SMH vs VBR
Comparison between VANECK SEMICONDUCTOR ETF (SMH, ETF) and VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF).
5-Year PerformanceSMH has outperformed VBR, delivering a return of +35.1% compared to +10.4%
SMH vs VBR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMH
$68B
Winner
VBR
$68B
Expense Ratio
SMH
0.35%
Winner
VBR
0.05%
Max Drawdown
SMH
85.92%
Winner
VBR
64.05%
Sharpe Ratio
Winner
SMH
1.81
VBR
1.35
5Y Beta
SMH
1.89
Winner
VBR
0.90
P/E Ratio
SMH
47.92
Winner
VBR
25.89
Forward P/E
SMH
24.12
Winner
VBR
14.02
PEG Ratio
SMH
0.30
VBR
N/A
5Y Dividends CAGR
SMH
3.73%
Winner
VBR
13.45%
5Y EPS CAGR
Winner
SMH
43.97%
VBR
7.42%
Debt to Equity
SMH
N/A
VBR
37.78%
P/S Ratio
SMH
3.93
Winner
VBR
1.24
P/B Ratio
SMH
11.90
Winner
VBR
2.08
SMH vs VBR - Holdings Comparison
SMH and VBR have 2 common holdings. Overlap is -0.03%
SMH's top 25 holdings weight is 99.93%. VBR's top 25 holdings weight is 11.95%.
| Rank | SMH | VBR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 22.05% | JABIL INC (JBL) - 0.87% |
| #2 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 9.39% | SLCMT1142 (n/a) - 0.75% |
| #3 | BROADCOM INC (AVGO) - 6.52% | NRG ENERGY INC (NRG) - 0.66% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 5.26% | TAPESTRY INC (TPR) - 0.63% |
| #5 | ASML HOLDING NV ADR (ASML) - 5.15% | ATMOS ENERGY CORP (ATO) - 0.61% |
| #6 | MICRON TECHNOLOGY INC (MU) - 5.04% | WILLIAMS-SONOMA INC (WSM) - 0.59% |
| #7 | APPLIED MATERIALS INC (AMAT) - 4.89% | MODERNA INC (MRNA) - 0.53% |
| #8 | LAM RESEARCH CORP (LRCX) - 4.50% | SMURFIT WESTROCK PLC (SW) - 0.52% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 4.35% | F5 INC (FFIV) - 0.50% |
| #10 | ANALOG DEVICES INC (ADI) - 4.34% | US FOODS HOLDING CORP (USFD) - 0.48% |
| #11 | KLA CORP (KLAC) - 4.33% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.47% |
| #12 | INTEL CORP (INTC) - 4.18% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.47% |
| #13 | MARVELL TECHNOLOGY INC (MRVL) - 3.81% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.45% |
| #14 | QUALCOMM INC (QCOM) - 3.71% | OMNICOM GROUP INC (OMC) - 0.44% |
| #15 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.08% | TD SYNNEX CORP (SNX) - 0.41% |
| #16 | SYNOPSYS INC (SNPS) - 1.86% | RELIANCE INC (RS) - 0.41% |
| #17 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.41% | EVERGY INC (EVRG) - 0.40% |
| #18 | TERADYNE INC (TER) - 1.40% | DUPONT DE NEMOURS INC (DD) - 0.40% |
| #19 | NXP SEMICONDUCTORS NV (NXPI) - 1.07% | ESSEX PROPERTY TRUST INC (ESS) - 0.40% |
| #20 | STMICROELECTRONICS NV ADR (STM) - 1.02% | EMCOR GROUP INC (EME) - 0.39% |
| #21 | ARM HOLDINGS PLC ADR (ARM) - 1.00% | EQT CORP (EQT) - 0.36% |
| #22 | ASTERA LABS INC (ALAB) - 0.94% | HEALTHPEAK PROPERTIES INC (DOC) - 0.31% |
| #23 | MICROCHIP TECHNOLOGY INC (MCHP) - 0.88% | DAVITA INC (DVA) - 0.30% |
| #24 | ON SEMICONDUCTOR CORP (ON) - 0.57% | RPM INTERNATIONAL INC (RPM) - 0.30% |
| #25 | SKYWORKS SOLUTIONS INC (SWKS) - 0.18% | DICK'S SPORTING GOODS INC (DKS) - 0.30% |
| Total Holdings | 26 | 789 |
SMH vs VBR - Historical Returns
Returns include dividend reinvestment.
1M
SMH
-4.05%
Winner
VBR
+2.37%
3M
SMH
-1.31%
Winner
VBR
+8.46%
6M
Winner
SMH
+35.03%
VBR
+8.15%
1Y
Winner
SMH
+95.55%
VBR
+25.34%
5Y(CAGR)
Winner
SMH
+35.11%
VBR
+10.39%
10Y(CAGR)
Winner
SMH
+34.04%
VBR
+10.69%
Max(CAGR)
Winner
SMH
+11.12%
VBR
+9.71%
SMH vs VBR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SMH | VBR |
|---|---|---|
| 2026 | +50.13% | +17.41% |
| 2025 | +47.57% | +9.44% |
| 2024 | +43.94% | +12.56% |
| 2023 | +74.72% | +16.36% |
| 2022 | -34.96% | -10.07% |
| 2021 | +41.85% | +30.18% |
| 2020 | +52.02% | +6.01% |
| 2019 | +63.24% | +22.50% |
| 2018 | -11.36% | -12.95% |
| 2017 | +38.21% | +10.98% |
| 2016 | +36.97% | +26.76% |
| 2015 | -0.14% | -4.44% |
| 2014 | +31.56% | +11.77% |
| 2013 | +28.23% | +32.77% |
| 2012 | +7.08% | +17.01% |
| 2011 | -0.15% | -5.79% |
| 2010 | +16.23% | +22.76% |
| 2009 | +54.76% | +29.07% |
| 2008 | -43.01% | -31.00% |
| 2007 | +1.38% | -7.16% |
| 2006 | -10.68% | +17.31% |
| 2005 | +12.01% | +7.83% |
| 2004 | -19.40% | +20.49% |
| 2003 | +74.92% | N/A |
| 2002 | -49.20% | N/A |
| 2001 | -13.35% | N/A |
| 2000 | -50.35% | N/A |
SMH vs VBR Drawdown Comparison
The maximum drawdown for SMH was -84.96%, occurring on Nov 20, 2008. Recovery took 4247 trading sessions.
The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.
The current SMH drawdown is -16.22%. The current VBR drawdown is -0.99%.
| Rank | SMH | VBR |
|---|---|---|
| #1 | -84.96% Jun 21, 2000 - May 10, 2017 | -61.99% Jun 4, 2007 - Feb 14, 2011 |
| #2 | -45.30% Dec 27, 2021 - Jul 13, 2023 | -45.28% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -35.75% Jul 10, 2024 - Jul 2, 2025 | -27.93% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -33.62% Feb 19, 2020 - Jun 5, 2020 | -24.19% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -27.01% Mar 12, 2018 - Apr 3, 2019 | -23.49% Aug 29, 2018 - Jan 16, 2020 |
| #6 | -24.62% Jun 22, 2026 - Jul 29, 2026 | -21.21% Nov 8, 2021 - Dec 14, 2023 |
| #7 | -17.96% Apr 24, 2019 - Jul 23, 2019 | -20.53% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -15.58% Feb 16, 2021 - Apr 5, 2021 | -11.04% Jul 3, 2014 - Nov 24, 2014 |
| #9 | -14.93% Feb 25, 2026 - Apr 9, 2026 | -10.81% Apr 2, 2004 - Sep 16, 2004 |
| #10 | -14.93% Mar 7, 2024 - May 20, 2024 | -10.01% May 5, 2006 - Oct 12, 2006 |
| #11 | -14.42% Jul 31, 2023 - Nov 14, 2023 | -9.68% Jun 8, 2021 - Oct 25, 2021 |
| #12 | -13.04% Apr 5, 2021 - Jun 28, 2021 | -9.39% Aug 2, 2005 - Jan 5, 2006 |
| #13 | -12.23% Jan 23, 2018 - Mar 6, 2018 | -9.27% Jan 23, 2018 - Jun 5, 2018 |
| #14 | -12.18% Jul 24, 2019 - Oct 15, 2019 | -9.24% Sep 14, 2012 - Dec 20, 2012 |
| #15 | -11.80% Oct 29, 2025 - Dec 9, 2025 | -8.95% Mar 4, 2005 - Jun 14, 2005 |
Correlation
Correlation between SMH and VBR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2004 - 2026)
SMH vs VBR dividend yield comparison.
| Year | SMH | VBR |
|---|---|---|
| 2026 | 0.00% | 0.94% |
| 2025 | 0.31% | 1.95% |
| 2024 | 0.44% | 1.98% |
| 2023 | 0.60% | 2.12% |
| 2022 | 1.18% | 2.03% |
| 2021 | 0.51% | 1.75% |
| 2020 | 0.69% | 1.68% |
| 2019 | 1.50% | 2.06% |
| 2018 | 1.88% | 2.35% |
| 2017 | 1.43% | 1.79% |
| 2016 | 0.80% | 1.77% |
| 2015 | 2.14% | 1.99% |
| 2014 | 1.16% | 1.77% |
| 2013 | 1.55% | 1.87% |
| 2012 | 2.17% | 2.62% |
| 2011 | 6.69% | 2.20% |
| 2010 | 1.29% | 1.94% |
| 2009 | 1.43% | 1.99% |
| 2008 | 2.14% | 3.20% |
| 2007 | 5.37% | 2.42% |
| 2006 | 0.50% | 1.93% |
| 2005 | 0.00% | 1.92% |
| 2004 | 0.00% | 1.66% |
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