SMH
VanEck Semiconductor ETF
VanEck
Tracks the MarketVector US Listed Semiconductor 25 Index — the 25 largest US-listed chip design, equipment, and foundry names. Cap-weighted and highly concentrated (top 10 ~68%), making it the most NVIDIA-dominant of the big semi ETFs.
Size$67.68B
TypeETF
Top holdingNVDA · ~17-18%
Positions
Top holdings
17%
68%
NVDA17%TSM9%MU6%Other68%
NVDANVIDIA
~17-18%Dominant single position; AI-GPU leader drives the fund
TSMTaiwan Semiconductor
~9%World's leading foundry
MUMicron Technology
~6%Memory/HBM beneficiary of the AI build-out
Sign in to see the full holdings book, 13F filings and sources.
QAI analysis
Our take
Upgrade to Pro to see the full QAI analyst take on this fund.
Analyst work product, NFA — always verify.