Johnson Controls International PLC vs VanEck Semiconductor ETF — how do they compare? Johnson Controls International PLC trades at $157.44 (market cap $93.28B), while VanEck Semiconductor ETF trades at $603.33 (market cap $73.92B). The key difference: Johnson Controls International PLC is the larger of the two by market cap, and Johnson Controls International PLC pays a 1.04% dividend while VanEck Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Johnson Controls International PLC for 65 Days and VanEck Semiconductor ETF for 101 Days on average.
| JCI | SMH | |
|---|---|---|
Market Cap | $93.28B | $73.92B |
Volume | 2,786,476 | 11,050,892 |
Sector | Basic Materials | — |
52-Week High | $158.76 | $668.91 |
52-Week Low | $105.55 | $325.10 |
Typical Hold Time | 65 Days | 101 Days |
Enterprise Value | $102.12B | — |
Dividend Yield | 1.04% | — |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls (JCI) trades at $154.00, down 1.24% on the day, with strong technical momentum showing bullish moving averages and neutral oscillators. The company demonstrates robust fundamentals with Q3 2026 EPS of $1.42 beating expectations by 9.2% and raising full-year guidance. Revenue trends show recovery from $23.0B in 2024 to $23.6B in 2025, with net income margin expanding significantly to 13.94%. Recent news highlights strong demand for data-center thermal management systems and inclusion in AI industrial stock recommendations.
JCI presents a compelling investment case with 62% analyst buy ratings and $172.50 consensus price target offering 12% upside. The company benefits from strong AI-driven demand in thermal management systems, though elevated P/E of 43.38 and debt-to-asset ratio increasing to 26.06% warrant monitoring. Execution on raised FY26 guidance and data-center market expansion remain key catalysts for continued growth.
SMH (VanEck Semiconductor ETF) trades at $606.82, down 2.91% over the past day amid broader market volatility. The ETF maintains a bullish technical signal with strong moving average support, though oscillators are neutral. Recent news highlights semiconductor sector strength, with SMH up approximately 69% year-to-date in 2026, outperforming many individual stocks like Nvidia. The fund provides diversified exposure to chip leaders, benefiting from AI-driven demand and industry consolidation.
Outlook remains positive given structural growth in AI and semiconductor demand, but risks include high concentration in top holdings, sensitivity to tech sector volatility, and geopolitical trade tensions. Investors should weigh the ETF's historical outperformance against potential reversion risks as valuations stretch.
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Johnson Controls manufactures, installs, and services HVAC systems, building management systems and controls, industrial refrigeration systems, and fire and security solutions. Commercial HVAC accounts for about 40% of sales, fire and security also represents 40% of sales, and residential HVAC, industrial refrigeration, and other solutions account for the remaining 20% of revenue. In fiscal 2021, Johnson Controls generated over $23.5 billion in revenue.
Read more on JCI →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 →