·ETF Intelligence
ETF · Exchange Traded Fund
SMH
VanEck Semiconductor ETF
$619.96
↑10.51(1.72%)
Total Assets
$67.8B
Expense Ratio
—
Holdings
Top 20 shown
What is this ETF?
Tracks the 25 largest semiconductor companies globally. If you believe AI and chips are the future, SMH gives you concentrated exposure to exactly that.
What themes are you invested in?
Through SMH, you have exposure to these market themes.
Semiconductors
NVDA 20.1%TSM 13.2%AVGO 8.1%ASML 5.7%QCOM 5.2%AMD 4.9%TXN 4.7%AMAT 4.5%LRCX 3.7%KLAC 3.5%MU 3.2%NXPI 2.5%ON 2.0%STM 1.7%SWKS 1.5%MCHP 1.4%ADI 1.3%MPWR 1.1%
88.3%
of ETF
Electric Vehicles
TXN 4.7%NXPI 2.5%ON 2.0%STM 1.7%
10.9%
of ETF
Industrials
TXN 4.7%KLAC 3.5%MCHP 1.4%
9.6%
of ETF
Artificial Intelligence
NVDA 20.1%MRVL 2.8%
22.9%
of ETF
Cloud Computing
NVDA 20.1%MRVL 2.8%
22.9%
of ETF
Telecommunications
QCOM 5.2%SWKS 1.5%
6.7%
of ETF
Utilities
ON 2.0%MPWR 1.1%
3.1%
of ETF
Robotics & Automation
MCHP 1.4%
1.4%
of ETF
Companies we cover in this ETF
Click any to read the full plain-English research.
NVDA
20.1% of ETF
TSM
13.2% of ETF
AVGO
8.1% of ETF
ASML
5.7% of ETF
QCOM
5.2% of ETF
AMD
4.9% of ETF
TXN
4.7% of ETF
AMAT
4.5% of ETF
INTC
3.9% of ETF
LRCX
3.7% of ETF
KLAC
3.5% of ETF
MU
3.2% of ETF
MRVL
2.8% of ETF
NXPI
2.5% of ETF
ON
2.0% of ETF
STM
1.7% of ETF
SWKS
1.5% of ETF
MCHP
1.4% of ETF
ADI
1.3% of ETF
MPWR
1.1% of ETF
Top 20 holdings
1
NVDANVIDIA
20.1%
2
TSMTSMC
13.2%
3
AVGOBroadcom
8.1%
4
ASMLASML
5.7%
5
QCOMQualcomm
5.2%
6
AMDAMD
4.9%
7
TXNTexas Instruments
4.7%
8
AMATApplied Materials
4.5%
9
INTCIntel
3.9%
10
LRCXLam Research
3.7%
11
KLACKLA Corp
3.5%
12
MUMicron Technology
3.2%
13
MRVLMarvell Technology
2.8%
14
NXPINXP Semiconductors
2.5%
15
ONON Semiconductor
2.0%
16
STMSTMicroelectronics
1.7%
17
SWKSSkyworks Solutions
1.5%
18
MCHPMicrochip Technology
1.4%
19
ADIAnalog Devices
1.3%
20
MPWRMonolithic Power
1.1%
Sector breakdown
Technology
100%