ARKK, ARKW or SMH?

Below are my opinon:

i will still choose SMH, if i can only choose 1.

because i believe every investment is the present value of future cashflow. Ark ETF too much hype stocks. I think Ark ETF fair value approx. $110

(Sorry for small image. Can only post 1 pic, thus must combine all😆)​​​

Well, that depends on what you're look for ain't it? It's like asking someone which is better: roasted chicken, steamed chicken or duck rice?

Yes, they're all rice, and yes, they do overlap sometimes but they're not gunning for the same flavour (or in this case, the same sector).

ARKK and ARKW do share a lot of similarities, namely in their top 10 holdings, TSLA, TDOC, ROKU, SHOP, SPOT and SQ are overlapping and in largely similar % in the ETFs. If you overlay their price movement on each other, you'll find that they largely move similarly anyways.

Now SMH is a completely different beast, probably more appropriate to compare to wanton mee vs chicken rice rather than using duck rice, since its holdings are vastly different. SMH is a semiconductor focused ETF, and holds companies like TSM, NVDA, AMD, INTC, QCOM, ASML etc. If that's what you're looking for then that should be the one to pick.

So at the end of the day, ask yourself, what are you actually looking for?