Key Points Semiconductors have been one of the market's best-performing sectors. The largest semiconductor funds are the VanEck Semiconductor ETF (SMH) and the iShares Semiconductor ETF (SOXX). The biggest difference between the two is how they weight their portfolios. 10 stocks we like better than VanEck ETF Trust - VanEck Semiconductor ETF › Since the artificial intelligence (AI) boom began, one of the biggest market winners has been semiconductor stocks. The two largest exchange-traded funds ...

If you stuck with the semiconductors through 2025, you're sitting on a market-beating gain on the year, with the VanEck Semiconductor ETF (NASDAQ:SMH) now sitting up just over 48% for 2025. ...

U.S. tech ETFs rallied Thursday after a cooler-than-expected inflation figure dampened Treasury yields, while semiconductor shares were already moving upward in response to strong earnings reported by Micron Technology Inc (NASDAQ:MU) . • VanEck Semiconductor ETF shares are advancing steadily. Why are SMH shares climbing?The Consumer Price Index in November was lower than expected at 2.7% year-over-year, alleviating concerns of inflation resurgence. Additionally, the core inflation rate softened to 2.6%, wh ...

Core Viewpoint - The S&P 500 is a strong long-term investment, but there are ETFs that are expected to outperform it in the coming year [1][2] Group 1: iShares Russell 2000 ETF - The S&P 500 has significantly outperformed the Russell 2000 index since the end of 2022, nearly doubling its gains [4] - The iShares Russell 2000 ETF is expected to outperform the S&P 500 in 2026 due to the broadening of gains in a maturing bull market [6] - The Russell 2000 ETF is currently trading at a price-to-earnings ratio of 18.3, which is nearly 40% cheaper than the Vanguard S&P 500 ETF at 28.7 [7] Group 2: VanEck Semiconductor ETF - The VanEck Semiconductor ETF has increased by 44% year-to-date, significantly outperforming the S&P 500 [9] - Over the last decade, the VanEck Semiconductor ETF has surged by 1,180%, driven by the booming semiconductor sector [9] - The ETF is well-positioned for continued success, trading at a P/E ratio of 39.7, comparable to other tech-heavy ETFs [10] - Key holdings in the VanEck Semiconductor ETF include leading companies in the AI boom, such as Nvidia and Taiwan Semiconductor, which are experiencing substantial revenue growth [11]

Key Points Index funds make investing easy. They can help you target growth, income, or both. Consider spreading your dollars across several funds. 10 stocks we like better than Vanguard S&P 500 ETF › As you save and invest for retirement, perhaps aiming for $1 million, be sure to invest your hard-earned dollars effectively. Take on too little risk, and you'll likely end up with a slow-growing portfolio. Take on too much risk -- such as with penny stocks or by day-trading or investing on margin - ...

Core Viewpoint - The article compares various ETFs, highlighting their yields, returns, and suitability for different types of investors, particularly focusing on dividend investors and those seeking growth. Group 1: Schwab U.S. Dividend Equity ETF (SCHD) - SCHD offers a high yield of 3.83% and a low expense ratio of 0.06% [1] - Despite its high yield, SCHD has only produced an annualized return of 5.6% over the past three years, which is comparable to some corporate bonds [2] - SCHD is considered suitable for retirees due to its low volatility, but it may not be the best option for maximizing returns [2] Group 2: Invesco QQQ Trust (QQQ) - QQQ has delivered an impressive annualized return of 29.5% over the past three years and an average return of 19.3% over the past decade [3] - The ETF heavily emphasizes large-cap tech stocks, particularly the "Magnificent Seven," with tech making up more than half of its assets [4] - QQQ has a lower SEC yield of 0.44% and a higher expense ratio of 0.20% compared to SCHD, but it has historically provided better returns [5] Group 3: VanEck Semiconductor ETF (SMH) - SMH has a lower SEC yield of 0.28% and a higher expense ratio of 0.35% [6] - The ETF focuses on semiconductor stocks benefiting from the AI boom, with Nvidia making up 17% of its total assets [6] - SMH has achieved an annualized return of 48.9% over the past three years and 30.4% over the past decade, significantly outperforming SCHD [7] Group 4: Vanguard High Dividend Yield Index Fund ETF (VYM) - VYM offers a lower yield of 2.39% but has an annualized return of 12.0% over the past three years and 11.2% over the past decade [8] - The ETF is well-diversified with over 550 stocks, and its top 10 holdings account for only 28% of total assets [9] - VYM is considered a better choice for growth compared to SCHD, especially for investors not relying on immediate dividends [10]

Group 1 - Oracle Corporation is focusing on expanding its cloud services, which is expected to drive revenue growth in the upcoming quarters [1] - Broadcom Inc is experiencing strong demand for its semiconductor products, particularly in the data center and networking sectors, contributing to a positive outlook for the company [1] - Meta Platforms Inc is investing heavily in artificial intelligence and virtual reality, aiming to enhance user engagement and diversify its revenue streams [1] Group 2 - The VanEck Semiconductor ETF is gaining traction as investors seek exposure to the semiconductor sector, which is projected to grow significantly due to increasing demand for technology [1] - The overall market analysis indicates a bullish sentiment towards technology stocks, particularly in the cloud computing and semiconductor industries [1] - Analysts are optimistic about the future performance of these companies, citing strong fundamentals and growth potential in their respective markets [1]

Key Points The AI boom is driving demand for semiconductors. Buying an exchange-traded fund (ETF) can lower your risk compared to buying individual stocks. VanEck Semiconductor ETF has a substantial track record and has performed great over the short and long terms. 10 stocks we like better than VanEck ETF Trust - VanEck Semiconductor ETF › The artificial intelligence (AI) revolution is underway. The good news for investors is that it's still in its relatively early innings, so there is plenty of ...

Group 1 - The Halloween Effect suggests that stocks tend to outperform between November and April, with historical data showing an average return of 5.2% during this period compared to 2.6% from May to October [2][7] - Investors are considering various ETF themes that are well-positioned to benefit from this seasonal trend [3] Group 2 - The healthcare sector is viewed as a defensive investment, with the Health Care Select Sector SPDR ETF (NYSE:XLV) gaining over 4% and the SPDR S&P Biotech ETF (NYSE:XBI) gaining over 12% in the month leading up to Halloween [4] - Financial ETFs like iShares U.S. Financials ETF (NYSE:IYF) and iShares U.S. Financial Services ETF (NYSE:IYG) are expected to benefit from a steepening yield curve and improved margins, with major holdings including JPMorgan Chase & Co (NYSE:JPM) and Bank of America Corp (NYSE:BAC) [5] - The semiconductor sector is poised for growth due to AI-driven demand, with the VanEck Semiconductor ETF (NASDAQ:SMH) and VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) positioned for strong performance despite previous gains of 40%-50% in 2025 [6]

Core Insights - The VanEck Semiconductor ETF has significantly outperformed the "Magnificent Seven" stocks in 2023, achieving a year-to-date return of 33.2% compared to the 17.5% gain of the Magnificent Seven [5][4] - The ETF's top holdings, including Nvidia, TSMC, and Broadcom, account for nearly 40% of its value and have been key players in the AI boom [8][9] - The VanEck Semiconductor ETF has a strong historical performance, gaining over 2,000% since its inception in 2011, far exceeding the S&P 500's less than 600% increase during the same period [10] ETF Performance - The VanEck Semiconductor ETF aims to replicate the MVIS U.S.-listed Semiconductor 25 Index and has a long track record of outperforming the S&P 500 [6][10] - The ETF's current price-to-earnings ratio is 39, which is more affordable compared to popular AI stocks like Tesla and Palantir Technologies, and only moderately higher than the S&P 500's P/E of 28 [11] Market Dynamics - Semiconductor companies are crucial to the AI revolution, providing the necessary computing power for AI applications, and are expected to benefit from ongoing data center investments [9] - The VanEck Semiconductor ETF's diversification across the semiconductor industry positions it well for continued outperformance against both the S&P 500 and the Magnificent Seven [12]