPIX vs. SMH - Expense Ratio Comparison
UGPIX has a 1.74% expense ratio, which is higher than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
UGPIX vs. SMH — Risk-Adjusted Performance Rank
UGPIX
SMH
UGPIX vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraChina (UGPIX) 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
UGPIX vs. SMH - Dividend Comparison
UGPIX's dividend yield for the trailing twelve months is around 1.97%, more than SMH's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGPIX ProFunds UltraChina | 1.97% | 2.91% | 3.25% | 0.00% | 0.00% | 0.00% | 0.08% | 0.00% | 0.77% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.42% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
Drawdowns
UGPIX vs. SMH - Drawdown Comparison
The maximum UGPIX drawdown since its inception was -97.69%, which is greater than SMH's maximum drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for UGPIX and SMH. For additional features, visit the drawdowns tool.
Volatility
UGPIX vs. SMH - Volatility Comparison
ProFunds UltraChina (UGPIX) has a higher volatility of 19.33% compared to VanEck Vectors Semiconductor ETF (SMH) at 12.66%. This indicates that UGPIX's price experiences larger fluctuations and is considered to be riskier than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.