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$71B
TypeETF
Top holdingNVDA · ~17-18%
1Y return~+120-145%
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
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Track record
Performance
1Y~+120-145%
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QAI analysis
Our take
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