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