XTL vs. SMH
Compare and contrast key facts about SPDR S&P Telecom ETF (XTL) and VanEck Vectors Semiconductor ETF (SMH).
XTL and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XTL is a passively managed fund by State Street that tracks the performance of the S&P Telecom Select Industry Index. It was launched on Jan 26, 2011. 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 XTL 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: XTL or SMH.
Key characteristics
| XTL | SMH | |
|---|---|---|
| YTD Return | -13.17% | 21.25% |
| 1Y Return | -4.01% | 74.53% |
| 3Y Return (Ann) | -9.34% | 22.50% |
| 5Y Return (Ann) | -0.16% | 32.32% |
| 10Y Return (Ann) | 3.58% | 28.71% |
| Sharpe Ratio | -0.20 | 2.56 |
| Daily Std Dev | 20.94% | 28.45% |
| Max Drawdown | -37.01% | -95.73% |
| Current Drawdown | -31.79% | -9.45% |
Correlation
The correlation between XTL and SMH is 0.63, 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
XTL vs. SMH - Performance Comparison
In the year-to-date period, XTL achieves a -13.17% return, which is significantly lower than SMH's 21.25% return. Over the past 10 years, XTL has underperformed SMH with an annualized return of 3.58%, while SMH has yielded a comparatively higher 28.71% annualized 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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XTL vs. SMH - Expense Ratio Comparison
Both XTL and SMH have an expense ratio of 0.35%.
Risk-Adjusted Performance
XTL vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Telecom ETF (XTL) 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
XTL vs. SMH - Dividend Comparison
XTL's dividend yield for the trailing twelve months is around 0.94%, more than SMH's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTL SPDR S&P Telecom ETF | 0.94% | 0.80% | 0.74% | 1.25% | 0.88% | 0.92% | 1.90% | 2.08% | 1.11% | 1.38% | 1.03% | 0.45% |
SMH VanEck Vectors Semiconductor ETF | 0.49% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
XTL vs. SMH - Drawdown Comparison
The maximum XTL drawdown since its inception was -37.01%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for XTL and SMH. For additional features, visit the drawdowns tool.
Volatility
XTL vs. SMH - Volatility Comparison
The current volatility for SPDR S&P Telecom ETF (XTL) is 5.60%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 10.01%. This indicates that XTL 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.