VanEck Semiconductor ETF vs TJX Companies Inc — how do they compare? VanEck Semiconductor ETF trades at $603 (market cap $73.92B), while TJX Companies Inc trades at $138.86 (market cap $152.62B). The key difference: TJX Companies Inc is far larger — about 2.1× VanEck Semiconductor ETF's market cap, and TJX Companies Inc pays a 1.38% 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 TJX Companies Inc for 97 Days on average.
| SMH | TJX | |
|---|---|---|
Market Cap | $73.92B | $152.62B |
Volume | 11,050,892 | 8,079,794 |
52-Week High | $668.91 | $168.41 |
52-Week Low | $325.10 | $122.84 |
Typical Hold Time | 101 Days | 97 Days |
Sector | — | Consumer Cyclical |
Enterprise Value | — | $160.93B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
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.
TJX trades at $138.70, down slightly by 0.07% on the day, with a bullish technical signal from moving averages but overbought RSI readings near 75. The company reported strong earnings beats in recent quarters, with Q3 2026 results pending. Revenue and net income have grown steadily, reaching $56.36 billion and $4.86 billion in 2025, respectively, while maintaining a robust ROE of 62.17%.
Wall Street analysts are overwhelmingly bullish, with an 84.9% buy rating and a consensus price target of $174.15, implying 28% upside. Key risks include competitive pressures in off-price retail and potential macroeconomic headwinds affecting consumer spending. The stock's valuation at a P/E of 25.69 appears justified by its earnings growth trajectory.
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 →TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →