AI‑chip ETFs in focus
MarketWise highlights five semiconductor ETFs positioned to capture the 2026 AI‑hardware boom — concentrated plays for investors wanting direct AI‑capex exposure. These funds are being pitched as the fastest path to benefit from surging demand for chips and AI accelerators. (marketwise.com)
VanEck’s SMH held roughly $46.3 billion in net assets as of March 20, 2026. (vaneck.com) SMH’s top weight is Nvidia at about 19.44% of the fund, with Taiwan Semiconductor Manufacturing at roughly 11.5% making the two largest positions account for more than 30% of the ETF. (bestetf.net) iShares’ SOXX carries roughly $20–21 billion in assets and concentrates its top holdings across large U.S. names such as Micron, Nvidia and Applied Materials, each in the mid‑single‑digit to high‑single‑digit percentage range. (finance.yahoo.com) First Trust’s FTXL is notably concentrated in memory and foundry exposures — Micron made up about 17.9% and Intel about 10.0% of the fund in recent holdings reports, and the ETF had roughly $1.5 billion in AUM. (ftportfolios.com) Invesco’s PSI tracks the Dynamic Semiconductor Intellidex® Index, reported roughly $1.3 billion in assets and shows a more diversified top‑10 composition (no single holding near SMH’s Nvidia weight). (invesco.com) State Street’s XSD tracks S&P’s Semiconductor Select Industry Index using a modified equal‑weight methodology, held about $1.6 billion in assets and spreads its top 10 weights so the largest names each sit around low‑single‑digit percentages. (ssga.com) Major semiconductor ETFs posted outsized gains in early 2026 as the AI hardware cycle accelerated, lifting flows and AUM across the group. (indexbox.io) Despite sector gains, flows have been mixed at the product level — iShares’ SOXX registered meaningful one‑month outflows in late March 2026, underscoring short‑term rotation even as long‑term demand for AI accelerators rises. (etf.pionline.com)
