ETF Evaluator:
Columbia Select Technology ETF (SEMI)
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(as of Jul 31)
Best Performing in Technology Over the Last Year
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ETF Details
Columbia Select Technology ETF Overview
Columbia Select Technology ETF (SEMI) is an actively managed Sector Equity Technology exchange-traded fund (ETF). Columbia Threadneedle launched the ETF in 2022.
The investment seeks capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets in securities of semiconductor, semiconductor equipment and related technology companies (Semiconductor and Tech Companies). The fund may invest in securities of companies of any size, including small- and mid-capitalization companies. The fund is non-diversified.
About Columbia Select Technology ETF (SEMI)
There are 1 members of the management team with an average tenure of 1.91 years: Rahul Narang (2024). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 2 primary benchmarks: MSCI ACWI NR USD index with a weighting of 100% and S&P Global 1200 Information Tech NR USD index with a weighting of 100%. Columbia Select Technology ETF has 36 securities in its portfolio. The top 10 holdings constitute 66.6% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
Columbia Select Technology ETF is part of the Equity global asset class and is within the Sector Equity ETF group. Columbia Select Technology ETF has 9.2% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 89.1% There is 9.2% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Columbia Select Technology ETF has 1.7% of the portfolio in cash.
Assets Under Management
The fund has $40 million in total assets, which is below the $3 billion average for the Technology category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
SEMI Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Columbia Select Technology ETF expense ratio is above average compared to funds in the Technology category. Columbia Select Technology ETF has an expense ratio of 0.75%, which is 41% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Columbia Select Technology ETF has a portfolio turnover rate of 65%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 36% for the Technology category.
Recently, in the month of June 2026, Columbia Select Technology ETF returned 3.8%, which earned it a grade of B, as the Technology category had an average return of 0.0%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
Columbia Select Technology ETF has a trailing yield of 3.39%, which is above the 0.49% category average.
The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Columbia Select Technology ETF Grades
Year to date, the ETF has returned 32.4%, 2.7 percentage points worse than the category, which translates into a grade of C. The fund has returned 52.6% over the past year (grade of B) and 28.1% over the past three years (grade of C).
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SEMI Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| SEMI Return (NAV) | 3.8% | 40.2% | 52.6% | 28.1% | na | na |
| SEMI Return (Price) | 3.7% | 40.5% | 52.9% | 28.1% | na | na |
| NAV +/- Price Return | 0.032% | -0.322% | -0.264% | 0.012% | na | na |
| Technology Avg | 0.0% | 40.3% | 52.2% | 27.7% | 12.4% | 21.0% |
| SEMI Grade (NAV) | B | C | B | C | na | na |
| +/- Category (NAV) | 3.7% | -0.1% | 0.5% | 0.4% | na | na |
| SEMI Tax-Cost Ratio | na | na | 1.8% | 0.7% | na | na |
SEMI Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| SEMI Return (NAV) | 32.4% | 24.6% | 16.1% | 45.3% | na | na | na | na | na | na | na |
| SEMI Return (Price) | 32.5% | 24.8% | 15.9% | 45.4% | na | na | na | na | na | na | na |
| NAV +/- Price Ret | 0.001% | 0.008% | -0.010% | 0.001% | na | na | na | na | na | na | na |
| Technology Avg | 35.2% | 23.2% | 19.9% | 43.8% | -35.8% | 16.7% | 53.3% | 37.8% | -3.2% | 33.7% | 15.0% |
| SEMI Grade (NAV) | C | C | D | C | na | na | na | na | na | na | na |
| +/- Category | -2.7% | 1.4% | -3.9% | 1.6% | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | 1.60 |
| R-Squared: | 71% |
| Standard Deviation: | 24.1% |
| Category Risk Index: | 0.94 |
| Category Risk Rating: | Average |
| Total Risk Index: | 1.98 |
| Total Risk Rating: | High |
| Portfolio Characteristics | |
| Yield: | 3.4% |
| Total Assets: | $ 41 Mil |
| Share Class Assets: | $ 41 Mil |
| Turnover: | 65.0% |
| Expense Ratio: | 0.75% |
| Index Fund: | No |
| Index Tracked: | MSCI ACWI NR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 1 | |||
| Longest Tenure: 1.9 years | |||
| Average Tenure: 1.9 years | |||
| Managers (Year): Narang Rahul (2024) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 36 |
| % in Top 10 Holdings: | 66.6% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 9.2% |
Portfolio Allocation |
|
| Domestic Stock: | 89.1% |
| Foreign Stock: | 9.2% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.7% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Columbia Threadneedle |
| Phone Number: | 800-426-3750 |
| Website: | |
| Inception Date: | March 29, 2022 |
Expenses and Fees
| Expense Ratio (%): | 0.75% (Rating: Above Avg) |
| Category Average Expense Ratio (%): | 0.53% |
