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IBLC vs. SMH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBLC vs. SMH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Blockchain and Tech ETF (IBLC) 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, IBLC achieves a 30.07% return, which is significantly lower than SMH's 85.74% return.


IBLC

1D
-0.70%
1M
2.21%
YTD
30.07%
6M
19.82%
1Y
65.77%
3Y*
46.30%
5Y*
10Y*

SMH

1D
1.37%
1M
16.07%
YTD
85.74%
6M
85.96%
1Y
157.81%
3Y*
66.26%
5Y*
40.65%
10Y*
38.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBLC vs. SMH - Yearly Performance Comparison


2026 (YTD)2025202420232022
IBLC
iShares Blockchain and Tech ETF
30.07%27.05%18.58%201.47%-58.93%
SMH
VanEck Semiconductor ETF
85.74%49.17%39.10%73.38%-10.22%

Correlation

The correlation between IBLC and SMH is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.58

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

0.54

Correlation (All Time)
Calculated using the full available price history since Apr 27, 2022

0.59

The correlation between IBLC and SMH has been stable across timeframes, ranging from 0.54 to 0.59 - a consistent structural relationship.

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Return for Risk

IBLC vs. SMH — Risk / Return Rank

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

IBLC
IBLC Risk / Return Rank: 3131
Overall Rank
IBLC Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
IBLC Sortino Ratio Rank: 3434
Sortino Ratio Rank
IBLC Omega Ratio Rank: 3232
Omega Ratio Rank
IBLC Calmar Ratio Rank: 3030
Calmar Ratio Rank
IBLC Martin Ratio Rank: 2323
Martin Ratio Rank

SMH
SMH Risk / Return Rank: 9696
Overall Rank
SMH Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SMH Sortino Ratio Rank: 9494
Sortino Ratio Rank
SMH Omega Ratio Rank: 9494
Omega Ratio Rank
SMH Calmar Ratio Rank: 9797
Calmar Ratio Rank
SMH Martin Ratio Rank: 9797
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.

IBLC vs. SMH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Blockchain and Tech ETF (IBLC) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IBLCSMHDifference
Sharpe ratioReturn per unit of total volatility

-3.48

Sortino ratioReturn per unit of downside risk

-2.84

Omega ratioGain probability vs. loss probability

1.21

1.66

-0.45

Calmar ratioReturn relative to maximum drawdown

1.47

10.63

-9.16

Martin ratioReturn relative to average drawdown

2.89

38.91

-36.02

IBLC vs. SMH - Sharpe Ratio Comparison

The current IBLC Sharpe Ratio is 1.18, which is lower than the SMH Sharpe Ratio of 4.66. The chart below compares the historical Sharpe Ratios of IBLC 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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Drawdowns

IBLC vs. SMH - Drawdown Comparison

The maximum IBLC drawdown since its inception was -62.54%, smaller than the maximum SMH drawdown of -84.96%. Use the drawdown chart below to compare losses from any high point for IBLC and SMH.


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Drawdown Indicators


IBLCSMHDifference

Max Drawdown

Largest peak-to-trough decline

-62.54%

-84.96%

+22.42%

Max Drawdown (1Y)

Largest decline over 1 year

-44.94%

-14.93%

-30.01%

Max Drawdown (3Y)

Largest decline over 3 years

-51.68%

-35.74%

-15.94%

Max Drawdown (5Y)

Largest decline over 5 years

-45.30%

Max Drawdown (10Y)

Largest decline over 10 years

-45.30%

Current Drawdown

Current decline from peak

-14.49%

0.00%

-14.49%

Average Drawdown

Average peak-to-trough decline

-25.77%

-41.01%

+15.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.86%

4.07%

+18.79%

Volatility

IBLC vs. SMH - Volatility Comparison

iShares Blockchain and Tech ETF (IBLC) and VanEck Semiconductor ETF (SMH) have volatilities of 17.30% and 17.29%, 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


IBLCSMHDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.30%

17.29%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

41.59%

28.18%

+13.41%

Volatility (1Y)

Calculated over the trailing 1-year period

55.92%

34.14%

+21.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.54%

35.68%

+28.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

64.54%

32.95%

+31.59%

IBLC vs. SMH - Expense Ratio Comparison

IBLC has a 0.47% expense ratio, which is higher than SMH's 0.35% expense ratio.


Dividends

IBLC vs. SMH - Dividend Comparison

IBLC's dividend yield for the trailing twelve months is around 4.81%, more than SMH's 0.17% yield.


PositionTTM20252024202320222021202020192018201720162015
IBLC
iShares Blockchain and Tech ETF
4.81%6.31%1.60%1.79%0.84%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SMH
VanEck Semiconductor ETF
0.17%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


IBLC and SMH have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBLC has higher volatility (17.30%) compared to SMH (17.29%). In terms of maximum drawdown, IBLC dropped -62.54% vs SMH's -84.96%.

On 3-year performance, SMH leads with 66.26% vs 46.30% for IBLC. On fees, SMH is cheaper at 0.35% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SMH has performed better with a 66.26% return vs 46.30%. 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 0.47% for IBLC.

IBLC has the higher dividend yield at 4.81%, compared with 0.17% for SMH.

IBLC is categorized as Cryptocurrency, while SMH is Semiconductors. IBLC tracks ICE FactSet Global Blockchain Technologies Index, while SMH tracks MVIS US Listed Semiconductor 25 Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.47% for IBLC and 0.35% for SMH.

SMH currently has the higher Sharpe Ratio (4.66 vs 1.18), 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

Find the right allocation for IBLC and SMH

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