Compare VanEck Semiconductor ETF (SMH) vs Wolfspeed Inc (WOLF) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
VanEck Semiconductor ETF vs Wolfspeed Inc — how do they compare? VanEck Semiconductor ETF trades at $616.56 (market cap $73.92B), while Wolfspeed Inc trades at $31.49 (market cap $1.64B). The key difference: VanEck Semiconductor ETF is far larger — about 45.1× Wolfspeed Inc's market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Semiconductor ETF for 101 Days and Wolfspeed Inc for 19 Days on average.
| SMH | WOLF | |
|---|---|---|
Market Cap | $73.92B | $1.64B |
Volume | 11,050,892 | 22,772,687 |
52-Week High | $668.91 | $73.68 |
52-Week Low | $325.10 | $14.80 |
Typical Hold Time | 101 Days | 19 Days |
Sector | — | Technology |
Enterprise Value | — | $2.35B |
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 $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.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company reported a net loss of $1.61 billion in 2025, but forecasts a return to profitability in 2026 with a net income of $4 million. Recent news highlights the expansion of its 200mm silicon carbide portfolio, positioning it for growth in AI and electrification markets.
The outlook is mixed; analyst consensus is a buy with a $54.32 price target, but significant risks include negative margins, high debt, and ongoing legal investigations. Revenue growth in power devices offers upside, yet achieving breakeven remains critical for sustained shareholder value.
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 Wolfspeed Inc
Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →
