Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points

· finance.yahoo.com

Two semiconductor ETFs hold nearly identical stocks, yet one has left the other in the dust this year by a staggering margin. The difference has nothing to do with which chips are inside and everything to do with how the fund is built.

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SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip marke...


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