SMH vs VONV

VanEck Semiconductor ETF vs Vanguard Russell 1000 Value ETF

Quick take
  • VONV has the lower expense ratio at 0.06% vs 0.35% for SMH.
  • VONV pays a higher dividend yield (1.62%).

Side-by-side metrics

MetricSMHVONV
Expense ratio
Annual fee. Lower is better.
0.35%0.06%
Dividend yield
Trailing 12-month yield.
0.17%1.62%
AUM
Assets under management — bigger funds are typically more liquid.
$77.20B$21.46B
YTD return
64.66%17.45%
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.
1.980.80
P/E ratio
39.7522.67
Last price
$613.98$108.00
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%

VONV top holdings

Top holdings · VONV
MUMicron Technology Inc3.21%
BRK-BBerkshire Hathaway Inc Class B2.59%
GOOGLAlphabet Inc Class A2.31%
JPMJPMorgan Chase & Co2.26%
AMZNAmazon.com Inc2.11%
GOOGAlphabet Inc Class C1.88%
XOMExxon Mobil Corp1.82%
JNJJohnson & Johnson1.61%
INTCIntel Corp1.50%
CSCOCisco Systems Inc1.42%
Sector breakdown · VONV
Real Estate3.9%
Consumer Cyclical7.2%
Basic Materials3.7%
Consumer Defensive6.7%
Technology18.6%
Communication Services8.2%
Financial Services18.2%
Utilities4.0%
Industrials12.6%
Energy6.3%
Healthcare10.7%

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 VONV

VONV (Vanguard Russell 1000 Value ETF) is Vanguard's large-cap value ETF. Managed by Vanguard, the fund carries $21.5B in assets under management, an expense ratio of 0.06%, a dividend yield of 1.62%. Its largest holding is Micron Technology Inc (MU), which represents 3.2% of the portfolio. Real Estate is the fund's largest sector exposure at 3.9%.