KB vs. SMH
KB (KB Financial Group Inc.) is a stock, while SMH (VanEck Semiconductor ETF) is Semiconductors fund tracking the MVIS US Listed Semiconductor 25 Index. Over the past 10 years, KB returned 17.67%/yr vs 34.16%/yr for SMH. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
KB vs. SMH - Performance Comparison
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Returns By Period
In the year-to-date period, KB achieves a 38.21% return, which is significantly lower than SMH's 50.09% return. Over the past 10 years, KB has underperformed SMH with an annualized return of 17.67%, while SMH has yielded a comparatively higher 34.16% annualized return.
KB
- 1D
- -2.70%
- 1M
- 7.75%
- 6M
- 26.55%
- YTD
- 38.21%
- 1Y
- 55.39%
- 3Y*
- 47.75%
- 5Y*
- 27.20%
- 10Y*
- 17.67%
- ALL TIME*
- 7.90%
SMH
- 1D
- 0.30%
- 1M
- -8.74%
- 6M
- 33.97%
- YTD
- 50.09%
- 1Y
- 90.95%
- 3Y*
- 50.56%
- 5Y*
- 33.46%
- 10Y*
- 34.16%
- ALL TIME*
- 11.06%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $35.97M | $37.12M | $31.41M | |
| $8.28B | $7.64B | $7.07B |
KB vs. SMH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KB KB Financial Group Inc. | 38.21% | 56.57% | 45.22% | 10.35% | -11.26% | 22.62% | -0.46% | -1.45% | -28.25% | 65.80% |
SMH VanEck Semiconductor ETF | 50.09% | 49.17% | 39.10% | 73.38% | -33.53% | 42.13% | 55.53% | 64.45% | -9.05% | 38.48% |
Correlation
The correlation between KB and SMH is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2001 | 0.39 |
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Return for Risk
KB vs. SMH — Risk / Return Rank
KB
SMH
KB vs. SMH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KB Financial Group Inc. (KB) 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.
| KB | SMH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.36 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 3.58 | -0.43 |
| Martin ratioReturn relative to average drawdown | 7.11 | 14.64 | -7.53 |
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Drawdowns
KB vs. SMH - Drawdown Comparison
The maximum KB drawdown since its inception was -84.27%, roughly equal to the maximum SMH drawdown of -84.96%. Use the drawdown chart below to compare losses from any high point for KB and SMH.
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Drawdown Indicators
| KB | SMH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.27% | -84.96% | +0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -24.62% | +7.88% |
Max Drawdown (3Y)Largest decline over 3 years | -34.41% | -35.74% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -42.89% | -45.30% | +2.41% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -45.30% | -21.62% |
Current DrawdownCurrent decline from peak | -4.41% | -19.19% | +14.78% |
Average DrawdownAverage peak-to-trough decline | -39.95% | -40.89% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.41% | 6.01% | +1.40% |
Volatility
KB vs. SMH - Volatility Comparison
KB Financial Group Inc. (KB) and VanEck Semiconductor ETF (SMH) have volatilities of 15.21% and 14.70%, 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
| KB | SMH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.21% | 14.70% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 29.80% | 33.13% | -3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.82% | 38.57% | -1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.30% | 36.50% | -2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.11% | 33.32% | -0.21% |
Dividends
KB vs. SMH - Dividend Comparison
KB's dividend yield for the trailing twelve months is around 2.02%, more than SMH's 0.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KB KB Financial Group Inc. | 2.02% | 2.92% | 4.98% | 2.81% | 5.78% | 5.27% | 3.97% | 0.00% | 0.00% | 0.00% | 3.10% | 3.05% |
SMH VanEck Semiconductor ETF | 0.20% | 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
KB and SMH have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KB has higher volatility (15.21%) compared to SMH (14.70%). In terms of maximum drawdown, KB dropped -84.27% vs SMH's -84.96%.
SMH currently has the higher Sharpe Ratio (2.29 vs 1.43), 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.
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