Nvidia shares rose as the chipmaker blew past Wall Street’s expectations with a 73% revenue surge to $68.1B, powered by a massive $62.1B from its data center business and booming AI demand.
CEO Jensen Huang declared that “the agentic AI inflection point has arrived,” as the company guided far above consensus with a $78B revenue outlook for next quarter, igniting a broader rally across semiconductor names from AMD (AMD) and ARM (ARM) to TSMC and Super Micro Computer (SMCI).
Given the company’s dominant position in global equity markets, the report has a significant influence on fund performance across a broad swath of the ETF universe.Below is a list of the top 10 ETFs with exposure to Nvidia (NVDA), arranged by their YTD performance. These funds primarily focus on the semiconductor and technology sectors, offering investors various ways to gain exposure to Nvidia following the company’s strong fiscal fourth-quarter results.
The list is led by the VanEck Semiconductor ETF (SMH) and the Strive US Semiconductor ETF (SHOC), both of which have benefited from strong semiconductor sector performance. Several top funds on the list, including the ProShares Ultra Semiconductors ETF (USD) with a “Strong Buy” quant rating and the GraniteShares 2x Long NVDA Daily ETF (NVDL) with a “Buy” rating, offer leveraged exposure to the sector.
Other notable performers include the VanEck Fabless Semiconductor ETF (SMHX) and the iShares Global Tech ETF (IXN), both of which carry “Buy” quant ratings.
Here is the list:
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VanEck Semiconductor ETF (SMH), YTD perf: 18.34%
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Strive US Semiconductor ETF (SHOC), YTD perf: 16.50%
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ProShares Ultra Semiconductors ETF (USD), YTD perf: 15.83%
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GraniteShares 2x Long NVDA Daily ETF (NVDL), YTD perf: 6.87%
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VanEck Fabless Semiconductor ETF (SMHX), YTD perf: 6.49%
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iShares Global Tech ETF (IXN), YTD perf: 5.05%
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iShares ESG Advanced MSCI USA ETF (USXF), YTD perf: 3.20%
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AXS Esoterica NextG Economy ETF (WUGI), YTD perf: -0.13%
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Fidelity MSCI Information Technology Index ETF (FTEC), YTD perf: -0.25%
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Global X PureCap MSCI Information Technology ETF (GXPT), YTD perf: -2.07%