SMHSemiconductors
VanEck Semiconductor ETF
26holdings
0.35%annual fee
USmarket
Valuation25 companies covered
33.8×P / E94% by weight
12.36×P / B100% by weight
3.0%Earnings yield
ETF comparisons / SMH vs SOXX
Semiconductors comparison · SMH 2026-06-30 · SOXX 2026-10-12
SMH vs SOXX
VanEck Semiconductor ETF compared with iShares Semiconductor ETF
The funds share a substantial core but differ outside it.SMH has 4 companies outside the overlap; SOXX has 10.
Do SMH and SOXX overlap?
SMH and SOXX overlap by 69.7% by weight, across 22 shared companies.
SOXXequity
iShares Semiconductor ETF
34holdings
0.34%annual fee
USmarket
Valuation29 companies covered
36.0×P / E87% by weight
11.12×P / B96% by weight
2.8%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
22 companies held in both funds
SMH weight
SOXX weight
| Shared company | SMH | SOXX |
|---|---|---|
| NVIDIA CORP NVDA | 17.56% | 7.63% |
| Micron Technology Inc MU | 5.68% | 7.68% |
| ADVANCED MICRO DEVICES AMD | 5.63% | 9.40% |
| BROADCOM INC AVGO | 5.28% | 7.13% |
| Intel Corp INTC | 5.15% | 8.43% |
| MARVELL TECHNOLOGY, INC. MRVL | 4.67% | 4.68% |
| Applied Materials Inc AMAT | 5.74% | 4.04% |
| KLA Corp KLAC | 5.58% | 4.04% |
| Texas Instruments Inc TXN | 4.17% | 4.02% |
| ANALOG DEVICES, INC. ADI | 4.00% | 4.18% |
| LAM RESEARCH CORPORATION LRCX | 5.32% | 3.82% |
| QUALCOMM Inc QCOM | 3.74% | 3.81% |
| TAIWAN SEMICONDUCTOR-SP ADR TSM | 9.29% | 3.05% |
| TERADYNE INC TER | 1.50% | 3.07% |
| ASML HOLDING NV EUR 0.09 ADR ASML | 5.04% | 1.47% |
| Astera Labs Inc ALAB | 1.27% | 2.37% |
| MONOLITHIC POWER SYSTEMS, INC. MPWR US | 1.22% | 3.22% |
| NXP Semiconductors N.V. NXPI | 1.15% | 2.92% |
| MICROCHIP TECHNOLOGY INCORPORATED MCHP | 0.90% | 2.03% |
| ON Semiconductor Corp ON | 0.58% | 1.51% |
| ARM Holdings PLC ARM | 1.17% | 0.46% |
| STMicroelectronics NV STM | 1.26% | 0.41% |
SMH and SOXX questions
Based on the holdings compared above
How much do SMH and SOXX overlap?
SMH and SOXX overlap by 69.7% by weight, across 22 shared companies.
Which companies do SMH and SOXX both hold?
The largest companies held in both funds are NVIDIA CORP, Micron Technology Inc, ADVANCED MICRO DEVICES, BROADCOM INC, Intel Corp.
Can I hold both SMH and SOXX?
Holding both means 69.7% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
Is SMH or SOXX cheaper?
SMH has a 0.35% expense ratio and SOXX has 0.34%.
How do SMH and SOXX compare on valuation?
SMH has a weighted P/E of 33.8 and SOXX has a weighted P/E of 36.0.
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