IWM vs SMH
Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and VANECK SEMICONDUCTOR ETF (SMH, ETF).
5-Year PerformanceSMH has outperformed IWM, delivering a return of +36.2% compared to +7.3%
IWM vs SMH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWM
$83B
SMH
$77B
Expense Ratio
Winner
IWM
0.19%
SMH
0.35%
Max Drawdown
Winner
IWM
59.89%
SMH
85.92%
Sharpe Ratio
IWM
1.44
Winner
SMH
1.98
5Y Beta
Winner
IWM
1.10
SMH
1.91
P/E Ratio
Winner
IWM
-67.36
SMH
48.66
Forward P/E
Winner
IWM
14.50
SMH
24.31
PEG Ratio
IWM
N/A
SMH
0.11
5Y Dividends CAGR
Winner
IWM
6.40%
SMH
3.73%
5Y EPS CAGR
IWM
11.26%
Winner
SMH
42.08%
Debt to Equity
IWM
43.65%
SMH
N/A
P/S Ratio
Winner
IWM
1.25
SMH
4.26
P/B Ratio
Winner
IWM
2.13
SMH
12.05
IWM vs SMH - Holdings Comparison
IWM and SMH have 1 common holdings. Overlap is -0.68%
IWM's top 25 holdings weight is 9.52%. SMH's top 25 holdings weight is 99.94%.
| Rank | IWM | SMH |
|---|---|---|
| #1 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% | NVIDIA CORP (NVDA) - 20.70% |
| #2 | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 9.08% |
| #3 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% | BROADCOM INC (AVGO) - 6.12% |
| #4 | IONQ INC CLASS A (IONQ) - 0.50% | ADVANCED MICRO DEVICES INC (AMD) - 5.71% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.49% | APPLIED MATERIALS INC (AMAT) - 5.12% |
| #6 | FABRINET (FN) - 0.46% | ASML HOLDING NV ADR (ASML) - 5.11% |
| #7 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% | MICRON TECHNOLOGY INC (MU) - 4.95% |
| #8 | COEUR MINING INC (CDE) - 0.39% | TEXAS INSTRUMENTS INC (TXN) - 4.69% |
| #9 | RAMBUS INC (RMBS) - 0.37% | KLA CORP (KLAC) - 4.62% |
| #10 | n/a (HIMS) - 0.37% | LAM RESEARCH CORP (LRCX) - 4.58% |
| #11 | OKLO INC CLASS A SHARES (OKLO) - 0.35% | ANALOG DEVICES INC (ADI) - 4.37% |
| #12 | ECHOSTAR CORP CLASS A (SATS) - 0.35% | INTEL CORP (INTC) - 4.23% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.35% | QUALCOMM INC (QCOM) - 4.01% |
| #14 | n/a (CWAN) - 0.34% | MARVELL TECHNOLOGY INC (MRVL) - 3.59% |
| #15 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.36% |
| #16 | ENSIGN GROUP INC (ENSG) - 0.33% | SYNOPSYS INC (SNPS) - 1.90% |
| #17 | CHART INDUSTRIES INC (GTLS) - 0.32% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.33% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.32% | STMICROELECTRONICS NV ADR (STM) - 1.27% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.32% | NXP SEMICONDUCTORS NV (NXPI) - 1.26% |
| #20 | INTERDIGITAL INC (IDCC) - 0.31% | TERADYNE INC (TER) - 1.17% |
| #21 | COMMVAULT SYSTEMS INC (CVLT) - 0.30% | ASTERA LABS INC (ALAB) - 1.03% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% | ARM HOLDINGS PLC ADR (ARM) - 1.01% |
| #23 | MERITAGE HOMES CORP (MTH) - 0.20% | MICROCHIP TECHNOLOGY INC (MCHP) - 0.95% |
| #24 | MOOG INC CLASS A (MOG-A) - 0.20% | ON SEMICONDUCTOR CORP (ON) - 0.63% |
| #25 | RIOT PLATFORMS INC (RIOT) - 0.20% | SKYWORKS SOLUTIONS INC (SWKS) - 0.15% |
| Total Holdings | 1795 | 26 |
IWM vs SMH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWM
-0.55%
SMH
-12.68%
3M
IWM
+8.28%
Winner
SMH
+25.70%
6M
IWM
+11.19%
Winner
SMH
+45.32%
1Y
IWM
+35.31%
Winner
SMH
+101.67%
5Y(CAGR)
IWM
+7.29%
Winner
SMH
+36.19%
10Y(CAGR)
IWM
+10.90%
Winner
SMH
+35.47%
Max(CAGR)
IWM
+8.81%
Winner
SMH
+11.33%
IWM vs SMH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWM | SMH |
|---|---|---|
| 2026 | +19.69% | +56.46% |
| 2025 | +12.57% | +47.57% |
| 2024 | +12.06% | +43.94% |
| 2023 | +17.49% | +74.72% |
| 2022 | -21.49% | -34.96% |
| 2021 | +16.05% | +41.85% |
| 2020 | +19.95% | +52.02% |
| 2019 | +24.69% | +63.24% |
| 2018 | -11.94% | -11.36% |
| 2017 | +14.02% | +38.21% |
| 2016 | +24.49% | +36.97% |
| 2015 | -3.91% | -0.14% |
| 2014 | +6.18% | +31.56% |
| 2013 | +34.73% | +28.23% |
| 2012 | +14.79% | +7.08% |
| 2011 | -6.07% | -0.15% |
| 2010 | +23.88% | +16.23% |
| 2009 | +26.00% | +54.76% |
| 2008 | -33.48% | -43.01% |
| 2007 | -1.92% | +1.38% |
| 2006 | +15.96% | -10.68% |
| 2005 | +5.83% | +12.01% |
| 2004 | +16.79% | -19.40% |
| 2003 | +43.62% | +74.92% |
| 2002 | -20.74% | -49.20% |
| 2001 | +5.46% | -13.35% |
| 2000 | +5.62% | -50.35% |
IWM vs SMH Drawdown Comparison
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for SMH was -84.96%, occurring on Nov 20, 2008. Recovery took 4247 trading sessions.
The current IWM drawdown is -1.30%. The current SMH drawdown is -12.68%.
| Rank | IWM | SMH |
|---|---|---|
| #1 | -59.03% Jul 9, 2007 - Feb 11, 2011 | -84.96% Jun 21, 2000 - May 10, 2017 |
| #2 | -41.13% Aug 31, 2018 - Nov 9, 2020 | -45.30% Dec 27, 2021 - Jul 13, 2023 |
| #3 | -38.67% Jul 17, 2000 - Oct 13, 2003 | -35.75% Jul 10, 2024 - Jul 2, 2025 |
| #4 | -31.91% Nov 8, 2021 - Nov 6, 2024 | -33.62% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -28.92% Apr 29, 2011 - Sep 13, 2012 | -27.01% Mar 12, 2018 - Apr 3, 2019 |
| #6 | -27.50% Nov 25, 2024 - Sep 11, 2025 | -17.96% Apr 24, 2019 - Jul 23, 2019 |
| #7 | -25.68% Jun 23, 2015 - Nov 11, 2016 | -16.80% Jun 22, 2026 - Jul 17, 2026 |
| #8 | -14.19% Apr 5, 2004 - Nov 5, 2004 | -15.58% Feb 16, 2021 - Apr 5, 2021 |
| #9 | -14.14% May 8, 2006 - Nov 14, 2006 | -14.93% Feb 25, 2026 - Apr 9, 2026 |
| #10 | -12.70% Jul 3, 2014 - Dec 22, 2014 | -14.93% Mar 7, 2024 - May 20, 2024 |
| #11 | -12.14% Dec 28, 2004 - Jul 5, 2005 | -14.42% Jul 31, 2023 - Nov 14, 2023 |
| #12 | -11.03% Jan 22, 2026 - Apr 15, 2026 | -13.04% Apr 5, 2021 - Jun 28, 2021 |
| #13 | -10.72% Sep 14, 2012 - Jan 2, 2013 | -12.23% Jan 23, 2018 - Mar 6, 2018 |
| #14 | -9.60% Aug 2, 2005 - Dec 1, 2005 | -12.18% Jul 24, 2019 - Oct 15, 2019 |
| #15 | -9.55% Mar 15, 2021 - Nov 1, 2021 | -11.80% Oct 29, 2025 - Dec 9, 2025 |
Correlation
Correlation between IWM and SMH is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2000 - 2026)
IWM vs SMH dividend yield comparison.
| Year | IWM | SMH |
|---|---|---|
| 2026 | 0.38% | 0.00% |
| 2025 | 1.04% | 0.31% |
| 2024 | 1.15% | 0.44% |
| 2023 | 1.35% | 0.60% |
| 2022 | 1.48% | 1.18% |
| 2021 | 0.94% | 0.51% |
| 2020 | 1.04% | 0.69% |
| 2019 | 1.26% | 1.50% |
| 2018 | 1.40% | 1.88% |
| 2017 | 1.26% | 1.43% |
| 2016 | 1.38% | 0.80% |
| 2015 | 1.54% | 2.14% |
| 2014 | 1.26% | 1.16% |
| 2013 | 1.23% | 1.55% |
| 2012 | 2.00% | 2.17% |
| 2011 | 1.40% | 6.69% |
| 2010 | 1.14% | 1.29% |
| 2009 | 1.15% | 1.43% |
| 2008 | 1.78% | 2.14% |
| 2007 | 1.02% | 5.37% |
| 2006 | 1.07% | 0.50% |
| 2005 | 1.32% | 0.00% |
| 2004 | 0.92% | 0.00% |
| 2003 | 0.83% | 0.00% |
| 2002 | 1.31% | 0.00% |
| 2001 | 1.08% | 0.00% |
| 2000 | 0.89% | 0.00% |
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