Compare VanEck Semiconductor ETF (SMH) vs TransMedics Group Inc (TMDX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
VanEck Semiconductor ETF vs TransMedics Group Inc — how do they compare? VanEck Semiconductor ETF trades at $603.7 (market cap $73.92B), while TransMedics Group Inc trades at $78.15 (market cap $2.74B). The key difference: VanEck Semiconductor ETF is far larger — about 27× TransMedics Group Inc's market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Semiconductor ETF for 101 Days and TransMedics Group Inc for 24 Days on average.
| SMH | TMDX | |
|---|---|---|
Market Cap | $73.92B | $2.74B |
Volume | 11,050,892 | 949,331 |
52-Week High | $668.91 | $150.42 |
52-Week Low | $325.10 | $61.99 |
Typical Hold Time | 101 Days | 24 Days |
Sector | — | Health |
Enterprise Value | — | $3.13B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
TransMedics Group (TMDX) trades at $78.17, down 3.58% on the day, with a bearish technical signal and mixed earnings history. The company reported strong 2025 results with $605.49M revenue and $190.29M net income, but 2026 projections show margin compression. Recent news highlights insider buying and leadership changes alongside legal investigations into fiduciary duties, creating a complex sentiment backdrop.
The stock offers growth potential with a consensus price target of $99.75, but faces risks from earnings misses, margin pressure, and ongoing legal scrutiny. Analyst consensus remains bullish with 69% buy ratings, yet investors must weigh robust profitability metrics against execution and regulatory uncertainties.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About VanEck Semiconductor ETF
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 →About TransMedics Group Inc
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →
