What stocks does SMH hold?

VanEck Semiconductor ETF (SMH) holds 10 positions as of 2026-06-26. Top holdings: NVDA (15.23%), TSM (9.38%), MU (7.78%), AMD (7.61%), INTC (7.22%), AVGO (7.20%), QCOM (5.10%), TXN (4.65%), LRCX (4.39%), KLAC (3.96%).

What AI thesis does SMH carry?

SMH is mapped on QuantAbundancia to 2 bubbles: AI Compute Accelerators, DRAM / HBM Memory.

Which ETFs are similar to SMH?

Based on overlapping holdings (Jaccard similarity), the closest ETFs to SMH are XLK, VGT, SOXX, AIS, WTAI.

$SMHNASDAQ

VanEck Semiconductor ETF

VanEck

VanEck Semiconductor ETF tracks the largest U.S.-listed semiconductor producers and equipment makers, a concentrated, liquid proxy for the chip cycle.

Issuer holdings ↗

AUM -

Expense -

Latest NAV$636.50

Holdings10 (73%)

Net 90d+$12.8B

Carries the thesis for

Flow series · 90 days

Window 2026-05-03 → 2026-06-26Days w/ flow 54 / 55Total +$12.8B

Top holdings · as of 2026-06-26

ranked by weight

15.23%
weight
$192.53last
9.38%
weight
$432.35last
7.78%
weight
$1132.33last

Co-mover ETFs

Jaccard on overlapping holdings

Frequently asked questions

What stocks does SMH hold?: VanEck Semiconductor ETF (SMH) holds 10 positions as of 2026-06-26. Top holdings: NVDA (15.23%), TSM (9.38%), MU (7.78%), AMD (7.61%), INTC (7.22%), AVGO (7.20%), QCOM (5.10%), TXN (4.65%), LRCX (4.39%), KLAC (3.96%).
What AI thesis does SMH carry?: SMH is mapped on QuantAbundancia to 2 bubbles: AI Compute Accelerators, DRAM / HBM Memory.
Which ETFs are similar to SMH?: Based on overlapping holdings (Jaccard similarity), the closest ETFs to SMH are XLK, VGT, SOXX, AIS, WTAI.

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