In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by about 20 percentage points due to its more balanced stock weighting. SMH focuses heavily on a few mega-cap chip companies, making it vulnerable when those leaders lag, while SOXX caps individual stock weights to spread exposure more evenly across the sector. This year’s broader leadership among chipmakers favored SOXX’s approach, though SMH has historically done better when a few giants dominate. Investors may consider shifting to SOXX or the lower-cost Invesco PHLX Semiconductor ETF (SOXQ) depending on their preference for concentration and fees.
Nvidia is gaining momentum with its stock poised to reach all-time highs, driven by strong growth in AI and the semiconductor sector. Valuations in tech and semiconductors remain below their 2025 peaks, supporting further upside potential. Increased ...
Micron Technology's stock fell sharply after a strong earnings report driven by AI memory demand, dropping 15% over the past month despite a 190.6% year-to-date gain. This decline affected semiconductor-focused ETFs differently: VanEck Semiconductor ...
