SOXX - ETF AI Analysis
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iShares Semiconductor ETF (SOXX)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year and in recent months, indicating solid momentum in the semiconductor sector.
Leading Semiconductor Holdings
Many of the top holdings, including major chip designers and equipment makers, have delivered strong year-to-date performance, helping drive the fund’s returns.
Large Asset Base
The fund manages a very large pool of assets, which can support better liquidity and tighter trading spreads for investors.
Negative Factors
High Sector Concentration
Almost all of the ETF’s exposure is in the technology sector, so it is heavily tied to the ups and downs of semiconductor stocks.
Limited Geographic Diversification
With nearly all holdings based in the U.S., the fund offers little geographic diversification and is closely linked to the U.S. market.
Meaningful Expense Ratio
The fund’s expense ratio is not among the lowest for ETFs, which slightly reduces the net return investors keep over time.
SOXX vs. SPDR S&P 500 ETF (SPY)
AUM42.26B
RegionNorth America
Expense Ratio0.34%
Beta1.92
IssueriShares
Inception DateJul 10, 2001
Dividend Yield0.25%
Asset ClassEquity
Index TrackedNYSE Semiconductor Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,274,682
30 Day Avg. Volume8,500,168
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
568.02Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SOXX Summary
The iShares Semiconductor ETF (SOXX) is a fund that follows the NYSE Semiconductor Index, focusing on U.S. chip and semiconductor companies that power things like AI, 5G, and everyday electronics. It holds big names such as Nvidia and Intel, giving you a simple way to invest in many leading chip makers at once instead of picking individual stocks. Someone might invest in SOXX for growth potential as demand for chips rises across the global economy. However, it is heavily dependent on the semiconductor and tech sector, so its price can swing up and down a lot.
How much will it cost me?The iShares Semiconductor ETF (SOXX) has an expense ratio of 0.34%, meaning you’ll pay $3.40 per year for every $1,000 invested. This cost is slightly higher than average because it is a specialized ETF focused on the semiconductor industry, which requires more active management compared to broad market index funds.
What would affect this ETF?The iShares Semiconductor ETF (SOXX) could benefit from growing demand for semiconductors driven by trends like artificial intelligence, 5G, and the Internet of Things, which are fueling innovation in its top holdings like Nvidia and AMD. However, it may face challenges from potential regulatory changes, geopolitical tensions affecting supply chains, or economic slowdowns that could reduce technology spending. Its heavy focus on U.S.-based companies and the technology sector makes it sensitive to these factors.
SOXX Top 10 Holdings
SOXX is essentially a pure play on U.S. chipmakers, with performance heavily steered by a handful of AI-focused names. Micron and AMD are doing the heavy lifting, rising on optimism around memory and data center demand, while Intel and Marvell are also climbing and adding fuel to the rally. Nvidia and Broadcom, once the clear pace-setters, look steadier now, no longer sprinting but still pulling their weight. With nearly all its chips on the semiconductor table and little geographic diversification beyond the U.S., this fund lives and dies by the tech cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Micron | 11.21% | $4.81B | $1.12T | 749.14% | 79 Outperform | |
| Advanced Micro Devices | 8.98% | $3.85B | $796.47B | 340.40% | 73 Outperform | |
| Marvell | 8.06% | $3.46B | $245.57B | 316.28% | 76 Outperform | |
| Intel | 6.43% | $2.76B | $587.84B | 518.52% | 64 Neutral | |
| Broadcom | 5.63% | $2.42B | $1.83T | 53.63% | 76 Outperform | |
| Nvidia | 5.46% | $2.34B | $4.96T | 44.53% | 76 Outperform | |
| Applied Materials | 5.35% | $2.30B | $438.77B | 232.52% | 77 Outperform | |
| KLA | 3.93% | $1.69B | $31.50B | 193.36% | 77 Outperform | |
| Lam Research | 3.69% | $1.58B | $453.36B | 309.75% | 77 Outperform | |
| Qualcomm | 3.50% | $1.50B | $213.92B | 36.84% | 80 Outperform |
SOXX Technical Analysis
Positive
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Price Trends
487.00
Positive
415.57
Positive
352.50
Positive
Market Momentum
26.30
Positive
61.55
Neutral
54.51
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SOXX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 557.48, equal to the 50-day MA of 487.00, and equal to the 200-day MA of 352.50, indicating a bullish trend. The MACD of 26.30 indicates Positive momentum. The RSI at 61.55 is Neutral, neither overbought nor oversold. The STOCH value of 54.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SOXX.
SOXX Peer Comparison
Comparison Results
Performance Comparison
SOXX
iShares Semiconductor ETF
628.45
402.07
177.61%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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XLF
Financial Select Sector SPDR Fund
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IYW
iShares U.S. Technology ETF
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FTEC
Fidelity MSCI Information Technology Index 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.
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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