SMH vs ARKK

    Market data as of 2026-10-27

    The short answer

    Autonium's holdings-level read currently rates SMH and ARKK the same, with market data as of 2026-10-27.

    SMH

    VanEck Semiconductor ETF

    Pure-play semiconductor exposure, heavily concentrated at the top.

    Average holding score
    —/100
    Read
    —
    Bullish / neutral / bearish
    0 / 0 / 0
    Holdings measured
    0 of 11
    Full SMH breakdown

    ARKK

    ARK Innovation ETF

    High-beta disruptive growth — the sharpest sentiment read on the board.

    Average holding score
    42/100
    Read
    Neutral
    Bullish / neutral / bearish
    2 / 0 / 2
    Holdings measured
    4 of 10
    Full ARKK breakdown

    Where they overlap

    Autonium's covered holdings for these two funds do not overlap.

    Strongest holdings on each side

    SMH

    ARKK

    See what is driving each holding

    Autonium scores every name inside these funds and tells you when the read turns.

    Type a ticker

    Autonium publishes research, not recommendations. Scores, factors and written reads describe historical and current data and are not buy or sell advice. Not financial advice. Market data is refreshed on a schedule and may lag. See our methodology and disclosures.