VanEck Global Semiconductor ETF (SMHG) Review & Analysis
- +12.7% in September (total return), ahead of the median international shares ETF at +0.0%.
- The unit price closed the month at $22.47, 4% below its 12-month high (range $19.60 to $23.50).
- 🆕 New fund: listed in August 2026.
About SMHG
SMHG is an international shares ETF from VanEck, listed on the ASX since August 2026. With $4.6m under management it is number 239 of 254 international shares ETFs by size. The management fee is 0.35% a year, about $35 on every $10,000 invested, cheaper than the typical international shares ETF at 0.55%.
Its largest holdings are Taiwan Semiconductor Manufacturing Co Ltd, NVIDIA Corp and Broadcom Inc, and the top 10 make up 59% of the fund. By sector it leans towards information technology (98%) and materials (1%). United States is the biggest country exposure at 61%.
It is too new to have a full year of performance. With its focus on ai & robotics, technology, it is the kind of fund many investors use as a smaller satellite holding alongside a diversified core.
Compare SMHG with
| Fee | 0.35% | 0.45% |
| 1 year | – | +109.0% |
| 5 yrs p.a. | – | +35.2% |
| Size | $4.6m | $1.1bn |
| Fee | 0.35% | 0.18% |
| 1 year | – | +10.1% |
| 5 yrs p.a. | – | +11.8% |
| Size | $4.6m | $18.7bn |
| Fee | 0.35% | 0.04% |
| 1 year | – | +10.1% |
| 5 yrs p.a. | – | +13.4% |
| Size | $4.6m | $14.9bn |
| Fee | 0.35% | 0.48% |
| 1 year | – | +16.6% |
| 5 yrs p.a. | – | +15.3% |
| Size | $4.6m | $9.5bn |
SMHG price by TradingView
| Stock Code | SMHG |
|---|---|
| Fund Manager | VanEck |
| Asset Class | International shares |
| AUM | $4.6m |
| MER (%) | 0.35% |
| Net flows (Sep) | $0.0m |
| Last Price | $22.47 |
| 52-Week Range | $19.60 – $23.50 |
| Bid/Ask Spread | 0.42% |
| Listing Date | 06/08/2026 |
| Exchange | ASX |
| Index tracked | MarketVector Global Semiconductor (AUD) Index |
| Issuer website | VanEck ↗ |
Performance (% return)
Total returns including distributions, to 30 September 2026. 1M, 1Y, 3Y and 5Y bars are cumulative.
etf