Best Of
Best ETFs for Semiconductor Stocks in 2026
Chip-industry ETFs compared by assets, costs, yield, and portfolio approach.
Data updated October 2026 · 18 ETFs
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Who this page is for
Best for
- Growth investors seeking a basket of chip designers, manufacturers, and equipment firms
- AI-focused portfolios that want picks-and-shovels exposure beyond one company
- Investors comparing market-cap, modified-cap, and equal-weight chip indexes
Not a fit for
- Investors seeking broad sector or whole-market diversification
- Anyone unable to tolerate an economically sensitive industry's sharp drawdowns
- Income investors who need a high or dependable distribution rate
Analysis
The semiconductor ETF category spans traditional growth-oriented index funds alongside newer option-income and thematic strategies, producing a wide dispersion in yield and cost profiles. Among the top 10 funds shown, VanEck's SMH ($66.4B AUM) and iShares' SOXX ($43.7B AUM) represent by far the largest funds, reflecting significant concentration at the top of this category. Issuer presence is broad, with VanEck, iShares, Invesco, State Street, YieldMax, First Trust, Corgi Strategies, and Strive all represented, and VanEck notably appears twice in the top 10 (SMH and SMHX), illustrating a split between broad semiconductor exposure and more niche sub-segment plays like fabless chip design. Distribution frequencies vary considerably, from weekly payouts to annual or no scheduled distributions at all.
- CHPY posts a yield of 42.16% in the top 10 shown, far above every other fund listed, consistent with its weekly-paying option-income strategy rather than traditional equity dividends.
AI-generated analysis — AI can make mistakes. Verify important information independently. Not investment advice. AI risk disclosure
Risks specific to this category
- Concentration in one theme: most funds here focus on technology, so the whole list tends to draw down together when that corner of the market falls out of favor — diversification across the table is lower than the fund count suggests.
- Expense drag: expense ratios in this group average 0.51% — several times what broad index funds charge — and that cost compounds directly against total return.
- Liquidity and closure risk: 6 of the 18 funds listed hold under $100M in assets, and small funds tend to trade with wider bid-ask spreads and face a higher risk of liquidation.
- Short track records: 9 of the 18 funds launched within the last three years, so their distribution history is too short to judge payout durability across a full market cycle.
- Distributions are not contractual: each payout is declared period by period, so the yields on this page can fall without notice when portfolio income, option premium, or fund policy changes.
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Top picks
The 3 largest unleveraged semiconductor ETFs by assets.
Yield distribution
Expense ratio distribution
Income projection
Estimated income if the current average distribution rate of 3.31% held for a full year with share prices unchanged. Distribution rate is not total return—a fund can pay a large distribution while its share price falls—so treat these as an upper-bound illustration, not a forecast.
| Investment | Annual income | Monthly income | Weekly income |
|---|---|---|---|
| $10,000 | $332 | $28 | $6 |
| $25,000 | $829 | $69 | $16 |
| $50,000 | $1,658 | $138 | $32 |
| $100,000 | $3,315 | $276 | $64 |
Issuer breakdown
Distribution of ETFs by fund issuer, showing how concentrated or varied the sponsor lineup is.
How this list is built
"Best" here means the selection rule below, applied to our own data — not an opinion poll and not a prediction:
- Universe: every security in our database matching this category — 18 qualified as of October 2026.
- Exclusions: liquidated, delisted and renamed funds drop out automatically; a renamed fund's successor appears in its place.
- Ordering: assets under management, largest first.
- Cap: none — all 18 matching funds are listed.
- Independence: no placement on this page is paid, sponsored, or influenced by a fund issuer.
All 18 ETFs
| Ticker | Name | Issuer | Yield | Expense ratio | AUM | Frequency |
|---|---|---|---|---|---|---|
| SMH | VanEck Semiconductor ETF | VanEck | 0.21% | 0.35% | $66.4B | Annual |
| SOXX | iShares Semiconductor ETF | iShares | 0.28% | 0.33% | $43.7B | Quarterly |
| SOXQ | Invesco PHLX Semiconductor ETF | Invesco | 0.40% | 0.19% | $2.8B | Quarterly |
| XSD | State Street SPDR S&P Semiconductor ETF | State Street | 0.16% | 0.35% | $2.4B | Quarterly |
| PSI | Invesco Semiconductors ETF | Invesco | 0.02% | 0.55% | $2.3B | Quarterly |
| CHPY | YieldMax Semiconductor Portfolio Option Income ETF | YieldMax | 42.16% | 1.03% | $1.3B | Weekly |
| FTXL | First Trust Nasdaq Semiconductor ETF | First Trust | 0.07% | 0.60% | $1.2B | Quarterly |
| EUV | Corgi Lithography & Semiconductor Photonics ETF | Corgi Strategies | — | 0.35% | $260M | None |
| SMHX | VanEck Fabless Semiconductor ETF | VanEck | 0.02% | 0.35% | $242M | Annual |
| SHOC | Strive U.S. Semiconductor ETF | Strive | 0.10% | 0.40% | $221M | Quarterly |
| CHPS | Xtrackers Semiconductor Select Equity ETF | DWS | 0.53% | 0.15% | $139M | Quarterly |
| CHPX | Global X AI Semiconductor & Quantum ETF | Global X | — | 0.50% | $122M | Semi-Annual |
| SOXY | YieldMax Target 12™ Semiconductor Option Income ETF | YieldMax | 15.03% | 1.06% | $67M | Monthly |
| SEMI | Columbia Seligman Semiconductor & Technology ETF | Columbia Threadneedle | 0.69% | 0.75% | $43M | Annual |
| SMHC | VanEck China Semiconductor ETF | VanEck | — | 0.65% | $13M | Annual |
| KSMH | xETFs Korea AI Semiconductor ETF | XETFs | — | 0.65% | $2M | None |
| CPU | Amplify Top 10 Semiconductors ETF | Amplify ETFs | — | 0.49% | $1M | Annual |
| ACHP | Global X Asia Semiconductor ETF | Global X | — | 0.50% | $410,231 | Semi-Annual |
Frequently asked questions
What are the best ETFs for semiconductor stocks?
This page lists the top 18 ETFs in this category ranked by key metrics. The list includes funds from issuers like VanEck, iShares, Invesco, State Street and more.
How often is this list updated?
The data on this page is refreshed regularly using the latest available distribution rates, expense ratios, and AUM figures. Last updated October 2026.
What is the average yield of these ETFs?
The average distribution yield across the 18 ETFs on this list is 3.31%. Individual yields range from 0.02% to 42.16%.
What does a semiconductor ETF hold?
Depending on its index, it can hold chip designers, manufacturers, foundries, memory producers, and fabrication-equipment firms. Review the holdings because funds weight these groups differently.
How do SMH and SOXX differ?
They follow different indexes and weighting rules, so their holdings, concentration, and country exposure differ. Compare their current portfolios, expense ratios, and index documents rather than relying on the category name.
Are semiconductor ETFs diversified?
They diversify company-specific risk within the chip industry, but they remain concentrated in one cyclical global industry and do not provide the diversification of a broad-market fund.
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