Veytics Intelligence
2026-09-26 · NASDAQ

If I Could Only Add 1 ETF to My Portfolio This Year, Here's Exactly What I'd Buy

Key Points The VanEck Semiconductor ETF has been one of the top ETFs over the last decade. Top holdings include Nvidia, TSMC, and AMD. The ETF is expensive at a P/E of 45, but it's delivering high growth. 10 stocks we like better than VanEck ETF Trust - VanEck Semiconductor ETF › When it comes to ETFs, the most popular ones tend to be index funds, tracking the S&P 500 and the Nasdaq-100 . I think holding these is a smart move, and the Invesco QQQ Trust , which tracks the Nasdaq-100, has long been a top performer. However, I think the AI boom still has room to run, and the ETF I'd most want to hold to get exposure to it is the VanEck Semiconductor ETF (NASDAQ: SMH). Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger.

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