Semiconductor ETFs Surge in 2026 with 10 Up Over 50% Year-to-Date

In 2026, semiconductor ETFs are showing strong performance, with 120 out of over 5,200 exchange-traded products rising at least 50% year-to-date. Notably, the State Street SPDR S&P Semiconductor ETF (XSD) is managing a 2% weight in Nvidia (NVDA), while outperforming larger competitors. This $3 billion ETF, which turned 20 in January, has a weighted average market cap of its holdings at $270.7 billion, well below the $1.4 trillion of the largest chip ETF. Its unique equal-weighted strategy could explain this outperformance among chip stocks.