Forget SMH and Its 87% Year: Three Semiconductor Funds Did Much Better

The article highlights SMH’s standout performance over the past year while noting that three semiconductor funds lagged by focusing on less-followed segments of the chip market. Despite the “jaw-dropping” tone around SMH, no specific returns or figures are provided, limiting precision on magnitude. Overall, the takeaway is that broad chip exposure outperformed narrower, overlooked strategies, supporting a modestly risk-on interpretation for the sector.