— Know what they know.
Not Investment Advice

SMH

VanEck Semiconductor ETF
1W: -1.9% 1M: +19.0% 3M: +36.7% YTD: +52.0% 1Y: +131.1% 3Y: +354.8% 5Y: +399.8%
$576.32
+8.44 (+1.49%)
 
Weekly Expected Move ±5.7%
$493 $525 $556 $588 $620
ETF NASDAQ · AUM $65.7B
ETF-Level Metrics
AUM$65.7B
Holdings25
Top 10 Wt72.5%
Beta1.82
% Profitable85%
Coverage100%
Portfolio Valuation
P/E7.3
P/B2.7
P/S3.4
EV/EBITDA20.6
P/FCF12.2
PEG0.14
Profitability & Returns
Gross Margin66.2%
Net Margin46.1%
ROE41.1%
ROA26.8%
ROIC53.0%
Div Yield0.46%
Leverage & Liquidity
Debt/Equity0.21
Debt/Assets0.14
Net Debt/EBITDA-0.6x
Interest Cov278.3x
Current Ratio2.63
Quick Ratio2.41
Growth (YoY)
Revenue+32.9%
Net Income+64.2%
EPS+65.1%
FCF+55.4%
EBITDA+58.5%
Rev CAGR 3Y+22.6%
Quality Scores
Piotroski F7.1
Altman Z26.40
IS Quality82.8
IS Overall73.6
IS Value42.1
Median P/E58.4

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 25 100.0% 89.6
Other 2 0.0%

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
INTC Intel Corporation 7.94% 3 Bullish 1 1 +182.0%
MU Micron Technology, Inc. 6.22% 3 Bullish 3 4 +133.4%
NXPI NXP Semiconductors N.V. 1.33% 3 Bullish 1 1 +36.5%
Showing 27 of 27 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Nvidia Corp NVDA 17.10% $11.0B 49,361,155 32.8 $5.2T Technology
2 Taiwan Semiconductor Manufacturing Co L TSM 9.56% $6.2B 15,344,924 30.3 $2.1T Technology
3 Intel Corp INTC 7.94% $5.1B 43,061,608 -191.9 $602.3B Technology
4 Broadcom Inc AVGO 7.14% $4.6B 11,029,819 78.6 $2.0T Technology
5 Advanced Micro Devices Inc AMD 7.00% $4.5B 10,086,895 152.2 $762.3B Technology
6 Micron Technology Inc MU 6.22% $4.0B 5,482,973 35.0 $846.9B Technology
7 Texas Instruments Inc TXN 4.92% $3.2B 10,399,653 52.4 $281.4B Technology
8 Qualcomm Inc QCOM 4.37% $2.8B 13,905,334 25.6 $251.0B Technology
9 Lam Research Corp LRCX 4.28% $2.8B 9,439,814 56.9 $381.9B Technology
10 Kla Corp KLAC 4.00% $2.6B 1,410,324 52.9 $246.7B Technology
11 Analog Devices Inc ADI 3.99% $2.6B 6,472,327 58.4 $193.4B Technology
12 Asml Holding Nv ASML 3.98% $2.6B 1,655,514 54.2 $629.3B Technology
13 Applied Materials Inc AMAT 3.89% $2.5B 5,885,144 40.3 $343.0B Technology
14 Marvell Technology Inc MRVL 3.02% $1.9B 10,416,288 62.4 $171.9B Technology
15 Synopsys Inc SNPS 2.14% $1.4B 2,762,805 76.3 $100.5B Technology
16 Cadence Design Systems Inc CDNS 2.09% $1.3B 3,835,008 86.8 $103.0B Technology
17 Nxp Semiconductors Nv NXPI 1.33% $855.6M 2,758,583 30.1 $79.9B Technology
18 Monolithic Power Systems Inc MPWR 1.19% $766.8M 493,646 115.6 $78.1B Technology
19 Stmicroelectronics Nv STM 1.14% $738.2M 11,369,386 404.5 $59.4B Technology
20 Teradyne Inc TER 1.11% $719.0M 2,088,888 65.6 $56.1B Technology
21 Microchip Technology Inc MCHP 0.99% $636.5M 6,770,125 250.2 $50.6B Technology
22 Arm Holdings Plc ARM 0.88% $568.5M 2,214,450 360.4 $326.1B Technology
23 Astera Labs Inc ALAB 0.79% $510.2M 1,774,635 195.8 $52.6B Technology
24 On Semiconductor Corp ON 0.72% $466.5M 4,233,156 79.8 $45.5B Technology
25 Skyworks Solutions Inc SWKS 0.20% $127.9M 1,719,758 34.3 $12.4B Technology
26 -USD CASH- Cash 0.03% $16.9M 16,855,514
27 Other/Cash Cash -0.01% $-5,389,499 1,910,353

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms