EXPI vs. SMH
Compare and contrast key facts about eXp World Holdings Inc (EXPI) and VanEck 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.
Performance
EXPI vs. SMH - Performance Comparison
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EXPI vs. SMH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXPI eXp World Holdings Inc | -33.30% | -19.71% | -24.64% | 42.00% | -66.74% | 6.93% | 457.11% | 60.03% | -6.84% | 87.65% |
SMH VanEck Semiconductor ETF | 6.46% | 49.17% | 39.10% | 73.38% | -33.53% | 42.13% | 55.53% | 64.45% | -9.05% | 38.48% |
Returns By Period
In the year-to-date period, EXPI achieves a -33.30% return, which is significantly lower than SMH's 6.46% return. Over the past 10 years, EXPI has underperformed SMH with an annualized return of 27.31%, while SMH has yielded a comparatively higher 31.28% annualized return.
EXPI
- 1D
- 0.00%
- 1M
- -13.39%
- YTD
- -33.30%
- 6M
- -43.11%
- 1Y
- -37.30%
- 3Y*
- -20.72%
- 5Y*
- -32.33%
- 10Y*
- 27.31%
SMH
- 1D
- 5.76%
- 1M
- -5.65%
- YTD
- 6.46%
- 6M
- 17.84%
- 1Y
- 81.87%
- 3Y*
- 43.47%
- 5Y*
- 25.59%
- 10Y*
- 31.28%
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Return for Risk
EXPI vs. SMH — Risk / Return Rank
EXPI
SMH
EXPI vs. SMH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for eXp World Holdings Inc (EXPI) and VanEck 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.
| EXPI | SMH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.77 | 2.23 | -3.00 |
Sortino ratioReturn per unit of downside risk | -0.99 | 2.85 | -3.84 |
Omega ratioGain probability vs. loss probability | 0.88 | 1.40 | -0.52 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 5.10 | -5.85 |
Martin ratioReturn relative to average drawdown | -1.93 | 18.29 | -20.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXPI | SMH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.77 | 2.23 | -3.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.50 | 0.74 | -1.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.97 | -0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.28 | +0.04 |
Correlation
The correlation between EXPI and SMH is 0.28, 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.
Dividends
EXPI vs. SMH - Dividend Comparison
EXPI's dividend yield for the trailing twelve months is around 3.34%, more than SMH's 0.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPI eXp World Holdings Inc | 3.34% | 2.21% | 1.74% | 1.22% | 1.53% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Semiconductor ETF | 0.29% | 0.31% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% |
Drawdowns
EXPI vs. SMH - Drawdown Comparison
The maximum EXPI drawdown since its inception was -92.37%, which is greater than SMH's maximum drawdown of -84.96%. Use the drawdown chart below to compare losses from any high point for EXPI and SMH.
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Drawdown Indicators
| EXPI | SMH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.37% | -84.96% | -7.41% |
Max Drawdown (1Y)Largest decline over 1 year | -51.15% | -15.95% | -35.20% |
Max Drawdown (5Y)Largest decline over 5 years | -88.72% | -45.30% | -43.42% |
Max Drawdown (10Y)Largest decline over 10 years | -92.37% | -45.30% | -47.07% |
Current DrawdownCurrent decline from peak | -92.01% | -10.03% | -81.98% |
Average DrawdownAverage peak-to-trough decline | -53.13% | -41.36% | -11.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.91% | 4.44% | +15.47% |
Volatility
EXPI vs. SMH - Volatility Comparison
eXp World Holdings Inc (EXPI) and VanEck Semiconductor ETF (SMH) have volatilities of 12.68% and 12.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXPI | SMH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.68% | 12.11% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 29.96% | 23.95% | +6.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.82% | 36.84% | +11.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 64.31% | 34.71% | +29.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 68.59% | 32.28% | +36.31% |