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SMH vs SSPY

VanEck Semiconductor ETF vs Stratified LargeCap Index ETF

SMH

VanEck Semiconductor ETF

Annual cost

0.35%

Fund size

$67.8B

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

Key differences

Both SMH and SSPY are equity ETFs. SMH charges 0.35% a year and SSPY 0.45%. The main difference: SMH costs 0.10% less per year.

  • SMH costs 0.10% less per year.
  • SMH is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SMH has delivered higher annualized returns.
  • SMH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMHSSPY
Annual cost (TER)0.35%0.45%
Fund size (AUM)$67.8B$125M
Since20112019
Dividend yield0.18%1.26%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+137.5%+21.3%
CAGR 3Y+63.2%+14.9%
CAGR 5Y+38.6%+9.2%
Sharpe 3Y1.470.84
Volatility 1Y33.20%10.78%
Max drawdown-45.30%-36.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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