WCBR vs. SMH
Compare and contrast key facts about WisdomTree Cybersecurity Fund (WCBR) and VanEck Vectors Semiconductor ETF (SMH).
WCBR and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WCBR is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Team8 Cybersecurity Index. It was launched on Jan 28, 2021. 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. Both WCBR and SMH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCBR or SMH.
Key characteristics
| WCBR | SMH | |
|---|---|---|
| YTD Return | 10.33% | 41.61% |
| 1Y Return | 29.52% | 54.65% |
| 3Y Return (Ann) | -2.46% | 19.66% |
| Sharpe Ratio | 1.51 | 1.73 |
| Sortino Ratio | 2.07 | 2.24 |
| Omega Ratio | 1.26 | 1.30 |
| Calmar Ratio | 1.16 | 2.39 |
| Martin Ratio | 3.18 | 6.56 |
| Ulcer Index | 10.84% | 9.05% |
| Daily Std Dev | 22.90% | 34.39% |
| Max Drawdown | -52.25% | -95.73% |
| Current Drawdown | -7.50% | -11.96% |
Correlation
The correlation between WCBR and SMH is 0.61, 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
WCBR vs. SMH - Performance Comparison
In the year-to-date period, WCBR achieves a 10.33% return, which is significantly lower than SMH's 41.61% 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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WCBR vs. SMH - Expense Ratio Comparison
WCBR has a 0.45% expense ratio, which is higher than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
WCBR vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Cybersecurity Fund (WCBR) 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
WCBR vs. SMH - Dividend Comparison
WCBR has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.42%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCBR WisdomTree Cybersecurity Fund | 0.00% | 0.00% | 0.03% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.42% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
WCBR vs. SMH - Drawdown Comparison
The maximum WCBR drawdown since its inception was -52.25%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for WCBR and SMH. For additional features, visit the drawdowns tool.
Volatility
WCBR vs. SMH - Volatility Comparison
The current volatility for WisdomTree Cybersecurity Fund (WCBR) is 6.87%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 7.71%. This indicates that WCBR 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.