Robert Way In this article, I’ll explain why I consider the VanEck Semiconductor ETF (NASDAQ:SMH) to be a preferable choice over the iShares Semiconductor ETF (SOXX). SMH and SOXX rank first and second-largest Semiconductor ETFs by assets under management (AUM) and share the same expense ratio of 0.35%. ETF Issuer AUM $B (source: Seeking Alpha)…
2d illustrations and photos/iStock via Getty Images It’s quite understandable for some investors to feel fatigued from a seemingly never-ending buzz about AI. Dotcom era-like obsession of media with everything related to “artificial intelligence” has already led to hyped expectations in the tech sector. This April, however, we clearly see a hangover, with many AI-related…
hapabapa Was March 8th the blow-off top? The VanEck Semiconductor ETF (NASDAQ:SMH), which tracks the performance of the MVIS US Listed Semiconductor 25 Index, is possibly forming a blow-off top pattern. After a sharp reversal on March 8th, SMH bounced weakly in reaction to the Fed’s dovish meeting, which appears to be a “lower high..”…
jiefeng jiang Investment Thesis The VanEck Semiconductor ETF (NASDAQ:SMH) has demonstrated remarkable performance, with a year-to-date daily total return of 31.03% and a 1-year daily total return of 81.45% as of March 22nd. SMH’s success can be attributed to its significant holdings in leading semiconductor companies, particularly Nvidia (NVDA) and Advanced Micro Devices (AMD), which…
Aguus Summary The VanEck Semiconductor ETF (NASDAQ:SMH) looks like a poor option in the semiconductor ETF space. One may be better off simply owning Nvidia (NVDA) given the 20% stake, while the remaining portfolio is concentrated in more mature or even problem stocks such as Intel (INTC). My bottom-up analysis, using consensus estimates for all…
SweetBunFactory The raging bull market of 2023 – which I believe is far from done – has created some very clear winners and (relative) losers. One of the winners has certainly been the semiconductors, a group that tends to be unbelievably volatile, but offers massive returns if you get it right. The semis – as…