WRB vs. SMH
Compare and contrast key facts about W. R. Berkley Corporation (WRB) 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: WRB or SMH.
Correlation
The correlation between WRB and SMH is 0.31, 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
WRB vs. SMH - Performance Comparison
Key characteristics
WRB:
1.36
SMH:
1.25
WRB:
1.83
SMH:
1.76
WRB:
1.27
SMH:
1.22
WRB:
2.24
SMH:
1.75
WRB:
4.87
SMH:
4.38
WRB:
6.14%
SMH:
9.95%
WRB:
21.97%
SMH:
34.83%
WRB:
-69.20%
SMH:
-95.73%
WRB:
-8.94%
SMH:
-13.71%
Returns By Period
In the year-to-date period, WRB achieves a 27.30% return, which is significantly lower than SMH's 38.79% return. Over the past 10 years, WRB has underperformed SMH with an annualized return of 16.87%, while SMH has yielded a comparatively higher 27.34% annualized return.
WRB
27.30%
-4.84%
11.70%
28.22%
16.37%
16.87%
SMH
38.79%
-1.38%
-8.37%
40.07%
29.31%
27.34%
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Risk-Adjusted Performance
WRB vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) 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
WRB vs. SMH - Dividend Comparison
WRB's dividend yield for the trailing twelve months is around 2.38%, while SMH has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRB W. R. Berkley Corporation | 2.38% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% | 2.79% | 0.90% |
SMH VanEck Vectors Semiconductor ETF | 0.00% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
WRB vs. SMH - Drawdown Comparison
The maximum WRB drawdown since its inception was -69.20%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for WRB and SMH. For additional features, visit the drawdowns tool.
Volatility
WRB vs. SMH - Volatility Comparison
The current volatility for W. R. Berkley Corporation (WRB) is 5.08%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 7.83%. This indicates that WRB 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.