VanEck Semiconductor ETF

VanEck ETF Trust · Series S000034411 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:SMH
$40.98B NAV
26 positions · as of 2026-03-31 · filed 2026-05-28
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q1

VanEck Semiconductor ETF (the Fund) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS US Listed Semiconductor 25 Index (the Semiconductor Index or the Index).

Strategy · summarised

The fund uses a passive indexing approach to track the MVIS US Listed Semiconductor 25 Index, holding securities of the 25 largest U.S. exchange-listed semiconductor companies by free-float market capitalization and trading volume; eligible companies must derive at least 50% of revenues from semiconductors or semiconductor equipment. The fund is classified as non-diversified and may invest a greater percentage of its assets in a particular issuer. Because the index concentrates in the semiconductor industry, the fund's portfolio reflects that concentration.

Expenses
0.35%one share class
Share classExpense ratio
SMH0.35%

Portfolio turnover 12.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.00%
of net assets
Stocks99.93%
Cash & short-term0.07%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 2 new2 exited

New: ARM Holdings PLC, ALAB

Exited: QRVO, OLED

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA19.64%$8.05B
Taiwan Semiconductor Manufacturing Co LtdTSM11.84%$4.85B
Broadcom IncAVGO7.79%$3.19B
ASML Holding NV4.99%$2.05B
KLA CorpKLAC4.74%$1.94B
Analog Devices IncADI4.70%$1.93B
Advanced Micro Devices IncAMD4.68%$1.92B
Texas Instruments IncTXN4.61%$1.89B
Lam Research CorpLRCX4.60%$1.89B
Applied Materials IncAMAT4.59%$1.88B
Showing 10 of 26Sign in to see more

Top 10 positions are 72.19% of net assets, top 25 99.92%, across 26 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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