Compare Funds: FSELX vs. SMH
FSELX
SMH
Comparison
Average Return
In the past year, FSELX returned a total of 140.77%, which is higher than SMH's 137.46% return. Over the past 10 years, FSELX has had annualized average returns of 38.33%, compared to 37.42% for SMH. These numbers are adjusted for stock splits and assume dividends are reinvested.
Top 25 Holdings
| FSELX - Fidelity Select Semiconductors Portfolio | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 22.48% |
| 2 | AVGO | Broadcom Inc. | 13.34% |
| 3 | MRVL | Marvell Technology, Inc. | 9.13% |
| 4 | NXPI | NXP Semiconductors N.V. | 6.29% |
| 5 | MPWR | Monolithic Power Systems, Inc. | 6.25% |
| 6 | ON | ON Semiconductor Corporation | 5.61% |
| 7 | GFS | GLOBALFOUNDRIES Inc. | 4.51% |
| 8 | ASML | ASML Holding N.V. | 4.06% |
| 9 | LRCX | Lam Research Corporation | 3.72% |
| 10 | MU | Micron Technology, Inc. | 3.39% |
| 11 | ALAB | Astera Labs, Inc. | 3.36% |
| 12 | WDC | Western Digital Corporation | 3.01% |
| 13 | MTSI | MACOM Technology Solutions Holdings, Inc. | 2.35% |
| 14 | NVMI | Nova Ltd. | 2.24% |
| 15 | ALGM | Allegro MicroSystems, Inc. | 1.86% |
| 16 | n/a | Fidelity Cash Central Fund | 1.62% |
| 17 | COHR | Coherent Corp. | 1.13% |
| 18 | ARM | Arm Holdings plc | 0.95% |
| 19 | TYO: 285A | Kioxia Holdings Corporation | 0.88% |
| 20 | KLAC | KLA Corporation | 0.81% |
| 21 | ENTG | Entegris, Inc. | 0.53% |
| 22 | PI | Impinj, Inc. | 0.38% |
| 23 | SYNA | Synaptics Incorporated | 0.30% |
| 24 | n/a | Element Labs Ltd Ser C Pc Pp | 0.26% |
| 25 | AMAT | Applied Materials, Inc. | 0.24% |
| View FSELX holdings | |||
| SMH - VanEck Semiconductor ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 14.51% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 9.27% |
| 3 | MU | Micron Technology, Inc. | 7.84% |
| 4 | INTC | Intel Corporation | 7.23% |
| 5 | AMD | Advanced Micro Devices, Inc. | 7.07% |
| 6 | AVGO | Broadcom Inc. | 6.10% |
| 7 | LRCX | Lam Research Corporation | 4.91% |
| 8 | KLAC | KLA Corporation | 4.88% |
| 9 | AMAT | Applied Materials, Inc. | 4.67% |
| 10 | ASML | ASML Holding N.V. | 4.51% |
| 11 | TXN | Texas Instruments Incorporated | 4.43% |
| 12 | MRVL | Marvell Technology, Inc. | 4.20% |
| 13 | QCOM | QUALCOMM Incorporated | 4.05% |
| 14 | ADI | Analog Devices, Inc. | 3.83% |
| 15 | CDNS | Cadence Design Systems, Inc. | 2.11% |
| 16 | SNPS | Synopsys, Inc. | 1.81% |
| 17 | STM | STMicroelectronics N.V. | 1.27% |
| 18 | NXPI | NXP Semiconductors N.V. | 1.20% |
| 19 | TER | Teradyne, Inc. | 1.14% |
| 20 | MPWR | Monolithic Power Systems, Inc. | 1.13% |
| 21 | ARM | Arm Holdings plc | 1.09% |
| 22 | ALAB | Astera Labs, Inc. | 0.94% |
| 23 | MCHP | Microchip Technology Incorporated | 0.90% |
| 24 | ON | ON Semiconductor Corporation | 0.70% |
| 25 | SWKS | Skyworks Solutions, Inc. | 0.18% |
| View SMH holdings | |||