Compare Fabrinet (FN) vs VanEck Semiconductor ETF (SMH) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Fabrinet vs VanEck Semiconductor ETF — how do they compare? Fabrinet trades at $491.6 (market cap $17.46B), while VanEck Semiconductor ETF trades at $601.9 (market cap $73.92B). The key difference: VanEck Semiconductor ETF is far larger — about 4.2× Fabrinet's market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, Fabrinet nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fabrinet for 30 Days and VanEck Semiconductor ETF for 101 Days on average.
| FN | SMH | |
|---|---|---|
Market Cap | $17.46B | $73.92B |
Volume | 1,199,886 | 11,050,892 |
Sector | Technology | — |
52-Week High | $746.47 | $668.91 |
52-Week Low | $361.94 | $325.10 |
Typical Hold Time | 30 Days | 101 Days |
Enterprise Value | $16.59B | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $486.8, down 2.25% on the day, amid a mixed technical picture with a bullish moving average signal but overbought RSI levels. Fundamentally, the company shows strong growth with Q2 2026 EPS of $4.10 beating expectations, revenue projected to rise to $4.6B in 2026, and robust profitability metrics including a 21.33% ROE. Recent news highlights surging AI data center demand driving expansion.
The outlook is positive given analyst consensus of a $769.50 price target and 75% buy ratings, though risks include customer concentration and high capital expenditures impacting cash flow. The stock offers exposure to AI infrastructure growth but requires monitoring of execution and competitive pressures.
SMH (VanEck Semiconductor ETF) trades at $606.11, down 3.03% on the day, but maintains a strong bullish technical outlook with moving averages signaling continued strength. The ETF has delivered exceptional 69% returns year-to-date through September 30, 2026, significantly outperforming major semiconductor holdings like Nvidia. Recent sector momentum is supported by positive industry developments including AMD's $8.2 billion acquisition of World Labs and Bank of America's projection that the global chip market will nearly double by 2030.
The semiconductor sector's structural growth drivers, particularly in AI hardware, support continued ETF appreciation, though concentration risk in top holdings and elevated RSI levels near 76 suggest potential near-term consolidation. Investors benefit from diversified exposure to the physical AI infrastructure boom, but should monitor valuation metrics as the sector trades at elevated levels following substantial gains.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Fabrinet
Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →About VanEck Semiconductor ETF
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 →
