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SOXQ - ETF AI Analysis
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Invesco PHLX Semiconductor ETF (SOXQ)
Rating:74Outperform
Price Target:―
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)
AUM1.01B
RegionNorth America
Expense Ratio0.19%
Beta1.97
IssuerInvesco
Inception DateJun 11, 2021
Dividend Yield0.45%
Asset ClassEquity
Index TrackedPHLX / Semiconductor
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,363,862
30 Day Avg. Volume994,333
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
78.46Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 U.S.-listed chipmakers, and its story right now is all about AI-fueled momentum with a few bumps in the road. Nvidia is still a key engine for the fund, rising but showing hints of fatigue after a big run. Micron, Lam Research, and Applied Materials are powering ahead, riding strong demand for AI memory and chip equipment. On the flip side, AMD has been lagging, acting like a bit of sand in the ETF’s gears. Overall, this is a highly concentrated semiconductor bet, not a broad tech basket.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.19% | $113.16M | $4.42T | 57.61% | 76 Outperform | |
| Broadcom | 7.32% | $74.06M | $1.52T | 70.30% | 76 Outperform | |
| Micron | 6.60% | $66.72M | $519.64B | 353.88% | 79 Outperform | |
| Advanced Micro Devices | 6.51% | $65.85M | $320.07B | 89.65% | 73 Outperform | |
| Lam Research | 4.98% | $50.40M | $282.81B | 183.61% | 77 Outperform | |
| Applied Materials | 4.96% | $50.16M | $279.72B | 129.60% | 77 Outperform | |
| ASML Holding | 4.66% | $47.10M | $525.90B | 90.01% | 81 Outperform | |
| KLA | 4.43% | $44.80M | $194.17B | 102.57% | 77 Outperform | |
| TSMC | 4.25% | $42.98M | $1.52T | 93.05% | 81 Outperform | |
| Analog Devices | 4.22% | $42.72M | $153.13B | 49.96% | 78 Outperform |
SOXQ Technical Analysis
Neutral
―
Price Trends
62.45
Negative
58.85
Positive
52.20
Positive
Market Momentum
-0.53
Positive
47.01
Neutral
48.80
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SOXQ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 62.97, equal to the 50-day MA of 62.45, and equal to the 200-day MA of 52.20, indicating a neutral trend. The MACD of -0.53 indicates Positive momentum. The RSI at 47.01 is Neutral, neither overbought nor oversold. The STOCH value of 48.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SOXQ.
SOXQ Peer Comparison
Comparison Results
Performance Comparison
SOXQ
Invesco PHLX Semiconductor ETF
61.73
25.76
71.62%
RSPT
Invesco S&P 500 Equal Weight Technology ETF
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―
―
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
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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.
Disclaimer
This 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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