VanEck 반도체 ETF(SMH)는 어떠한 수수료 또는 비용을 평가하기 이전에, MVIS 미국 상장 반도체 25 지수(MVSMHTR)의 가격 및 수익률 성과를 가능한 한 가깝게 ...
나스닥 종합지수가 이끄는 가운데 미국 주식은 상승세를 이어갔고, 반도체 섹터 ETF인 밴에크 벡터스 반도체 ETF(SMH)는 강한 기업 실적과 투자자 심리로 인해 큰 폭의 상승을 보였다. 성과가 좋고 GF 스코어도 높지만, GuruFocus의 GF Value에 따르면 SMH는 45.5% 과대평가된 것으로 보여 신규 투자자에게는 신중함이 필요해 보인다. ETF의 강점은 수익성과 성장에 있지만, 밸류에이션은 안전마진이 제한적임을 시사한다.
52주 신고가 대비 17% 하락했음에도 불구하고 밴에크 반도체 ETF(SMH)는 투자자 자금 유입을 계속 끌어들이며, 2026년 미국 반도체 ETF 전체에서 460억 달러가 넘는 누적 유입을 기록했다. 이러한 급증은 AI 인프라 붐에 힘입은 칩 제조업체에 대한 지속적인 수요로 촉발됐으며, 기술 대기업들은 막대한 AI 지출을 전망하고 있다. 기관과 개인 투자자 모두가 이 기록적인 유입에 기여하고 있으며, 경기 조정 국면을 장기적인 상승 추세(세속적 업트렌드)에서의 매수 기회로 보고 있다.
반도체 업종에서 최근 매도세가 나타났음에도, 투자자들은 AI 붐에 대한 확신에 힘입어 2026년에 반도체 상장지수펀드(ETF)에 460억 달러라는 사상 최대 규모를 쏟아부었다. AI에 대한 펀더멘털 지지는 여전히 강하지만, 기술적 지표는 확정된 브레이크아웃보다는 안정화를 시사한다. SMH 같은 ETF는 매도 압력이 완화되는 초기 신호를 보이고 있으며, SOXX는 약세장(베어 마켓) 진입 영역에 들어간 상태다. 이번 자금 유입은 시장이 통합되는 국면에서도 장기적인 AI 기회에 대한 투자자들의 집중을 부각한다.
밴에크 반도체 ETF(SMH)는 27개 종목을 보유하지만 몇몇 종목에 무게가 크게 쏠려 있다. 엔비디아(NVDA)만 19.2%를 차지하며, 상위 5개 포지션이 45%를 차지한다. 이처럼 쏠림이 크기 때문에 ETF는 업종 전반의 폭넓은 한 조각이라기보다는, 주로 반도체(75%)와 관련 장비(21%)에 대한 강력하지만 좁은 노출을 제공한다. 이러한 구체적이고 상위 종목 중심의 구성은 투자자들이 펀드를 자신의 포트폴리오 의도와 맞추는 데 핵심이다.
VanEck 반도체 ETF(SMH)는 지난 15년 동안 시장을 크게 상회하며 평균 연간 수익률 26.88%를 기록했습니다. 15년 전 SMH에 처음 1000달러를 투자했다면 현재는 35,825.96달러의 가치가 되었을 것입니다. 이 예시는 시간이 지남에 따라 복리 수익이 보여줄 수 있는 상당한 성장 잠재력을 강조합니다.
나스닥 종합지수가 이끄는 가운데 미국 주식은 상승세를 이어갔고, 반도체 섹터 ETF인 밴에크 벡터스 반도체 ETF(SMH)는 강한 기업 실적과 투자자 심리로 인해 큰 폭의 상승을 보였다. 성과가 좋고 GF 스코어도 높지만, GuruFocus의 GF Value에 따르면 SMH는 45.5% 과대평가된 것으로 보여 신규 투자자에게는 신중함이 필요해 보인다. ETF의 강점은 수익성과 성장에 있지만, 밸류에이션은 안전마진이 제한적임을 시사한다.
52주 신고가 대비 17% 하락했음에도 불구하고 밴에크 반도체 ETF(SMH)는 투자자 자금 유입을 계속 끌어들이며, 2026년 미국 반도체 ETF 전체에서 460억 달러가 넘는 누적 유입을 기록했다. 이러한 급증은 AI 인프라 붐에 힘입은 칩 제조업체에 대한 지속적인 수요로 촉발됐으며, 기술 대기업들은 막대한 AI 지출을 전망하고 있다. 기관과 개인 투자자 모두가 이 기록적인 유입에 기여하고 있으며, 경기 조정 국면을 장기적인 상승 추세(세속적 업트렌드)에서의 매수 기회로 보고 있다.
반도체 업종에서 최근 매도세가 나타났음에도, 투자자들은 AI 붐에 대한 확신에 힘입어 2026년에 반도체 상장지수펀드(ETF)에 460억 달러라는 사상 최대 규모를 쏟아부었다. AI에 대한 펀더멘털 지지는 여전히 강하지만, 기술적 지표는 확정된 브레이크아웃보다는 안정화를 시사한다. SMH 같은 ETF는 매도 압력이 완화되는 초기 신호를 보이고 있으며, SOXX는 약세장(베어 마켓) 진입 영역에 들어간 상태다. 이번 자금 유입은 시장이 통합되는 국면에서도 장기적인 AI 기회에 대한 투자자들의 집중을 부각한다.
밴에크 반도체 ETF(SMH)는 27개 종목을 보유하지만 몇몇 종목에 무게가 크게 쏠려 있다. 엔비디아(NVDA)만 19.2%를 차지하며, 상위 5개 포지션이 45%를 차지한다. 이처럼 쏠림이 크기 때문에 ETF는 업종 전반의 폭넓은 한 조각이라기보다는, 주로 반도체(75%)와 관련 장비(21%)에 대한 강력하지만 좁은 노출을 제공한다. 이러한 구체적이고 상위 종목 중심의 구성은 투자자들이 펀드를 자신의 포트폴리오 의도와 맞추는 데 핵심이다.
VanEck 반도체 ETF(SMH)는 지난 15년 동안 시장을 크게 상회하며 평균 연간 수익률 26.88%를 기록했습니다. 15년 전 SMH에 처음 1000달러를 투자했다면 현재는 35,825.96달러의 가치가 되었을 것입니다. 이 예시는 시간이 지남에 따라 복리 수익이 보여줄 수 있는 상당한 성장 잠재력을 강조합니다.
VanEck 반도체 ETF(SMH)는 연 0.35% 수수료를 부과해 수익률을 낮추며, 연간 분배로 인해 주식 집중도가 높고 세금 부담도 큽니다. 투자자들은 더 저렴하고 더 폭넓은 테크 ETF와 비교했을 때 이 프리미엄 수수료와 위험이 정당화되는지 평가해야 합니다. 중복 노출을 피하기 위해 포트폴리오의 중첩 범위를 검토하는 것이 권장됩니다.
VanEck 반도체 ETF(SMH)는 칩 섹터가 글로벌 매도세를 겪는 가운데 569달러까지 하락하며 큰 폭의 감소를 보였습니다. 추정상 1조 3천억 달러(약 1.3조 달러)의 시장 가치가 사라진 이번 조정은 AI에 대한 자본지출의 지속 가능성과 AI 처리 능력의 잠재적 과잉 공급에 대한 우려 때문으로 풀이됩니다. 현재의 어려움에도 불구하고 애널리스트들은 엔비디아와 마이크론 같은 주요 칩 주식에 대해 12개월 가격 목표를 긍정적으로 유지하고 있으며, TSMC와 인텔의 예정된 실적 발표가 시장에 대한 추가적인 방향성을 제공할 것으로 기대됩니다.
VanEck 반도체 ETF(SMH)는 4.2% 하락하며, 대만 반도체 제조(TSM) 같은 기업들의 강한 실적에도 불구하고 단기 핵심 지지선 아래로 내려갔습니다. 엔비디아 같은 주요 구성 종목을 넘어 ETF 보유분의 약 80%에 영향을 미친 광범위한 매도세는, 투자자들이 반도체 섹터에서의 자본지출 대비 수익을 면밀히 따지고 있음을 시사합니다. 침체에도 불구하고 이 ETF는 연초 이후 기준으로는 여전히 수익성이 유지되지만, 직전 지지선에서의 중요한 회복 테스트를 앞두고 있습니다.
The VanEck Semiconductor ETF (SMH) has rebounded towards $590, despite a slight daily dip, driven by strong earnings from major chip manufacturers like TSMC. This resilience is attributed to robust demand for AI-related semiconductors, leading to a 65% year-to-date increase for SMH and an 83% surge in chip stocks through mid-July 2026. The sector is gaining investor confidence through strong earnings and positive guidance, with AI infrastructure investment being a dominant theme for future growth.
The article provides a detailed profile of the VanEck Semiconductor ETF (SMH), outlining its investment strategy, holdings, and key financial metrics. It highlights SMH as a passively managed fund investing in US-listed semiconductor companies, with a focus on its dividend history, expense ratio, and tracked index. The report also addresses frequently asked questions about the ETF's composition and performance.
The article reports on the trading activity of VanEck Semiconductor ETF (SMH) options on July 14th, noting that 186.37K contracts were traded. The open interest for SMH options currently stands at 2.37 million. This data provides insight into the market's sentiment and liquidity for the semiconductor sector.
This article provides a profile of the VanEck Semiconductor ETF (SMH), traded on the Mexican Stock Exchange. It details key statistics such as assets under management, dividend yield, expense ratio, and investment strategy. The fund primarily invests in US-listed semiconductor companies and tracks the MVIS US Listed Semiconductor 25 index.
This article provides a detailed profile of the VanEck Semiconductor ETF (SMH), covering its dividends, returns, and fundamental data. It includes key statistics such as Assets Under Management, dividend yield, expense ratio, and investment strategy. The profile also details its holdings, geographical breakdown, and answers frequently asked questions about the fund's composition and performance.
The VanEck Semiconductor ETF (SMH) is a highly concentrated fund investing in US-listed semiconductor companies with assets under management of $73.20 billion. The fund tracks the MVIS US Listed Semiconductor 25 index and has an expense ratio of 0.35%, paying annual dividends. Its top holdings include NVIDIA Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, primarily focusing on Electronic Technology stocks in North America.
The VanEck Semiconductor ETF (SMH) has surged 65% year-to-date in 2026, driven by unprecedented demand for AI chips from data center operators and massive capital spending on AI infrastructure by major tech firms. AI capital expenditure is projected to reach $765 billion in 2026, with semiconductor industry revenue expected to hit $1.3 trillion, half of which will be from AI chip sales. This strong performance reflects accelerating demand as hyperscalers secure capacity for AI services, leading to supply pressures across the semiconductor supply chain.
The VanEck Semiconductor ETF (SMH) has significantly outperformed Nvidia stock over the past year, returning 113.17% compared to Nvidia's 28.72%. This strong performance is attributed to the widespread AI infrastructure buildout benefiting the entire chip sector, not just individual companies. SMH's diversified holdings across the semiconductor value chain offer a more robust way for investors to capitalize on the AI theme with less single-stock risk.
The VanEck Semiconductor ETF (SMH) saw a significant 82.1% surge in the first half of 2026, outperforming Nvidia despite Nvidia's major market cap. This strong performance is attributed to the ETF's diversified, capped approach to semiconductor stocks, particularly benefiting from the outperformance of semiconductor equipment manufacturers. The article suggests that increased AI spending and a shift in demand towards CPUs for inference (used more for inference) over GPUs (used for building models) contributed to the success, highlighting the benefits of sector-wide diversification in investing.
The S&P 500 slipped previously due to investors moving out of AI-linked stocks and renewed geopolitical tensions in the Middle East. Polymarket traders are currently predicting the S&P 500 will open lower, with only a 12% probability of opening higher. This sentiment reflects concerns over the Federal Reserve's potential interest rate hikes and surging oil prices after new U.S. strikes on Iran.
This article reports on the trading activity of the VanEck Semiconductor ETF (SMH) options on July 6th. It highlights that 321.35K contracts were traded, and the open interest reached 2.63 million contracts. The data suggests significant investor attention and positioning in semiconductor options.
The VanEck Semiconductor ETF (SMH) has seen a significant 64% gain this year, largely due to its concentrated holdings in a few key chip companies like AMD, Broadcom, and NVIDIA. Despite its strong performance, the ETF deliberately excludes Apple, classifying it as a consumer hardware and services company rather than a pure-play semiconductor entity. This structural choice has contributed to SMH's robust returns, though its concentrated portfolio also means it can experience sharp pullbacks, as evidenced by a recent 7% drop.
The VanEck Semiconductor ETF (SMH) has gained 64.47% year-to-date by concentrating over 60% of its assets in a few key chip names like AMD, Broadcom, and NVIDIA, and explicitly excludes Apple. This strategy has outperformed Apple's 13.74% year-to-date gain, showcasing the impact of its focused methodology. However, the fund's high concentration also means amplified losses during recent pullbacks, highlighting the double-edged nature of its investment approach.
This article provides a detailed financial overview and performance data for the VanEck Semiconductor ETF (SMH). It includes information on its last closing price, percentage change, various performance metrics across different timeframes, and key financial ratios. The ETF's asset under management, holdings, and sector-specific information are also presented.
The VanEck Semiconductor ETF (SMH) saw significant options trading activity on July 2nd, with 382.85K contracts changing hands, contributing to a total open interest of 2.54 million. This high volume and open interest indicate strong market sentiment and potential volatility for the semiconductor sector.
This article reports on the trading activity of the VanEck Semiconductor ETF (SMH) options on June 30th. It notes that 260,510 contracts were traded, and the open interest for SMH options reached 2.48 million contracts. The data suggests an active options market for the semiconductor ETF.
On June 29th, the VanEck Semiconductor ETF (SMH) saw significant options trading activity, with 295.63K contracts traded. The open interest for SMH options reached 2.95 million. This indicates a high level of investor attention and positioning in the semiconductor sector.
CIBC is offering $17.24 million in Accelerated Return Notes (ARNs) linked to the VanEck Semiconductor ETF (SMH), providing 3-to-1 upside exposure capped at a 50.70% return and 1-to-1 downside exposure. These notes, which pay no periodic interest and mature in August 2027, are subject to CIBC's credit risk and have limited secondary market liquidity. The initial estimated value of the notes was lower than the public offering price due to underwriting, hedging charges, and CIBC's internal funding rate.
The VanEck Semiconductor ETF (SMH) has significantly outperformed the market over the last 15 years, achieving an average annual return of 27.08%. A $100 investment in SMH 15 years ago would now be worth $3,642.08, demonstrating the substantial impact of compounded returns in investment growth.
The VanEck Semiconductor ETF (SMH) has significantly outperformed the market over the last 15 years, achieving an average annual return of 27.08%. An initial investment of $100 in SMH 15 years ago would now be worth $3,642.08, highlighting the power of compounded returns. The ETF currently has a market capitalization of $71.81 billion.
This article provides real-time exchange rate data for the VanEck Semiconductor ETF (Derivatives) (SMH) to Vietnamese Dong (VND). It details the current price, 24-hour and 30-day price fluctuations, and historical price performance over the last seven days. The page also includes SMH's all-time high and low prices and a conversion table for various amounts of SMH to VND.
While many investors focus on AI chipmakers, this article highlights the Global X U.S. Infrastructure Development ETF (PAVE) as an alternative for AI exposure. PAVE invests in companies that build the physical infrastructure for AI data centers, including power, cooling, and materials, which are absent from semiconductor-focused ETFs like SMH. The fund has outperformed the broader market, driven by AI buildout and infrastructure tailwinds, but is sensitive to interest rate changes.
This article reports on the significant options trading activity for the VanEck Semiconductor ETF (SMH) on June 26th. A total of 538.77K contracts were traded, contributing to an open interest of 2.67 million. This high volume and open interest suggest considerable investor interest and varied expectations regarding the future performance of the semiconductor sector.
The artificial intelligence trade is shifting, with software ETFs now gaining prominence after a period where semiconductor ETFs dominated. On Friday, software ETFs like IGV and XSW saw significant rallies, while semiconductor ETFs experienced a pullback and profit-taking. This suggests that investors are broadening their AI exposure to include companies that generate recurring revenue from AI-powered software and enterprise applications, rather than solely focusing on chip manufacturers.
On June 24th, the VanEck Semiconductor ETF (SMH) saw significant options trading activity, with 263.03K contracts traded and a total open interest of 2.53 million contracts. This indicates strong investor interest and potential future price movements in the semiconductor sector.
The article recommends the VanEck Semiconductor ETF (SMH) as the best option for investing in the semiconductor sector with $1,000, driven by substantial capital expenditures in AI infrastructure by big tech companies. It details SMH's portfolio construction, which is heavily weighted towards large-cap semiconductor stocks like Nvidia and Taiwan Semiconductor, and compares it to competitors like the iShares Semiconductor ETF and the Invesco PHLX Semiconductor ETF, noting SMH's outperformance due to its concentrated megacap exposure.
A sharp sell-off in South Korea's technology sector, particularly in memory-chip giants like Samsung Electronics and SK Hynix, has led to a rout in US semiconductor ETFs. This comes ahead of Micron Technology Inc.'s crucial earnings report, raising concerns about the sustained AI-driven rally in chip stocks. While some analysts view this as a temporary correction, investors are keenly awaiting Micron's outlook on AI memory demand.
A Moomoo Community user, TheMillionQuest, commented on the VanEck Semiconductor ETF (SMH.US), stating that it is "going back last month." The short post indicates a recent negative sentiment or performance observation regarding the ETF. The comment was made on June 23, 2026, and attracted 13,000 views.
This page on OKX provides current (though showing $0.00) and historical price data for the VanEck Semiconductor ETF (SMH), along with information on its market performance and all-time high. It also includes guides on how to buy SMH, predict its price, and general cryptocurrency trading tips. The platform emphasizes zero platform fees and competitive staking rewards for other cryptocurrencies, though SMH trading is not currently supported directly on OKX.
The VanEck Semiconductor ETF (SMH) saw a record $6.93 billion in net inflows, suggesting investors are broadening their AI chip exposure beyond Nvidia to the wider supply chain. This shift is highlighted by a surge in semiconductor stocks even as some major tech buyers of AI hardware, like Alphabet, experienced declines. The increased demand for SMH signifies a move towards unlevered, broad chip exposure, indicating investors are focusing on the "suppliers" receiving checks rather than just the "spenders" in the AI sector.
The VanEck Semiconductor ETF (SMH) experienced a massive single-day inflow of $6.9 billion on June 18, 2026, driven by investors seeking exposure to the booming AI chip demand. This surge highlights the semiconductor sector's central role in AI infrastructure buildout, with SMH's assets under management reaching $84.54 billion and a year-to-date return of 83.20%. Analysts predict global semiconductor sales will exceed $1 trillion in 2026, further cementing the sector's importance in the AI ecosystem.
This article provides a market overview for the VanEck Semiconductor ETF (Derivatives) (SMH), listing its current price and market data. It details various exchanges where SMH derivatives can be traded, including MEXC Futures, Hyperliquid Futures, Bitget Futures, OKX Futures, HTX Futures, and Gate Futures, along with their respective contract details, prices, 24-hour changes, highs, lows, spreads, and trading volumes. The page functions as a data aggregator for cryptocurrency and derivative market information.
The article recommends the VanEck Semiconductor ETF (SMH) as the best option for investors looking to capitalize on the AI infrastructure boom. It highlights SMH's market cap-weighted strategy, which focuses on the sector's largest companies like Nvidia and Taiwan Semiconductor, leading to strong performance. While competitor ETFs offer broader exposure, SMH is favored as long as megacap names continue to drive the market.
This article provides the current exchange rate, historical data, and conversion tools for the VanEck Semiconductor ETF (Derivatives) (SMH) to Canadian Dollar (CAD). As of today, 1 SMH equals CA$935.76, with recent price movements and a 7-day price history detailing daily changes. The page also includes an FAQ section answering common questions about SMH to CAD conversion and factors influencing its price.
The article identifies the VanEck Semiconductor ETF (SMH) as the top choice for investing in the semiconductor sector with $1,000, emphasizing its market cap-weighted portfolio focused on the largest U.S.-listed chip stocks. SMH's concentration in megacap companies like Nvidia and Taiwan Semiconductor has driven strong returns amid the AI boom, outperforming competitors that give more weight to smaller companies. While other ETFs exist, SMH is recommended as long as industry leaders continue to drive growth.
The article recommends the VanEck Semiconductor ETF (SMH) as the best option for investing in the semiconductor sector, especially given the current AI boom led by megacap companies. SMH's market cap-weighted approach provides concentrated exposure to industry leaders like Nvidia and Taiwan Semiconductor, which has resulted in strong returns. While competitors like iShares Semiconductor ETF (SOXX) and Invesco PHLX Semiconductor ETF (SOXQ) offer more diluted portfolios, SMH is favored as long as megacaps continue to drive sector growth.
This page provides an overview of the VanEck Semiconductor ETF (Derivatives) (SMH), offering its current price and performance. It aims to aggregate the latest news and social media updates for SMH, though currently states no specific news is available for this ETF. The platform also hints at offering general crypto news alongside other analytical tools.
This article provides the current exchange rate and historical price data for the VanEck Semiconductor ETF (Derivatives) (SMH) against the Japanese Yen (JPY). As of today, 1 SMH is valued at ¥109,329, with recent fluctuations including a 1.46% increase in the last 24 hours and an 8.35% fluctuation over the past 30 days. The article also includes a 7-day price history, top fiat pair conversions, and an FAQ section addressing common questions about SMH to JPY conversion.
This article reports on the trading activity of the VanEck Semiconductor ETF options. On June 18th, a significant 510.82 thousand contracts were traded, and the open interest reached 2.95 million.
This article provides real-time and historical price data for the VanEck Semiconductor ETF (Derivatives) (SMH) converted to South Korean Won (KRW). It details the current exchange rate, recent price fluctuations over 24 hours and 30 days, and a 7-day price history. Additionally, the page includes a conversion table, SMH market statistics, and frequently asked questions about the ETF's price in KRW.
This article provides real-time and historical price data for the VanEck Semiconductor ETF (Derivatives) (SMH) against the United States Dollar (USD). It details the current exchange rate, 24-hour and 30-day price fluctuations, and lists key statistics such as the all-time high and low. The content also includes a conversion table and answers frequently asked questions about SMH's price and factors affecting it.
This article provides live exchange rate information for the VanEck Semiconductor ETF (Derivatives) (SMH) to the Chinese Yuan (CNY). It includes the current price, 24-hour and 30-day price fluctuations, historical 7-day data, and a conversion table. The piece also offers an FAQ section covering common questions about SMH to CNY conversion and market factors.
