Semiconductor ETFs in the AI compute core
Chip designers, chipmakers and the makers of chipmaking equipment. Driven by data center orders, factory capacity and export rules.
17ETFs in this category
$129.0bnmoney in them
19.4%of the AI compute core’s money
SMHlargest unleveraged ETF, 55.4%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −22.5% | +45.3% | +42.0% |
| Its story | −14.8% | +21.4% | +17.2% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | SMH | VanEck Semiconductor ETF | $71.4bn | 55.4% | +40.5% | 0.35% |
| 2 | SOXX | iShares Semiconductor ETF | $47.6bn | 36.9% | +48.5% | 0.33% |
| 3 | SOXQ | Invesco PHLX Semiconductor ETF | $3.0bn | 2.3% | +43.5% | 0.19% |
| 4 | XSD | State Street SPDR S&P Semiconductor ETF | $2.6bn | 2.0% | +25.2% | 0.35% |
| 5 | PSI | Invesco Semiconductors ETF | $2.5bn | 1.9% | +46.1% | 0.55% |
| 6 | FTXL | First Trust Nasdaq Semiconductor ETF | $1.2bn | 0.9% | +61.9% | 0.60% |
| 7 | SMHX | VanEck Fabless Semiconductor ETF | $259m | 0.2% | +21.6% | 0.35% |
| 8 | SHOC | Strive U.S. Semiconductor ETF | $227m | 0.2% | +33.0% | 0.40% |
| 9 | CHPS | Xtrackers Semiconductor Select Equity ETF | $139m | 0.1% | +57.9% | 0.15% |
| 10 | CHPX | Global X AI Semiconductor & Quantum ETF | $122m | 0.1% | +40.4% | 0.50% |
| 11 | SMHC | VanEck China Semiconductor ETF | $12m | 0.0% | – | 0.65% |
| 12 | KCHP | KICK Korea Semiconductor Index ETF | $6m | 0.0% | – | 0.65% |
| 13 | KSMH | xETFs Korea AI Semiconductor ETF | $1m | 0.0% | – | 0.65% |
| 14 | CPU | Amplify Top 10 Semiconductors ETF | $1m | 0.0% | – | 0.49% |
| 15 | AIFR | Defiance Global Foundries ETF | under $1m | 0.0% | – | 0.71% |
| 16 | AINF | Defiance Inference AI Chip ETF | under $1m | 0.0% | – | 0.65% |
| 17 | ACHP | Global X Asia Semiconductor ETF | under $1m | 0.0% | – | 0.50% |
Other categories in the AI compute core
Common questions
Which ETFs are semiconductor ETFs?17 US ETFs sit in this category of the AI compute core. Chip designers, chipmakers and the makers of chipmaking equipment. Driven by data center orders, factory capacity and export rules.
What is the largest semiconductor ETF?SMH, VanEck Semiconductor ETF, with $71.4bn, 55.4% of the category's money.
How have semiconductor ETFs performed?The median unleveraged ETF here returned +42.0% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.