SOXX vs SMH · metadata, overlap, ten-year return — SOXX and SMH — same label, different weighting paths
Both are 'semiconductor ETFs' but the curves have diverged. SMH carries 25 names with a 20% single-stock cap (TSM and NVDA sit at the very top of the ladder); SOXX carries 30 names with an 8% cap and is materially more balanced. 22 names sit in both ETFs; SOXX adds 8 smaller / specialty names, SMH adds 3 foreign names (ASE, STM, UMC) that SOXX doesn't carry. Over ten years SMH compounds to ~24×, SOXX to ~20× — the 2023-2024 AI rally fed the concentrated top of SMH's ladder more than SOXX's flatter cap.
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This static page is built to answer searches for SOXX vs SMH · metadata, overlap, ten-year return. It summarizes the live dataset behind the SOXX and SMH — same label, different weighting paths panel and links to the full interactive chart.
Both are 'semiconductor ETFs' but the curves have diverged. SMH carries 25 names with a 20% single-stock cap (TSM and NVDA sit at the very top of the ladder); SOXX carries 30 names with an 8% cap and is materially more balanced. 22 names sit in both ETFs; SOXX adds 8 smaller / specialty names, SMH adds 3 foreign names (ASE, STM, UMC) that SOXX doesn't carry. Over ten years SMH compounds to ~24×, SOXX to ~20× — the 2023-2024 AI rally fed the concentrated top of SMH's ladder more than SOXX's flatter cap. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.
Latest Snapshot
- Updated
- 2026-05-12
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Data & Source
GET /api/semi/etf-compare.json — Canonical dataset endpoint.
Yahoo Finance · Macrotrends · Robert Shiller · FRED · S&P Global · Nasdaq · NBER.
FAQ
Where does this data come from?
History of Market combines public market and macro datasets including Yahoo Finance, Macrotrends, Robert Shiller, FRED, S&P Global, Nasdaq, and NBER. The exact endpoint for this panel is linked below.
How often is it updated?
Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.
Can I use the data?
Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.