VanEck Semiconductor ETF (SMH)
Forget SMH: BlackRock's Chip Fund Beat It by 22.43 Points Over the Past Year
BlackRock's semiconductor fund has been quietly outpacing the one most chip investors default to, but the longer you look back at the numbers, the more complicated the story gets.
Why Semiconductor Investors Are Rotating From SMH's Nvidia Concentration to PSI's Equal-Weight Approach
One rival semiconductor ETF has quietly lapped the most popular chip fund on the market over the past year, and the reason comes down to a single position that most investors never think to question.
Portfolio Fit: KCHP
Investors trying to isolate the Korean piece of the AI memory cycle have historically had to buy it inside a broad country fund, where semiconductors are the story but banks, autos, shipbuilders, and cosmetics companies dilute the exposure.
Should You Invest in the VanEck Semiconductor ETF (SMH)?
The VanEck Semiconductor ETF (SMH) was launched on December 20, 2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Semiconductors segment of the equity market.
Forget SMH: The Chip Fund That Charges 0.15% Is Beating It by 22 Points This Year
A smaller, cheaper semiconductor ETF has quietly left the industry's most popular chip fund in the dust this year, and the reason comes down to one name that SMH owns a lot of and its rival barely touches.
Top Semiconductor ETFs That Investors May Buy in September
Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.
Forget SMH and Its 87% Year: Three Semiconductor Funds Did Much Better
SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.
AI Is Not A Bubble: 4 Income Ideas To Ride The Wave
I remain bullish on AI-driven growth, favoring a diversified, income-oriented portfolio to capture sustained sector upside while mitigating bubble risks. Shifts from R&D to CAPEX among hyperscalers and evolving chip utility support a durable earnings expansion, not just accounting-driven EPS growth. My core AI income sleeve blends STK, SMH, UTG, and BUI, targeting a consistent ~4.2% yield with annual rebalancing for risk control and capital appreciation.
Trump's Polysilicon Tariffs Could Reshape These ETFs
Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.
Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points
The VanEck Semiconductor ETF (NASDAQ:SMH) is the most popular way to bet on chips.
Why Chip ETFs May Be Poised for a Comeback
Chip stocks may be primed for a rebound as AI spending stays strong, technical signals improve and Wall Street sees the recent semiconductor selloff easing.
Amplifying SMH Exposure: REX Shares Debuts SMHU & SMHD
On August 4, REX Shares launched the Microsectors 3X Long Semiconductor ETN (SMHU) and the Microsectors -3X Short Semiconductor ETN (SMHD) on the Cboe BZX exchange. These ETNs provide leveraged exposure to the popular and strong performing VanEck Semiconductor ETF (SMH) by tracking the daily performance of the VettaFi Semiconductor Fund-Tracking Index (SEMIS).
