Expeditors International of Wshngtn Inc vs VanEck Semiconductor ETF — how do they compare? Expeditors International of Wshngtn Inc trades at $193.74 (market cap $25.18B), while VanEck Semiconductor ETF trades at $616.2 (market cap $73.92B). The key difference: VanEck Semiconductor ETF is far larger — about 2.9× Expeditors International of Wshngtn Inc's market cap, and Expeditors International of Wshngtn Inc pays a 0.84% dividend while VanEck Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Expeditors International of Wshngtn Inc for 43 Days and VanEck Semiconductor ETF for 101 Days on average.
| EXPD | SMH | |
|---|---|---|
Market Cap | $25.18B | $73.92B |
Volume | 1,003,557 | 11,050,892 |
Sector | Industrials | — |
52-Week High | $194.12 | $668.91 |
52-Week Low | $113.13 | $325.10 |
Typical Hold Time | 43 Days | 101 Days |
Enterprise Value | $24.72B | — |
Dividend Yield | 0.84% | — |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $190.85, down 0.5% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $2.03 surpassing the $1.69 estimate. Revenue for 2025 reached $11.07 billion, with a net income margin of 7.63% and robust ROE of 42.6%. Recent news highlights efficiency initiatives and resilient airfreight demand as positive catalysts.
The outlook is mixed; solid profitability and earnings momentum support upside, but the stock trades above the consensus price target of $179.43, with analysts predominantly neutral (63.64% Hold). Key risks include freight market volatility and execution challenges. Institutional activity shows mixed signals, with some firms increasing stakes while others reduce positions.
SMH (VanEck Semiconductor ETF) trades at $625.03, down 1.18% on the day but maintains a strong bullish technical outlook with moving averages signaling continued strength. The semiconductor sector has demonstrated exceptional performance in 2026, with SMH delivering approximately 69% returns year-to-date through September 30, significantly outpacing broader market indices. Recent industry developments include AMD's $8.2 billion acquisition of World Labs, expanding AI capabilities across the semiconductor ecosystem.
The semiconductor sector's robust growth trajectory, driven by AI adoption and expanding global demand, positions SMH for continued upside potential. However, concentration risk in top holdings like Nvidia and elevated RSI levels near 76 suggest potential near-term volatility. Bank of America projects the global chip market could nearly double by 2030, supporting long-term growth prospects despite current valuation concerns.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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.
Read more on SMH →