IYW vs SMH — stock comparison tool

IYW currently yields 0.10% TTM versus SMH at 0.20%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IYWSMH
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IYW
SMH

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IYW Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SMH Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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No data

Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IYW$253.34
—

iShares U.S. Technology ETF

SMH$546.36
—

VanEck Semiconductor ETF

Dividend Information

Dividend Yield
0.10%
0.20%
Annual Dividend
$0.25
$1.10
Dividend Growth (5yr)
-
-
Years of Growth
0
2
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IYW

148 holdings
Technology80.83%
Semiconductors & Semiconductor Equipment38.87%
Software & Services29.35%
Tech Hardware & Equip22.24%
Communication Services17.92%
Media & Entertainment8.68%
Industrials0.82%
Consumer Cyclical0.42%
Commercial & Professional Services0.35%
Consumer Services0.34%
Financial Services0.09%
Other0.09%

Top 10 holdings

NameWeight
NVDANVIDIA16.88%
AAPLAPPLE16.54%
MSFTMICROSOFT13.23%
METAMETA PLATFORMS CLASS A3.47%
AVGOBROADCOM INC3.10%
AMDADVANCED MICRO DEVICES2.94%
MUMICRON TECHNOLOGY2.68%
GOOGLALPHABET CLASS A2.58%
PLTRPALANTIR TECHNOLOGIES CLASS A2.15%
INTCINTEL CORPORATION2.10%
Top 1065.66%

SMH

26 holdings
Technology100.00%
Cash & Others0.02%

Top 10 holdings

NameWeight
NVDANvidia Corp20.42%
TSMTaiwan Semiconductor Manufacturing Co L9.45%
AVGOBroadcom Inc5.49%
AMDAdvanced Micro Devices Inc5.43%
TXNTexas Instruments Inc4.99%
MUMicron Technology Inc4.63%
ASMLAsml Holding Nv4.51%
ADIAnalog Devices Inc4.47%
MRVLMarvell Technology Inc4.45%
KLACKla Corp4.30%
Top 1068.14%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

80206
IYWSharedSMH

Overlap by weight

38%

Share of portfolio weight that appears in both funds.

# overlapping holdings

20

IYW: 20% also in SMHSMH: 77% also in IYW

IYW: showing top 100 holdings by weight (of 148). Overlap counts use this top slice, not the full fund book.

Sector drift (IYW vs SMH)

Left = heavier in IYW. Right = heavier in SMH.

IYW overweight (left)SMH overweight (right)
20 shown

Overlapping tickers

NVDA		16.9%20.4%16.9%
AVGO		3.1%5.5%3.1%
AMD		2.9%5.4%2.9%
MU		2.7%4.6%2.7%
INTC		2.1%4.1%2.1%
LRCX		1.7%4.1%1.7%
AMAT		1.6%4.2%1.6%
TXN		1.3%5.0%1.3%
KLAC		1.1%4.3%1.1%
MRVL		1.0%4.5%1.0%

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IYW vs SMH Dividend Comparison | DRIP Tool | Dividend Wealth