SMH vs VGT

VanEck Semiconductor ETF vs Vanguard Information Technology ETF

Quick take
  • VGT has the lower expense ratio at 0.09% vs 0.35% for SMH.
  • VGT pays a higher dividend yield (0.37%).

Side-by-side metrics

MetricSMHVGT
Expense ratio
Annual fee. Lower is better.
0.35%0.09%
Dividend yield
Trailing 12-month yield.
0.22%0.37%
AUM
Assets under management — bigger funds are typically more liquid.
$58.79B$146.53B
YTD return
52.66%16.40%
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.
1.821.29
P/E ratio
44.4539.12
Last price
$540.10$109.50
Inception
Issuer
VanEckVanguard

SMH top holdings

Top holdings · SMH
NVDANVIDIA Corp18.09%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR10.59%
AVGOBroadcom Inc7.83%
INTCIntel Corp7.14%
AMDAdvanced Micro Devices Inc5.95%
MUMicron Technology Inc4.98%
TXNTexas Instruments Inc4.90%
KLACKLA Corp4.49%
ADIAnalog Devices Inc4.41%
LRCXLam Research Corp4.11%
Sector breakdown · SMH
Technology100.0%

VGT top holdings

Top holdings · VGT
NVDANVIDIA Corp18.52%
AAPLApple Inc15.85%
MSFTMicrosoft Corp10.20%
AVGOBroadcom Inc4.38%
MUMicron Technology Inc2.02%
AMDAdvanced Micro Devices Inc1.75%
PLTRPalantir Technologies Inc Ordinary Shares - Class A1.74%
CSCOCisco Systems Inc1.65%
AMATApplied Materials Inc1.47%
LRCXLam Research Corp1.45%
Sector breakdown · VGT
Basic Materials0.0%
Technology98.5%
Communication Services0.5%
Financial Services0.5%
Industrials0.5%
Healthcare0.0%

About SMH

SMH (VanEck Semiconductor ETF) is 25 largest semiconductor companies. Managed by VanEck, the fund carries $58.8B in assets under management, an expense ratio of 0.35%, a dividend yield of 0.22%. Its largest holding is NVIDIA Corp (NVDA), which represents 18.1% of the portfolio. Technology is the fund's largest sector exposure at 100.0%.

About VGT

VGT (Vanguard Information Technology ETF) is US technology sector stocks. Managed by Vanguard, the fund carries $146.5B in assets under management, an expense ratio of 0.09%, a dividend yield of 0.37%. Its largest holding is NVIDIA Corp (NVDA), which represents 18.5% of the portfolio. Basic Materials is the fund's largest sector exposure at 0.0%.