Compare Funds: FSELX vs. SMH
FSELX
SMH
Comparison
Average Return
In the past year, FSELX returned a total of 100.64%, which is significantly higher than SMH's 85.20% return. Over the past 10 years, FSELX has had annualized average returns of 32.53%, compared to 31.59% 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 | 24.97% |
| 2 | AVGO | Broadcom Inc. | 11.17% |
| 3 | MU | Micron Technology, Inc. | 9.20% |
| 4 | MRVL | Marvell Technology, Inc. | 7.73% |
| 5 | NXPI | NXP Semiconductors N.V. | 6.29% |
| 6 | LRCX | Lam Research Corporation | 6.23% |
| 7 | MPWR | Monolithic Power Systems, Inc. | 5.74% |
| 8 | ON | ON Semiconductor Corporation | 4.68% |
| 9 | GFS | GLOBALFOUNDRIES Inc. | 3.48% |
| 10 | ALAB | Astera Labs, Inc. | 2.81% |
| 11 | NVMI | Nova Ltd. | 2.71% |
| 12 | WDC | Western Digital Corporation | 2.51% |
| 13 | MTSI | MACOM Technology Solutions Holdings, Inc. | 2.12% |
| 14 | n/a | Fidelity Cash Central Fund | 1.77% |
| 15 | ALGM | Allegro MicroSystems, Inc. | 1.61% |
| 16 | ASML | ASML Holding N.V. | 1.28% |
| 17 | COHR | Coherent Corp. | 1.14% |
| 18 | ADI | Analog Devices, Inc. | 1.09% |
| 19 | TYO: 285A | Kioxia Holdings Corporation | 0.77% |
| 20 | ENTG | Entegris, Inc. | 0.58% |
| 21 | PI | Impinj, Inc. | 0.48% |
| 22 | SIMO | Silicon Motion Technology Corporation | 0.45% |
| 23 | SYNA | Synaptics Incorporated | 0.35% |
| 24 | n/a | Cerebras Systems Inc | 0.12% |
| 25 | n/a | Frore Systems Inc Ser C Pc Pp | 0.09% |
| View FSELX holdings | |||
| SMH - VanEck Semiconductor ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 19.36% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 11.70% |
| 3 | AVGO | Broadcom Inc. | 7.72% |
| 4 | ASML | ASML Holding N.V. | 5.02% |
| 5 | KLAC | KLA Corporation | 4.78% |
| 6 | AMD | Advanced Micro Devices, Inc. | 4.73% |
| 7 | LRCX | Lam Research Corporation | 4.68% |
| 8 | AMAT | Applied Materials, Inc. | 4.65% |
| 9 | ADI | Analog Devices, Inc. | 4.63% |
| 10 | INTC | Intel Corporation | 4.62% |
| 11 | TXN | Texas Instruments Incorporated | 4.56% |
| 12 | MU | Micron Technology, Inc. | 4.50% |
| 13 | QCOM | QUALCOMM Incorporated | 3.95% |
| 14 | MRVL | Marvell Technology, Inc. | 2.48% |
| 15 | SNPS | Synopsys, Inc. | 2.45% |
| 16 | CDNS | Cadence Design Systems, Inc. | 2.40% |
| 17 | TER | Teradyne, Inc. | 1.46% |
| 18 | MPWR | Monolithic Power Systems, Inc. | 1.23% |
| 19 | NXPI | NXP Semiconductors N.V. | 1.20% |
| 20 | MCHP | Microchip Technology Incorporated | 0.99% |
| 21 | STM | STMicroelectronics N.V. | 0.88% |
| 22 | ARM | Arm Holdings plc | 0.77% |
| 23 | ON | ON Semiconductor Corporation | 0.59% |
| 24 | ALAB | Astera Labs, Inc. | 0.42% |
| 25 | SWKS | Skyworks Solutions, Inc. | 0.20% |
| View SMH holdings | |||