Side-by-side ETF comparison

SOXX vs SMH

iShares Semiconductor ETF vs VanEck Semiconductor ETF

SOXX+129.70%SMH+116.30%

Both series indexed to 100 at the start of the selected period. Final values represent total return over the window.

Key Metrics

Annual Returns

Year	SOXX	SMH
2026 (YTD)	+72.8%	+57.3%

Wall Street Guru Holders

Gurus who hold this ETF directly in their 13F portfolio

SOXX

SMH

Holdings Comparison

Overlap: 19/26 (73%) · SOXX only: 7+ · SMH only: 5+

Common Holdings (19)

Ticker	Name	SOXX %	SMH %	Wall Street guru holders
NVDA	NVIDIA Corp.	8.26%	21.05%	42
AMD	Advanced Micro Devices, Inc.	7.72%	5.02%	29
MU	Micron Technology, Inc.	6.97%	5.05%	27
AVGO	Broadcom, Inc.	6.74%	8.43%	35
AMAT	Applied Materials, Inc.	5.88%	4.36%	30
LRCX	Lam Research Corp.	4.30%	4.75%	30
KLAC	KLA Corp.	4.05%	4.58%	22
TXN	Texas Instruments, Inc.	4.04%	4.46%	26
ADI	Analog Devices, Inc.	4.01%	4.27%	24
QCOM	QUALCOMM, Inc.	3.99%	4.38%	27
TSM	Taiwan Semiconductor Manufac	3.84%	10.47%	42
MPWR	Monolithic Power Systems, In	3.83%	1.09%	22
MRVL	Marvell Technology, Inc.	3.73%	2.06%	23
INTC	Intel Corp.	3.56%	4.22%	28
MCHP	Microchip Technology, Inc.	3.39%	0.97%	20
TER	Teradyne, Inc.	3.04%	0.93%	23
ON	ON Semiconductor Corp.	2.18%	0.55%	20
SWKS	Skyworks Solutions, Inc.	0.94%	0.25%	18
STM	STMicroelectronics NV	0.55%	0.68%	15

SOXX only

SMH only

Holdings as of 2025-12-31 (SEC N-PORT-P, top 30 by valUSD)