247wallst.com
2026-07-11
24/7 Wall St.
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last five years that structural choice produced a
finance.yahoo.com
2026-07-11
Yahoo Finance
XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
John Seetoo
July 10, 2026 5 min read
SMH
+4.52%
2330.TW
0.00%
ASML.AS
+4.77%
MRVL
+6.68%
TSM
+5.55%
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SMH crushed XSD over five years, returning 376% versus 197%, but XSD's equal-weight structure flipped the ranking in 2026, gaining 71% to SMH's 65%.
SMH's edge include