BlueStar Israel Technology ETF
Price
₪64.62
YTD
+9.20%
Expense
0.75%
Yield
0.30%
SMH
SMH NASDAQ
VanEck Semiconductor ETF · by VanEck
Price
$573.00
YTD return
+28.50%
1Y return
42.80%
Expense ratio
0.35%
Dividend yield
0.65%
AUM
$25B
VanEck Semiconductor ETF provides concentrated exposure to the semiconductor industry, the backbone of AI, cloud, and digital infrastructure.
What is SMH?
VanEck Semiconductor ETF (SMH) tracks the MVIS US Listed Semiconductor 25 Index, providing concentrated exposure to the 25 largest U.S.-listed semiconductor companies. In the AI era, semiconductors have become the most critical technology sector.
The AI Semiconductor Boom
Artificial intelligence requires massive computing power, driving unprecedented demand for chips. NVIDIA's data center GPUs, Broadcom's networking chips, and TSMC's manufacturing capabilities are all captured by SMH.
Holdings Breakdown
- NVIDIA: 20.5%
- Taiwan Semiconductor: 12.8%
- Broadcom: 8.5%
- AMD: 5.2%
- ASML: 4.8%
- Qualcomm: 4.5%
- Applied Materials: 3.8%
- Texas Instruments: 3.5%
- Lam Research: 3.2%
- Other: 33.2%
Top holdings
Every holding links to its own page with a live price and the full list of funds that own it.
| # | Holding | Ticker | Sector | Weight | Price |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | Technology | 20.50% | $227.98 8.74% |
| 2 | Taiwan Semiconductor | TSM | Technology | 12.80% | $427.30 2.30% |
| 3 | Broadcom | AVGO | Technology | 8.50% | $371.54 4.49% |
| 4 | ASML Holdings | ASML | Technology | 5.80% | $1,735.01 -0.61% |
| 5 | Advanced Micro Devices | AMD | Semiconductors | 5.20% | $476.67 -0.89% |
| 6 | Qualcomm | QCOM | Mobile Chips | 4.50% | $164.78 0.65% |
| 7 | Applied Materials | AMAT | Semiconductor Equipment | 3.80% | $482.36 0.54% |
| 8 | Texas Instruments | TXN | Technology | 3.50% | $266.54 1.82% |
| 9 | Lam Research | LRCX | Etch Equipment | 3.20% | $318.58 1.82% |
| 10 | KLA Corp. | KLAC | Inspection Equipment | 2.80% | $183.77 -0.03% |
Frequently asked questions
Is SMH good for AI investing?
SMH is one of the best ETFs for AI exposure since semiconductors power all AI computation. NVIDIA alone represents 20%+ of the fund.
Is SMH too concentrated?
With only 25 holdings and NVIDIA at 20%+, SMH is quite concentrated. Consider it a sector bet, not a core holding.
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Community
SMH discussion
Questions on fair value, cost, dividends and risk — answered with the fund data on this page.
What is the fair value of SMH in 2026?
SMH price prediction 2026: what actually drives it?
Does SMH pay a dividend, and how reliable is the yield?
Is SMH a good long-term hold, or too concentrated?
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