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Upturn AI Summary
iShares Semiconductor ETF(SOXX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SOXX
10/01/2026: SOXX (5-star) is a STRONG-BUY. BUY for 5 days. Simulated Profits (0.64%). Updated daily EoD!
The iShares Semiconductor ETF (SOXX) offers investors targeted exposure to a broad range of U.S.-listed semiconductor companies, encompassing producers, designers, and equipment manufacturers. As one of the largest and most liquid funds in its sector, it benefits from iShares' operational scale and efficient index tracking. The ETF is primarily utilized by growth-oriented investors looking to capture the secular demand for chips in AI, automotive, and data centers. However, it carries significant sector-specific risks, including high cyclicality, concentration, and geopolitical sensitivity to trade policies. It is best suited for those who understand the industry's volatility and wish to maintain a long-term position in the technology hardware ecosystem.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The semiconductor sector is a primary driver of long-term technology-led capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The fund captures strong price trends in top-performing technology companies during cyclical upturns. |
| Value investor | Mixed fit | Semiconductor stocks often trade at high P/E ratios, potentially conflicting with deep value criteria. |
| Dividend/Income investor | Mixed fit | While some companies pay dividends, the sector is primarily focused on reinvesting profits for growth. |
| Low-risk investor | Weak fit | High sector concentration and cyclicality result in volatility levels that may exceed low-risk mandates. |
Investor Profile
Ideal Investor Profile
Investors seeking targeted growth exposure to the semiconductor sector as part of a larger, diversified portfolio.
Suitability
Best suited for long-term investors comfortable with cyclical volatility; active traders may also use it to capitalize on sector trends.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The semiconductor sector is prone to sharp price swings due to cyclical demand and technological shifts. |
| Market risk | Medium / high | Broader economic downturns can significantly impact consumer and enterprise electronics spending. |
| Concentration | High | The fund is heavily concentrated in a single sector, meaning it lacks exposure to broader market diversification. |
| Tracking/expense | Low | The fund has a low expense ratio and effective index tracking management. |
| Liquidity | Low | Trading activity is very high, which minimizes liquidity risks for most investors. |
| Business/sector quality | Medium | Technological disruption or obsolescence poses a constant threat to individual company business models. |
Risk Analysis
Volatility
SOXX exhibits higher historical volatility than the broader S&P 500, characteristic of the technology-heavy sector.
Market Risk
The primary risk is sector-specific; because the fund is narrowly focused, it lacks the buffer of broader diversification during industry-wide sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Semiconductor Manufacturers and Designers | 98.5 | The vast majority of the portfolio is concentrated in companies creating the hardware essential for modern computing and AI. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of assets is held in cash to manage daily liquidity requirements and fund flows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 27.14% | Avg. Invested days 32 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $48.90B |
| Issuer | iShares |
| Expense Ratio | 0.35000000000000003% |
| Distribution Yield | 0.29% |
| Inception | Jul 10, 2001 |
Performance
| Period | Total Return |
|---|---|
| YTD | +90.49% |
| 1 Year | +114.18% |
| 3 Year | +55.17% |
| 5 Year | +30.43% |
| 10 Year | +33.02% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 54.23% |
| 3Y Volatility | 38.14% |
| 3Y Sharpe Ratio | 1.05 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 4 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 41.17% |
| Large Cap | 38.49% |
| Mid Cap | 19.66% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 100.00% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.1x |
| Portfolio P/B | 7.82x |
| Portfolio P/S | 8.84x |
| Holdings Turnover | 18.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Intel | 9.26% |
| Advanced Micro Devices | 9.23% |
| Micron Technology | 7.94% |
| NVIDIA | 7.36% |
| Broadcom | 6.86% |
Upturn AI Summary
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.
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