WELL.DE vs. SMH
Compare and contrast key facts about Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) and VanEck Vectors Semiconductor ETF (SMH).
WELL.DE and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELL.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. It was launched on Sep 20, 2022. 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 WELL.DE 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: WELL.DE or SMH.
Correlation
The correlation between WELL.DE and SMH is 0.66, 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
WELL.DE vs. SMH - Performance Comparison
Key characteristics
WELL.DE:
1.35
SMH:
0.78
WELL.DE:
1.83
SMH:
1.22
WELL.DE:
1.25
SMH:
1.16
WELL.DE:
1.83
SMH:
1.14
WELL.DE:
5.53
SMH:
2.62
WELL.DE:
5.39%
SMH:
10.81%
WELL.DE:
22.16%
SMH:
36.15%
WELL.DE:
-16.31%
SMH:
-83.29%
WELL.DE:
-1.48%
SMH:
-7.94%
Returns By Period
In the year-to-date period, WELL.DE achieves a 2.36% return, which is significantly lower than SMH's 6.45% return.
WELL.DE
2.36%
2.22%
12.14%
30.50%
N/A
N/A
SMH
6.45%
-1.75%
6.82%
31.77%
29.79%
26.26%
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WELL.DE vs. SMH - Expense Ratio Comparison
WELL.DE has a 0.18% expense ratio, which is lower than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
WELL.DE vs. SMH — Risk-Adjusted Performance Rank
WELL.DE
SMH
WELL.DE vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) 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
WELL.DE vs. SMH - Dividend Comparison
WELL.DE's dividend yield for the trailing twelve months is around 0.38%, less than SMH's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist | 0.38% | 0.36% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
WELL.DE vs. SMH - Drawdown Comparison
The maximum WELL.DE drawdown since its inception was -16.31%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for WELL.DE and SMH. For additional features, visit the drawdowns tool.
Volatility
WELL.DE vs. SMH - Volatility Comparison
The current volatility for Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) is 8.42%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 12.17%. This indicates that WELL.DE 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.