SMH vs SOXX
VanEck Semiconductor ETF vs iShares Semiconductor ETF
Last updated: 2026-04-02
VanEck Semiconductor ETF (SMH) is an exchange-traded fund that provides exposure to thematic - semiconductors securities. It charges an above-average expense ratio of 0.35%. The fund offers a modest dividend yield of 0.28%. Launched in 2011, the fund has a 15-year track record.
iShares Semiconductor ETF (SOXX) is an exchange-traded fund that provides exposure to thematic - semiconductors securities. It charges an above-average expense ratio of 0.34%. The fund offers a modest dividend yield of 0.49%. Launched in 2001, the fund has a 25-year track record.
Quick Verdict
Both funds have nearly identical expense ratios (0.34% vs 0.35%), so fees are not a differentiator here. SMH has edged ahead over the past year (84.5% vs 79.8%).
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
5 of top 10 holdings overlap (50% overlap in top holdings)
SMH Top Holdings
| Name | Weight |
|---|---|
| NVIDIA CorporationNVDA | 19.33% |
| Taiwan Semiconductor Manufacturing Company LimitedTSM | 11.73% |
| Broadcom Inc.AVGO | 7.76% |
| ASML Holding N.V.ASML | 5.04% |
| Advanced Micro Devices, Inc.AMD | 4.76% |
| KLA CorporationKLAC | 4.76% |
| Lam Research CorporationLRCX | 4.66% |
| Analog Devices, Inc.ADI | 4.65% |
| Applied Materials, Inc.AMAT | 4.64% |
| Texas Instruments IncorporatedTXN | 4.63% |
SOXX Top Holdings
| Name | Weight |
|---|---|
| NVIDIA CorporationNVDA | 8.20% |
| Broadcom Inc.AVGO | 8.17% |
| Micron Technology, Inc.MU | 7.52% |
| Advanced Micro Devices, Inc.AMD | 6.53% |
| Applied Materials, Inc.AMAT | 5.86% |
| Marvell Technology, Inc.MRVL | 5.04% |
| KLA CorporationKLAC | 4.11% |
| Intel CorporationINTC | 4.10% |
| Teradyne, Inc.TER | 4.01% |
| Monolithic Power Systems, Inc.MPWR | 4.00% |
Which One Should You Choose?
Choose SMH if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Either works if...
you just need broad thematic - semiconductors exposure. Both are solid options — pick whichever your brokerage offers commission-free.