High-Conviction ETFs Outpacing S&P 500: Semiconductor and Gold Miners Lead 2026 Charge
VanEck Semiconductor ETF (SMH) has emerged as a dominant force, delivering 49.17% returns in 2025 by capitalizing on AI infrastructure demand. Its concentrated exposure to the global semiconductor supply chain proves strategic as chipmakers benefit from hyperscale computing and edge AI adoption.
Sprott Active Gold & Silver Miners ETF (GBUG) surged 143.6% last year, leveraging operational gearing during a gold bull market. The fund’s focus on high-beta precious metal miners amplifies returns during monetary policy loosening cycles.
T. Rowe Price’s Capital Appreciation Equity ETF (TCAF) demonstrates active management’s edge with 28.82% gains, blending GARP principles with fundamental research. Meanwhile, Capital Group Dividend Value ETF (CGDV) combines yield and growth, returning 25.53% through selective large-cap value positioning.
WisdomTree’s Quality Growth Fund (QGRW) screens for profitable growth companies, achieving 34.81% in 2024 and sustaining momentum. iShares’ Factor Rotation ETF (DYNF) employs dynamic style tilts, though full 2025 data remains pending.
