SOXQ - ETF AI Analysis
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Invesco PHLX Semiconductor ETF (SOXQ)
SOXQ, the Invesco PHLX Semiconductor ETF, earns a solid overall rating thanks to its heavy exposure to industry leaders like Nvidia, Broadcom, and TSMC, which are all benefiting from strong financial performance and major growth opportunities in AI and advanced chip technologies. Additional strength comes from holdings such as Micron, Qualcomm, and Texas Instruments, which show robust revenue growth and positive outlooks, while weaker names like Intel and several high-valuation holdings slightly temper the fund’s appeal. The main risk is the ETF’s concentrated focus on semiconductors and AI-related chips, where premium valuations and sector-specific challenges could increase volatility.
SOXQ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.72B
- Region
- North America
- Expense Ratio
- 0.19%
- Beta
- 1.93
- Issuer
- Invesco
- Inception Date
- Jun 11, 2021
- Dividend Yield
- 0.35%
- Asset Class
- Equity
- Index Tracked
- PHLX / Semiconductor
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 used in phones, data centers, cars, and many other devices. Its holdings include well-known names like Nvidia and Broadcom, along with other major chip makers. Someone might invest in SOXQ to tap into the long-term growth of technology and to get broad exposure to the semiconductor industry in a single investment. A key risk is that it is heavily concentrated in chip and tech stocks, so its price can rise and fall sharply with that sector.
How much will it cost me?
SOXQ has an expense ratio of 0.19%, which means you’ll pay about $1.90 per year for every $1,000 invested. This cost is slightly higher than the cheapest broad-market index ETFs, but still reasonable for a sector-focused, passively managed fund that targets the specialized semiconductor industry.
What would affect this ETF?
SOXQ could benefit if demand for chips used in artificial intelligence, cloud computing, 5G, and consumer electronics keeps growing, especially since it is heavily invested in major U.S. semiconductor leaders like Nvidia, Broadcom, and AMD. On the downside, the ETF is very concentrated in one technology niche, so it may be hurt by slower economic growth, rising interest rates that pressure high-growth stocks, or new regulations and trade tensions affecting the global chip supply chain.
SOXQ Top 10 Holdings
SOXQ is essentially a pure play on semiconductors, with U.S.-listed chip giants doing most of the heavy lifting. Nvidia and Broadcom sit at the top, but their recent trading has been choppy, so they’re no longer the only engines of growth. Micron, AMD, and Marvell have been rising over the year, helping power the fund despite some short-term bumps, while Intel has been more of a drag lately. With almost all exposure tied to North American chipmakers, this ETF is a focused bet on the global AI and electronics boom.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 12.28% | $328.52M | $4.87T | -0.09% | 76Outperform |
 AVGO | Broadcom | 9.73% | $260.27M | $1.54T | -8.39% | 76Outperform |
 MU | Micron | 7.78% | $208.06M | $943.14B | 264.34% | 79Outperform |
 TXN | Texas Instruments | 5.18% | $138.50M | $275.98B | 93.54% | 78Outperform |
 ADI | Analog Devices | 5.10% | $136.41M | $200.05B | 79.70% | 78Outperform |
 AMD | Advanced Micro Devices | 4.43% | $118.67M | $762.10B | 86.37% | 73Outperform |
 TSM | TSMC | 4.29% | $114.84M | $1.84T | 32.78% | 81Outperform |
 QCOM | Qualcomm | 4.25% | $113.76M | $173.08B | -9.01% | 80Outperform |
 ASML | ASML Holding | 4.02% | $107.67M | $604.57B | 45.49% | 81Outperform |
 KLAC | KLA | 3.90% | $104.42M | $199.50B | 28.12% | 77Outperform |
SOXQ Technical Analysis
Price Trends
Market Momentum
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 83.45 is below the 20-day moving average (MA) of 90.55, below the 50-day MA of 93.03, and below the 200-day MA of 84.96, indicating a bearish trend. The MACD of -2.98 indicates Positive momentum. The RSI at 37.86 is Neutral, neither overbought nor oversold. The STOCH value of 14.36 is Positive, 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 |
|---|---|---|---|---|---|
| SOXQ | $83.45 | $102.00(22.23% Upside) | $2.72B | 0.19% | 74Outperform |
 RSPT | $61.99 | $81.16(30.93% Upside) | $5.79B | 0.40% | 71Outperform |
 XSD | $455.24 | $697.99(53.32% Upside) | $2.44B | 0.35% | 64Neutral |
 PSI | $117.88 | $197.48(67.52% Upside) | $2.17B | 0.55% | 69Neutral |
 CHPY | $55.90 | $84.31(50.82% Upside) | $1.22B | 1.03% | 70Outperform |
 FTXL | $209.03 | $321.80(53.95% Upside) | $1.03B | 0.60% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SOXQ | Invesco PHLX Semiconductor ETF | 83.45 | 27.07 | 48.01% | |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | 61.99 | 16.14 | 35.21% | |
| XSD | SPDR S&P Semiconductor ETF | 455.24 | 116.89 | 34.55% | |
| PSI | Invesco Dynamic Semiconductors ETF | 117.88 | 39.99 | 51.35% | |
| CHPY | YieldMax Semiconductor Portfolio Option Income ETF | 55.90 | 17.62 | 46.03% | |
| FTXL | First Trust Nasdaq Semiconductor ETF | 209.03 | 82.41 | 65.09% |
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.