ETF comparison
SMHvsXSD
Both Semiconductors.
VanEck Semiconductor ETF · State Street SPDR S&P Semiconductor ETF
Holdings overlap
16 positions appear in both funds. Buying equal dollars of SMH and XSD would leave roughly26.6%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
Expense ratios are effectively identical (0.35% vs 0.35%).
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with SMH vs XSD.
Top shared holdings
16 shared in total| # | Holding | In SMH | In XSD | Overlap |
|---|---|---|---|---|
| 1 | Intel Corp | 5.15% | 2.75% | 2.75% |
| 2 | Micron Technology Inc | 5.67% | 2.73% | 2.73% |
| 3 | Advanced Micro Devices Inc | 5.63% | 2.71% | 2.71% |
| 4 | Marvell Technology Inc | 4.66% | 2.49% | 2.49% |
| 5 | Texas Instruments Inc | 4.17% | 2.22% | 2.22% |
| 6 | Broadcom Inc | 5.28% | 2.13% | 2.13% |
| 7 | Analog Devices Inc | 4.00% | 2.12% | 2.12% |
| 8 | NVIDIA Corp | 17.55% | 2.10% | 2.10% |
| 9 | QUALCOMM Inc | 3.74% | 2.04% | 2.04% |
| 10 | Astera Labs Inc | 1.27% | 3.08% | 1.27% |
| 11 | Monolithic Power Systems Inc | 1.22% | 1.97% | 1.22% |
| 12 | NXP Semiconductors NV | 1.15% | 2.07% | 1.15% |
Only in SMH
10 total- Taiwan Semiconductor Manufacturing Co Ltd9.29%
- Applied Materials Inc5.74%
- KLA Corp5.57%
- Lam Research Corp5.31%
- ASML Holding NV5.04%
- Cadence Design Systems Inc2.15%
- Synopsys Inc1.79%
- Teradyne Inc1.50%
- STMicroelectronics NV1.26%
- ARM Holdings PLC1.17%
Only in XSD
32 total- MaxLinear Inc3.75%
- Allegro MicroSystems Inc3.29%
- Ambarella Inc2.89%
- Penguin Solutions Inc2.74%
- T1 Energy Inc2.59%
- Impinj Inc2.45%
- Lattice Semiconductor Corp2.44%
- Credo Technology Group Holding Ltd2.41%
- Power Integrations Inc2.37%
- SiTime Corp2.36%
Open SMH or XSD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.