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SERV vs. SMH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SERV vs. SMH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Serve Robotics Inc (SERV) 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, SERV achieves a -20.62% return, which is significantly lower than SMH's 77.13% return.


SERV

1D
-9.15%
1M
-11.87%
YTD
-20.62%
6M
-30.17%
1Y
-28.66%
3Y*
5Y*
10Y*

SMH

1D
0.90%
1M
25.87%
YTD
77.13%
6M
75.61%
1Y
157.20%
3Y*
64.17%
5Y*
39.21%
10Y*
37.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SERV vs. SMH - Yearly Performance Comparison


2026 (YTD)20252024
SERV
Serve Robotics Inc
-20.62%-23.11%-46.00%
SMH
VanEck Semiconductor ETF
77.13%49.17%3.87%

Correlation

The correlation between SERV and SMH is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.43

Correlation (All Time)
Calculated using the full available price history since Mar 8, 2024

0.37

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Return for Risk

SERV vs. SMH — Risk / Return Rank

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

SERV
SERV Risk / Return Rank: 2727
Overall Rank
SERV Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
SERV Sortino Ratio Rank: 3232
Sortino Ratio Rank
SERV Omega Ratio Rank: 3131
Omega Ratio Rank
SERV Calmar Ratio Rank: 2323
Calmar Ratio Rank
SERV Martin Ratio Rank: 2424
Martin Ratio Rank

SMH
SMH Risk / Return Rank: 9696
Overall Rank
SMH Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
SMH Sortino Ratio Rank: 9595
Sortino Ratio Rank
SMH Omega Ratio Rank: 9595
Omega Ratio Rank
SMH Calmar Ratio Rank: 9797
Calmar Ratio Rank
SMH Martin Ratio Rank: 9696
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.

SERV vs. SMH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Serve Robotics Inc (SERV) 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.


SERVSMHDifference
Sharpe ratioReturn per unit of total volatility

-5.51

Sortino ratioReturn per unit of downside risk

-5.13

Omega ratioGain probability vs. loss probability

1.01

1.72

-0.71

Calmar ratioReturn relative to maximum drawdown

-0.51

10.59

-11.10

Martin ratioReturn relative to average drawdown

-0.83

40.63

-41.45

SERV vs. SMH - Sharpe Ratio Comparison

The current SERV Sharpe Ratio is -0.32, which is lower than the SMH Sharpe Ratio of 5.19. The chart below compares the historical Sharpe Ratios of SERV 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


SERVSMHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.32

5.19

-5.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.16

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.21

0.34

-0.55

Drawdowns

SERV vs. SMH - Drawdown Comparison

The maximum SERV drawdown since its inception was -92.72%, which is greater than SMH's maximum drawdown of -84.96%. Use the drawdown chart below to compare losses from any high point for SERV and SMH.


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Drawdown Indicators


SERVSMHDifference

Max Drawdown

Largest peak-to-trough decline

-92.72%

-84.96%

-7.76%

Max Drawdown (1Y)

Largest decline over 1 year

-56.28%

-14.93%

-41.35%

Max Drawdown (3Y)

Largest decline over 3 years

-35.74%

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

-67.04%

0.00%

-67.04%

Average Drawdown

Average peak-to-trough decline

-61.71%

-41.09%

-20.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.65%

3.89%

+30.76%

Volatility

SERV vs. SMH - Volatility Comparison

Serve Robotics Inc (SERV) has a higher volatility of 18.11% compared to VanEck Semiconductor ETF (SMH) at 11.47%. This indicates that SERV's price experiences larger fluctuations and is considered to be riskier 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


SERVSMHDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.11%

11.47%

+6.64%

Volatility (6M)

Calculated over the trailing 6-month period

59.67%

24.29%

+35.38%

Volatility (1Y)

Calculated over the trailing 1-year period

89.43%

30.56%

+58.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

190.06%

35.01%

+155.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

190.06%

32.57%

+157.49%

Dividends

SERV vs. SMH - Dividend Comparison

SERV has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.17%.


PositionTTM20252024202320222021202020192018201720162015
SERV
Serve Robotics Inc
0.00%0.00%0.00%0.00%0.00%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


SERV 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.

SERV has higher volatility (18.11%) compared to SMH (11.47%). In terms of maximum drawdown, SERV dropped -92.72% vs SMH's -84.96%.

SMH currently has the higher Sharpe Ratio (5.19 vs -0.32), 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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