SMHSemiconductors
VanEck Semiconductor ETF
26holdings
0.35%annual fee
USmarket
Valuation25 companies covered
30.6×P / E95% by weight
7.94×P / B88% by weight
3.3%Earnings yieldinverse of P / E
ETF comparisons / SMH vs SOXX
Semiconductors comparison · Holdings dated 2026-03-31
SMH vs SOXX
VanEck Semiconductor ETF compared with iShares PHLX SOX Semiconductor Sector Index Fund
The funds share a substantial core but differ outside it.SMH has 3 companies outside the overlap; SOXX has 9.
SOXXequity
iShares PHLX SOX Semiconductor Sector Index Fund
33holdings
0.34%annual fee
USmarket
Valuation28 companies covered
29.0×P / E91% by weight
7.13×P / B92% by weight
3.4%Earnings yieldinverse of P / E
Largest shared positions
23 companies held in both funds
SMH weight
SOXX weight
| Shared company | SMH | SOXX |
|---|---|---|
| NVIDIA CORP NVDA | 19.64% | 8.31% |
| BROADCOM INC AVGO | 7.79% | 8.18% |
| ADVANCED MICRO DEVICES AMD | 4.68% | 6.40% |
| Applied Materials Inc AMAT | 4.59% | 5.78% |
| Micron Technology Inc MU | 4.23% | 6.92% |
| Intel Corp INTC | 4.34% | 4.08% |
| KLA Corp KLAC | 4.74% | 4.08% |
| Texas Instruments Inc TXN | 4.61% | 3.86% |
| LAM RESEARCH CORPORATION LRCX | 4.60% | 3.86% |
| QUALCOMM Inc QCOM | 4.09% | 3.82% |
| ANALOG DEVICES, INC. ADI | 4.70% | 3.77% |
| ASML HOLDING NV EUR 0.09 ADR ASML | 4.99% | 3.53% |
| TAIWAN SEMICONDUCTOR-SP ADR TSM | 11.84% | 3.49% |
| MARVELL TECHNOLOGY, INC. MRVL | 2.35% | 5.12% |
| TERADYNE INC TER | 1.41% | 3.91% |
| NXP Semiconductors N.V. NXPI | 1.24% | 3.66% |
| MONOLITHIC POWER SYSTEMS, INC. MPWR US | 1.23% | 4.04% |
| MICROCHIP TECHNOLOGY INCORPORATED MCHP | 1.00% | 2.99% |
| STMicroelectronics NV STM | 0.90% | 0.61% |
| ON Semiconductor Corp ON | 0.60% | 2.12% |
| ARM Holdings PLC ARM | 0.76% | 0.56% |
| Astera Labs Inc ALAB | 0.44% | 1.30% |
| Skyworks Solutions Inc SWKS | 0.21% | 0.70% |
SMH and SOXX questions
Based on the holdings compared above
How much do SMH and SOXX overlap?
SMH and SOXX overlap by 69.8% by weight, across 23 shared companies.
Which companies do SMH and SOXX both hold?
The largest companies held in both funds are NVIDIA CORP, BROADCOM INC, ADVANCED MICRO DEVICES, Applied Materials Inc, Micron Technology Inc.
Can I hold both SMH and SOXX?
Holding both means 69.8% 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 30.6 and SOXX has a weighted P/E of 29.0.
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