VTRS vs. SMH
Compare and contrast key facts about Viatris Inc. (VTRS) and VanEck Vectors Semiconductor ETF (SMH).
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: VTRS or SMH.
Key characteristics
| VTRS | SMH | |
|---|---|---|
| YTD Return | 23.17% | 44.03% |
| 1Y Return | 50.98% | 62.09% |
| 3Y Return (Ann) | 1.38% | 20.37% |
| Sharpe Ratio | 1.55 | 1.78 |
| Sortino Ratio | 2.45 | 2.29 |
| Omega Ratio | 1.30 | 1.30 |
| Calmar Ratio | 0.99 | 2.46 |
| Martin Ratio | 3.87 | 6.77 |
| Ulcer Index | 12.10% | 9.02% |
| Daily Std Dev | 30.27% | 34.35% |
| Max Drawdown | -52.28% | -95.73% |
| Current Drawdown | -20.40% | -10.46% |
Correlation
The correlation between VTRS and SMH is 0.26, 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.
Performance
VTRS vs. SMH - Performance Comparison
In the year-to-date period, VTRS achieves a 23.17% return, which is significantly lower than SMH's 44.03% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VTRS vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Viatris Inc. (VTRS) 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
VTRS vs. SMH - Dividend Comparison
VTRS's dividend yield for the trailing twelve months is around 3.71%, more than SMH's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTRS Viatris Inc. | 3.71% | 4.43% | 4.31% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.41% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
VTRS vs. SMH - Drawdown Comparison
The maximum VTRS drawdown since its inception was -52.28%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for VTRS and SMH. For additional features, visit the drawdowns tool.
Volatility
VTRS vs. SMH - Volatility Comparison
Viatris Inc. (VTRS) has a higher volatility of 14.46% compared to VanEck Vectors Semiconductor ETF (SMH) at 9.39%. This indicates that VTRS'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.