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