VanEck Semiconductor ETF
The VanEck Semiconductor ETF tracks the 25 largest U.S.-listed semiconductor companies by market capitalization. It is heavily concentrated in mega-cap chipmakers like NVIDIA, Taiwan Semiconductor (TSM), and Broadcom, making it a high-conviction bet on the companies at the center of the AI hardware revolution. Due to its market-cap weighting, the top 3 holdings often represent over 40% of the fund.
| # | Stock | Weight |
|---|---|---|
| 1 | NVDA NVIDIA Corp. | 20.1% |
| 2 | TSM Taiwan Semiconductor | 12.5% |
| 3 | AVGO Broadcom Inc. | 8.8% |
| 4 | AMD Advanced Micro Devices | 5.4% |
| 5 | TXN Texas Instruments | 5.1% |
| 6 | QCOM Qualcomm Inc. | 4.9% |
| 7 | AMAT Applied Materials | 4.2% |
| 8 | ASML ASML Holding | 4.0% |
| 9 | LRCX Lam Research | 3.8% |
| 10 | MU Micron Technology | 3.5% |
| Top 10 Total | 72.3% | |
See how much dividend income SMH could generate based on its current price of $636.29 and 0.4% yield. Adjust the amount to estimate your annually distributions.
Based on current dividend yield of 0.4%. Actual distributions may vary. Past dividends do not guarantee future payments.
| Stock | Price | Change | Market Cap |
|---|---|---|---|
| NVDA | $195.74 | -1.64% | 5.10T |
| AVGO | $378.91 | -0.83% | 1.96T |
| MU | $1,213.56 | +15.74% | 1.28T |
| AMD | $532.57 | +2.47% | 876.24B |
| INTC | $132.87 | +0.93% | 673.43B |
| AMAT | $668.00 | +13.42% | 489.96B |
| LRCX | $401.82 | +7.21% | 486.52B |
| KLAC | $258.80 | +7.62% | 339.06B |
| TXN | $311.81 | +2.87% | 293.83B |
| MRVL | $281.26 | +1.65% | 271.70B |
SMH is highly concentrated — the top 10 holdings represent over half the fund. Performance is heavily tied to a few large companies.
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Last updated: Jun 25, 2026 at 6:06 PM ET