VanEck Semiconductor ETF vs Skyworks Solutions Inc — how do they compare? VanEck Semiconductor ETF trades at $574.21, while Skyworks Solutions Inc trades at $76.56 (market cap $11.34B). The key difference: Skyworks Solutions Inc pays a 4.13% dividend while VanEck Semiconductor ETF pays none. Which is the better fit depends on your goals.
| SMH | SWKS | |
|---|---|---|
52-Week High | $668.91 | $83.40 |
52-Week Low | $300.83 | $52.50 |
Market Cap | — | $11.34B |
Sector | — | Technology |
Enterprise Value | — | $11.22B |
Dividend Yield | — | 4.13% |
Signals from Pluang's Aura AI — not financial advice
SMH (VanEck Semiconductor ETF) trades at $573.73, up 1.19% with strong bullish technical signals from moving averages. The ETF benefits from sustained AI-driven semiconductor demand, highlighted by NVIDIA's $12.9B Hugging Face acquisition and robust earnings. Technical indicators show support at $570 and resistance at $579, with RSI levels in neutral territory suggesting balanced momentum.
Outlook remains positive amid AI infrastructure expansion, though risks include potential US tariffs and market volatility. Institutional interest is growing, with Greenland Capital adding a $678,000 position. The ETF's exposure to leading chipmakers positions it for continued growth, but investors should monitor regulatory developments and competitive dynamics.
Skyworks Solutions (SWKS) trades at $75.38, up 1.84% with bullish technical signals from moving averages. The stock shows strong earnings momentum with three consecutive quarterly beats, though revenue has declined from $5.5B in 2022 to $4.1B in 2025. Analyst consensus is positive with 58% buy ratings, though the current price exceeds the $66.44 consensus target. Recent institutional buying and conference participation indicate ongoing investor interest despite margin compression and revenue headwinds.
The outlook remains cautiously optimistic with AI data center growth providing upside potential, but investors face risks from declining profitability margins and ongoing revenue contraction. The stock's elevated P/E ratio of 39.06 requires continued earnings growth justification, while technical indicators show potential resistance near $76-77 levels.
Trailing returns across standard periods
Latest headlines on both assets
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 →Skyworks Solutions produces semiconductors for wireless handsets and other devices that are used to enable wireless connectivity. Its main products include power amplifiers, filters, switches, and integrated front-end modules that support wireless transmissions. Skyworks' customers are mostly large smartphone manufacturers, but the firm also has a growing presence in nonhandset applications such as wireless routers, medical devices, and automobiles.
Read more on SWKS →