SMHX vs. SNSR ETF Comparison

Comparison of VanEck Fabless Semiconductor ETF (SMHX) to Global X Internet of Things Thematic ETF (SNSR)

SMHX

VanEck Fabless Semiconductor ETF

SMHX Description

The fund normally invests at least 80% of its total assets in securities that comprise the fund"s benchmark index. The Fabless Index is composed of U.S.-listed common stocks of companies that derive at least 50% of their revenues from the semiconductor industry and operate as fabless semiconductor companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.19

Average Daily Volume

25,510

Number of Holdings ^*

21

* may have additional holdings in another (foreign) market

SNSR

Global X Internet of Things Thematic ETF

SNSR Description

The Global X Internet of Things Thematic ETF (SNSR) seeks to invest in companies that stand to potentially benefit from the broader adoption of the Internet of Things (IoT). This includes the development and manufacturing of semiconductors and sensors, integrated products and solutions, and applications serving smart grids, smart homes, connected cars, and the industrial internet.

Grade (RS Rating)

Last Trade

$34.33

Average Daily Volume

21,011

Number of Holdings ^*

37

* may have additional holdings in another (foreign) market

Performance

Period	SMHX	SNSR
30 Days	4.03%	0.20%
60 Days	3.79%	-2.69%
90 Days		5.27%
12 Months		18.06%

8 Overlapping Holdings

	Symbol	Grade	Weight in SMHX	Weight in SNSR	Overlap
	AMBA	B	1.66%	0.99%	0.99%
	LSCC	C	2.95%	3.18%	2.95%
	PI	C	3.45%	2.32%	2.32%
	QCOM	D	4.62%	2.19%	2.19%
	RMBS	C	2.92%	1.99%	1.99%
	SLAB	F	2.11%	1.54%	1.54%
	SMTC	B	1.31%	0.65%	0.65%
	SYNA	F	1.43%	1.2%	1.2%

SMHX Overweight 13 Positions Relative to SNSR

	Symbol	Grade	Weight
	NVDA	B	21.07%
	AVGO	B	15.47%
	SNPS	B	4.7%
	AMD	F	4.69%
	ARM	B	4.46%
	MRVL	A	4.32%
	MPWR	F	4.13%
	CDNS	C	4.03%
	CRUS	F	3.64%
	POWI	C	2.36%
	ALGM	F	1.62%
	SIMO	F	1.62%
	SITM	B	1.26%

SMHX Underweight 29 Positions Relative to SNSR

	Symbol	Grade	Weight
	GRMN	A	-7.21%
	SWKS	F	-5.54%
	DXCM	C	-3.89%
	IOT	C	-3.83%
	ADTN	B	-2.91%
	JCI	B	-2.63%
	BMI	D	-2.52%
	ABBV	A	-2.47%
	ADI	C	-2.44%
	IBM	C	-2.36%
	CSCO	B	-2.34%
	ST	F	-2.26%
	HON	B	-2.13%
	EMR	B	-2.06%
	BDC	B	-2.04%
	ITRI	A	-1.99%
	NXPI	C	-1.98%
	IDCC	A	-1.6%
	ROK	B	-1.52%
	ALRM	F	-1.16%
	PTC	B	-1.1%
	GFS	F	-1.08%
	QRVO	F	-0.47%
	DGII	B	-0.46%
	ARLO	F	-0.44%
	NTGR	A	-0.41%
	IRDM	B	-0.3%
	REZI	C	-0.27%
	GSAT	C	-0.2%

SMHX: Top Represented Industries & Keywords

Industries: Semiconductors Software - Application Electronic Components Semiconductor Equipment & Materials Semiconductor Memory

Keywords: Fabless Semiconductor Companies Integrated Circuits Semiconductor Nasdaq 100 Electronic Engineering S&P 500 Electronics Computing Consumer Electronics Design Manufacturers Electrical Engineering Ethernet Mobile Devices Smartphones Camera Communications Products Consumer Applications Electromagnetism Modem Notebook Computer

SNSR: Top Represented Industries & Keywords

Industries: Semiconductors Communication Equipment Scientific & Technical Instruments Diversified Industrials Software - Application Telecom Services Electronic Components Software - Infrastructure Diagnostics & Research Drug Manufacturers - Major Engineering & Construction Information Technology Services Security & Protection Services Semiconductor Equipment & Materials Semiconductor Memory

Keywords: S&P 500 Fabless Semiconductor Companies Computing Integrated Circuits Nasdaq 100 Telecommunications Networking Products Semiconductor Electronics Wireless Networking Mobile Devices Power Management Aerospace Broadband Camera Electronic Engineering Energy Management Ethernet Modem Product Design