VanEck Semiconductor ETF vs Teradyne, Inc. — how do they compare? VanEck Semiconductor ETF trades at $616.8 (market cap $73.92B), while Teradyne, Inc. trades at $406.95 (market cap $62.34B). The key difference: VanEck Semiconductor ETF is the larger of the two by market cap, and Teradyne, Inc. pays a 0.13% dividend while VanEck Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Semiconductor ETF for 101 Days and Teradyne, Inc. for 37 Days on average.
| SMH | TER | |
|---|---|---|
Market Cap | $73.92B | $62.34B |
Volume | 11,050,892 | 3,368,404 |
52-Week High | $668.91 | $483.84 |
52-Week Low | $325.10 | $132.05 |
Typical Hold Time | 101 Days | 37 Days |
Sector | — | Technology |
Enterprise Value | — | $62.08B |
Dividend Yield | — | 0.13% |
Signals from Pluang's Aura AI — not financial advice
SMH (VanEck Semiconductor ETF) trades at $625.03, down 1.18% on the day but maintains a strong bullish technical outlook with moving averages signaling continued strength. The semiconductor sector has demonstrated exceptional performance in 2026, with SMH delivering approximately 69% returns year-to-date through September 30, significantly outpacing broader market indices. Recent industry developments include AMD's $8.2 billion acquisition of World Labs, expanding AI capabilities across the semiconductor ecosystem.
The semiconductor sector's robust growth trajectory, driven by AI adoption and expanding global demand, positions SMH for continued upside potential. However, concentration risk in top holdings like Nvidia and elevated RSI levels near 76 suggest potential near-term volatility. Bank of America projects the global chip market could nearly double by 2030, supporting long-term growth prospects despite current valuation concerns.
Teradyne (TER) trades at $411.78, down 4.31% today but maintains strong technical momentum with bullish moving averages and support at $407. The company demonstrates robust fundamentals with 59.24% gross margins and consistent earnings beats, including Q2 2026 EPS of $2.47 versus $2.09 expected. Recent product launches like Magnum E2 and Iris 100 position TER to capitalize on AI-driven semiconductor testing demand.
TER offers compelling growth potential with 61% analyst buy ratings and a $461.50 price target representing 12% upside. However, elevated valuations (P/E 56.56) and cyclical semiconductor exposure present risks. The stock's outlook remains positive driven by AI infrastructure spending and expanding test portfolio, though investors should monitor competitive pressures and industry demand cycles.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Teradyne provides testing equipment, including automated test equipment for semiconductors, system testing for hard disk drives, circuit boards, and electronics systems and wireless testing for devices. The firm entered the industrial automation market in 2015, into which it sells collaborative and autonomous robots for factory applications. Teradyne serves numerous end markets and geographies directly and indirectly with its products, but its most significant exposure is to semiconductor testing, which made up 71% of 2021 sales. Teradyne serves vertically integrated, fabless, and foundry chipmakers with its equipment.
Read more on TER →