Compare Funds: FSELX vs. SMH
FSELX
SMH
Comparison
Average Return
In the past year, FSELX returned a total of 138.36%, which is significantly higher than SMH's 128.74% return. Over the past 10 years, FSELX has had annualized average returns of 38.03%, compared to 36.65% 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 | 25.07% |
| 2 | AVGO | Broadcom Inc. | 12.94% |
| 3 | MRVL | Marvell Technology, Inc. | 11.48% |
| 4 | MPWR | Monolithic Power Systems, Inc. | 5.71% |
| 5 | NXPI | NXP Semiconductors N.V. | 5.68% |
| 6 | ON | ON Semiconductor Corporation | 4.76% |
| 7 | GFS | GLOBALFOUNDRIES Inc. | 4.30% |
| 8 | LRCX | Lam Research Corporation | 4.23% |
| 9 | ASML | ASML Holding N.V. | 4.12% |
| 10 | MU | Micron Technology, Inc. | 4.02% |
| 11 | NVMI | Nova Ltd. | 2.66% |
| 12 | ALAB | Astera Labs, Inc. | 2.59% |
| 13 | WDC | Western Digital Corporation | 2.57% |
| 14 | MTSI | MACOM Technology Solutions Holdings, Inc. | 2.29% |
| 15 | ALGM | Allegro MicroSystems, Inc. | 1.66% |
| 16 | KLAC | KLA Corporation | 0.93% |
| 17 | COHR | Coherent Corp. | 0.85% |
| 18 | TYO: 285A | Kioxia Holdings Corporation | 0.65% |
| 19 | ENTG | Entegris, Inc. | 0.60% |
| 20 | SIMO | Silicon Motion Technology Corporation | 0.45% |
| 21 | ARM | Arm Holdings plc | 0.38% |
| 22 | PI | Impinj, Inc. | 0.37% |
| 23 | SYNA | Synaptics Incorporated | 0.30% |
| 24 | AMAT | Applied Materials, Inc. | 0.29% |
| 25 | n/a | Frore Systems Inc Ser D Pc Pp | 0.16% |
| View FSELX holdings | |||
| SMH - VanEck Semiconductor ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 17.58% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 9.74% |
| 3 | INTC | Intel Corporation | 7.46% |
| 4 | AVGO | Broadcom Inc. | 7.44% |
| 5 | AMD | Advanced Micro Devices, Inc. | 6.80% |
| 6 | MU | Micron Technology, Inc. | 5.99% |
| 7 | TXN | Texas Instruments Incorporated | 5.01% |
| 8 | QCOM | QUALCOMM Incorporated | 4.54% |
| 9 | ADI | Analog Devices, Inc. | 4.34% |
| 10 | LRCX | Lam Research Corporation | 4.20% |
| 11 | KLAC | KLA Corporation | 3.97% |
| 12 | ASML | ASML Holding N.V. | 3.91% |
| 13 | AMAT | Applied Materials, Inc. | 3.90% |
| 14 | MRVL | Marvell Technology, Inc. | 2.82% |
| 15 | SNPS | Synopsys, Inc. | 2.21% |
| 16 | CDNS | Cadence Design Systems, Inc. | 2.13% |
| 17 | NXPI | NXP Semiconductors N.V. | 1.29% |
| 18 | MPWR | Monolithic Power Systems, Inc. | 1.18% |
| 19 | STM | STMicroelectronics N.V. | 1.11% |
| 20 | TER | Teradyne, Inc. | 1.07% |
| 21 | MCHP | Microchip Technology Incorporated | 1.01% |
| 22 | ARM | Arm Holdings plc | 0.76% |
| 23 | ON | ON Semiconductor Corporation | 0.74% |
| 24 | ALAB | Astera Labs, Inc. | 0.61% |
| 25 | SWKS | Skyworks Solutions, Inc. | 0.19% |
| View SMH holdings | |||