DRAM vs SMH

Roundhill Memory ETF · VanEck Semiconductor ETF

How much do they overlap?

3%

DRAM and SMH hold 1 of the same positions, making up this share of each fund by weight.

Measured across the 15 positions published for DRAM and the 25 for SMH. Where a provider caps that list, the real overlap can be higher.

Largest shared positions

Holding DRAM SMH
MU 2,63% 4,87%

What they cost

At least one of these funds does not disclose an expense ratio in our data, so we cannot state the difference.

Side by side

DRAM SMH
Issuer Roundhill Investments VanEck
Launched 2026-04-01 2011-12-20
Holdings 15 25
Fund size 26.6bn 71.5bn
Domicile United States

How they have tracked each other

Measured over the period both funds have existed: 02 Aprile 2026 to 14 Agosto 2026 (93 trading days).

DRAM 106,5%
SMH 49,8%

Their daily moves correlate at 0,87.