ACDC vs SEMI vs SMHG

  • ACDC
  • SEMI
  • SMHG

ACDC, SEMI and SMHG hold 86 companies between them. None is in every one of them, and SEMI and SMHG are the most alike: 78% of each is the same companies.

Side by side

ACDCSEMISMHG
FundGlobal XGlobal XVanEck
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.69%0.45%0.35%
Fund size$697.5m$526.4m--
Holdings463038
1Y price return−5.7%+79.0%+8.9%only priced since 2026-08-04
Distribution yield13.69%7.15%Not yet
Look-through coverage100.0%100.0%99.9%

Return, last year

change since the start
share of each fund
  • ACDC
  • SEMI
  • SMHG
  • NVDA NVIDIA CORPIn 2 of 3ACDCnot heldSEMI11.1%SMHG7.8%
  • MU MICRON TECHNOLOGY INCIn 2 of 3ACDCnot heldSEMI11.0%SMHG6.0%
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 2 of 3ACDCnot heldSEMI10.0%SMHG7.6%
  • AMD ADVANCED MICRO DEVICES INCIn 2 of 3ACDCnot heldSEMI9.5%SMHG6.2%
  • AVGO BROADCOM INCIn 2 of 3ACDCnot heldSEMI8.9%SMHG6.6%

and 76 more companies the funds hold

How alike they are

Keep going

See ACDC + SEMI + SMHG as one portfolioEvery company, where you'd own it twiceWhat moved ACDC this monthIts biggest gains and falls, by company