VanEck Semiconductor ETF vs Thomson Reuters Corp — how do they compare? VanEck Semiconductor ETF trades at $616.76 (market cap $73.92B), while Thomson Reuters Corp trades at $101.45 (market cap $43.89B). The key difference: VanEck Semiconductor ETF is the larger of the two by market cap, and Thomson Reuters Corp pays a 2.58% 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 Thomson Reuters Corp for 63 Days on average.
| SMH | TRI | |
|---|---|---|
Market Cap | $73.92B | $43.89B |
Volume | 11,050,892 | 1,648,199 |
52-Week High | $668.91 | $163.45 |
52-Week Low | $325.10 | $76.55 |
Typical Hold Time | 101 Days | 63 Days |
Sector | — | Industrials |
Enterprise Value | — | $46.51B |
Dividend Yield | — | 2.58% |
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.
Thomson Reuters (TRI) trades at $99.28, up 1.21% today, with strong technical momentum and bullish moving average signals. The company demonstrates solid fundamentals with 10% organic growth in core businesses and a 21.22% net income margin. Recent strategic moves include divesting its print unit to focus on technology offerings and launching its proprietary AI model, positioning for future growth.
TRI presents a compelling investment case with analyst consensus targeting $133.25 (34% upside) and strong institutional support. However, risks include recent cybersecurity incidents and margin compression from 2023 peaks. The company's shift toward AI and recurring revenue models supports long-term growth potential despite near-term execution challenges.
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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 →Thomson Reuters is the result of the $17.6 billion megamerger of Canada's Thomson and the United Kingdom's Reuters Group in 2008 and the 2018 carve-out of its finance and risk business, Refinitiv, in which it holds a 45% stake. In 2019, the company agreed to exchange its 45% stake in Refinitiv for a 15% stake in LSE, which closed in early 2021. Since the divestiture, the company is more concentrated on selling its flagship legal data and software, Westlaw, and its tax accounting software, Onesource. Reuters sees roughly 80% of revenue and 70% of expenses attributed to the United States, while the remainder (largely through the global print and Reuters News segments) is distributed across Latin America, Europe, the Middle East, Africa, and Asia-Pacific.
Read more on TRI →