ZPDT.DE vs. SMH
Compare and contrast key facts about SPDR S&P US Technology Select Sector UCITS ETF (ZPDT.DE) and VanEck Vectors Semiconductor ETF (SMH).
ZPDT.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. ZPDT.DE is a passively managed fund by State Street that tracks the performance of the S&P Technology Select Sector. It was launched on Jul 7, 2015. 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 ZPDT.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: ZPDT.DE or SMH.
Key characteristics
| ZPDT.DE | SMH | |
|---|---|---|
| YTD Return | 25.27% | 41.61% |
| 1Y Return | 31.43% | 54.65% |
| 3Y Return (Ann) | 14.40% | 19.66% |
| 5Y Return (Ann) | 23.01% | 32.95% |
| Sharpe Ratio | 1.59 | 1.73 |
| Sortino Ratio | 2.13 | 2.24 |
| Omega Ratio | 1.29 | 1.30 |
| Calmar Ratio | 1.93 | 2.39 |
| Martin Ratio | 6.02 | 6.56 |
| Ulcer Index | 5.17% | 9.05% |
| Daily Std Dev | 19.51% | 34.39% |
| Max Drawdown | -31.48% | -95.73% |
| Current Drawdown | 0.00% | -11.96% |
Correlation
The correlation between ZPDT.DE and SMH is 0.51, 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
ZPDT.DE vs. SMH - Performance Comparison
In the year-to-date period, ZPDT.DE achieves a 25.27% 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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ZPDT.DE vs. SMH - Expense Ratio Comparison
ZPDT.DE has a 0.15% expense ratio, which is lower than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
ZPDT.DE vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Technology Select Sector UCITS ETF (ZPDT.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
ZPDT.DE vs. SMH - Dividend Comparison
ZPDT.DE 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZPDT.DE SPDR S&P US Technology Select Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 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% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
ZPDT.DE vs. SMH - Drawdown Comparison
The maximum ZPDT.DE drawdown since its inception was -31.48%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for ZPDT.DE and SMH. For additional features, visit the drawdowns tool.
Volatility
ZPDT.DE vs. SMH - Volatility Comparison
The current volatility for SPDR S&P US Technology Select Sector UCITS ETF (ZPDT.DE) is 4.96%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 7.71%. This indicates that ZPDT.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.