Balance Labs

Dated answer · 2026-09-01

ARE or SMH: which is the higher-quality business?

Same dated snapshot (2026-09-01): ARE scores 100/100 vs SMH 100/100 on the rule-based Berkshire checklist (very high vs very high band). Quality grades the business only — the lower-quality name can still be the better deal at the right price.

Snapshot2026-09-01 · source: yahoo
ARE (Alexandria RE)SMH (Semiconductor ETF)
Market / sectorus · Real Estateus · ETF
Price$52.28$555.77
Quality score100/100100/100
Engine signalLONG · 4 bars · uPnL -2.3%LONG · 308 bars · uPnL +120.8%
Total return-20.6%+120.8%

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Balance Labs Research Desk (2026-09-01). "ARE or SMH: which is the higher-quality business?." balancelabs.app · https://balancelabs.app/stocks/compare/are-vs-smh/q/are-or-smh-higher-quality · CC BY 4.0

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← ARE vs SMH · snapshot 2026-09-01 · not investment advice