SMH vs VIS

VanEck Semiconductor ETF vs Vanguard Industrials ETF

Quick take
  • VIS has the lower expense ratio at 0.09% vs 0.35% for SMH.
  • VIS pays a higher dividend yield (0.86%).

Side-by-side metrics

MetricSMHVIS
Expense ratio
Annual fee. Lower is better.
0.35%0.09%
Dividend yield
Trailing 12-month yield.
0.17%0.86%
AUM
Assets under management — bigger funds are typically more liquid.
$77.20B$9.03B
YTD return
64.66%17.02%
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.
1.981.10
P/E ratio
39.7530.57
Last price
$613.98$350.98
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%

VIS top holdings

Top holdings · VIS
CATCaterpillar Inc5.76%
GEGE Aerospace4.78%
GEVGE Vernova Inc3.69%
RTXRTX Corp3.42%
BABoeing Co2.44%
ETNEaton Corp PLC2.20%
HONHoneywell International Inc2.14%
UNPUnion Pacific Corp1.89%
DEDeere & Co1.86%
UBERUber Technologies Inc1.77%
Sector breakdown · VIS
Consumer Cyclical0.9%
Basic Materials0.2%
Technology5.9%
Communication Services0.0%
Financial Services0.2%
Utilities0.1%
Industrials92.6%
Healthcare0.0%

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 VIS

VIS (Vanguard Industrials ETF) is US industrials sector stocks. Managed by Vanguard, the fund carries $9.0B in assets under management, an expense ratio of 0.09%, a dividend yield of 0.86%. Its largest holding is Caterpillar Inc (CAT), which represents 5.8% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 0.9%.