SMH vs VGT — stock comparison tool

SMH currently yields 0.20% TTM versus VGT at 0.39%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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)

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

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VGT 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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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
SMH$546.36
—

VanEck Semiconductor ETF

VGT$120.20
—

Vanguard Information Technology ETF

Dividend Information

Dividend Yield
0.20%
0.39%
Annual Dividend
$1.10
$0.47
Dividend Growth (5yr)
-
-
Years of Growth
2
0
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

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%

VGT

310 holdings
Technology99.27%
Communication Services0.49%
Financial Services0.34%
Energy0.32%
Industrials0.31%
Consumer Cyclical0.06%
Basic Materials0.01%
Healthcare0.01%
Cash & Others0.00%

Top 10 holdings

NameWeight
NVDANVIDIA Corp17.58%
AAPLApple Inc15.91%
MSFTMicrosoft Corp11.16%
MUMicron Technology Inc4.45%
AVGOBroadcom Inc4.11%
AMDAdvanced Micro Devices Inc3.67%
INTCIntel Corp1.98%
CSCOCisco Systems Inc1.60%
LRCXLam Research Corp1.55%
PLTRPalantir Technologies Inc1.55%
Top 1063.56%

Overlap & differences

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

52179
SMHSharedVGT

Overlap by weight

41%

Share of portfolio weight that appears in both funds.

# overlapping holdings

21

SMH: 81% also in VGTVGT: 21% also in SMH

VGT: showing top 100 holdings by weight (of 310). Overlap counts use this top slice, not the full fund book.

Sector drift (SMH vs VGT)

Left = heavier in SMH. Right = heavier in VGT.

SMH overweight (left)VGT overweight (right)
21 shown

Overlapping tickers

NVDA		20.4%17.6%17.6%
MU		4.6%4.5%4.5%
AVGO		5.5%4.1%4.1%
AMD		5.4%3.7%3.7%
INTC		4.1%2.0%2.0%
LRCX		4.1%1.6%1.6%
AMAT		4.2%1.5%1.5%
KLAC		4.3%1.0%1.0%
TXN		5.0%1.0%1.0%
MRVL		4.5%0.9%0.9%

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SMH vs VGT Dividend Comparison | DRIP Tool | Dividend Wealth