SMH vs. SOXX vs. SOXQ: Which Semiconductor ETF Is the Best Buy Right Now?
Key takeaways
- ORCL NVDA SMH MSFT AMZN Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% increase over the prior year.
- There are two primary exchange-traded funds (ETFs) that compete in this sector: the Van Eck Semiconductor ETF (NASDAQ: SMH) and the i Shares Semiconductor ETF (NASDAQ: SOXX).
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
ORCL NVDA SMH MSFT AMZN Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% increase over the prior year. The majority of that spending will help these companies meet semiconductor demand.
There are two primary exchange-traded funds (ETFs) that compete in this sector: the Van Eck Semiconductor ETF (NASDAQ: SMH) and the i Shares Semiconductor ETF (NASDAQ: SOXX). Another, the Invesco PHLX Semiconductor ETF (NASDAQ: SOXQ), is on the rise to become the third. All three hold substantially the same names. The main differences come down to cost and concentration.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »