Semiconductor ETF Surges Past S&P 500 in 2025: Will it Repeat the Performance in 2026?

Sunday, Dec 21, 2025 5:02 am ET1min read
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The VanEck Semiconductor ETF has outperformed the S&P 500 in 2025, up 39.5% year-to-date. Its top holdings, Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom, are driving growth with strong revenue performance. The ETF trades at a premium to the S&P 500, but its outperformance seems justified given the semiconductor sector's strong performance.

Semiconductor ETF Surges Past S&P 500 in 2025: Will it Repeat the Performance in 2026?

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