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SSPY vs SMH

Stratified LargeCap Index ETF vs VanEck Semiconductor ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

SMH

VanEck Semiconductor ETF

Annual cost

0.35%

Fund size

$67.8B

Key differences

Both SSPY and SMH are equity ETFs. SSPY charges 0.45% a year and SMH 0.35%. 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

SSPYSMH
Annual cost (TER)0.45%0.35%
Fund size (AUM)$125M$67.8B
Since20192011
Dividend yield1.26%0.18%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.3%+137.5%
CAGR 3Y+14.9%+63.2%
CAGR 5Y+9.2%+38.6%
Sharpe 3Y0.841.47
Volatility 1Y10.78%33.20%
Max drawdown-36.67%-45.30%

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

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