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SMH vs VTV

VanEck Semiconductor ETF vs Vanguard Value Index Fund ETF Shares

SMH

VanEck Semiconductor ETF

Annual cost

0.35%

Fund size

$67.8B

VTV

Vanguard Value Index Fund ETF Shares

Annual cost

0.03%

Fund size

$245.0B

Key differences

Both SMH and VTV are equity ETFs. SMH charges 0.35% a year and VTV 0.03%. The main difference: VTV costs 0.32% less per year.

  • VTV costs 0.32% less per year.
  • VTV is much larger than SMH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SMH has delivered higher annualized returns.
  • VTV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMHVTV
Annual cost (TER)0.35%0.03%
Fund size (AUM)$67.8B$245.0B
Since20112004
Dividend yield0.18%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+137.5%+27.6%
CAGR 3Y+63.2%+18.6%
CAGR 5Y+38.6%+11.7%
Sharpe 3Y1.471.16
Volatility 1Y33.20%10.38%
Max drawdown-45.30%-36.78%

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

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