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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 past month, three months, and year to date, indicating solid recent momentum.
Leading Semiconductor Holdings
Many of the largest positions, such as Micron, Applied Materials, Lam Research, Intel, KLA, ASML, and others, have delivered strong year-to-date results, helping drive the fund’s returns.
Large Asset Base
The fund manages a very large pool of assets, which can support liquidity and trading efficiency for investors.
Negative Factors
High Industry Concentration
Almost all of the ETF’s exposure is in the technology sector, specifically semiconductors, which increases sensitivity to downturns in this single industry.
Heavy U.S. Focus
The portfolio is almost entirely invested in U.S.-listed companies, offering very limited geographic diversification.
Mixed Top-Holding Performance
Some major positions like Nvidia and Broadcom have shown weak year-to-date performance, which can weigh on the fund if this continues.
SOXX vs. SPDR S&P 500 ETF (SPY)
AUM22.36B
RegionNorth America
Expense Ratio0.34%
Beta1.90
IssueriShares
Inception DateJul 10, 2001
Dividend Yield0.48%
Asset ClassEquity
Index TrackedNYSE Semiconductor Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,763,200
30 Day Avg. Volume6,130,131
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
411.22Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SOXX Summary
SOXX is the iShares Semiconductor ETF, which follows the NYSE Semiconductor Index and focuses on U.S. technology companies that design and make computer chips. It holds many well-known names such as Nvidia and Intel, giving you a simple way to invest in the chip industry that powers AI, 5G, smartphones, and more. Investors might consider SOXX for potential long-term growth and to get diversified exposure across many semiconductor companies instead of picking single stocks. However, it is heavily concentrated in the tech and semiconductor sector, so its price can be very volatile and can rise or fall sharply with chip industry cycles.
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 a pure play on the chip world, with all its eggs firmly in the semiconductor basket and almost entirely tied to U.S. names. Micron, Applied Materials, Lam Research, and Teradyne are doing the heavy lifting lately, with rising share prices powered by AI and chip-equipment demand. Nvidia is still a star, but its momentum looks more cautious, while AMD and Broadcom are more mixed and occasionally drag on the fund. Overall, this is a high-conviction bet on the semiconductor cycle rather than a broad tech sampler.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Micron | 8.76% | $1.98B | $473.78B | 333.20% | 79 Outperform | |
| Applied Materials | 7.20% | $1.63B | $293.12B | 118.27% | 77 Outperform | |
| Nvidia | 7.04% | $1.59B | $4.57T | 41.20% | 76 Outperform | |
| Advanced Micro Devices | 6.04% | $1.37B | $326.28B | 80.58% | 73 Outperform | |
| Broadcom | 5.42% | $1.23B | $1.58T | 52.13% | 76 Outperform | |
| Lam Research | 5.16% | $1.16B | $299.82B | 184.72% | 77 Outperform | |
| Analog Devices | 4.39% | $992.86M | $169.25B | 48.60% | 78 Outperform | |
| Texas Instruments | 4.29% | $968.95M | $202.67B | 8.78% | 78 Outperform | |
| ASML Holding | 4.28% | $967.55M | $559.08B | 99.34% | 81 Outperform | |
| Teradyne | 4.27% | $964.77M | $49.30B | 180.26% | 71 Outperform |
SOXX Technical Analysis
Positive
―
Price Trends
329.99
Positive
310.44
Positive
272.93
Positive
Market Momentum
7.32
Positive
60.18
Neutral
73.98
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 350.63, equal to the 50-day MA of 329.99, and equal to the 200-day MA of 272.93, indicating a bullish trend. The MACD of 7.32 indicates Positive momentum. The RSI at 60.18 is Neutral, neither overbought nor oversold. The STOCH value of 73.98 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
359.43
142.24
65.49%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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―
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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.
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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