Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- About
iShares Semiconductor ETF (SOXX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/04/2025: SOXX (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 37.32% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/04/2025 |
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 provides exposure to companies that design, manufacture, and distribute semiconductors.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock's ETF management team has deep expertise in indexing and sector-specific investing.
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 semiconductor companies.
Market Position
Market Share: SOXX holds a significant market share in the semiconductor ETF space.
Total Net Assets (AUM): 13330000000
Competitors
Key Competitors
- SMH
- XSD
Competitive Landscape
The semiconductor ETF industry is dominated by a few key players. SOXX offers a broad exposure but might be more top-heavy compared to XSD, giving SMH and SOXX a disadvantage to XSD if there is diversification in the sector. XSD's equal-weighting strategy could be more advantageous in certain market environments.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers (e.g., Yahoo Finance, Bloomberg).
Benchmark Comparison: The ETF's performance should be compared against the ICE Semiconductor Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
SOXX exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for SOXX is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like GDP growth, consumer spending on electronics, and technological advancements influence the semiconductor industry. Geopolitical factors also have influence.
Growth Trajectory
Growth trends are tied to semiconductor demand, which is driven by advancements in AI, cloud computing, automotive, and overall consumer electronics.
Moat and Competitive Advantages
Competitive Edge
SOXX benefits from BlackRock's brand recognition and established ETF infrastructure. Its large AUM and high trading volume contribute to liquidity. The fund's broad market-cap-weighted exposure is its main competitive advantage and might not have an advantage to a competitor such as an equal-weighted ETF. Overall the liquidity makes it a very competitive fund.
Risk Analysis
Volatility
SOXX's volatility is expected to be high due to the cyclical nature of the semiconductor industry.
Market Risk
SOXX is subject to market risk, sector-specific risk related to the semiconductor industry and concentration risk due to its relatively focused holdings.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the semiconductor industry and long-term growth potential.
Market Risk
Suitable for long-term investors and active traders who understand the semiconductor industry.
Summary
SOXX provides targeted exposure to the semiconductor industry, offering potential for growth due to technological advancements. Its high liquidity and backing by BlackRock make it an attractive option. However, the sector's inherent volatility and economic sensitivity must be considered. Investors should assess their risk tolerance and investment horizon. The key is to understand the cyclical and highly competitive semiconductor industry.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Yahoo Finance
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. 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.
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.