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SMH vs. SPYI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMH vs. SPYI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Semiconductor ETF (SMH) and SPDR MSCI ACWI IMI UCITS ETF (SPYI.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SMH is traded in USD, while SPYI.DE is traded in EUR. To make them comparable, the SPYI.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SMH achieves a 72.15% return, which is significantly higher than SPYI.DE's 10.79% return. Over the past 10 years, SMH has outperformed SPYI.DE with an annualized return of 37.49%, while SPYI.DE has yielded a comparatively lower 12.63% annualized return.


SMH

1D
1.72%
1M
11.44%
YTD
72.15%
6M
75.62%
1Y
141.99%
3Y*
60.05%
5Y*
38.42%
10Y*
37.49%

SPYI.DE

1D
1.80%
1M
1.86%
YTD
10.79%
6M
12.55%
1Y
27.93%
3Y*
19.46%
5Y*
10.61%
10Y*
12.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMH vs. SPYI.DE - 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%
SPYI.DE
SPDR MSCI ACWI IMI UCITS ETF
10.79%23.13%15.95%21.25%-17.73%17.69%15.67%27.07%-11.11%23.56%

Correlation

The correlation between SMH and SPYI.DE is 0.63, 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

0.63

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

0.53

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

0.56

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

0.50

Correlation (All Time)
Calculated using the full available price history since May 16, 2011

0.49

The correlation between SMH and SPYI.DE shifts across timeframes, from 0.49 (all time) to 0.63 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SMH vs. SPYI.DE — 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

SPYI.DE
SPYI.DE Risk / Return Rank: 8585
Overall Rank
SPYI.DE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
SPYI.DE Sortino Ratio Rank: 8383
Sortino Ratio Rank
SPYI.DE Omega Ratio Rank: 8383
Omega Ratio Rank
SPYI.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
SPYI.DE Martin Ratio Rank: 8888
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. SPYI.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Semiconductor ETF (SMH) and SPDR MSCI ACWI IMI UCITS ETF (SPYI.DE). 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.


SMHSPYI.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.99

Sortino ratioReturn per unit of downside risk

+1.16

Omega ratioGain probability vs. loss probability

1.60

1.38

+0.22

Calmar ratioReturn relative to maximum drawdown

9.18

3.05

+6.13

Martin ratioReturn relative to average drawdown

33.74

12.45

+21.29

SMH vs. SPYI.DE - Sharpe Ratio Comparison

The current SMH Sharpe Ratio is 4.13, which is higher than the SPYI.DE Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of SMH and SPYI.DE, 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. SPYI.DE - Drawdown Comparison

The maximum SMH drawdown since its inception was -84.96%, which is greater than SPYI.DE's maximum drawdown of -44.93%. Use the drawdown chart below to compare losses from any high point for SMH and SPYI.DE.


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Drawdown Indicators


SMHSPYI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-84.96%

-44.93%

-40.03%

Max Drawdown (1Y)

Largest decline over 1 year

-14.93%

-8.81%

-6.12%

Max Drawdown (3Y)

Largest decline over 3 years

-35.74%

-17.94%

-17.80%

Max Drawdown (5Y)

Largest decline over 5 years

-45.30%

-26.20%

-19.10%

Max Drawdown (10Y)

Largest decline over 10 years

-45.30%

-34.96%

-10.34%

Current Drawdown

Current decline from peak

-2.81%

-1.78%

-1.03%

Average Drawdown

Average peak-to-trough decline

-41.04%

-10.41%

-30.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

2.17%

+1.89%

Volatility

SMH vs. SPYI.DE - Volatility Comparison

VanEck Semiconductor ETF (SMH) has a higher volatility of 16.25% compared to SPDR MSCI ACWI IMI UCITS ETF (SPYI.DE) at 4.01%. This indicates that SMH's price experiences larger fluctuations and is considered to be riskier than SPYI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMHSPYI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.25%

4.01%

+12.24%

Volatility (6M)

Calculated over the trailing 6-month period

27.73%

9.70%

+18.03%

Volatility (1Y)

Calculated over the trailing 1-year period

33.20%

12.55%

+20.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.47%

15.47%

+20.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.82%

16.75%

+16.07%

SMH vs. SPYI.DE - Expense Ratio Comparison

SMH has a 0.35% expense ratio, which is higher than SPYI.DE's 0.17% expense ratio.


Dividends

SMH vs. SPYI.DE - Dividend Comparison

SMH's dividend yield for the trailing twelve months is around 0.18%, while SPYI.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SMH
VanEck Semiconductor ETF
0.18%0.31%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%
SPYI.DE
SPDR MSCI ACWI IMI UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SMH and SPYI.DE have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPYI.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYI.DE is cheaper with a 0.17% expense ratio, compared with 0.35% for SMH.

SMH is categorized as Semiconductors, while SPYI.DE is Global Equities. SMH tracks MVIS US Listed Semiconductor 25 Index, while SPYI.DE tracks MSCI All Country World Investable Market (ACWI IMI). They also come from different issuers: VanEck and State Street. Their fees differ too: 0.35% for SMH and 0.17% for SPYI.DE.

Portfolio Optimizer

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