XRSG.L vs. SMGB.L
Compare and contrast key facts about Xtrackers Russell 2000 UCITS ETF 1C (XRSG.L) and VanEck Semiconductor UCITS ETF (SMGB.L).
XRSG.L and SMGB.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XRSG.L is a passively managed fund by Xtrackers that tracks the performance of the Russell 2000 TR USD. It was launched on Mar 6, 2015. SMGB.L is a passively managed fund by VanEck that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Dec 1, 2020. Both XRSG.L and SMGB.L 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: XRSG.L or SMGB.L.
Key characteristics
| XRSG.L | SMGB.L | |
|---|---|---|
| YTD Return | 5.56% | 19.81% |
| 1Y Return | 15.47% | 44.17% |
| 3Y Return (Ann) | 3.05% | 19.57% |
| Sharpe Ratio | 0.94 | 1.64 |
| Daily Std Dev | 18.90% | 28.78% |
| Max Drawdown | -35.31% | -35.48% |
| Current Drawdown | -3.82% | -16.90% |
Correlation
The correlation between XRSG.L and SMGB.L 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
XRSG.L vs. SMGB.L - Performance Comparison
In the year-to-date period, XRSG.L achieves a 5.56% return, which is significantly lower than SMGB.L's 19.81% 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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XRSG.L vs. SMGB.L - Expense Ratio Comparison
XRSG.L has a 0.30% expense ratio, which is lower than SMGB.L's 0.35% expense ratio.
Risk-Adjusted Performance
XRSG.L vs. SMGB.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Russell 2000 UCITS ETF 1C (XRSG.L) and VanEck Semiconductor UCITS ETF (SMGB.L). 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
XRSG.L vs. SMGB.L - Dividend Comparison
Neither XRSG.L nor SMGB.L has paid dividends to shareholders.
| TTM | 2023 | 2022 | |
|---|---|---|---|
XRSG.L Xtrackers Russell 2000 UCITS ETF 1C | 0.00% | 0.00% | 0.00% |
SMGB.L VanEck Semiconductor UCITS ETF | 0.00% | 0.00% | 0.44% |
Drawdowns
XRSG.L vs. SMGB.L - Drawdown Comparison
The maximum XRSG.L drawdown since its inception was -35.31%, roughly equal to the maximum SMGB.L drawdown of -35.48%. Use the drawdown chart below to compare losses from any high point for XRSG.L and SMGB.L. For additional features, visit the drawdowns tool.
Volatility
XRSG.L vs. SMGB.L - Volatility Comparison
The current volatility for Xtrackers Russell 2000 UCITS ETF 1C (XRSG.L) is 7.14%, while VanEck Semiconductor UCITS ETF (SMGB.L) has a volatility of 10.85%. This indicates that XRSG.L experiences smaller price fluctuations and is considered to be less risky than SMGB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.