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Upturn AI SWOT - About
iShares Semiconductor ETF (SOXX)
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Upturn Advisory Summary
07/09/2025: SOXX (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 27.31% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.73 | 52 Weeks Range 147.99 - 265.25 | Updated Date 06/30/2025 |
52 Weeks Range 147.99 - 265.25 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Semiconductor ETF
ETF Overview
Overview
The iShares Semiconductor ETF (SOXX) seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It offers exposure to companies that design, manufacture, and distribute semiconductors.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its broad range of investment products and adherence to regulatory standards.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing investment funds, including ETFs focused on specific sectors.
Investment Objective
Goal
To track the investment results of an index composed of U.S.-listed equities in the semiconductor sector.
Investment Approach and Strategy
Strategy: Tracks the ICE Semiconductor Index, a market-cap-weighted index.
Composition Primarily holds stocks of companies involved in the semiconductor industry.
Market Position
Market Share: SOXX holds a significant market share within the semiconductor ETF category.
Total Net Assets (AUM): 14780000000
Competitors
Key Competitors
- VanEck Semiconductor ETF (SMH)
- Direxion Daily Semiconductor Bull 3x Shares (SOXL)
- ProShares Ultra Semiconductors (USD)
Competitive Landscape
The semiconductor ETF market is competitive, with several funds offering exposure to the sector. SOXX competes with SMH, which has a slightly different index and weighting methodology. SOXL and USD are leveraged ETFs, targeting investors with higher risk tolerance. SOXX offers a broad and relatively liquid exposure to the semiconductor sector, while SMH and USD are more concentrated with potentially higher growth, and SOXL offers high risk, high reward.
Financial Performance
Historical Performance: SOXX has generally performed well, reflecting the growth of the semiconductor industry. Historical performance data can be obtained from financial data providers.
Benchmark Comparison: SOXX's performance closely tracks the ICE Semiconductor Index, but may deviate slightly due to expenses and tracking error.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
SOXX exhibits high liquidity, reflected by its consistently high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for SOXX is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Demand for semiconductors in various industries such as electronics, automotive, and data centers drives SOXX's performance. Economic conditions, technological advancements, and geopolitical factors also influence its price.
Growth Trajectory
SOXX's growth is tied to the overall expansion of the semiconductor industry. Changes to index composition and holdings are implemented to ensure it stays up to date with the market dynamics.
Moat and Competitive Advantages
Competitive Edge
SOXX benefits from the strong reputation and brand recognition of iShares, a leader in the ETF market. The ETF is highly liquid and has a relatively low expense ratio. SOXX also provides well-diversified exposure to a critical and growing sector. The broad diversification reduces single stock risk. The consistent growth trends in the semiconductor industry provide potential for further growth and returns.
Risk Analysis
Volatility
SOXX's volatility is generally high, reflecting the cyclical nature of the semiconductor industry.
Market Risk
SOXX is subject to market risk, including the potential for declines in the value of its underlying holdings due to economic downturns, technological disruptions, or industry-specific challenges.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the semiconductor sector and its potential growth are ideally suited to SOXX.
Market Risk
SOXX is suitable for investors with a medium to high risk tolerance and a long-term investment horizon.
Summary
The iShares Semiconductor ETF (SOXX) provides investors with targeted exposure to the semiconductor industry. It tracks the ICE Semiconductor Index and offers a liquid and relatively low-cost way to invest in this sector. The fund is suitable for investors with a medium to high risk tolerance and a long-term investment horizon. The semiconductor industry is essential for many technologies and SOXX allows investors to capitalize on this by being well-diversified and liquid.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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 iShares 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 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.
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