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Upturn AI SWOT - About
Invesco PHLX Semiconductor ETF (SOXQ)
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Upturn Advisory Summary
10/10/2025: SOXQ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 38.54% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.73 | 52 Weeks Range 26.66 - 46.48 | Updated Date 06/29/2025 |
52 Weeks Range 26.66 - 46.48 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco PHLX Semiconductor ETF
ETF Overview
Overview
The Invesco PHLX Semiconductor ETF (SOXQ) seeks to track the investment results of the PHLX Semiconductor Sector Index, which measures the performance of the 30 largest U.S. listed securities of companies engaged in the semiconductor business. It provides exposure to companies that design, distribute, manufacture, and sell semiconductors.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of providing various investment products, including ETFs.
Management Expertise
Invesco has a dedicated team of experienced professionals managing their ETFs, including portfolio managers, analysts, and traders.
Investment Objective
Goal
To track the investment results of the PHLX Semiconductor Sector Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the PHLX Semiconductor Sector Index by investing in the component securities of the index in approximately the same proportions.
Composition The ETF holds a portfolio of common stocks of companies engaged in the semiconductor industry.
Market Position
Market Share: SOXQ holds a moderate market share within the semiconductor ETF segment.
Total Net Assets (AUM): 737250000
Competitors
Key Competitors
- VanEck Semiconductor ETF (SMH)
- iShares Semiconductor ETF (SOXX)
- Direxion Daily Semiconductor Bull 3x Shares (SOXL)
Competitive Landscape
The semiconductor ETF industry is dominated by a few major players. SOXQ is smaller than SMH and SOXX but offers a more concentrated portfolio of large semiconductor companies. SMH tracks a broader index, while SOXX offers a more diversified exposure.
Financial Performance
Historical Performance: Historical performance varies depending on the specific time period. Recent performance has been strong due to the growth in the semiconductor sector, but past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance closely tracks the PHLX Semiconductor Sector Index. Any difference is due to expense ratio and tracking error.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The average daily trading volume for SOXQ is moderate, offering adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for SOXQ is typically tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
The performance of SOXQ is heavily influenced by factors such as global economic growth, technological innovation, and demand for electronic devices. Trade policies and geopolitical events can also affect the semiconductor industry.
Growth Trajectory
The semiconductor industry is expected to continue to grow, driven by demand for AI, 5G, cloud computing, and electric vehicles. SOXQ's holdings and strategy have remained consistent with this growth.
Moat and Competitive Advantages
Competitive Edge
SOXQ offers a concentrated exposure to the largest U.S.-listed semiconductor companies, potentially capturing more of the upside in this sector compared to more diversified ETFs. Its low expense ratio enhances its appeal. Its passive management strategy, tracking the PHLX Semiconductor Sector Index, provides transparent and predictable performance. SOXQ focuses on the top 30 companies, offering a curated and potentially more responsive portfolio to major industry shifts. This concentrated approach can lead to higher returns when those leading companies perform well.
Risk Analysis
Volatility
The ETF's volatility is generally high, reflecting the volatility of the semiconductor sector.
Market Risk
The ETF is exposed to market risk, specifically the risk of declines in the semiconductor sector due to economic downturns, technological obsolescence, or regulatory changes.
Investor Profile
Ideal Investor Profile
SOXQ is suitable for investors seeking targeted exposure to the semiconductor industry and who are comfortable with higher volatility. Investors with a bullish outlook on the semiconductor sector may find this ETF attractive.
Market Risk
SOXQ is suitable for both long-term investors seeking growth and active traders looking to capitalize on short-term movements in the semiconductor sector. However, its volatility makes it less suitable for risk-averse investors.
Summary
The Invesco PHLX Semiconductor ETF (SOXQ) provides focused exposure to the largest U.S.-listed semiconductor companies, aiming to track the PHLX Semiconductor Sector Index. It offers a concentrated portfolio, which can potentially lead to higher returns but also higher volatility. The ETF's expense ratio is reasonable, making it a cost-effective option for investors bullish on the semiconductor sector. SOXQ is suitable for investors seeking growth and comfortable with the inherent risks of the technology sector, specifically semiconductors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results. Market share data is based on the latest available information and may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco PHLX Semiconductor ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Nasdaq compiles the underlying index, which is a modified market-capitalization weighted index designed to measure the performance of the 30 largest companies listed in the United States that are engaged in the semiconductor business, as determined by the index Provider. The fund is non-diversified.
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