The Roundhill Memory ETF (DRAM) has amassed $26 billion in net assets since launching in April and is up 69.4% year to date, even though it is 41.7% below its high. The iShares Semiconductor ETF (SOXX) and Vanguard Information Technology ETF (VGT) are up 45.7% and 33.9% year to date, respectively. As of Oct. 19, DRAM's largest holdings were Micron (28.4%), Samsung Electronics (25.7%) and SK Hynix (20.6%), with a 0.65% expense ratio. The author argues that VGT is the better long-term choice, citing its 43.6% semiconductor weighting, top holdings Nvidia, Apple, Microsoft and Micron, and 314 other holdings, while noting that it invests only in U.S. companies and can be paired with individual stocks.
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/22/2026 | 212.21 |
| Change that session | -4.40% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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