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SMH vs IWD

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

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

SMH vs IWD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

SMH vs IWD - Holdings Comparison

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

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

RankSMHIWD
#1
NVIDIA CORP (NVDA) - 20.70%
AMAZON.COM INC (AMZN) - 6.07%
#2
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 9.08%
APPLE INC (AAPL) - 5.75%
#3
BROADCOM INC (AVGO) - 6.12%
MICROSOFT CORP (MSFT) - 3.94%
#4
ADVANCED MICRO DEVICES INC (AMD) - 5.71%
JPMORGAN CHASE & CO (JPM) - 2.53%
#5
APPLIED MATERIALS INC (AMAT) - 5.12%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.52%
#6
ASML HOLDING NV ADR (ASML) - 5.11%
JOHNSON & JOHNSON (JNJ) - 1.69%
#7
MICRON TECHNOLOGY INC (MU) - 4.95%
EXXONMOBIL HOLDINGS CORP (XOM) - 1.67%
#8
TEXAS INSTRUMENTS INC (TXN) - 4.69%
INTEL CORP (INTC) - 1.30%
#9
KLA CORP (KLAC) - 4.62%
CISCO SYSTEMS INC (CSCO) - 1.28%
#10
LAM RESEARCH CORP (LRCX) - 4.58%
WALMART INC (WMT) - 1.26%
#11
ANALOG DEVICES INC (ADI) - 4.37%
ABBVIE INC (ABBV) - 1.09%
#12
INTEL CORP (INTC) - 4.23%
UNITEDHEALTH GROUP INC (UNH) - 1.06%
#13
QUALCOMM INC (QCOM) - 4.01%
BANK OF AMERICA CORP (BAC) - 1.03%
#14
MARVELL TECHNOLOGY INC (MRVL) - 3.59%
PROCTER & GAMBLE CO (PG) - 0.94%
#15
CADENCE DESIGN SYSTEMS INC (CDNS) - 2.36%
CHEVRON CORP (CVX) - 0.93%
#16
SYNOPSYS INC (SNPS) - 1.90%
THE GOLDMAN SACHS GROUP INC (GS) - 0.91%
#17
MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.33%
MERCK & CO INC (MRK) - 0.82%
#18
STMICROELECTRONICS NV ADR (STM) - 1.27%
COCA-COLA CO (KO) - 0.79%
#19
NXP SEMICONDUCTORS NV (NXPI) - 1.26%
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.76%
#20
TERADYNE INC (TER) - 1.17%
META PLATFORMS INC CLASS A (META) - 0.73%
#21
ASTERA LABS INC (ALAB) - 1.03%
WELLS FARGO & CO (WFC) - 0.72%
#22
ARM HOLDINGS PLC ADR (ARM) - 1.01%
RTX CORP (RTX) - 0.72%
#23
MICROCHIP TECHNOLOGY INC (MCHP) - 0.95%
MORGAN STANLEY (MS) - 0.70%
#24
ON SEMICONDUCTOR CORP (ON) - 0.63%
LINDE PLC (LIN) - 0.66%
#25
SKYWORKS SOLUTIONS INC (SWKS) - 0.15%
COSTCO WHOLESALE CORP (COST) - 0.63%
Total Holdings26823

SMH vs IWD - Historical Returns

Returns include dividend reinvestment.

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

SMH vs IWD - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

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

SMH vs IWD Drawdown Comparison

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

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

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

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

Correlation

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

0.89
-101

Dividend Comparison (2000 - 2026)

SMH vs IWD dividend yield comparison.

YearSMHIWD
20260.00%0.64%
20250.31%1.69%
20240.44%1.87%
20230.60%2.02%
20221.18%2.15%
20210.51%1.62%
20200.69%2.05%
20191.50%2.45%
20181.88%2.71%
20171.43%2.09%
20160.80%2.25%
20152.14%2.47%
20141.16%2.00%
20131.55%1.95%
20122.17%2.30%
20116.69%2.30%
20101.29%1.98%
20091.43%2.36%
20082.14%3.70%
20075.37%2.40%
20060.50%2.05%
20050.00%2.46%
20040.00%1.96%
20030.00%1.91%
20020.00%2.14%
20010.00%1.56%
20000.00%0.74%

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