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Upturn AI SWOT - About
iShares Semiconductor ETF (SOXX)
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Upturn Advisory Summary
10/31/2025: SOXX (4-star) is a STRONG-BUY. BUY since 57 days. Simulated Profits (21.00%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 51.98% | Avg. Invested days 45 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/31/2025 |
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) provides exposure to U.S. companies that design, manufacture, and distribute semiconductors. It aims to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector, offering a focused approach to investing in this industry.
Reputation and Reliability
BlackRock is a leading global asset manager known for its extensive range of investment products and strong reputation for reliability and risk management.
Management Expertise
BlackRock has a dedicated team of investment professionals with experience in managing sector-specific ETFs, ensuring effective portfolio construction and management.
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 representing U.S.-listed companies in the semiconductor sector.
Composition Primarily composed of stocks of companies involved in the design, manufacture, and distribution of semiconductors. The ETF holds a concentrated portfolio of approximately 30-35 stocks.
Market Position
Market Share: SOXX holds a significant market share within the semiconductor ETF segment.
Total Net Assets (AUM): 14030000000
Competitors
Key Competitors
- SMH
- XSD
Competitive Landscape
The semiconductor ETF market is competitive, with SOXX, SMH and XSD being key players. SOXX offers a market-cap-weighted approach to top 30-35 semiconductor companies. SMH offers broader exposure but with some non-US firms. XSD focuses on smaller companies and equal weighting, offering diversification within the sector, but potentially higher volatility.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions, but SOXX generally exhibits high growth potential during periods of strong semiconductor demand.
Benchmark Comparison: SOXX aims to closely track the ICE Semiconductor Index. Deviations may occur due to expenses and tracking error.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume for SOXX is high, indicating good liquidity.
Bid-Ask Spread
SOXX's bid-ask spread is generally tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators like GDP growth, demand for consumer electronics, and advancements in technology drive SOXX's performance. Geopolitical factors also play a role.
Growth Trajectory
SOXX's growth trajectory is tied to the overall semiconductor industry's expansion. Growth is influenced by trends like AI, cloud computing, and 5G technology.
Moat and Competitive Advantages
Competitive Edge
SOXX benefits from BlackRock's brand recognition and distribution network, which attract significant investor capital. Its market-cap-weighted approach to the leading US semiconductor companies offers a straightforward investment strategy for investors seeking sector exposure. SOXX's high liquidity and tight bid-ask spreads make it an efficient trading vehicle. The strong performance of the semiconductor industry supports SOXX's growth potential. The fund's focus on large-cap companies reduces some of the volatility associated with smaller firms in the sector.
Risk Analysis
Volatility
SOXX can exhibit high volatility due to the cyclical nature of the semiconductor industry and sensitivity to economic conditions.
Market Risk
SOXX is subject to market risk, particularly sector-specific risk associated with the semiconductor industry, including technological obsolescence and supply chain disruptions.
Investor Profile
Ideal Investor Profile
The ideal investor profile for SOXX includes those seeking targeted exposure to the semiconductor industry, willing to accept higher volatility for potential growth, and have a medium to long-term investment horizon.
Market Risk
SOXX is more suitable for long-term investors and active traders who understand the semiconductor sector dynamics, rather than passive index followers seeking broad market exposure.
Summary
The iShares Semiconductor ETF (SOXX) offers targeted exposure to the semiconductor industry, driven by high growth potential and technological advancements. SOXX exhibits high volatility due to the cyclical nature of the semiconductor market, so investors should be mindful of the sector's risks. This ETF is ideal for investors seeking targeted exposure to the industry's growth potential. Benefitting from BlackRock's brand and liquidity, SOXX remains a favored choice within the semiconductor sector, however investors should balance risk-reward, and diversification is key for optimal outcomes.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares.com
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a 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.
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.