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SOXX - ETF AI Analysis
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iShares Semiconductor ETF (SOXX)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as AMD, Micron, and Lam Research, have delivered strong year-to-date performance, driving the ETF’s returns.
Focused Sector Exposure
The ETF’s concentration in the semiconductor industry allows investors to benefit from growth in a high-demand technology sector.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low, making it cost-effective compared to many specialized ETFs.
Negative Factors
Over-Concentration in Technology
With nearly all assets in the technology sector, the ETF is highly exposed to industry-specific risks.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets.
Underperforming Holding
Marvell has shown negative year-to-date performance, which may drag on the fund’s overall returns.
SOXX vs. SPDR S&P 500 ETF (SPY)
AUM17.53B
RegionNorth America
Expense Ratio0.34%
Beta1.97
IssueriShares
Inception DateJul 10, 2001
Dividend Yield0.53%
Asset ClassEquity
Index TrackedNYSE Semiconductor Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,028,465
30 Day Avg. Volume7,316,014
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
349.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SOXX Summary
The iShares Semiconductor ETF (SOXX) is an investment fund that focuses on companies in the semiconductor industry, which is a key part of the technology sector. It includes well-known companies like Nvidia and Intel, which are leaders in producing chips used in everything from smartphones to artificial intelligence. This ETF is a good option for investors who want to benefit from the growth of cutting-edge technologies like 5G and AI while spreading their risk across multiple companies. However, since it focuses heavily on technology, its value can go up and down with the tech market, making it sensitive to industry trends.
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
The SOXX ETF is laser-focused on the semiconductor sector, with heavyweights like Nvidia and AMD driving its performance thanks to their strategic bets on AI and data center growth. Micron has been a rising star recently, delivering strong gains, while Intel and Qualcomm are lagging behind, weighed down by valuation concerns and profitability challenges. Broadcom and Lam Research are steady contributors, though overvaluation clouds their outlook. With nearly all holdings based in the U.S., this fund is a concentrated play on cutting-edge tech innovation, but its reliance on a few big names makes it vulnerable to sector-wide shifts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 8.36% | $1.47B | $354.86B | 73.09% | 74 Outperform | |
| Broadcom | 8.30% | $1.46B | $1.84T | 133.46% | 76 Outperform | |
| Nvidia | 6.55% | $1.15B | $4.43T | 37.37% | 76 Outperform | |
| Micron | 6.38% | $1.12B | $266.96B | 140.15% | 77 Outperform | |
| Applied Materials | 5.13% | $903.87M | $213.50B | 59.46% | 77 Outperform | |
| Qualcomm | 5.01% | $882.71M | $187.22B | 12.05% | 80 Outperform | |
| Lam Research | 5.00% | $880.51M | $199.33B | 116.61% | 77 Outperform | |
| Intel | 4.89% | $860.76M | $197.53B | 99.90% | 64 Neutral | |
| Marvell | 4.50% | $792.99M | $83.89B | -13.76% | 76 Outperform | |
| ASML Holding | 4.40% | $775.92M | $423.38B | 58.76% | 81 Outperform |
SOXX Technical Analysis
Positive
―
Price Trends
292.18
Positive
271.09
Positive
238.25
Positive
Market Momentum
5.66
Negative
63.07
Neutral
93.78
Negative
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 292.90, equal to the 50-day MA of 292.18, and equal to the 200-day MA of 238.25, indicating a bullish trend. The MACD of 5.66 indicates Negative momentum. The RSI at 63.07 is Neutral, neither overbought nor oversold. The STOCH value of 93.78 is Negative, 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
312.18
100.13
47.22%
VGT
Vanguard Information Technology ETF
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―
―
XLK
Technology Select Sector SPDR Fund
―
―
―
XLF
Financial Select Sector SPDR Fund
―
―
―
IYW
iShares U.S. Technology ETF
―
―
―
FTEC
Fidelity MSCI Information Technology Index ETF
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―
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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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