ON Semiconductor vs VanEck Semiconductor ETF — how do they compare? ON Semiconductor trades at $76.85 (market cap $30.92B), while VanEck Semiconductor ETF trades at $603.88 (market cap $73.92B). The key difference: VanEck Semiconductor ETF is far larger — about 2.4× ON Semiconductor's market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, ON Semiconductor nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold ON Semiconductor for 5 Days and VanEck Semiconductor ETF for 101 Days on average.
| ON | SMH | |
|---|---|---|
Market Cap | $30.92B | $73.92B |
Volume | 11,639,037 | 11,050,892 |
Sector | Technology | — |
52-Week High | $133.93 | $668.91 |
52-Week Low | $44.90 | $325.10 |
Typical Hold Time | 5 Days | 101 Days |
Enterprise Value | $31.53B | — |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
SMH (VanEck Semiconductor ETF) trades at $603.00, down 3.52% on the day, while maintaining a bullish technical signal with strong moving average support. The ETF has delivered exceptional returns, up approximately 69% year-to-date through September 30, 2026, significantly outperforming individual semiconductor leaders like Nvidia. Recent industry developments include AMD's $8.2 billion acquisition of World Labs, expanding AI capabilities, and positive semiconductor market outlooks from major financial institutions.
The semiconductor sector shows strong momentum with Bank of America projecting the global chip market to nearly double by 2030. However, concentration risk in top holdings and potential rotation to equal-weight alternatives present challenges. The ETF's 12% pullback from recent highs offers entry opportunity, though investors should monitor sector rotation trends and geopolitical trade dynamics affecting semiconductor supply chains.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Onsemi develops power and sensing semiconductors for automotive, industrial, and energy applications. Its products support functions such as electric vehicle systems, energy conversion, automation, and intelligent sensing.
Read more on ON →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 →