VanEck Semiconductor ETF vs United Parcel Service Inc — how do they compare? VanEck Semiconductor ETF trades at $586.68, while United Parcel Service Inc trades at $103.48 (market cap $88.85B). The key difference: United Parcel Service Inc pays a 6.28% dividend while VanEck Semiconductor ETF pays none, and VanEck Semiconductor ETF is trading nearer its 52-week high, United Parcel Service Inc nearer its low. Which is the better fit depends on your goals.
| SMH | UPS | |
|---|---|---|
52-Week High | $668.91 | $120.00 |
52-Week Low | $286.43 | $82.58 |
Market Cap | — | $88.85B |
Volume | — | 2,288,643 |
Sector | — | Industrials |
Enterprise Value | — | $112.87B |
Dividend Yield | — | 6.28% |
Signals from Pluang's Aura AI — not financial advice
SMH, the VanEck Semiconductor ETF, trades at $588.7, up 3.39% ($19.29) in the last session, with a bullish technical signal driven by moving averages. The ETF holds major semiconductor stocks but lacks disclosed financial ratios. Recent news highlights institutional buying, such as Ferguson Shapiro's $4.53 million investment (SEC filing, August 10, 2026), and mixed sentiment from analysts, including a downgrade to Hold by Seeking Alpha (August 10, 2026).
Outlook is cautiously optimistic, supported by AI-driven demand and global semiconductor initiatives, like South Korea's $3.52 billion fund (Reuters, August 10, 2026). Risks include tariff impacts from Trump's polysilicon policy and volatility from concentrated holdings. Investors should weigh growth potential against sector-specific headwinds.
UPS trades at $104.71, up 0.22% on the day, with a bearish technical signal but strong fundamentals including a 29.66% ROE and consistent earnings beats. Revenue has declined from $100.3B in 2022 to $88.7B in 2025, though Q2 2026 showed a 7.6% YoY increase. The company maintains a solid dividend yield of 6.3% and is executing a strategic shift away from low-margin Amazon volume.
The outlook is mixed; analyst consensus is a Buy with a $117.90 price target, but technicals and declining net income pose risks. Opportunities include margin improvement from automation and healthcare logistics, while risks involve high dividend payout relative to free cash flow and economic sensitivity.
Trailing returns across standard periods
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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →