SMH Vs SOXX: Which Semiconductor ETF Is Better? Richard Childress [JbTlx2lHPhT]

Tag: #Richard Childress, #ryan seacrest, #alicja szempliska, #bc hydro

Since 2001, both of these have crushed the S&P 500. SMH is up over 3,000% and SOXX is up over 2,800%. They hold almost all the same companies. They cost basically the real madrid vs barcelona same. So why is the smaller one beating the bigger one right now, and which should you actually own? In this breakdown, I dig into the one rule that makes these funds completely different, what each one holds beyond NVIDIA, the performance gap, and the honest reason I own one of them even though it's losing this year.

If you own one of these, both, or you're trying to decide, this one's for you.

TIMESTAMPS

00:00 The 20-year number that reframes how you think about these ETFs

00:18 What we're covering

00:35 Why semiconductors run the entire AI sabres vs canadiens trade

01:28 The one index rule that makes SMH and SOXX completely different

03:00 What you actually get beyond NVIDIA

05:08 Performance, the divergence, and why SOXX is winning right now

07:18 My honest take on the one I own storm stacey and why

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SOURCES

Performance data: TradingView (as of 6/28/2026)

Holdings and fund data: VanEck.com, iShares.com

Index methodology: MVIS US Listed Semiconductor 25 Index, NYSE Semiconductor Index

DISCLAIMER

This video is for educational and informational purposes only. Nothing in this video constitutes financial advice. I own SMH in my personal portfolio as disclosed in the video. Always do your own research or consult a licensed financial advisor before making investment decisions. I am not a financial advisor.

#etfinvesting #SMH #SOXX #SemiconductorETF #Investing