$SMHNASDAQ
VanEck Semiconductor ETF
VanEckIssuer holdings ↗
VanEck Semiconductor ETF tracks the largest U.S.-listed semiconductor producers and equipment makers, a concentrated, liquid proxy for the chip cycle.
AUM -
Expense -
Latest NAV$464.02
Holdings10 (69%)
Net 90d+$13.6B
Price
+32.15% over 1Y4 auto-fib
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Carries the thesis for
Flow series · 90 days
Window 2026-08-11 → 2026-11-08Days w/ flow 90 / 90Total +$13.6B
Top holdings · as of 2026-11-06ranked by weight
Co-mover ETFsJaccard on overlapping holdings
Held by these funds13F portfolios whose latest filing holds this ETF
Frequently asked questions
- What stocks does SMH hold?
- VanEck Semiconductor ETF (SMH) holds 10 positions as of 2026-11-06. Top holdings: NVDA (20.19%), TSM (9.58%), TXN (5.70%), AVGO (5.61%), AMD (5.35%), ADI (4.96%), MU (4.75%), ASML (4.50%), KLAC (4.28%), SKHY (4.14%).
- What AI thesis does SMH carry?
- SMH is mapped on QuantAbundance to 2 bubbles: AI Compute Accelerators, DRAM / HBM Memory.
- Which ETFs are similar to SMH?
- Based on overlapping holdings (Jaccard similarity), the closest ETFs to SMH are SOXX, XLK, VGT, CHAT, WTAI.
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