Compare VanEck Semiconductor ETF (SMH) vs Zoom Video Communications, Inc. (ZM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
VanEck Semiconductor ETF vs Zoom Video Communications, Inc. — how do they compare? VanEck Semiconductor ETF trades at $603.7 (market cap $73.92B), while Zoom Video Communications, Inc. trades at $97.43 (market cap $27.62B). The key difference: VanEck Semiconductor ETF is far larger — about 2.7× Zoom Video Communications, Inc.'s market cap, and VanEck Semiconductor ETF is trading nearer its 52-week high, Zoom Video Communications, Inc. nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold VanEck Semiconductor ETF for 101 Days and Zoom Video Communications, Inc. for 92 Days on average.
| SMH | ZM | |
|---|---|---|
Market Cap | $73.92B | $27.62B |
Volume | 11,050,892 | 3,913,188 |
52-Week High | $668.91 | $111.88 |
52-Week Low | $325.10 | $72.72 |
Typical Hold Time | 101 Days | 92 Days |
Sector | — | Technology |
Enterprise Value | — | $20.43B |
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.
Zoom Communications (ZM) trades at $97.74, up 3.13% on the day, with a bullish technical outlook supported by moving averages. The stock shows strong profitability with a net income margin of 65.19% and ROE of 32.14%, though recent earnings were mixed with one miss and two beats. Revenue growth is steady, projected to reach $5.0B in 2026, and the company is actively investing in AI-driven revenue tools, as highlighted by recent product launches.
The outlook for ZM is positive, with a consensus price target of $118.08 offering ~21% upside, supported by analyst buy ratings. Key risks include reliance on international sales and competitive pressures in the communication software space. Cash flow trends show variability, with net cash flow negative in 2025 and 2026, requiring monitoring of capital allocation.
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 Zoom Video Communications, Inc.
Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →
