VanEck Semiconductor ETF (SMH)
| Assets | $27.53B |
| Expense Ratio | 0.35% |
| PE Ratio | 36.67 |
| Shares Out | 92.69M |
| Dividend (ttm) | $1.07 |
| Dividend Yield | 0.37% |
| Ex-Dividend Date | Dec 23, 2024 |
| Payout Frequency | Annual |
| Payout Ratio | 13.24% |
| Volume | 10,917,164 |
| Open | 295.56 |
| Previous Close | 298.88 |
| Day's Range | 289.10 - 295.56 |
| 52-Week Low | 170.11 |
| 52-Week High | 302.98 |
| Beta | 1.47 |
| Holdings | 26 |
| Inception Date | Dec 20, 2011 |
About SMH
Fund Home PageThe VanEck Semiconductor ETF (SMH) is an exchange-traded fund that is based on the MVIS US Listed Semiconductor 25 index, a market-cap-weighted index of 25 of the largest US-listed semiconductors companies. SMH was launched on Dec 20, 2011 and is issued by VanEck.
Top 10 Holdings
72.96% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 22.04% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 10.57% |
| Broadcom Inc. | AVGO | 9.26% |
| Advanced Micro Devices, Inc. | AMD | 6.12% |
| Analog Devices, Inc. | ADI | 4.31% |
| Lam Research Corporation | LRCX | 4.30% |
| ASML Holding N.V. | ASML | 4.26% |
| Texas Instruments Incorporated | TXN | 4.11% |
| Micron Technology, Inc. | MU | 4.04% |
| QUALCOMM Incorporated | QCOM | 3.94% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2024 | $1.0713 | Dec 24, 2024 |
| Dec 18, 2023 | $1.0427 | Dec 22, 2023 |
| Dec 19, 2022 | $1.2005 | Dec 23, 2022 |
| Dec 20, 2021 | $0.78665 | Dec 27, 2021 |
| Dec 21, 2020 | $0.7511 | Dec 28, 2020 |
| Dec 23, 2019 | $1.0611 | Dec 30, 2019 |
Performance
SMH had a total return of 20.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 24.72%.
News
The Semiconductor Investment Landscape: Demand Will Grow, But Cycles Define The Game
Semiconductors are essential to modern tech, but investing requires understanding their cyclical, capital-intensive, and segmented industry structure. Long-term outperformance comes from picking top-q...
Trump Suggests 300% Tariff on Chips
Marta Norton, Empower Chief Investment Strategist, says there has been a benign neglect of tariffs by the market, which has emboldened President Donald Trump to push rates even higher. Norton joins Ca...
Trump hints at higher semiconductor tariffs. Companies could dodge them by doing this.
Trump suggested steep chip-industry tariffs are coming, but there could be breaks for companies that invest in the U.S. Specifics are still sparse.
The Best Tech ETFs to Buy
Tech ETFs can deliver superb tax efficiency and growth potential, but investors must be aware of high volatility, concentration risk and stretched valuations.
SMH: Tariffs, Taiwan, And All-American Semiconductors
I'm bullish on American-made semiconductors due to rising geopolitical risks and government incentives driving a manufacturing renaissance in the U.S. VanEck Semiconductor ETF offers the best exposure...
Inside the Joe Terranova ETF rebalance
Joe Terranova, senior managing director at Virtus Investment Partners, joins CNBC's "Halftime Report" to detail his latest rebalance in his JOET ETF.
Semiconductor Industry Updates: Hyperscalers Go Vertical and Policy Clouds Linger
Hyperscalers double down on AI chips, memory surges on HBM demand, and M&A talk rises amid labor and export policy clouds in a fast-evolving semiconductor landscape. 3 Key Takeaways This Month AI Buil...
Is the Semiconductor Index Topping Out?
The SOX has reached the target zone predicted a month ago, from where a pullback could happen with a higher chance, while negative divergences are emerging.
SMH's Minor Fund Tweaks Could Be A Smart Move
AI-driven capex growth is powering semiconductor stocks, with SMH ETF benefiting from strong sector tailwinds and smart portfolio adjustments. VanEck's SMH ETF is increasing exposure to AI accelerator...
SMH Is A Concentrated Play That Works
VanEck Semiconductor ETF is a Buy due to strong AI-driven momentum, robust earnings, and consistent outperformance versus broader tech indices like QQQ. The ETF's market-cap weighting leads to heavy c...
SMH: Buying This ETF Right Now Will Make You Shake Your Head - Sell!
SMH's top holdings—NVDA, TSM, and AVGO—face production, geopolitical, and legal headwinds, making near-term growth prospects uncertain. Valuation metrics show significant P/S multiple expansion across...
The 'Halftime' Investment Committee give their top chip plays
The Investment Committee discuss their top picks in the semiconductor sector.
The Big 3: SMH, XLK, XLI
The @brownreport's Jason Brown turns to ETFs on today's Big 3. He points to the Technology Select Sector SPDR ETF (XLK) as a way investors can capitalize on tech's broad bull run.
U.S. chip supply faces tariff risk
CNBC's Deirdre Bosa joins 'The Exchange' to discuss ASML tariff fears impact on its cloud outlook.
'Fast Money' traders talk trading the tech divergence
The 'Fast Money' traders talk trading the tech divergence.
SOXX Has Room To Gain On Superior Portfolio To SMH
iShares Semiconductor ETF is up 13% year to date as the semi-industry is riding the strong fundamentals behind AI investments. The fund allocates AMD stock at the top spot with a higher position in an...
Chip stocks pop as U.S. eases China chip curbs
CNBC's Kristina Partsinevelos joins 'Squawk on the Street' to discuss the latest news from the chips sector.
Final Trades: TWI, SMH, NKE, SCCO
The final trades of the day with CNBC's Melissa Lee and the “Fast Money” traders.
SMH: Semi Investors Appearing Greedy And Forgetful Again (Downgrade)
SMH has outperformed the S&P 500, driven by AI infrastructure optimism and leadership from Nvidia, Broadcom, and TSMC. Geopolitical and trade uncertainties, especially around US-China relations and po...
Chip stocks fall on report U.S. could terminate waivers for Taiwan Semi and others
The U.S. is reportedly weighing canceling waivers that allow some global chipmakers to send American technology to China, according to The Wall Street Journal. A Commerce Department official told Sams...
Don't Buy The S&P 500, Buy This Sector Instead
I issued a BUY rating for my biggest position (SPY) near the bottom of the tariff crash. The S&P 500 has since recovered most of the losses, but the macroeconomic situation remains uncertain.
Why Selling Puts On SMH Is Our Favorite 13%+ Yielding Play Right Now
Yields are drying up as rates are poised to move lower, but high-yield option trades remain interesting to us. SMH is a great candidate for selling put options. The underlying portfolio is high qualit...
SMH: Chips Are Still Hot And Owning The Sector Could Outperform The Market Again
The AI revolution and global chip demand make semiconductors a long-term growth story, with VanEck Semiconductor ETF offering diversified exposure to this booming sector. Massive CapEx from tech giant...
SMH: Not Overvalued, Just Early
For SMH to maintain a CAGR performance similar to the last decade (>24%), there must also be a positive evolution in earnings expectations. Its structure helps: it's hyper-concentrated on the sector's...