SOXX - ETF AI Analysis
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iShares Semiconductor ETF (SOXX)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, indicating solid momentum in the semiconductor sector.
Leading Semiconductor Holdings
Top positions like Micron, AMD, Intel, and Marvell have shown strong performance, helping drive the fund’s overall returns.
Large Asset Base
The fund manages a very large pool of assets, which suggests broad investor confidence and good liquidity for trading.
Negative Factors
Recent Short-Term Pullback
The ETF has experienced a weak one-month performance, showing that it can be sensitive to short-term market swings.
High Industry Concentration
With nearly all assets in semiconductor and technology-related companies, the fund is heavily exposed to downturns in a single industry.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection if the U.S. market or economy faces challenges.
SOXX vs. SPDR S&P 500 ETF (SPY)
AUM44.20B
RegionNorth America
Expense Ratio0.33%
Beta1.83
IssueriShares
Inception DateJul 10, 2001
Dividend Yield0.23%
Asset ClassEquity
Index TrackedNYSE Semiconductor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,621,274
30 Day Avg. Volume9,003,028
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
711.02Price 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 companies that design and make computer chips. These chips power smartphones, data centers, AI, 5G, and many other modern technologies. The fund holds big names like Nvidia and Intel, giving you a simple way to invest in the growth of the semiconductor industry without picking individual stocks. Investors might consider SOXX for long-term growth and diversification within technology. However, it is heavily concentrated in chip and tech companies, so its price can swing sharply with changes in the tech sector and overall market.
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.-listed chipmakers, with a heavy tilt toward the AI leaders. Nvidia and Micron are the main engines, with Nvidia still rising on AI enthusiasm and Micron powering ahead as memory demand heats up. Marvell has been a standout, adding extra spark with strong momentum tied to data center growth. On the flip side, Broadcom and AMD have been more mixed, losing some steam lately and acting as a mild drag. Overall, it’s a concentrated semiconductor bet, not a broad tech basket.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 9.30% | $3.93B | $5.15T | 24.46% | 76 Outperform | |
| Advanced Micro Devices | 9.11% | $3.85B | $836.64B | 245.17% | 73 Outperform | |
| Micron | 8.76% | $3.70B | $1.05T | 500.69% | 79 Outperform | |
| Broadcom | 6.97% | $2.95B | $1.62T | 0.56% | 76 Outperform | |
| Intel | 5.85% | $2.47B | $534.16B | 267.82% | 64 Neutral | |
| Marvell | 5.14% | $2.17B | $201.43B | 224.34% | 76 Outperform | |
| TSMC | 4.76% | $2.01B | $1.94T | 60.16% | 81 Outperform | |
| Applied Materials | 4.24% | $1.79B | $329.64B | 119.96% | 77 Outperform | |
| Analog Devices | 4.01% | $1.70B | $175.43B | 45.61% | 78 Outperform | |
| KLA | 4.00% | $1.69B | $218.66B | 61.44% | 77 Outperform |
SOXX Technical Analysis
Positive
―
Price Trends
525.35
Positive
540.10
Negative
441.57
Positive
Market Momentum
-3.33
Negative
54.78
Neutral
60.39
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 513.73, equal to the 50-day MA of 525.35, and equal to the 200-day MA of 441.57, indicating a bullish trend. The MACD of -3.33 indicates Negative momentum. The RSI at 54.78 is Neutral, neither overbought nor oversold. The STOCH value of 60.39 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
533.07
264.11
98.20%
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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