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SMHX vs. VOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SMHX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Fabless Semiconductor ETF (SMHX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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SMHX vs. VOO - Yearly Performance Comparison


2026 (YTD)20252024
SMHX
VanEck Fabless Semiconductor ETF
-2.14%30.00%17.76%
VOO
Vanguard S&P 500 ETF
-4.42%17.82%5.67%

Returns By Period

In the year-to-date period, SMHX achieves a -2.14% return, which is significantly higher than VOO's -4.42% return.


SMHX

1D
6.30%
1M
-3.11%
YTD
-2.14%
6M
-2.75%
1Y
59.42%
3Y*
5Y*
10Y*

VOO

1D
2.86%
1M
-5.01%
YTD
-4.42%
6M
-1.84%
1Y
17.67%
3Y*
18.27%
5Y*
11.75%
10Y*
14.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SMHX vs. VOO - Expense Ratio Comparison

SMHX has a 0.35% expense ratio, which is higher than VOO's 0.03% expense ratio.


Return for Risk

SMHX vs. VOO — Risk / Return Rank

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

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

VOO
VOO Risk / Return Rank: 6565
Overall Rank
VOO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 6262
Sortino Ratio Rank
VOO Omega Ratio Rank: 6666
Omega Ratio Rank
VOO Calmar Ratio Rank: 6565
Calmar Ratio Rank
VOO Martin Ratio Rank: 7575
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.

SMHX vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Fabless Semiconductor ETF (SMHX) and Vanguard S&P 500 ETF (VOO). 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.


SMHXVOODifference

Sharpe ratio

Return per unit of total volatility

1.52

0.98

+0.54

Sortino ratio

Return per unit of downside risk

2.16

1.50

+0.66

Omega ratio

Gain probability vs. loss probability

1.30

1.23

+0.07

Calmar ratio

Return relative to maximum drawdown

3.30

1.53

+1.76

Martin ratio

Return relative to average drawdown

8.92

7.29

+1.63

SMHX vs. VOO - Sharpe Ratio Comparison

The current SMHX Sharpe Ratio is 1.52, which is higher than the VOO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of SMHX and VOO, 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


SMHXVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.52

0.98

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.74

0.83

-0.10

Correlation

The correlation between SMHX and VOO is 0.80, 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

SMHX vs. VOO - Dividend Comparison

SMHX's dividend yield for the trailing twelve months is around 0.02%, less than VOO's 1.19% yield.


TTM20252024202320222021202020192018201720162015
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%
VOO
Vanguard S&P 500 ETF
1.19%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Drawdowns

SMHX vs. VOO - Drawdown Comparison

The maximum SMHX drawdown since its inception was -38.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SMHX and VOO.


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Drawdown Indicators


SMHXVOODifference

Max Drawdown

Largest peak-to-trough decline

-38.53%

-33.99%

-4.54%

Max Drawdown (1Y)

Largest decline over 1 year

-17.51%

-11.98%

-5.53%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-11.83%

-6.29%

-5.54%

Average Drawdown

Average peak-to-trough decline

-7.94%

-3.72%

-4.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.47%

2.52%

+3.95%

Volatility

SMHX vs. VOO - Volatility Comparison

VanEck Fabless Semiconductor ETF (SMHX) has a higher volatility of 11.72% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that SMHX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMHXVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

11.72%

5.29%

+6.43%

Volatility (6M)

Calculated over the trailing 6-month period

24.44%

9.44%

+15.00%

Volatility (1Y)

Calculated over the trailing 1-year period

39.38%

18.10%

+21.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.83%

16.82%

+23.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.83%

17.99%

+21.84%