SMHSemiconductors
VanEck Semiconductor ETF
26holdings
0.35%annual fee
USmarket
Valuation25 companies covered
32.0×P / E94% by weight
11.21×P / B100% by weight
3.1%Earnings yield
ETF comparisons / SMH vs VOO
Semiconductors comparison · Holdings dated 2026-06-30
SMH vs VOO
VanEck Semiconductor ETF compared with VANGUARD 500 INDEX FUND
Most company exposure is different between these funds.SMH has 6 companies outside the overlap; VOO has 485.
VOOUS equity
VANGUARD 500 INDEX FUND
520holdings
0.03%annual fee
USmarket
Valuation494 companies covered
27.2×P / E97% by weight
5.57×P / B85% by weight
3.7%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
20 companies held in both funds
SMH weight
VOO weight
| Shared company | SMH | VOO |
|---|---|---|
| NVIDIA CORP NVDA | 17.56% | 7.51% |
| BROADCOM INC AVGO | 5.28% | 2.77% |
| Micron Technology Inc MU | 5.68% | 2.02% |
| ADVANCED MICRO DEVICES AMD | 5.63% | 1.47% |
| Intel Corp INTC | 5.15% | 1.02% |
| Applied Materials Inc AMAT | 5.74% | 0.89% |
| LAM RESEARCH CORPORATION LRCX | 5.32% | 0.84% |
| KLA Corp KLAC | 5.58% | 0.61% |
| Texas Instruments Inc TXN | 4.17% | 0.42% |
| MARVELL TECHNOLOGY, INC. MRVL | 4.67% | 0.40% |
| QUALCOMM Inc QCOM | 3.74% | 0.30% |
| ANALOG DEVICES, INC. ADI | 4.00% | 0.30% |
| CADENCE DESIGN SYSTEMS, INC. CDNS | 2.15% | 0.16% |
| SYNOPSYS, INC. SNPS | 1.79% | 0.13% |
| TERADYNE INC TER | 1.50% | 0.12% |
| NXP Semiconductors N.V. NXPI | 1.15% | 0.11% |
| MONOLITHIC POWER SYSTEMS, INC. MPWR US | 1.22% | 0.11% |
| MICROCHIP TECHNOLOGY INCORPORATED MCHP | 0.90% | 0.08% |
| ON Semiconductor Corp ON | 0.58% | 0.06% |
| Skyworks Solutions Inc SWKS | 0.16% | 0.02% |
SMH and VOO questions
Based on the holdings compared above
How much do SMH and VOO overlap?
SMH and VOO overlap by 19.3% by weight, across 20 shared companies.
Which companies do SMH and VOO both hold?
The largest companies held in both funds are NVIDIA CORP, BROADCOM INC, Micron Technology Inc, ADVANCED MICRO DEVICES, Intel Corp.
Can I hold both SMH and VOO?
Holding both means 19.3% 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 VOO cheaper?
SMH has a 0.35% expense ratio and VOO has 0.03%.
How do SMH and VOO compare on valuation?
SMH has a weighted P/E of 32.0 and VOO has a weighted P/E of 27.2.
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