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…
Mananya Kaewthawee In my April 2, 2024, Seeking Alpha article entitled “Moving Out Of QQQ And Into SMH As Magnificent 7 Shrinks,” I pointed out that investors looking for an alternative investment to Invesco QQQ Trust ETF (QQQ) can consider VanEck Semiconductor ETF (SMH), which continues to grow strongly in 2024. SMH is one of…
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…
MF3d Investment Thesis The VanEck Semiconductor ETF (NASDAQ:SMH) has performed remarkably over the last five years. The fund’s low expense ratio and fees combined with close replication of what has been a massively lucrative industry has generated superb returns for shareholders. However, an increasingly bearish macro combined with what I believe is a potential overvaluation…
PonyWang My followers know I have been bullish on the semiconductor sector for years. That is due to multiple powerful catalysts. Among them are growth across a variety of technology sub-sectors: high-speed networking, data centers, 5G handsets and infrastructure, EVs, clean-tech, and the on-shoring of supply-chains – just to name a few. The VanEck Semiconductor…
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…
da-kuk Thesis The semiconductor industry appears to have a vast runway ahead of it. This by extension makes the VanEck Semiconductor ETF (NASDAQ:SMH) an attractive fund for long-term investors. That being said, the realm of technology and innovation is wrought with creative destruction at every corner. Add the risk of a black swan event occurring…