VanEck Semiconductor ETF vs Tilray Brands Inc — how do they compare? VanEck Semiconductor ETF trades at $603.33 (market cap $73.92B), while Tilray Brands Inc trades at $3.54 (market cap $530.54M). The key difference: VanEck Semiconductor ETF is far larger — about 139.3× Tilray Brands Inc's market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, Tilray Brands Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Semiconductor ETF for 101 Days and Tilray Brands Inc for 31 Days on average.
| SMH | TLRY | |
|---|---|---|
Market Cap | $73.92B | $530.54M |
Volume | 11,050,892 | 9,099,075 |
52-Week High | $668.91 | $21.00 |
52-Week Low | $325.10 | $3.57 |
Typical Hold Time | 101 Days | 31 Days |
Sector | — | Health |
Enterprise Value | — | $684.46M |
Signals from Pluang's Aura AI — not financial advice
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.
TLRY trades at $3.54, down 4.71% on the day and near 52-week lows, reflecting persistent bearish sentiment. The stock shows negative technical momentum with consecutive earnings misses and widening losses despite revenue growth. Recent financials reveal a net loss of $2.19B for 2025, though analyst consensus maintains a $65.01 price target with 25% buy ratings. Business developments include new product launches and leadership changes under Tilray's expanded beverage portfolio.
Outlook remains challenged by profitability concerns and high debt, but potential cannabis regulatory shifts could catalyze recovery. Investment opportunity hinges on execution improvement and market expansion, while risks include sustained cash burn and competitive pressures in the cannabis sector.
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 →Tilray is a Canadian company that grows and sells medical and recreational cannabis. In 2021, Aphria acquired Tilray in a reverse merger and adopted the Tilray name. Most of its sales come from Canada and international medical cannabis exports, while its U.S. business focuses on CBD products and alcohol.
Read more on TLRY →