VanEck Uranium & Nuclear ETF vs VanEck Semiconductor ETF — how do they compare? VanEck Uranium & Nuclear ETF trades at $102.84 (market cap $3.51B), while VanEck Semiconductor ETF trades at $602.76 (market cap $73.92B). The key difference: VanEck Semiconductor ETF is far larger — about 21.1× VanEck Uranium & Nuclear ETF's market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, VanEck Uranium & Nuclear ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Uranium & Nuclear ETF for 7 Days and VanEck Semiconductor ETF for 101 Days on average.
| NLR | SMH | |
|---|---|---|
Market Cap | $3.51B | $73.92B |
Volume | 414,516 | 11,050,892 |
Sector | Sector/Thematic | — |
52-Week High | $164.37 | $668.91 |
52-Week Low | $102.38 | $325.10 |
Typical Hold Time | 7 Days | 101 Days |
Signals from Pluang's Aura AI — not financial advice
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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.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
VanEck Uranium and Nuclear ETF seeks exposure to companies involved in uranium mining and the nuclear power industry. Its holdings may include miners, utilities, reactor-related companies, and nuclear equipment or service providers.
Read more on NLR →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 →