VBR vs SMH
Comparison between VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF) and VANECK SEMICONDUCTOR ETF (SMH, ETF).
5-Year PerformanceSMH has outperformed VBR, delivering a return of +39.1% compared to +8.8%
VBR vs SMH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VBR
$66B
Winner
SMH
$68B
Expense Ratio
Winner
VBR
0.05%
SMH
0.35%
Max Drawdown
Winner
VBR
64.05%
SMH
85.92%
Sharpe Ratio
VBR
1.43
Winner
SMH
2.58
5Y Beta
Winner
VBR
0.91
SMH
1.90
P/E Ratio
Winner
VBR
26.94
SMH
61.52
Forward P/E
Winner
VBR
13.58
SMH
32.97
PEG Ratio
VBR
N/A
SMH
0.15
5Y Dividends CAGR
Winner
VBR
15.44%
SMH
3.73%
5Y EPS CAGR
VBR
8.04%
Winner
SMH
36.23%
Debt to Equity
VBR
65.86%
SMH
N/A
P/S Ratio
Winner
VBR
1.16
SMH
4.66
P/B Ratio
Winner
VBR
2.02
SMH
13.20
VBR vs SMH - Holdings Comparison
VBR and SMH have 2 common holdings. Overlap is 0.17%
VBR's top 25 holdings weight is 12.67%. SMH's top 25 holdings weight is 99.97%.
| Rank | VBR | SMH |
|---|---|---|
| #1 | JABIL INC (JBL) - 0.77% | NVIDIA CORP (NVDA) - 14.17% |
| #2 | FLEX LTD (FLEX) - 0.76% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 9.30% |
| #3 | NRG ENERGY INC (NRG) - 0.75% | MICRON TECHNOLOGY INC (MU) - 8.02% |
| #4 | ATMOS ENERGY CORP (ATO) - 0.71% | INTEL CORP (INTC) - 7.32% |
| #5 | TAPESTRY INC (TPR) - 0.67% | ADVANCED MICRO DEVICES INC (AMD) - 7.25% |
| #6 | UNITED THERAPEUTICS CORP (UTHR) - 0.57% | BROADCOM INC (AVGO) - 6.08% |
| #7 | OMNICOM GROUP INC (OMC) - 0.54% | LAM RESEARCH CORP (LRCX) - 4.96% |
| #8 | SLCMT1142 (n/a) - 0.52% | APPLIED MATERIALS INC (AMAT) - 4.90% |
| #9 | WILLIAMS-SONOMA INC (WSM) - 0.49% | KLA CORP (KLAC) - 4.72% |
| #10 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.49% | TEXAS INSTRUMENTS INC (TXN) - 4.40% |
| #11 | US FOODS HOLDING CORP (USFD) - 0.47% | ASML HOLDING NV ADR (ASML) - 4.34% |
| #12 | BUNGE GLOBAL SA (BG) - 0.45% | MARVELL TECHNOLOGY INC (MRVL) - 4.23% |
| #13 | EMCOR GROUP INC (EME) - 0.45% | QUALCOMM INC (QCOM) - 4.15% |
| #14 | SMURFIT WESTROCK PLC (SW) - 0.45% | ANALOG DEVICES INC (ADI) - 3.76% |
| #15 | CF INDUSTRIES HOLDINGS INC (CF) - 0.43% | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.10% |
| #16 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.43% | SYNOPSYS INC (SNPS) - 1.79% |
| #17 | MKS INC (MKSI) - 0.43% | ARM HOLDINGS PLC ADR (ARM) - 1.30% |
| #18 | RELIANCE INC (RS) - 0.43% | TERADYNE INC (TER) - 1.20% |
| #19 | ITT INC (ITT) - 0.42% | STMICROELECTRONICS NV ADR (STM) - 1.17% |
| #20 | ILLUMINA INC (ILMN) - 0.42% | NXP SEMICONDUCTORS NV (NXPI) - 1.15% |
| #21 | F5 INC (FFIV) - 0.42% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.00% |
| #22 | DUPONT DE NEMOURS INC (DD) - 0.42% | ASTERA LABS INC (ALAB) - 0.93% |
| #23 | OVINTIV INC (OVV) - 0.40% | MICROCHIP TECHNOLOGY INC (MCHP) - 0.89% |
| #24 | WESCO INTERNATIONAL INC (WCC) - 0.39% | ON SEMICONDUCTOR CORP (ON) - 0.67% |
| #25 | EAST WEST BANCORP INC (EWBC) - 0.39% | SKYWORKS SOLUTIONS INC (SWKS) - 0.17% |
| Total Holdings | 840 | 26 |
VBR vs SMH - Historical Returns
Returns include dividend reinvestment.
1M
VBR
+2.54%
Winner
SMH
+7.93%
3M
VBR
+11.09%
Winner
SMH
+58.95%
6M
VBR
+11.73%
Winner
SMH
+71.29%
1Y
VBR
+26.19%
Winner
SMH
+138.23%
5Y(CAGR)
VBR
+8.83%
Winner
SMH
+39.09%
10Y(CAGR)
VBR
+10.57%
Winner
SMH
+38.10%
Max(CAGR)
VBR
+9.55%
Winner
SMH
+12.99%
VBR vs SMH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VBR | SMH |
|---|---|---|
| 2026 | +11.91% | +66.64% |
| 2025 | +9.44% | +47.57% |
| 2024 | +12.56% | +43.94% |
| 2023 | +16.36% | +74.72% |
| 2022 | -10.07% | -34.22% |
| 2021 | +30.18% | +42.61% |
| 2020 | +6.01% | +53.08% |
| 2019 | +22.50% | +65.64% |
| 2018 | -12.95% | -9.68% |
| 2017 | +10.98% | +40.12% |
| 2016 | +26.76% | +38.05% |
| 2015 | -4.44% | +1.95% |
| 2014 | +11.77% | +33.05% |
| 2013 | +32.77% | +30.23% |
| 2012 | +17.01% | +9.36% |
| 2011 | -5.79% | +6.79% |
| 2010 | +22.76% | +17.98% |
| 2009 | +29.07% | +57.65% |
| 2008 | -31.00% | -42.18% |
| 2007 | -7.16% | +6.14% |
| 2006 | +17.31% | -10.24% |
| 2005 | +7.83% | +12.01% |
| 2004 | +20.49% | -19.40% |
| 2003 | N/A | +74.92% |
| 2002 | N/A | -49.20% |
| 2001 | N/A | -13.35% |
| 2000 | N/A | -50.35% |
VBR vs SMH Drawdown Comparison
The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.
The maximum drawdown for SMH was -83.96%, occurring on Nov 20, 2008. Recovery took 4062 trading sessions.
The current VBR drawdown is -1.14%. The current SMH drawdown is -7.01%.
| Rank | VBR | SMH |
|---|---|---|
| #1 | -61.99% Jun 4, 2007 - Feb 14, 2011 | -83.96% Jun 21, 2000 - Aug 15, 2016 |
| #2 | -45.28% Jan 16, 2020 - Nov 24, 2020 | -45.30% Dec 27, 2021 - Jun 14, 2023 |
| #3 | -27.93% Apr 29, 2011 - Sep 6, 2012 | -35.75% Jul 10, 2024 - Jul 2, 2025 |
| #4 | -24.19% Nov 25, 2024 - Dec 5, 2025 | -33.62% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -23.49% Aug 29, 2018 - Jan 16, 2020 | -25.63% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -21.21% Nov 8, 2021 - Dec 14, 2023 | -17.96% Apr 24, 2019 - Jul 23, 2019 |
| #7 | -20.53% Jun 23, 2015 - Jul 12, 2016 | -15.58% Feb 16, 2021 - Apr 5, 2021 |
| #8 | -11.04% Jul 3, 2014 - Nov 24, 2014 | -14.93% Feb 25, 2026 - Apr 9, 2026 |
| #9 | -10.81% Apr 2, 2004 - Sep 16, 2004 | -14.93% Mar 7, 2024 - May 20, 2024 |
| #10 | -10.01% May 5, 2006 - Oct 12, 2006 | -14.42% Jul 31, 2023 - Nov 14, 2023 |
| #11 | -9.68% Jun 8, 2021 - Oct 25, 2021 | -13.04% Apr 5, 2021 - Jun 28, 2021 |
| #12 | -9.39% Aug 2, 2005 - Jan 5, 2006 | -12.23% Jan 23, 2018 - Mar 6, 2018 |
| #13 | -9.27% Jan 23, 2018 - Jun 5, 2018 | -12.18% Jul 24, 2019 - Oct 15, 2019 |
| #14 | -9.24% Sep 14, 2012 - Dec 20, 2012 | -11.80% Oct 29, 2025 - Dec 9, 2025 |
| #15 | -8.95% Mar 4, 2005 - Jun 14, 2005 | -10.75% Sep 2, 2020 - Oct 9, 2020 |
Correlation
Correlation between VBR and SMH is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2004 - 2026)
VBR vs SMH dividend yield comparison.
| Year | VBR | SMH |
|---|---|---|
| 2026 | 0.52% | 0.00% |
| 2025 | 1.95% | 0.31% |
| 2024 | 1.98% | 0.44% |
| 2023 | 2.12% | 0.60% |
| 2022 | 2.03% | 2.37% |
| 2021 | 1.75% | 1.02% |
| 2020 | 1.68% | 1.38% |
| 2019 | 2.06% | 3.00% |
| 2018 | 2.35% | 3.75% |
| 2017 | 1.79% | 2.85% |
| 2016 | 1.77% | 1.61% |
| 2015 | 1.99% | 4.28% |
| 2014 | 1.77% | 2.31% |
| 2013 | 1.87% | 3.11% |
| 2012 | 2.62% | 4.33% |
| 2011 | 2.20% | 13.37% |
| 2010 | 1.94% | 2.57% |
| 2009 | 1.99% | 2.86% |
| 2008 | 3.20% | 4.25% |
| 2007 | 2.42% | 10.73% |
| 2006 | 1.93% | 1.00% |
| 2005 | 1.92% | 0.00% |
| 2004 | 1.66% | 0.00% |
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