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Upturn AI SWOT - About
iShares Semiconductor ETF (SOXX)
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Upturn Advisory Summary
08/22/2025: 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 23.23% | Avg. Invested days 39 | 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 08/22/2025 |
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 targeted exposure to companies that design, manufacture, and distribute semiconductors.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation for reliability and innovation in the ETF market.
Management Expertise
BlackRock has extensive experience managing sector-specific ETFs and a dedicated team focused on delivering investment solutions in the technology space.
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: The ETF aims to track the ICE Semiconductor Index, a market-cap-weighted index.
Composition The ETF primarily holds stocks of companies involved in the semiconductor industry.
Market Position
Market Share: SOXX holds a significant market share in the semiconductor ETF category.
Total Net Assets (AUM): 14100000000
Competitors
Key Competitors
- VanEck Semiconductor ETF (SMH)
- ProShares Ultra Semiconductor (USD)
- Direxion Daily Semiconductor Bull 3X Shares (SOXL)
Competitive Landscape
The semiconductor ETF market is dominated by a few key players. SOXX's advantage lies in its established brand and large AUM, leading to high liquidity. SMH offers a similar investment strategy with a slightly different index, while leveraged ETFs like SOXL provide amplified returns but carry higher risk. USD is similar to SOXL but with a lower risk profile due to its 2x leverage.
Financial Performance
Historical Performance: Historical performance data not directly included in this JSON format. Please refer to financial data providers for specific performance figures over various periods.
Benchmark Comparison: Benchmark comparison data not directly included in this JSON format. Please refer to financial data providers for benchmark comparisons.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume of SOXX is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for SOXX is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, inflation, and interest rates, as well as the global demand for semiconductors and technological advancements, all affect SOXX.
Growth Trajectory
SOXX's growth trajectory is tied to the overall semiconductor industry, which is experiencing growth due to increasing demand in areas like AI, cloud computing, and automotive.
Moat and Competitive Advantages
Competitive Edge
SOXX benefits from BlackRock's established reputation and wide distribution network, creating a strong brand recognition. The ETF's size and liquidity also contribute to its competitive edge, attracting institutional investors. Its market-cap-weighted index offers broad exposure to the semiconductor sector, while maintaining reasonable trading volumes. This allows it to effectively track the performance of the semiconductor market without excessive transaction costs or market impact.
Risk Analysis
Volatility
SOXX exhibits higher volatility compared to broad market ETFs due to its concentration in the technology sector.
Market Risk
Specific risks include cyclical downturns in the semiconductor industry, technological obsolescence, and geopolitical factors affecting global supply chains.
Investor Profile
Ideal Investor Profile
The ideal investor for SOXX is someone seeking targeted exposure to the semiconductor industry and willing to accept higher volatility for potential growth.
Market Risk
SOXX is suitable for long-term investors with a higher risk tolerance or active traders seeking to capitalize on short-term market trends.
Summary
The iShares Semiconductor ETF (SOXX) provides targeted exposure to the semiconductor sector, making it attractive for investors seeking growth in this area. It is managed by BlackRock, a reputable issuer, and boasts high liquidity. However, SOXX carries higher volatility due to its sector concentration. Its growth is tied to the semiconductor industry's performance, driven by technological advancements. SOXX is suitable for investors with a higher risk tolerance and a long-term investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Company Filings
- Financial News Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market conditions can change rapidly, and past performance is not indicative of future results.
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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