SMH vs VFH

VanEck Semiconductor ETF vs Vanguard Financials ETF

Quick take
  • VFH has the lower expense ratio at 0.09% vs 0.35% for SMH.
  • VFH pays a higher dividend yield (1.77%).

Side-by-side metrics

MetricSMHVFH
Expense ratio
Annual fee. Lower is better.
0.35%0.09%
Dividend yield
Trailing 12-month yield.
0.17%1.77%
AUM
Assets under management — bigger funds are typically more liquid.
$77.20B$13.81B
YTD return
64.66%1.73%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.980.83
P/E ratio
39.3416.76
Last price
$607.73$135.99
Inception
Issuer
VanEckVanguard

SMH top holdings

Top holdings · SMH
NVDANVIDIA Corp17.75%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR9.19%
MUMicron Technology Inc5.84%
AMATApplied Materials Inc5.73%
AMDAdvanced Micro Devices Inc5.43%
AVGOBroadcom Inc5.41%
KLACKLA Corp5.34%
LRCXLam Research Corp5.23%
INTCIntel Corp5.04%
ASMLASML Holding NV ADR4.95%
Sector breakdown · SMH
Technology100.0%

VFH top holdings

Top holdings · VFH
JPMJPMorgan Chase & Co8.83%
BRK-BBerkshire Hathaway Inc Class B7.77%
MAMastercard Inc Class A4.76%
BACBank of America Corp4.13%
VVisa Inc Class A4.10%
GSThe Goldman Sachs Group Inc3.38%
MSMorgan Stanley2.90%
WFCWells Fargo & Co2.80%
CCitigroup Inc2.39%
Sector breakdown · VFH
Real Estate0.8%
Consumer Cyclical0.0%
Technology2.1%
Financial Services96.8%
Industrials0.2%
Healthcare0.1%

About SMH

SMH (VanEck Semiconductor ETF) is 25 largest semiconductor companies. Managed by VanEck, the fund carries $77.2B in assets under management, an expense ratio of 0.35%, a dividend yield of 0.17%. Its largest holding is NVIDIA Corp (NVDA), which represents 17.8% of the portfolio. Technology is the fund's largest sector exposure at 100.0%.

About VFH

VFH (Vanguard Financials ETF) is US financial services sector stocks. Managed by Vanguard, the fund carries $13.8B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.77%. Its largest holding is JPMorgan Chase & Co (JPM), which represents 8.8% of the portfolio. Real Estate is the fund's largest sector exposure at 0.8%.