Semiconductor & Hardware Screener

Semiconductor ETFs 2026

Explore top semiconductor ETFs. Screen global chip designers, contract foundries, and lithography equipment manufacturers providing the silicon backbone for artificial intelligence, smartphones, and cloud computing.

Total Funds

Semiconductor ETFs tracked

Total AUM

$145.70B

Combined assets under management

Median Yield

0.15%

Trailing 12-month median payout

Average Expense Ratio

0.40%

Lowest fee starts at 0.15% (CHPS)

Semiconductor ETFs Highlights & Top Assets by AUM

Largest by AUM

SMH

VanEck Vectors Semiconductor ETF

AUM $69.59B

Fee 0.35%

3-Mo TR -10.8%

VanEck Analyze fund

#2 by AUM

SOX

SOXX

iShares PHLX Semiconductor ETF

AUM $46.73B

Fee 0.33%

3-Mo TR -14.3%

BlackRock, Inc. Analyze fund

#3 by AUM

DRA

DRAM

Roundhill Memory ETF

AUM $19.31B

Fee 0.65%

3-Mo TR -20.9%

Roundhill Investments Analyze fund

Semiconductor ETFs Directory

Showing 1–11 of 11 funds

Ticker / Fund Name	Issuer	Segment	AUM	Expense Ratio	3-Mo TR	Div. Yield (TTM)	Annual Payout	5Y Div Growth	Div Streak	Action
SMH VanEck VanEck Vectors Semiconductor ETF	VanEck	Stocks in semiconductors (global)	$69.59B	0.35%	-10.8%	0.18%	$1.10	8.03%	2 y	Analyze
SOXX BlackRock, Inc. iShares PHLX Semiconductor ETF	BlackRock, Inc.	Stocks in semiconductors (US)	$46.73B	0.33%	-14.3%	0.16%	$0.93	10.92%	1 y	Analyze
DRA DRAM Roundhill Investments Roundhill Memory ETF	Roundhill Investments	Stocks in semiconductors and chip equipment (global)	$19.31B	0.65%	-20.9%	0.00%	-	-	-	Analyze
SOXQ Invesco Invesco PHLX Semiconductor ETF	Invesco	Stocks in semiconductors (US)	$2.96B	0.19%	-13.5%	0.21%	$0.21	3.12%	1 y	Analyze
PSI Invesco Invesco Dynamic Semiconductors ETF	Invesco	Stocks in semiconductors (US)	$2.64B	0.55%	-23.6%	0.02%	$0.02	1.09%	-	Analyze
XSD XSD State Street SPDR Series Trust - SPDR S&P Semiconductor ETF	State Street	Stocks in semiconductors (US)	$2.55B	0.35%	-14.6%	0.15%	$0.80	13.66%	1 y	Analyze
FTX FTXL First Trust First Trust Nasdaq Semiconductor ETF	First Trust	Stocks in semiconductors (US)	$1.18B	0.60%	-12.2%	0.06%	$0.14	5.02%	-	Analyze
SMH SMHX VanEck VanEck Fabless Semiconductor ETF	VanEck	Stocks in semiconductors (US)	$254.41M	0.35%	-11.0%	0.01%	$0.01	-	-	Analyze
SHO SHOC Alpha Architect Strive U.S. Semiconductor ETF	Alpha Architect	Stocks in semiconductors (US)	$225.23M	0.40%	-12.9%	0.09%	$0.10	-	-	Analyze
CHP CHPS Deutsche Bank AG Xtrackers Semiconductor Select Equity ETF	Deutsche Bank AG	Stocks in semiconductors (global)	$135.46M	0.15%	-14.7%	0.34%	$0.30	-	-	Analyze
CHP CHPX Mirae Asset Global Investments Co., Ltd. Global X AI Semiconductor & Quantum ETF	Mirae Asset Global Investments Co., Ltd.	Stocks in information technology (global)	$128.06M	0.50%	-1.6%	0.00%	-	-	-	Analyze

Data as of November 2026. Ranked by AUM. This list was compiled by the Snowball Analytics team from publicly available sources. It may be incomplete, and figures may be delayed or contain errors; check them against the fund’s or company’s own documents. Inclusion in the list is not a recommendation to buy, sell or hold any security and is not investment advice. Past performance does not predict future results. This list is general information, not personalised to your circumstances. Snowball Analytics is a portfolio tracking tool, not a broker-dealer or investment adviser. Investing involves risk, including loss of principal.

Understanding Semiconductor ETFs: Fabless Designers, Foundries & Equipment

Semiconductor ETFs invest in companies across the microchip ecosystem. From fabless chip architects to advanced contract foundries and extreme ultraviolet (EUV) lithography suppliers, semiconductors represent the critical hardware layer of modern computing.

Core Strategies & Segment Breakdowns

Modified Market-Cap Leaders

Funds like SMH weight heavily toward leading chipmakers (Nvidia, TSMC, Broadcom), capturing outsized AI hardware market share.

Equal-Weighted Semiconductor Baskets

Strategies like SOXX utilizing capping rules to ensure broader exposure across automotive, industrial, and memory chip producers.

Semiconductor Equipment Specialists

Focusing on capital equipment manufacturers (ASML, Applied Materials, Lam Research) that produce the tools required to build advanced fabs.

How to Evaluate Semiconductor ETFs (Investor Checklist)

Watch Single-Stock Concentration: SMH frequently holds 20%+ in Nvidia; verify whether you want heavy single-stock exposure or a more balanced allocation.
Account for Cyclical Demand Swings: Semiconductors undergo inventory and demand cycles driven by smartphone, PC, and data center replacement schedules.
Examine Geopolitical Supply Risks: Advanced chip manufacturing is heavily concentrated in Taiwan; evaluate geographic and supply chain diversification.

Frequently Asked Questions About Semiconductor ETFs

What is the difference between SMH and SOXX?

SMH tracks the 25 largest US-listed semiconductor firms with heavier top-stock concentration (including Taiwan Semiconductor), while SOXX caps individual holdings at 8% for broader diversification.

Why are semiconductor stocks considered cyclical?

Chip manufacturing requires multi-year planning and billion-dollar fabrication investments; periods of supply shortages often lead to rapid overproduction and inventory corrections.

Which Semiconductor ETFs currently have the highest AUM?

In this category, VanEck Vectors Semiconductor ETF (SMH) leads with over $69.59B in Assets Under Management, offered by VanEck.

Do semiconductor ETFs benefit from the artificial intelligence boom?

Yes, AI models require immense computing power powered by graphics processing units (GPUs) and specialized accelerators produced by key semiconductor ETF holdings.

How can I track my Semiconductor ETFs with Snowball Analytics?

Snowball Analytics connects directly to your brokerage accounts to automatically track dividend payouts, calculate time-weighted and money-weighted returns (TWR and IRR) against benchmarks, model sector weighting, and monitor risk metrics across all your Semiconductor ETFs holdings in one unified portfolio dashboard.

Explore More ETF Topics & Categories

High Dividend ETFs

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Income

ESG ETFs

Sustainable & ESG screened

ESG

Growth ETFs

Tech & capital appreciation

Growth

Value ETFs

Deep value & fundamental multiples

Value

Low Volatility ETFs

Factor tilt & risk mitigation

Factor

Aerospace & Defense ETFs

Defense primes & military aerospace

Defense

Nuclear Energy ETFs

Uranium miners & clean baseload power

Nuclear

Actively Managed ETFs

Quantitative alpha & manager discretion

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Thematic ETFs

Megatrends, robotics & cybersecurity

Thematic

Defined Outcome ETFs

Downside buffers & structured caps

Buffered

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