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SOXQ - ETF AI Analysis

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SOXQ

Invesco PHLX Semiconductor ETF (SOXQ)

Rating:75Outperform
Price Target:
SOXQ, the Invesco PHLX Semiconductor ETF, has a solid overall rating that reflects its strong exposure to leading semiconductor names benefiting from long-term AI and data center growth. Top holdings like Nvidia, Broadcom, Micron, and ASML support the fund’s quality through robust financial performance, positive earnings sentiment, and strategic positioning in high-demand chip and equipment markets. The main risk is the fund’s concentration in the semiconductor sector, where high valuations and regulatory or trade-related challenges—especially involving China—could increase volatility and limit upside at times.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month and quarter, indicating solid recent momentum.
Leading Semiconductor Holdings
Many of the top holdings are major chip companies with strong year-to-date performance, which has supported the fund’s overall returns.
Low Expense Ratio
The fund charges a relatively low fee, so less of your return is lost to costs each year.
Negative Factors
Highly Concentrated in Technology
Almost all of the ETF’s assets are in the technology sector, so it is very sensitive to swings in that industry.
Single-Country Exposure
The fund is almost entirely invested in U.S. companies, offering little geographic diversification.
Dependence on a Few Large Positions
A small number of big semiconductor stocks make up a large share of the portfolio, increasing the impact if any of them perform poorly.

SOXQ vs. SPDR S&P 500 ETF (SPY)

SOXQ Summary

The Invesco PHLX Semiconductor ETF (SOXQ) is a fund that follows the PHLX Semiconductor Sector Index, focusing on companies that design and make computer chips. These chips power phones, laptops, data centers, cars, and many other devices. The ETF holds major names like Nvidia and Intel, giving you a simple way to invest in the growth of technologies such as artificial intelligence, cloud computing, and 5G through one investment. However, because it is heavily focused on semiconductor and tech stocks, its price can rise and fall sharply with changes in the tech sector.
How much will it cost me?The Invesco PHLX Semiconductor ETF (SOXQ) has an expense ratio of 0.19%, meaning you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking the PHLX Semiconductor Sector Index rather than relying on active stock picking.
What would affect this ETF?The Invesco PHLX Semiconductor ETF (SOXQ) could benefit from growing demand for semiconductors driven by advancements in AI, cloud computing, 5G, and IoT technologies, as well as strong performance from top holdings like Nvidia and AMD. However, the ETF may face challenges from potential supply chain disruptions, regulatory changes, or economic slowdowns that impact technology spending. Additionally, rising interest rates could negatively affect growth-focused sectors like semiconductors.

SOXQ Top 10 Holdings

SOXQ is a pure play on the chip world, and its story right now is all about a tug-of-war inside semiconductors. Nvidia and Broadcom, two heavyweight AI chip leaders, have been losing a bit of steam lately, acting as mild brakes on the fund. In contrast, Micron, Lam Research, and Applied Materials have been rising, with memory and chip equipment names quietly doing the heavy lifting. With nearly all exposure in U.S.-listed tech and a tight cluster of big semiconductor names, this ETF lives and dies by the chip cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia12.28%$118.43M$4.32T81.93%
76
Outperform
Broadcom10.18%$98.22M$1.49T101.52%
76
Outperform
Micron7.50%$72.34M$426.01B476.38%
79
Outperform
Marvell5.03%$48.50M$95.76B114.72%
76
Outperform
Advanced Micro Devices4.37%$42.12M$358.98B181.52%
73
Outperform
KLA4.10%$39.53M$201.87B154.72%
77
Outperform
Intel4.09%$39.48M$253.65B180.09%
64
Neutral
Applied Materials3.92%$37.82M$279.84B173.43%
77
Outperform
Lam Research3.91%$37.74M$275.54B254.74%
77
Outperform
ASML Holding3.89%$37.49M$511.30B119.02%
81
Outperform

SOXQ Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
62.43
Negative
100DMA
59.52
Positive
200DMA
53.61
Positive
Market Momentum
MACD
-0.40
Negative
RSI
53.25
Neutral
STOCH
81.22
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SOXQ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.90, equal to the 50-day MA of 62.43, and equal to the 200-day MA of 53.61, indicating a neutral trend. The MACD of -0.40 indicates Negative momentum. The RSI at 53.25 is Neutral, neither overbought nor oversold. The STOCH value of 81.22 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SOXQ.

SOXQ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.07B0.19%
75
Outperform
$3.98B0.40%
71
Outperform
$2.64B0.55%
73
Outperform
$1.64B0.35%
66
Neutral
$1.51B0.60%
74
Outperform
$1.31B0.56%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SOXQ
Invesco PHLX Semiconductor ETF
62.30
29.18
88.10%
RSPT
Invesco S&P 500 Equal Weight Technology ETF
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
XSD
SPDR S&P Semiconductor ETF
FTXL
First Trust Nasdaq Semiconductor ETF
PSI
Invesco Dynamic Semiconductors ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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