ETF comparison
SMH vs XSD
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 roughly 28.0% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with SMH vs XSD.
Top shared holdings
16 shared in total| # | Holding | In SMH | In XSD | Overlap |
|---|---|---|---|---|
| 1 | Analog Devices Inc | 4.70% | 2.78% | 2.78% |
| 2 | Advanced Micro Devices Inc | 4.68% | 2.77% | 2.77% |
| 3 | Texas Instruments Inc | 4.61% | 2.73% | 2.73% |
| 4 | QUALCOMM Inc | 4.09% | 2.67% | 2.67% |
| 5 | NVIDIA Corp | 19.64% | 2.62% | 2.62% |
| 6 | Intel Corp | 4.34% | 2.57% | 2.57% |
| 7 | Broadcom Inc | 7.79% | 2.53% | 2.53% |
| 8 | Marvell Technology Inc | 2.35% | 3.06% | 2.35% |
| 9 | Micron Technology Inc | 4.23% | 2.25% | 2.25% |
| 10 | NXP Semiconductors NV | 1.24% | 2.74% | 1.24% |
| 11 | Monolithic Power Systems Inc | 1.23% | 2.84% | 1.23% |
| 12 | Microchip Technology Inc | 1.00% | 2.74% | 1.00% |
Only in SMH
10 total- Taiwan Semiconductor Manufacturing Co Ltd 11.84%
- ASML Holding NV 4.99%
- KLA Corp 4.74%
- Lam Research Corp 4.60%
- Applied Materials Inc 4.59%
- Synopsys Inc 2.50%
- Cadence Design Systems Inc 2.43%
- Teradyne Inc 1.41%
- STMicroelectronics NV 0.90%
- ARM Holdings PLC 0.76%
Only in XSD
28 total- Power Integrations Inc 3.05%
- Cirrus Logic Inc 2.98%
- Impinj Inc 2.89%
- Silicon Laboratories Inc 2.88%
- Lattice Semiconductor Corp 2.84%
- MACOM Technology Solutions Holdings Inc 2.78%
- First Solar Inc 2.75%
- Qorvo Inc 2.75%
- SiTime Corp 2.75%
- Allegro MicroSystems Inc 2.66%
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 methodology and 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.