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SMH vs. SMHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SMH vs. SMHX - Performance Comparison

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

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SMH vs. SMHX - Yearly Performance Comparison


2026 (YTD)20252024
SMH
VanEck Semiconductor ETF
6.46%49.17%0.98%
SMHX
VanEck Fabless Semiconductor ETF
-2.14%30.00%17.76%

Returns By Period

In the year-to-date period, SMH achieves a 6.46% return, which is significantly higher than SMHX's -2.14% return.


SMH

1D
5.76%
1M
-5.65%
YTD
6.46%
6M
17.84%
1Y
81.87%
3Y*
43.47%
5Y*
25.59%
10Y*
31.28%

SMHX

1D
6.30%
1M
-3.11%
YTD
-2.14%
6M
-2.75%
1Y
59.42%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SMH vs. SMHX - Expense Ratio Comparison

Both SMH and SMHX have an expense ratio of 0.35%.


Return for Risk

SMH vs. SMHX — Risk / Return Rank

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

SMH
SMH Risk / Return Rank: 9595
Overall Rank
SMH Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
SMH Sortino Ratio Rank: 9494
Sortino Ratio Rank
SMH Omega Ratio Rank: 9393
Omega Ratio Rank
SMH Calmar Ratio Rank: 9797
Calmar Ratio Rank
SMH Martin Ratio Rank: 9797
Martin Ratio Rank

SMHX
SMHX Risk / Return Rank: 8585
Overall Rank
SMHX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SMHX Sortino Ratio Rank: 8484
Sortino Ratio Rank
SMHX Omega Ratio Rank: 8181
Omega Ratio Rank
SMHX Calmar Ratio Rank: 9393
Calmar Ratio Rank
SMHX Martin Ratio Rank: 8383
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. SMHX - Risk-Adjusted Trends Comparison

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


SMHSMHXDifference

Sharpe ratio

Return per unit of total volatility

2.23

1.52

+0.72

Sortino ratio

Return per unit of downside risk

2.85

2.16

+0.69

Omega ratio

Gain probability vs. loss probability

1.40

1.30

+0.11

Calmar ratio

Return relative to maximum drawdown

5.10

3.30

+1.80

Martin ratio

Return relative to average drawdown

18.29

8.92

+9.37

SMH vs. SMHX - Sharpe Ratio Comparison

The current SMH Sharpe Ratio is 2.23, which is higher than the SMHX Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of SMH and SMHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SMHSMHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.23

1.52

+0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.97

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.74

-0.46

Correlation

The correlation between SMH and SMHX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SMH vs. SMHX - Dividend Comparison

SMH's dividend yield for the trailing twelve months is around 0.29%, more than SMHX's 0.02% yield.


TTM20252024202320222021202020192018201720162015
SMH
VanEck Semiconductor ETF
0.29%0.31%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%
SMHX
VanEck Fabless Semiconductor ETF
0.02%0.02%0.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SMH vs. SMHX - Drawdown Comparison

The maximum SMH drawdown since its inception was -84.96%, which is greater than SMHX's maximum drawdown of -38.53%. Use the drawdown chart below to compare losses from any high point for SMH and SMHX.


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Drawdown Indicators


SMHSMHXDifference

Max Drawdown

Largest peak-to-trough decline

-84.96%

-38.53%

-46.43%

Max Drawdown (1Y)

Largest decline over 1 year

-15.95%

-17.51%

+1.56%

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

-10.03%

-11.83%

+1.80%

Average Drawdown

Average peak-to-trough decline

-41.36%

-7.94%

-33.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.44%

6.47%

-2.03%

Volatility

SMH vs. SMHX - Volatility Comparison

VanEck Semiconductor ETF (SMH) and VanEck Fabless Semiconductor ETF (SMHX) have volatilities of 12.11% and 11.72%, 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


SMHSMHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.11%

11.72%

+0.39%

Volatility (6M)

Calculated over the trailing 6-month period

23.95%

24.44%

-0.49%

Volatility (1Y)

Calculated over the trailing 1-year period

36.84%

39.38%

-2.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.71%

39.83%

-5.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.28%

39.83%

-7.55%