SMHG vs DRIV vs SEMI

  • SMHG
  • DRIV
  • SEMI

SMHG, DRIV and SEMI hold 83 companies between them. 4 are in every one of them, and SMHG and SEMI are the most alike: 78% of each is the same companies.

Side by side

SMHGDRIVSEMI
FundVanEckBetaSharesGlobal X
Asset classSector & thematicSector & thematicSector & thematic
Fee a year0.35%0.67%0.45%
Fund size--$16.0m$526.4m
Holdings385930
1Y price return+8.9%only priced since 2026-08-04+3.9%+79.0%
Distribution yieldNot yet0.84%7.15%
Look-through coverage99.9%99.8%100.0%

Return, last year

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

and 73 more companies the funds hold

How alike they are

Keep going

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