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GBTC vs. SMH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GBTC vs. SMH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grayscale Bitcoin Trust ETF (GBTC) and VanEck Semiconductor ETF (SMH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GBTC achieves a -31.54% return, which is significantly lower than SMH's 58.19% return. Over the past 10 years, GBTC has outperformed SMH with an annualized return of 48.34%, while SMH has yielded a comparatively lower 36.02% annualized return.


GBTC

1D
-5.15%
1M
-26.07%
YTD
-31.54%
6M
-33.05%
1Y
-41.68%
3Y*
47.89%
5Y*
8.66%
10Y*
48.34%

SMH

1D
-9.22%
1M
3.63%
YTD
58.19%
6M
56.81%
1Y
127.40%
3Y*
58.39%
5Y*
36.10%
10Y*
36.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GBTC vs. SMH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GBTC
Grayscale Bitcoin Trust ETF
-31.54%-7.65%113.81%317.61%-75.80%7.03%290.72%106.56%-82.10%1,787.72%
SMH
VanEck Semiconductor ETF
58.19%49.17%39.10%73.38%-33.53%42.13%55.53%64.45%-9.05%38.48%

Correlation

The correlation between GBTC and SMH is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.45

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.26

Correlation (All Time)
Calculated using the full available price history since May 5, 2015

0.24

Over the past year, GBTC and SMH have become more correlated (0.45) than their long-term average of 0.24, meaning their price movements have been converging.

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Return for Risk

GBTC vs. SMH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GBTC
GBTC Risk / Return Rank: 22
Overall Rank
GBTC Sharpe Ratio Rank: 22
Sharpe Ratio Rank
GBTC Sortino Ratio Rank: 22
Sortino Ratio Rank
GBTC Omega Ratio Rank: 22
Omega Ratio Rank
GBTC Calmar Ratio Rank: 22
Calmar Ratio Rank
GBTC Martin Ratio Rank: 11
Martin Ratio Rank

SMH
SMH Risk / Return Rank: 9494
Overall Rank
SMH Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
SMH Sortino Ratio Rank: 9090
Sortino Ratio Rank
SMH Omega Ratio Rank: 9292
Omega Ratio Rank
SMH Calmar Ratio Rank: 9696
Calmar Ratio Rank
SMH Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GBTC vs. SMH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grayscale Bitcoin Trust ETF (GBTC) 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.


GBTCSMHDifference
Sharpe ratioReturn per unit of total volatility

-4.95

Sortino ratioReturn per unit of downside risk

-5.48

Omega ratioGain probability vs. loss probability

0.85

1.59

-0.74

Calmar ratioReturn relative to maximum drawdown

-0.80

8.58

-9.38

Martin ratioReturn relative to average drawdown

-1.44

32.42

-33.86

GBTC vs. SMH - Sharpe Ratio Comparison

The current GBTC Sharpe Ratio is -0.95, which is lower than the SMH Sharpe Ratio of 4.00. The chart below compares the historical Sharpe Ratios of GBTC and SMH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GBTCSMHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.95

4.00

-4.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

1.03

-0.89

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

1.11

-0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.32

+0.32

Drawdowns

GBTC vs. SMH - Drawdown Comparison

The maximum GBTC drawdown since its inception was -89.91%, which is greater than SMH's maximum drawdown of -84.96%. Use the drawdown chart below to compare losses from any high point for GBTC and SMH.


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Drawdown Indicators


GBTCSMHDifference

Max Drawdown

Largest peak-to-trough decline

-89.91%

-84.96%

-4.95%

Max Drawdown (1Y)

Largest decline over 1 year

-52.45%

-14.93%

-37.52%

Max Drawdown (3Y)

Largest decline over 3 years

-52.45%

-35.74%

-16.71%

Max Drawdown (5Y)

Largest decline over 5 years

-85.42%

-45.30%

-40.12%

Max Drawdown (10Y)

Largest decline over 10 years

-89.91%

-45.30%

-44.61%

Current Drawdown

Current decline from peak

-52.45%

-10.69%

-41.76%

Average Drawdown

Average peak-to-trough decline

-43.44%

-41.08%

-2.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.99%

3.94%

+25.05%

Volatility

GBTC vs. SMH - Volatility Comparison

The current volatility for Grayscale Bitcoin Trust ETF (GBTC) is 9.88%, while VanEck Semiconductor ETF (SMH) has a volatility of 14.88%. This indicates that GBTC 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.


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Volatility by Period


GBTCSMHDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.88%

14.88%

-5.00%

Volatility (6M)

Calculated over the trailing 6-month period

34.14%

26.35%

+7.79%

Volatility (1Y)

Calculated over the trailing 1-year period

43.96%

32.03%

+11.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.45%

35.24%

+27.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

82.20%

32.70%

+49.50%

GBTC vs. SMH - Expense Ratio Comparison

GBTC has a 1.50% expense ratio, which is higher than SMH's 0.35% expense ratio.


Dividends

GBTC vs. SMH - Dividend Comparison

GBTC has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.19%.


PositionTTM20252024202320222021202020192018201720162015
GBTC
Grayscale Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.61%0.00%0.00%
SMH
VanEck Semiconductor ETF
0.19%0.31%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%

Frequently Asked Questions


GBTC and SMH have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMH has higher volatility (14.88%) compared to GBTC (9.88%). In terms of maximum drawdown, GBTC dropped -89.91% vs SMH's -84.96%.

On 10-year performance, GBTC leads with 48.34% vs 36.02% for SMH. On fees, SMH is cheaper at 0.35% per year. On volatility, GBTC has been the lower-risk option at 9.88%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, GBTC has performed better with a 48.34% return vs 36.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SMH is cheaper with a 0.35% expense ratio, compared with 1.50% for GBTC.

SMH has the higher dividend yield at 0.19%, compared with 0.00% for GBTC.

GBTC is categorized as Cryptocurrency, while SMH is Semiconductors. GBTC tracks CoinDesk Bitcoin Benchmark Rate Index, while SMH tracks MVIS US Listed Semiconductor 25 Index. They also come from different issuers: Grayscale and VanEck. Their fees differ too: 1.50% for GBTC and 0.35% for SMH.

SMH currently has the higher Sharpe Ratio (4.00 vs -0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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