SMH vs VONG

VanEck Semiconductor ETF vs Vanguard Russell 1000 Growth ETF

Quick take
  • VONG has the lower expense ratio at 0.06% vs 0.35% for SMH.
  • VONG pays a higher dividend yield (0.45%).

Side-by-side metrics

MetricSMHVONG
Expense ratio
Annual fee. Lower is better.
0.35%0.06%
Dividend yield
Trailing 12-month yield.
0.22%0.45%
AUM
Assets under management — bigger funds are typically more liquid.
$58.79B$50.61B
YTD return
52.66%3.65%
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.
1.821.15
P/E ratio
44.4536.83
Last price
$540.10$126.31
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%

VONG top holdings

Top holdings · VONG
NVDANVIDIA Corp12.91%
AAPLApple Inc11.63%
MSFTMicrosoft Corp8.81%
AVGOBroadcom Inc4.79%
AMZNAmazon.com Inc4.65%
TSLATesla Inc3.55%
GOOGLAlphabet Inc Class A3.53%
METAMeta Platforms Inc Class A3.45%
GOOGAlphabet Inc Class C2.87%
LLYEli Lilly and Co2.66%
Sector breakdown · VONG
Real Estate0.5%
Consumer Cyclical13.2%
Basic Materials0.3%
Consumer Defensive2.9%
Technology50.5%
Communication Services12.4%
Financial Services5.6%
Utilities0.3%
Industrials5.7%
Energy0.5%
Healthcare8.1%

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 VONG

VONG (Vanguard Russell 1000 Growth ETF) is Vanguard's large-cap growth ETF. Managed by Vanguard, the fund carries $50.6B in assets under management, an expense ratio of 0.06%, a dividend yield of 0.45%. Its largest holding is NVIDIA Corp (NVDA), which represents 12.9% of the portfolio. Real Estate is the fund's largest sector exposure at 0.5%.