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 $394.40 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 | $178.68 | +1.99% | 4.27T |
| AVGO | $318.81 | +0.16% | 1.58T |
| MU | $382.09 | -3.40% | 465.34B |
| AMD | $220.27 | +7.26% | 331.58B |
| LRCX | $233.45 | -2.26% | 292.85B |
| AMAT | $369.34 | -1.24% | 290.91B |
| INTC | $47.18 | +7.08% | 222.35B |
| KLAC | $1,543.82 | -1.43% | 198.12B |
| TXN | $196.77 | +1.10% | 170.68B |
| ADI | $322.03 | +0.06% | 149.92B |
SMH is highly concentrated — the top 10 holdings represent over half the fund. Performance is heavily tied to a few large companies.
What is SMH?
What is the expense ratio of SMH?
Does SMH pay dividends?
What are the top holdings of SMH?
Last updated: Mar 23, 2026 at 6:51 PM ET