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SMH vs SOXX: Performance & Backtest Comparison
SMH delivered the higher return - 19.59% CAGR vs 19.29% - over 2005-03-31 → 2026-06-30.
Growth comparison
Drawdown
Annual returns
| SMH | SOXX | |
|---|---|---|
| Name | VanEck Semiconductor ETF | iShares PHLX SOX Semiconductor Sector Index Fund |
| CAGR | 19.59% | 19.29% |
| Total return | 4441.40% | 4211.05% |
| Volatility | 25.33% | 26.88% |
| Max drawdown | -57.00%Feb 2009 | -59.89%Nov 2008 |
| Sharpe | 0.77 | 0.73 |
| Sortino | 1.28 | 1.25 |
| Best year | 82.13% | 113.00% |
| Worst year | -45.75% | -52.25% |
| Final balance | $454,140 | $431,105 |
Correlation of monthly returns: 0.98. Wondering if you need both? Check their fund overlap →
All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.
Frequently asked questions
Which has performed better, SMH or SOXX?
Over 2005-03-31 to 2026-06-30, SMH performed better: 19.59% annualized versus 19.29% for SOXX, with dividends reinvested. Past performance does not guarantee future results.
How similar are SMH and SOXX?
Their monthly returns have a correlation of 0.98 over the common period. SMH is VanEck Semiconductor ETF; SOXX is iShares PHLX SOX Semiconductor Sector Index Fund.
Which is riskier, SMH or SOXX?
Over the common period SMH had 25.33% annualized volatility and a -57.00% max drawdown, versus 26.88% and -59.89% for SOXX.