Compare Funds: FSELX vs. SMH
FSELX
SMH
Comparison
Average Return
In the past year, FSELX returned a total of 150.67%, which is significantly higher than SMH's 132.63% return. Over the past 10 years, FSELX has had annualized average returns of 36.15%, compared to 34.64% for SMH. These numbers are adjusted for stock splits and include dividends.
Top 25 Holdings
| FSELX - Fidelity Select Semiconductors Portfolio | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 24.07% |
| 2 | AVGO | Broadcom Inc. | 11.64% |
| 3 | MRVL | Marvell Technology, Inc. | 8.65% |
| 4 | MU | Micron Technology, Inc. | 7.02% |
| 5 | NXPI | NXP Semiconductors N.V. | 6.30% |
| 6 | MPWR | Monolithic Power Systems, Inc. | 5.47% |
| 7 | LRCX | Lam Research Corporation | 5.23% |
| 8 | ON | ON Semiconductor Corporation | 5.18% |
| 9 | GFS | GLOBALFOUNDRIES Inc. | 3.99% |
| 10 | WDC | Western Digital Corporation | 3.05% |
| 11 | ASML | ASML Holding N.V. | 3.04% |
| 12 | NVMI | Nova Ltd. | 2.59% |
| 13 | MTSI | MACOM Technology Solutions Holdings, Inc. | 2.39% |
| 14 | ALAB | Astera Labs, Inc. | 2.31% |
| 15 | COHR | Coherent Corp. | 1.97% |
| 16 | ALGM | Allegro MicroSystems, Inc. | 1.83% |
| 17 | n/a | Fidelity Cash Central Fund | 1.60% |
| 18 | TYO: 285A | Kioxia Holdings Corporation | 0.76% |
| 19 | ENTG | Entegris, Inc. | 0.65% |
| 20 | SIMO | Silicon Motion Technology Corporation | 0.49% |
| 21 | PI | Impinj, Inc. | 0.42% |
| 22 | SYNA | Synaptics Incorporated | 0.34% |
| 23 | n/a | Frore Systems Inc Ser D Pc Pp | 0.15% |
| 24 | n/a | Cerebras Systems Inc | 0.12% |
| 25 | ARM | Arm Holdings plc | 0.10% |
| View FSELX holdings | |||
| SMH - VanEck Semiconductor ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 17.88% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 10.66% |
| 3 | AVGO | Broadcom Inc. | 8.41% |
| 4 | AMD | Advanced Micro Devices, Inc. | 5.59% |
| 5 | TXN | Texas Instruments Incorporated | 5.33% |
| 6 | INTC | Intel Corporation | 5.22% |
| 7 | MU | Micron Technology, Inc. | 4.79% |
| 8 | ADI | Analog Devices, Inc. | 4.74% |
| 9 | KLAC | KLA Corporation | 4.65% |
| 10 | LRCX | Lam Research Corporation | 4.43% |
| 11 | AMAT | Applied Materials, Inc. | 4.31% |
| 12 | ASML | ASML Holding N.V. | 4.26% |
| 13 | QCOM | QUALCOMM Incorporated | 3.38% |
| 14 | MRVL | Marvell Technology, Inc. | 3.13% |
| 15 | SNPS | Synopsys, Inc. | 2.29% |
| 16 | CDNS | Cadence Design Systems, Inc. | 2.19% |
| 17 | TER | Teradyne, Inc. | 1.52% |
| 18 | MPWR | Monolithic Power Systems, Inc. | 1.43% |
| 19 | NXPI | NXP Semiconductors N.V. | 1.21% |
| 20 | MCHP | Microchip Technology Incorporated | 1.11% |
| 21 | STM | STMicroelectronics N.V. | 1.03% |
| 22 | ARM | Arm Holdings plc | 0.82% |
| 23 | ON | ON Semiconductor Corporation | 0.75% |
| 24 | ALAB | Astera Labs, Inc. | 0.64% |
| 25 | SWKS | Skyworks Solutions, Inc. | 0.19% |
| View SMH holdings | |||