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IWD vs SMH

Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and VANECK SEMICONDUCTOR ETF (SMH, ETF).

5-Year PerformanceSMH has outperformed IWD, delivering a return of +36.2% compared to +11.4%

IWD vs SMH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IWD
$80B
SMH
$77B
Expense Ratio
Winner
IWD
0.18%
SMH
0.35%
Max Drawdown
Winner
IWD
61.91%
SMH
85.92%
Sharpe Ratio
IWD
1.94
Winner
SMH
1.98
5Y Beta
Winner
IWD
0.73
SMH
1.91
P/E Ratio
Winner
IWD
23.71
SMH
48.66
Forward P/E
Winner
IWD
18.43
SMH
24.31
PEG Ratio
IWD
N/A
SMH
0.11
5Y Dividends CAGR
Winner
IWD
6.22%
SMH
3.73%
5Y EPS CAGR
IWD
12.16%
Winner
SMH
42.08%
Debt to Equity
IWD
9.51%
SMH
N/A
P/S Ratio
Winner
IWD
2.41
SMH
4.26
P/B Ratio
Winner
IWD
3.43
SMH
12.05

IWD vs SMH - Holdings Comparison

IWD and SMH have 7 common holdings. Overlap is 2.65%

IWD's top 25 holdings weight is 40.50%. SMH's top 25 holdings weight is 99.94%.

RankIWDSMH
#1
AMAZON.COM INC (AMZN) - 6.07%
NVIDIA CORP (NVDA) - 20.70%
#2
APPLE INC (AAPL) - 5.75%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 9.08%
#3
MICROSOFT CORP (MSFT) - 3.94%
BROADCOM INC (AVGO) - 6.12%
#4
JPMORGAN CHASE & CO (JPM) - 2.53%
ADVANCED MICRO DEVICES INC (AMD) - 5.71%
#5
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.52%
APPLIED MATERIALS INC (AMAT) - 5.12%
#6
JOHNSON & JOHNSON (JNJ) - 1.69%
ASML HOLDING NV ADR (ASML) - 5.11%
#7
EXXONMOBIL HOLDINGS CORP (XOM) - 1.67%
MICRON TECHNOLOGY INC (MU) - 4.95%
#8
INTEL CORP (INTC) - 1.30%
TEXAS INSTRUMENTS INC (TXN) - 4.69%
#9
CISCO SYSTEMS INC (CSCO) - 1.28%
KLA CORP (KLAC) - 4.62%
#10
WALMART INC (WMT) - 1.26%
LAM RESEARCH CORP (LRCX) - 4.58%
#11
ABBVIE INC (ABBV) - 1.09%
ANALOG DEVICES INC (ADI) - 4.37%
#12
UNITEDHEALTH GROUP INC (UNH) - 1.06%
INTEL CORP (INTC) - 4.23%
#13
BANK OF AMERICA CORP (BAC) - 1.03%
QUALCOMM INC (QCOM) - 4.01%
#14
PROCTER & GAMBLE CO (PG) - 0.94%
MARVELL TECHNOLOGY INC (MRVL) - 3.59%
#15
CHEVRON CORP (CVX) - 0.93%
CADENCE DESIGN SYSTEMS INC (CDNS) - 2.36%
#16
THE GOLDMAN SACHS GROUP INC (GS) - 0.91%
SYNOPSYS INC (SNPS) - 1.90%
#17
MERCK & CO INC (MRK) - 0.82%
MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.33%
#18
COCA-COLA CO (KO) - 0.79%
STMICROELECTRONICS NV ADR (STM) - 1.27%
#19
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.76%
NXP SEMICONDUCTORS NV (NXPI) - 1.26%
#20
META PLATFORMS INC CLASS A (META) - 0.73%
TERADYNE INC (TER) - 1.17%
#21
WELLS FARGO & CO (WFC) - 0.72%
ASTERA LABS INC (ALAB) - 1.03%
#22
RTX CORP (RTX) - 0.72%
ARM HOLDINGS PLC ADR (ARM) - 1.01%
#23
MORGAN STANLEY (MS) - 0.70%
MICROCHIP TECHNOLOGY INC (MCHP) - 0.95%
#24
LINDE PLC (LIN) - 0.66%
ON SEMICONDUCTOR CORP (ON) - 0.63%
#25
COSTCO WHOLESALE CORP (COST) - 0.63%
SKYWORKS SOLUTIONS INC (SWKS) - 0.15%
Total Holdings82326

IWD vs SMH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWD
+1.61%
SMH
-12.68%
3M
IWD
+9.89%
Winner
SMH
+25.70%
6M
IWD
+13.70%
Winner
SMH
+45.32%
1Y
IWD
+28.42%
Winner
SMH
+101.67%
5Y(CAGR)
IWD
+11.44%
Winner
SMH
+36.19%
10Y(CAGR)
IWD
+11.26%
Winner
SMH
+35.47%
Max(CAGR)
IWD
+8.23%
Winner
SMH
+11.33%

IWD vs SMH - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWDSMH
2026+17.41%+56.46%
2025+15.91%+47.57%
2024+13.78%+43.94%
2023+11.40%+74.72%
2022-8.06%-34.96%
2021+26.65%+41.85%
2020+2.31%+52.02%
2019+26.15%+63.24%
2018-8.84%-11.36%
2017+12.65%+38.21%
2016+18.65%+36.97%
2015-3.99%-0.14%
2014+14.25%+31.56%
2013+28.94%+28.23%
2012+15.55%+7.08%
2011-1.00%-0.15%
2010+13.28%+16.23%
2009+16.61%+54.76%
2008-35.73%-43.01%
2007-0.33%+1.38%
2006+20.13%-10.68%
2005+7.79%+12.01%
2004+16.44%-19.40%
2003+25.72%+74.92%
2002-16.22%-49.20%
2001-4.66%-13.35%
2000+8.98%-50.35%

IWD vs SMH Drawdown Comparison

The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.

The maximum drawdown for SMH was -84.96%, occurring on Nov 20, 2008. Recovery took 4247 trading sessions.

The current IWD drawdown is -0.81%. The current SMH drawdown is -12.68%.

RankIWDSMH
#1-60.09%
Jun 4, 2007 - Jan 29, 2013		-84.96%
Jun 21, 2000 - May 10, 2017
#2-38.51%
Feb 13, 2020 - Dec 4, 2020		-45.30%
Dec 27, 2021 - Jul 13, 2023
#3-34.08%
May 21, 2001 - Dec 29, 2003		-35.75%
Jul 10, 2024 - Jul 2, 2025
#4-19.03%
Jan 12, 2022 - Dec 14, 2023		-33.62%
Feb 19, 2020 - Jun 5, 2020
#5-18.31%
Jan 26, 2018 - Apr 30, 2019		-27.01%
Mar 12, 2018 - Apr 3, 2019
#6-16.16%
May 21, 2015 - Jun 8, 2016		-17.96%
Apr 24, 2019 - Jul 23, 2019
#7-15.71%
Nov 29, 2024 - Jul 3, 2025		-16.80%
Jun 22, 2026 - Jul 17, 2026
#8-12.19%
Feb 12, 2001 - May 16, 2001		-15.58%
Feb 16, 2021 - Apr 5, 2021
#9-7.85%
Sep 18, 2014 - Nov 5, 2014		-14.93%
Feb 25, 2026 - Apr 9, 2026
#10-7.59%
Mar 5, 2004 - Sep 7, 2004		-14.93%
Mar 7, 2024 - May 20, 2024
#11-7.25%
May 10, 2006 - Aug 16, 2006		-14.42%
Jul 31, 2023 - Nov 14, 2023
#12-6.79%
Feb 27, 2026 - Apr 14, 2026		-13.04%
Apr 5, 2021 - Jun 28, 2021
#13-6.77%
Mar 4, 2005 - Jun 17, 2005		-12.23%
Jan 23, 2018 - Mar 6, 2018
#14-6.74%
Jul 26, 2019 - Sep 12, 2019		-12.18%
Jul 24, 2019 - Oct 15, 2019
#15-6.50%
Sep 16, 2005 - Nov 21, 2005		-11.80%
Oct 29, 2025 - Dec 9, 2025

Correlation

Correlation between IWD and SMH is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

IWD vs SMH dividend yield comparison.

YearIWDSMH
20260.64%0.00%
20251.69%0.31%
20241.87%0.44%
20232.02%0.60%
20222.15%1.18%
20211.62%0.51%
20202.05%0.69%
20192.45%1.50%
20182.71%1.88%
20172.09%1.43%
20162.25%0.80%
20152.47%2.14%
20142.00%1.16%
20131.95%1.55%
20122.30%2.17%
20112.30%6.69%
20101.98%1.29%
20092.36%1.43%
20083.70%2.14%
20072.40%5.37%
20062.05%0.50%
20052.46%0.00%
20041.96%0.00%
20031.91%0.00%
20022.14%0.00%
20011.56%0.00%
20000.74%0.00%

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