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Upturn AI SWOT - About
Invesco PHLX Semiconductor ETF (SOXQ)
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Upturn Advisory Summary
08/14/2025: SOXQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 27.03% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 performance of the PHLX Semiconductor Sector Index. It offers exposure to U.S.-listed companies that are primarily engaged in the design, distribution, manufacture, and sale of semiconductors. It uses a passive management investment approach.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing diverse investment solutions, including a wide range of ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and investment professionals who oversee their ETF offerings.
Investment Objective
Goal
The fund seeks to track the investment results of the PHLX Semiconductor Sector Index.
Investment Approach and Strategy
Strategy: Tracks the PHLX Semiconductor Sector Index, a modified market capitalization-weighted index composed of companies primarily engaged in the design, distribution, manufacture, and sale of semiconductors.
Composition The ETF primarily holds stocks of companies in the semiconductor industry.
Market Position
Market Share: SOXQ's market share is smaller compared to its main competitors in the semiconductor ETF space.
Total Net Assets (AUM): 626100000
Competitors
Key Competitors
- VanEck Semiconductor ETF (SMH)
- iShares Semiconductor ETF (SOXX)
- Direxion Daily Semiconductor Bull 3X Shares (SOXL)
Competitive Landscape
The semiconductor ETF market is dominated by SMH and SOXX. SOXQ, while offering similar exposure, has a smaller market share. SOXQ offers a more concentrated approach, focusing on fewer, more prominent companies. The primary advantage that Invesco PHLX Semiconductor ETF provides is a narrower focus, it's disadvantage is a small AUM.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites, showing returns over various time periods (1-month, YTD, 1-year, 3-year, 5-year, and 10-year).
Benchmark Comparison: The ETF's performance should be compared to the PHLX Semiconductor Sector Index to assess tracking accuracy.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
SOXQ's average trading volume is moderate, which indicates reasonably good liquidity.
Bid-Ask Spread
The bid-ask spread for SOXQ is generally tight, implying lower trading costs.
Market Dynamics
Market Environment Factors
Economic factors like global chip demand, technological advancements, and geopolitical tensions impact the semiconductor industry and, thus, SOXQ's performance.
Growth Trajectory
SOXQ's growth is tied to the overall expansion and innovation within the semiconductor sector, reflecting increased demand for semiconductors in various industries, including electronics, automotive, and AI.
Moat and Competitive Advantages
Competitive Edge
SOXQ's primary competitive edge lies in its low expense ratio compared to some competitors and its focus on companies in the PHLX Semiconductor Sector Index. This focus allows for exposure to a specific segment of the semiconductor market, potentially capturing gains from its growth. The ETF benefits from the expertise and reputation of Invesco as an established asset manager. However, it has a smaller asset base compared to major competitors, potentially affecting liquidity and trading efficiency.
Risk Analysis
Volatility
SOXQ exhibits high volatility due to its concentration in the semiconductor sector, which is sensitive to economic cycles and technological changes.
Market Risk
SOXQ is subject to market risk due to its exposure to the semiconductor industry, which is influenced by factors such as supply chain disruptions, trade policies, and changes in consumer demand.
Investor Profile
Ideal Investor Profile
The ideal investor for SOXQ is someone seeking targeted exposure to the semiconductor industry and is comfortable with higher volatility.
Market Risk
SOXQ is suitable for investors with a long-term investment horizon who are seeking growth potential and are willing to accept the risks associated with sector-specific investments.
Summary
Invesco PHLX Semiconductor ETF (SOXQ) offers investors focused exposure to the semiconductor industry, tracking the PHLX Semiconductor Sector Index. Its low expense ratio is a potential advantage, though its smaller asset base compared to competitors impacts its liquidity. Investing in SOXQ carries higher volatility because of its sector-specific focus. It is suitable for investors with a long-term horizon, willing to accept industry-specific risks, and seeking to capitalize on the growth of the semiconductor sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data 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. Market data is subject to change.
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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