Investors Think They Found The Perfect Way To Profit From AI

Blockhead09-26

Different areas of tech take their turn ruling the current innovation. But semiconductors are back at the heart of tech's big thing right now: AI. ↑ X AI Levels Up: Inside The Chips Driving ...

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But semiconductors are back at the heart of tech's big thing right now: AI.\n\n\n\n↑\nX\n\n\n\n\nAI Levels Up: Inside The Chips Driving ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etfs/sp500-investors-think-they-found-the-perfect-way-to-profit-from-ai/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0006306889.USD","symbol_name":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","start_time":0,"source_url":"https://www.investors.com/etfs-and-funds/etfs/sp500-investors-think-they-found-the-perfect-way-to-profit-from-ai/","article_id":"2470737244","we_media_id":null,"thumbnails":["https://www.investors.com/wp-content/uploads/2017/05/Chips-Adobe-6-SSA-5.16.17-150x150.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2470737244","pubTimestamp":1727352041,"columns":[],"sourceInfo":{"source_id":"investor_business_daily_highlight","name":"Investor’s Business Daily"},"weMediaInfo":null,"summary":"Different areas of tech take their turn ruling the current innovation. 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But semiconductors are back at the heart of tech's big thing right now: AI.\n\n\n\n↑\nX\n\n\n\n\nAI Levels Up: Inside The Chips Driving Nvidia Stock\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nAI Levels Up: Inside The Chips Driving Nvidia Stock\n\n\n\n\nNo matter how AI ultimately pans out, investors seem pretty sure semiconductors will be the big winner. Shares of the top 10 largest semiconductor ETFs are up 71% this year on average. That not only blows away the S&P 500's 20% rise. Semi stocks are also trouncing software stocks, which are often the winners during tech booms. The iShares Expanded Tech-Software Sector ETF (IGV) is up just 9.5% this year.\nSuch outperformance of chip stocks is leading some investors to wonder if their exposure in the S&P 500 to the industry is enough. And semiconductor ETFs are a popular way to add more chip names to portfolios.\n\"Some people may want more, and there are industry-focused ETFs to consider,\" said Todd Rosenbluth, director of research at TMX VettaFi.\n\nAmazing Semiconductor Runs\nThe largest semiconductor ETF, the $23-billion-in-assets VanEck Semiconductor ETF (SMH), is up 40.1% just this year.\nAnd digging into its positions shows why. The largest stake, at nearly 20% of the ETF's value, is runaway chip winner Nvidia (NVDA). Shares of the designer of chips used in AI are up roughly 150% — just this year. That brings their 10-year gain to an astounding 26,590%.\nAnd the ETF's second-largest position, at nearly 13% of the portfolio, is Taiwan Semiconductor Manufacturing (TSM). Shares of the chip company are up more than 75% this year.\nThese top positions aren't represented anywhere as highly in the S&P 500, though. Nvidia only carries a 6% weighting in the S&P 500. And Taiwan Semiconductor isn't in the S&P 500 at all.\nSo if you'd like to make a bigger bet on chips, these ETFs fit the bill. But how to choose?\nPicking A Semiconductor ETF\nMany investors will opt for the largest semiconductor ETF: VanEck Semiconductor. The ETF is highly concentrated in just 26 stocks, Rosenbluth says. And it charges just 0.35% annually. That's less than the 0.71% average expense ratio of the top 10 largest semiconductor ETFs.\nInvestors looking to distribute their bets more widely may consider the SPDR S&P Semiconductor ETF (XSD), Rosenbluth says. The $1.3-billion-in-assets ETF spreads its assets across 40 semiconductor stocks.\nBut more significantly, it weighs all the positions the same. This gives smaller semiconductor stocks more sway on the ETF's composition than with those based on market values. It's important to note, though, that a small-cap focus has hurt returns this year: The ETF is up just 3.7%. It also charges 0.35% annually.\n\"This year the equal-weighed approach has hurt relative performance as megacaps have led the charge,\" Rosenbluth said.\n\nGoing Beyond Semiconductors\nIt's also important to note that semiconductor companies often wind up in background roles as technology matures.\nChipmaker Intel (INTC) stood alongside software giant Microsoft (MSFT) during the desktop computing boom of the 1990s. Eventually, Intel's role faded along with its stock. Now the former chip giant is rumored to be a buyout target.\nTo protect against such a shift, investors might think about an ETF that targets AI, not just chipmakers. The Global X Artificial Intelligence ETF (AIQ) and ROBO Global Artificial Intelligence ETF (THNQ) take such a broader approach.\nThat makes them an option for investors who \"believe in the long-term trend of AI and want exposure to the broader ecosystem,\" Rosenbluth said.\nLargest Semiconductor ETFs\nMost are enjoying a strong year so far \n\n\n\nETF\nSymbol\nAssets (billions)\nYTD change\nFee\n\n\n\n\nVanEck Semiconductor\nSMH\n$23\n40.1%\n0.35%\n\n\niShares Semiconductor\nSOXX\n14.6\n18.5%\n0.35%\n\n\nDirexion Daily Semiconductor Bull 3X Shares\nSOXL\n11.9\n13.0%\n0.76%\n\n\nGraniteShares 2x Long NVDA Daily\nNVDL\n4.6\n303.5%\n1.15%\n\n\nFirst Trust Nasdaq Semiconductor\nFTXL\n1.4\n12.7%\n0.60%\n\n\nSPDR S&P Semiconductor\nXSD\n1.3\n3.7%\n0.35%\n\n\nProShares Ultra Semiconductors\nUSD\n1.1\n122.7%\n0.95%\n\n\nDirexion Daily Semiconductor Bear 3X Shares\nSOXS\n0.9\n-63.5%\n1.03%\n\n\nInvesco Semiconductors\nPSI\n0.7\n13.2%\n0.56%\n\n\nDirexion Daily NVDA Bull 2X Shares\nNVDU\n0.5\n247.2%\n1.04%\n\n\n\n\n\n\nSources: ETFDB, IBD, S&P Global Market Intelligence\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nFollow Matt Krantz on X (Twitter) @mattkrantz\nYOU MAY ALSO LIKE:\n\n\nMeet The Guy Who Runs A Massive $2.7 Trillion Bond Portfolio\nBe Detailed And Targeted To Raise Money\nInspirational Quotes: Columbus Short, Sam Rayburn And Others\nIBD Digital: Unlock IBD's Premium Stock Lists, Tools And Analysis Today\nFind Winning Stocks","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2470737244"}