What stocks does SMH hold?

VanEck Semiconductor ETF (SMH) holds 10 positions as of 2026-05-15. Top holdings: NVDA (18.09%), TSM (10.59%), AVGO (7.83%), INTC (7.14%), AMD (5.95%), MU (4.98%), TXN (4.90%), KLAC (4.49%), ADI (4.41%), LRCX (4.11%).

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 SOXX, XLK, VGT, CHAT, AIS.

$SMHNASDAQ

VanEck Semiconductor ETF

VanEck

Issuer holdings ↗

AUM—

Expense—

Latest NAV$555.98

Holdings10 (72%)

Net 90d+$12.9B

Carries the thesis for

Flow series · 90 days

Window 2026-05-03 → 2026-05-16Days w/ flow 13 / 14Total +$12.9B

Top holdings · as of 2026-05-15

ranked by weight

18.09%
weight
$224.41last
10.59%
weight
$402.90last
7.83%
weight
$423.57last

Co-mover ETFs

Jaccard on overlapping holdings

Frequently asked questions

What stocks does SMH hold?: VanEck Semiconductor ETF (SMH) holds 10 positions as of 2026-05-15. Top holdings: NVDA (18.09%), TSM (10.59%), AVGO (7.83%), INTC (7.14%), AMD (5.95%), MU (4.98%), TXN (4.90%), KLAC (4.49%), ADI (4.41%), LRCX (4.11%).
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 SOXX, XLK, VGT, CHAT, AIS.

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