Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco PHLX Semiconductor ETF(SOXQ)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SOXQ
11/12/2026: SOXQ (5-star) is currently NOT-A-BUY. Pass it for now.
Invesco PHLX Semiconductor ETF (SOXQ) provides targeted exposure to the 30 largest US-listed companies in the semiconductor sector. It achieves this by tracking the PHLX Semiconductor Sector Index, standing out as a highly cost-efficient option for investors. Its primary strength lies in its low expense ratio, making it an attractive tool for long-term growth investors looking to capture the potential of the chip industry. However, investors should be aware of the high volatility and concentration risks inherent in this cyclical sector. It is most suitable for those who believe in the long-term thematic growth of AI and computing and are willing to weather the industry's characteristic market swings.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Semiconductor companies are central to technology innovation and provide significant long-term growth potential. |
| Momentum investor | Strong fit while signal remains positive | The sector often displays strong relative strength and momentum during bull market cycles for technology. |
| Value investor | Weak fit | Semiconductor stocks often carry high valuations, making them less suitable for traditional value-oriented strategies. |
| Dividend/Income investor | Mixed fit | While some semiconductor firms pay dividends, the sector is prioritized for capital appreciation rather than yield. |
| Low-risk investor | Weak fit | High sector concentration and inherent industry cyclicality lead to above-average volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor for SOXQ is a growth-oriented individual or institution seeking targeted exposure to the semiconductor industry with a long-term investment horizon.
Suitability
The fund is best suited for long-term investors looking to build a thematic position within a broader portfolio, rather than active traders or those seeking low-volatility income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The semiconductor industry is notoriously cyclical and sensitive to economic shifts, leading to significant price swings. |
| Market risk | Medium / high | As a sector-specific fund, it is fully exposed to systemic risks affecting the technology hardware industry. |
| Concentration | High | Heavy weighting toward a few major industry players can lead to significant impact if a single top holding underperforms. |
| Tracking/expense | Low | The low expense ratio and efficient replication process keep tracking error to a minimum. |
| Liquidity | Medium | While the ETF is liquid, specific market conditions can occasionally widen spreads on underlying securities. |
| Business/sector quality | Medium / high | The sector is subject to rapid technological obsolescence and intense global competition. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SOXQ exhibits high historical volatility, consistent with the cyclical nature of the semiconductor industry.
Market Risk
The fund carries significant market risk due to its concentrated exposure to the technology hardware sector and high sensitivity to capital expenditure trends.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | US Semiconductor Equities | 99.5 | Provides broad exposure to the 30 largest US companies involved in semiconductor production and technology. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small residual cash position held for operational liquidity and daily fund activities. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 42.78% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.