Comparing SMH, SOXX, and SOXQ Semiconductor ETFs

Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed nearly $700 billion in 2026 capital expenditures, an 81% increase, mostly for semiconductor demand. SMH, SOXX, and SOXQ hold similar names but differ in cost and concentration. SMH is the most top-heavy and best-performing, with a 36% average annual return over five years.