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Even as the markets have rotated away from tech in 2026, the semiconductor sector is still providing leadership. There are four major semiconductor ETFs to choose from, but each builds its portfolio in a unique way.

SOXX charges a much higher expense ratio and is far more concentrated than VGT SOXX has dramatically outperformed VGT over the past year but with sharper drawdowns and higher volatility VGT offers broader tech exposure, while SOXX is focused exclusively on semiconductors

SOXX has delivered a much stronger one-year return than IYW, but it's also experienced a deeper recent drawdown. IYW holds over four times as many stocks as SOXX, offering broader tech exposure.

The iShares Semiconductor ETF comes with a higher expense ratio but delivered much stronger one-year returns than the State Street Technology Select Sector SPDR ETF. The iShares Semiconductor ETF portfolio is more concentrated and volatile, focusing exclusively on semiconductor stocks.

America's chip export rules could get tougher. That hit some big tech stocks today.