Side-by-side ETF comparison
SOXX vs SMH
iShares Semiconductor ETF vs VanEck Semiconductor ETF
Key Metrics
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% | 31 |
| MU | Micron Technology, Inc. | 6.97% | 5.05% | 25 |
| AVGO | Broadcom, Inc. | 6.74% | 8.43% | 34 |
| AMAT | Applied Materials, Inc. | 5.88% | 4.36% | 30 |
| LRCX | Lam Research Corp. | 4.30% | 4.75% | 29 |
| KLAC | KLA Corp. | 4.05% | 4.58% | 22 |
| TXN | Texas Instruments, Inc. | 4.04% | 4.46% | 27 |
| ADI | Analog Devices, Inc. | 4.01% | 4.27% | 25 |
| QCOM | QUALCOMM, Inc. | 3.99% | 4.38% | 26 |
| TSM | Taiwan Semiconductor Manufac | 3.84% | 10.47% | 41 |
| MPWR | Monolithic Power Systems, In | 3.83% | 1.09% | 22 |
| MRVL | Marvell Technology, Inc. | 3.73% | 2.06% | 22 |
| INTC | Intel Corp. | 3.56% | 4.22% | 26 |
| MCHP | Microchip Technology, Inc. | 3.39% | 0.97% | 20 |
| TER | Teradyne, Inc. | 3.04% | 0.93% | 22 |
| ON | ON Semiconductor Corp. | 2.18% | 0.55% | 22 |
| SWKS | Skyworks Solutions, Inc. | 0.94% | 0.25% | 21 |
| STM | STMicroelectronics NV | 0.55% | 0.68% | 14 |
SOXX only
Holdings as of 2025-12-31 (SEC N-PORT-P, top 30 by valUSD)