Two funds head-to-head: live engine reads, trailing performance, and holdings overlap from SEC filings. An engine-read comparison — not a recommendation.
From each fund's SEC N-PORT filing (2026-08-26 / 2026-08-25), computed on the 17 of 25 and 19 of 30 equity positions matched to the QuantLogix stock universe — a lower bound, never an estimate.
QuantLogix's 5-factor engine currently reads VanEck Semiconductor ETF (SMH) at 52/100 (buy) and iShares Semiconductor ETF (SOXX) at 62/100 (buy). SOXX carries the stronger composite read by 10 points, led by technical at 62/100. SMH's strongest leg is technical at 63/100. On trailing price performance, SOXX leads over the last year (+109.1% vs +86.4% for SMH). By filed portfolio weights, at least 52.9% of the two funds overlaps across 15 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.
🤖 Want the deeper take? Pro runs a 10-agent AI debate on either name — 5 analysts, bull vs bear, a risk read, and a trader's verdict. See Pro →Educational market analysis, not investment advice. QuantLogix does not provide personalized recommendations. SMH ETF page · SOXX ETF page · ETF rankings · Equities Network · Verified track record