Expeditors International of Wshngtn Inc vs VanEck Semiconductor ETF — how do they compare? Expeditors International of Wshngtn Inc trades at $183.38 (market cap $23.04B), while VanEck Semiconductor ETF trades at $588.32. The key difference: Expeditors International of Wshngtn Inc pays a 0.91% dividend while VanEck Semiconductor ETF pays none, and Expeditors International of Wshngtn Inc is trading nearer its 52-week high, VanEck Semiconductor ETF nearer its low. Which is the better fit depends on your goals.
| EXPD | SMH | |
|---|---|---|
Market Cap | $23.04B | — |
Sector | Industrials | — |
52-Week High | $182.80 | $668.91 |
52-Week Low | $113.13 | $286.43 |
Enterprise Value | $22.57B | — |
Dividend Yield | 0.91% | — |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $182.11, up 1.74% today, with a bullish technical signal supported by moving averages. The company reported strong Q2 2026 earnings of $2.03 per share, beating estimates, driven by airfreight and customs demand. Revenue for 2025 was $11.07B, with a net income margin of 7.63% and robust ROE of 42.6%. Recent news highlights growth from tariff policies but notes ocean freight contraction.
Outlook is mixed; earnings momentum and high profitability support upside, but analyst consensus is Hold with a $181.14 target, near current price. Risks include unsustainable growth from temporary factors and competitive pressures. The stock's valuation at a P/E of 25.79 appears fair given earnings beats, but caution is warranted if ocean freight weakness persists.
SMH trades at $588.23, up 3.31% today, with a neutral technical signal and mixed momentum indicators. The ETF faces headwinds from semiconductor sector volatility and recent downgrades, while institutional interest remains active with new stakes from firms like Ferguson Shapiro LLC. Support and resistance levels suggest consolidation near current prices, with key levels at $560 support and $587 resistance.
Outlook is cautious due to sector rotation and AI-driven volatility, though long-term demand for semiconductors remains strong. Risks include tariff impacts and competitive ETF performance, but strategic positioning in AI and memory markets offers growth potential for patient investors amid near-term uncertainty.
Trailing returns across standard periods
Latest headlines on both assets
Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
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