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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, earns a solid overall rating thanks to heavy exposure to leaders like Nvidia, TSMC, ASML, and Broadcom, all benefiting from strong financial performance and key roles in fast-growing AI and advanced chip technologies. Micron and Lam Research further support the fund’s quality with robust growth tied to AI and high‑bandwidth memory, though several holdings share risks around high valuations, trade restrictions, and China-related demand or regulatory challenges. The main risk factor is the ETF’s concentrated focus on the semiconductor sector, which can make it more sensitive to industry cycles, export controls, and geopolitical tensions.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in the semiconductor theme.
Leading Semiconductor Holdings
Top positions like Micron, AMD, Marvell, and major chip equipment makers have shown strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment gains can stay in investors’ pockets over time.
Negative Factors
High Concentration in Top Stocks
A small group of companies such as Nvidia, Broadcom, and Micron make up a large share of the portfolio, increasing the impact of any weakness in these names.
Short-Term Performance Volatility
The ETF has recently experienced a weak one-month return, highlighting that semiconductor stocks can move sharply in the short term.
Narrow Sector and Geographic Focus
With almost all assets in U.S. technology and semiconductor-related companies, the fund offers limited diversification across other sectors and regions.

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

SOXQ Summary

SOXQ is the Invesco PHLX Semiconductor ETF, a fund that follows the PHLX Semiconductor Sector Index. It invests in companies that design and make computer chips used in phones, data centers, cars, and many other devices. Well-known holdings include Nvidia and Broadcom, along with other major chip makers. Someone might invest in SOXQ to tap into the long-term growth of the semiconductor industry and to get instant diversification across many chip companies in one trade. A key risk is that it is heavily focused on semiconductor stocks, so 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 essentially a pure play on the chip world, with Nvidia and Broadcom steering the ship thanks to their rising momentum in AI-driven semiconductors. AMD and Micron add extra fuel, with Micron’s recent surge in memory and AI chips helping performance, even if its short-term moves have been choppy. On the flip side, equipment makers like Lam Research and Marvell have been more mixed lately, occasionally dragging on returns. The fund is heavily concentrated in U.S.-listed semiconductor names, with a global flavor through giants like ASML and TSMC.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia13.38%$312.20M$4.77T5.99%
76
Outperform
Broadcom10.27%$239.62M$1.81T22.37%
76
Outperform
Micron7.54%$176.03M$926.70B544.06%
79
Outperform
Applied Materials4.81%$112.14M$378.29B130.45%
77
Outperform
ASML Holding4.77%$111.29M$607.45B114.94%
81
Outperform
TSMC4.44%$103.55M$1.82T54.24%
81
Outperform
Texas Instruments4.40%$102.65M$253.03B43.15%
78
Outperform
KLA4.39%$102.41M$249.24B83.99%
77
Outperform
Analog Devices4.23%$98.74M$178.19B52.90%
78
Outperform
Advanced Micro Devices4.12%$96.25M$741.30B139.30%
73
Outperform

SOXQ Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
100.20
Negative
100DMA
86.26
Negative
200DMA
72.21
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SOXQ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 96.14, equal to the 50-day MA of 100.20, and equal to the 200-day MA of 72.21, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SOXQ.

SOXQ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.46B0.19%
75
Outperform
$5.39B0.40%
71
Outperform
$2.74B0.35%
63
Neutral
$2.18B0.56%
70
Outperform
$1.45B0.60%
74
Outperform
$1.00B1.03%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SOXQ
Invesco PHLX Semiconductor ETF
88.92
44.93
102.14%
RSPT
Invesco S&P 500 Equal Weight Technology ETF
XSD
SPDR S&P Semiconductor ETF
PSI
Invesco Dynamic Semiconductors ETF
FTXL
First Trust Nasdaq Semiconductor ETF
CHPY
YieldMax Semiconductor Portfolio Option Income 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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