---
title: "SMH VanEck Semiconductor ETF"
canonical: "https://supercyclehq.com/etfs/smh"
type: "etf"
dataAsOf: "2026-07-30"
ticker: "SMH"
referenceDataVerified: "2026-08-29"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# VanEck Semiconductor ETF (SMH)

Tracks the MVIS US Listed Semiconductor 25 Index, a market-cap-weighted index of 25 of the largest US-listed semiconductor companies.

| Field | Value |
| --- | --- |
| Issuer | VanEck |
| Expense ratio | 0.35% per year |
| Holdings snapshot | 2026-07-30 |
| Top holdings in the Supercycle universe | 10 of 10 |
| Average AI Exposure Score of rated top holdings | 62 (10 rated) |
| Buildout layers covered | Semiconductors, Cloud & Hyperscalers, Chip Equipment & Foundries, Autonomous Vehicles, Foundation Models, Memory & Storage |

## Top holdings

| Holding | Ticker | AI Exposure |
| --- | --- | --- |
| NVIDIA | [NVDA](https://supercyclehq.com/stock/nvidia.md) | 97 (Pure Play) |
| Taiwan Semiconductor | [TSM](https://supercyclehq.com/stock/taiwan-semiconductor.md) | 78 (Core) |
| Broadcom | [AVGO](https://supercyclehq.com/stock/broadcom.md) | 78 (Core) |
| Advanced Micro Devices | [AMD](https://supercyclehq.com/stock/advanced-micro-devices.md) | 75 (Core) |
| ASML Holding | [ASML](https://supercyclehq.com/stock/asml-holding.md) | 70 (Core) |
| Texas Instruments | [TXN](https://supercyclehq.com/stock/texas-instruments.md) | 10 (Peripheral) |
| Micron Technology | [MU](https://supercyclehq.com/stock/micron-technology.md) | 78 (Core) |
| Analog Devices | [ADI](https://supercyclehq.com/stock/analog-devices.md) | 12 (Peripheral) |
| Applied Materials | [AMAT](https://supercyclehq.com/stock/applied-materials.md) | 78 (Core) |
| Qualcomm | [QCOM](https://supercyclehq.com/stock/qualcomm.md) | 45 (Growing) |

---

Source: https://supercyclehq.com/etfs/smh. Data as of 2026-07-30. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.