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SMH vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

SMH vs. BTC-USD - Performance Comparison

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

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Returns By Period

In the year-to-date period, SMH achieves a 72.15% return, which is significantly higher than BTC-USD's -27.32% return. Over the past 10 years, SMH has underperformed BTC-USD with an annualized return of 37.49%, while BTC-USD has yielded a comparatively higher 57.32% annualized return.


SMH

1D
1.72%
1M
8.30%
YTD
72.15%
6M
75.62%
1Y
136.32%
3Y*
60.05%
5Y*
38.42%
10Y*
37.49%

BTC-USD

1D
0.05%
1M
-19.79%
YTD
-27.32%
6M
-29.56%
1Y
-39.85%
3Y*
34.86%
5Y*
10.27%
10Y*
57.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMH vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SMH
VanEck Semiconductor ETF
72.15%49.17%39.10%73.38%-33.53%42.13%55.53%64.45%-9.05%38.48%
BTC-USD
Bitcoin
-27.32%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between SMH and BTC-USD is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.23

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

0.30

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

0.17

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2012

0.12

Over the past year, SMH and BTC-USD have become more correlated (0.34) than their long-term average of 0.12, meaning their price movements have been converging.

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Return for Risk

SMH vs. BTC-USD — Risk / Return Rank

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

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: 9696
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3737
Overall Rank
BTC-USD Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3939
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3737
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5656
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3232
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.

SMH vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Semiconductor ETF (SMH) and Bitcoin (BTC-USD). 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.


SMHBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+5.06

Sortino ratioReturn per unit of downside risk

+5.57

Omega ratioGain probability vs. loss probability

1.60

0.87

+0.74

Calmar ratioReturn relative to maximum drawdown

9.18

-0.78

+9.96

Martin ratioReturn relative to average drawdown

33.74

-1.36

+35.10

SMH vs. BTC-USD - Sharpe Ratio Comparison

The current SMH Sharpe Ratio is 4.13, which is higher than the BTC-USD Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of SMH and BTC-USD, 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

SMH vs. BTC-USD - Drawdown Comparison

The maximum SMH drawdown since its inception was -84.96%, roughly equal to the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for SMH and BTC-USD.


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Drawdown Indicators


SMHBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-84.96%

-85.30%

+0.34%

Max Drawdown (1Y)

Largest decline over 1 year

-14.93%

-51.21%

+36.28%

Max Drawdown (3Y)

Largest decline over 3 years

-35.74%

-51.21%

+15.47%

Max Drawdown (5Y)

Largest decline over 5 years

-45.30%

-76.67%

+31.37%

Max Drawdown (10Y)

Largest decline over 10 years

-45.30%

-83.80%

+38.50%

Current Drawdown

Current decline from peak

-2.81%

-49.01%

+46.20%

Average Drawdown

Average peak-to-trough decline

-41.04%

-42.35%

+1.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

35.02%

-30.96%

Volatility

SMH vs. BTC-USD - Volatility Comparison

VanEck Semiconductor ETF (SMH) has a higher volatility of 16.25% compared to Bitcoin (BTC-USD) at 12.11%. This indicates that SMH's price experiences larger fluctuations and is considered to be riskier than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMHBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.25%

12.11%

+4.14%

Volatility (6M)

Calculated over the trailing 6-month period

27.73%

34.59%

-6.86%

Volatility (1Y)

Calculated over the trailing 1-year period

33.20%

35.62%

-2.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.47%

44.71%

-9.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.82%

56.62%

-23.80%

Frequently Asked Questions


SMH and BTC-USD have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMH has higher volatility (16.25%) compared to BTC-USD (12.11%). In terms of maximum drawdown, SMH dropped -84.96% vs BTC-USD's -85.30%.

SMH currently has the higher Sharpe Ratio (4.13 vs -0.93), 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 SMH and BTC-USD

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