Why Semiconductor Investors Are Rotating From SMH's Nvidia Concentration to PSI's Equal-Weight Approach

A rival semiconductor ETF outperformed the market’s most popular chip fund over the past year, according to the article. The reported performance gap is attributed primarily to a single portfolio holding, underscoring how fund composition can materially affect returns even among similar semiconductor ETFs. No specific ETFs, holding names, or return figures were provided in the article text.