Compare Northrop Grumman Corporation (NOC) vs VanEck Semiconductor ETF (SMH) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Northrop Grumman Corporation vs VanEck Semiconductor ETF — how do they compare? Northrop Grumman Corporation trades at $480.06 (market cap $68.83B), while VanEck Semiconductor ETF trades at $603.71 (market cap $73.92B). The key difference: Northrop Grumman Corporation and VanEck Semiconductor ETF are close in size by market cap, and Northrop Grumman Corporation pays a 2.04% dividend while VanEck Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Northrop Grumman Corporation for 81 Days and VanEck Semiconductor ETF for 101 Days on average.
| NOC | SMH | |
|---|---|---|
Market Cap | $68.83B | $73.92B |
Volume | 1,081,989 | 11,050,892 |
Sector | Industrials | — |
52-Week High | $768.02 | $668.91 |
52-Week Low | $473.46 | $325.10 |
Typical Hold Time | 81 Days | 101 Days |
Enterprise Value | $82.81B | — |
Dividend Yield | 2.04% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Northrop Grumman (NOC) trades at $480.72, up 1.53% on the day, with a bearish technical signal from moving averages but strong fundamentals including a P/E of 15.4 and ROE of 26.96%. Recent quarterly EPS beats and a consensus analyst price target of $600.62 suggest upside potential, though the stock faces headwinds from Boeing's recent $20 billion Navy fighter contract win (Seeking Alpha, 2026-10-02).
The outlook for NOC is supported by a record backlog and defense budget tailwinds, but competitive pressures and execution risks on key programs like the B-21 bomber pose challenges. Analyst sentiment is predominantly bullish with 54% buy ratings, indicating confidence in long-term growth despite near-term volatility.
SMH trades at $603.33, down 3.47% on the day, but maintains a bullish technical outlook with strong moving average support. The semiconductor ETF has delivered exceptional returns, up approximately 69% year-to-date through September 30, 2026, significantly outperforming the broader market. Recent sector strength is driven by AI demand and positive industry developments, including AMD's $8.2 billion acquisition of World Labs.
The semiconductor sector's structural growth, particularly in AI applications, supports continued upside potential. However, concentration risk in top holdings like Nvidia and sensitivity to US-China trade tensions present meaningful headwinds. Current technical levels suggest support at $597 with resistance at $620, providing clear near-term trading parameters.
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
No sentiment data available yet.
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Northrop Grumman Corporation
Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →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 →
