DUKH vs SMTH
Ocean Park High Income ETF vs ALPS Smith Core Plus Bond ETF
Which is better, DUKH or SMTH?
Each has led over a different period.
SMTH has a lower expense ratio. DUKH led over 1Y, SMTH over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DUKH | SMTH |
|---|---|---|
| Expense Ratio | 1.07% | 0.59%Best |
| AUM | $22M | $3.6B |
| Dividend Yield | 5.12% | 4.48% |
| Holdings | 12 | 921 |
| YTD Return | -1.99%Best | -2.50% |
| 1Y Return | -0.30%Best | -2.47% |
| Volatility (annualized) | 4.3% | 4.1%Best |
| Max Drawdown | -5.7% | -4.7%Best |
| $10,000 over 2.3 years | $10,452 | $10,558Best |
| Fund Family | Ocean Park Asset Management | ALPS Advisors |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Jul 10, 2024 | Dec 5, 2023 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 11, 2024 to Oct 14, 2026 (2.3 years).
DUKH vs SMTH growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.
DUKH vs SMTH Performance
Ocean Park High Income ETF (DUKH) is an ETF from Ocean Park Asset Management and ALPS Smith Core Plus Bond ETF (SMTH) is an ETF from ALPS Advisors. Over the past year DUKH returned -0.30% while SMTH returned -2.47%. Year to date, DUKH is down 1.99% versus a loss of 2.50% for SMTH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUKH has been the more volatile fund, with annualized monthly volatility of 4.3% compared with 4.1% for SMTH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -5.7% for DUKH and -4.7% for SMTH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DUKH charges 1.07% per year while SMTH charges 0.59%. On a $10,000 position that is $107 vs $59 annually, a gap of $48 per year that compounds over a long holding period. On income, DUKH currently yields 5.12% against 4.48% for SMTH.
Holdings Overlap
We hold position weights for 1 holding in DUKH and 147 in SMTH, totalling 30.2% and 30.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in DUKH and 147 in SMTH, against full books of 12 and 921.
You are not choosing between two funds in isolation.
Whichever of DUKH and SMTH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DUKH or SMTH?
DUKH has an expense ratio of 1.07% while SMTH charges 0.59%. SMTH is the cheaper option, by $48 a year on a $10,000 investment.
Which performed better, DUKH or SMTH?
Over the past year DUKH returned -0.30% vs -2.47% for SMTH, so DUKH leads on 1-year performance. Over the longest common window we track (2 years), DUKH annualized +1.94% vs +2.39% for SMTH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUKH or SMTH?
DUKH has been the more volatile fund at 4.3% annualized versus 4.1% for SMTH. Worst drawdown: DUKH -5.7% vs SMTH -4.7%.
Should I hold both DUKH and SMTH?
DUKH and SMTH have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DUKH or SMTH?
DUKH yields 5.12% while SMTH yields 4.48%, so DUKH currently pays the higher dividend yield.
Is SMTH better than DUKH?
SMTH has a lower expense ratio. DUKH led over 1Y, SMTH over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.