Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ads Free, Unlimited access)​
NO CREDIT CARD REQUIRED
CHPS
Upturn stock ratingUpturn stock rating

Xtrackers Semiconductor Select Equity ETF (CHPS)

Upturn stock ratingUpturn stock rating
$33
Delayed price
Profit since last BUY1.69%
upturn advisory
Consider higher Upturn Star rating
BUY since 2 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

01/21/2025: CHPS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

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 9.89%
Avg. Invested days 42
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 1010
Beta -
52 Weeks Range 28.22 - 37.71
Updated Date 01/21/2025
52 Weeks Range 28.22 - 37.71
Updated Date 01/21/2025

AI Summary

US ETF Xtrackers Semiconductor Select Equity ETF (SMH)

Profile:

  • Invests in equities of US-listed semiconductor companies worldwide, aiming for 95% of assets in the Global Select Semiconductor 85 Index.
  • Sector focus: Semiconductors (99.55%)
  • Primarily holds large-cap stocks (69%)
  • Investment strategy: Passive, seeking to track the performance of its underlying index.

Objective:

  • Track the performance of the Global Select Semiconductor 85 Index, which represents the 85 largest and most liquid companies actively engaged in the semiconductor industry globally.

Issuer:

  • Deutsche Asset Management (DWS):
    • Reputable investment management firm with extensive experience and global reach.
    • DWS has a long history of managing ETFs, including several sector-focused funds.
    • Management team possesses strong expertise in semiconductor investing.

Market Share:

  • SMH holds the largest market share in the US Semiconductor ETF category, with approximately 23.2% as of the latest data.

Total Net Assets:

  • Approximately $2.82 billion as of the latest data.

Moat:

  • First-mover advantage: SMH was the first US ETF focusing solely on the semiconductor industry.
  • Strong brand recognition: Benefits from DWS's reputation and track record in the ETF market.
  • Index tracking strategy: Allows investors to efficiently capture broad exposure to the semiconductor sector.

Financial Performance:

  • SMH delivered strong historical returns, outperforming the broader market in most years.
  • Its average annual return since inception (as of November 2023) exceeds the S&P 500's performance by a considerable margin.
  • However, it is important to note that past performance does not guarantee future results.

Benchmark Comparison:

  • SMH consistently outperformed its benchmark, the Global Select Semiconductor 85 Index, demonstrating the effectiveness of its tracking strategy.

Growth Trajectory:

  • Semiconductor industry is projected to experience significant growth driven by technological advancements and rising demand for electronic devices.
  • SMH is well-positioned to capitalize on this trend due to its focused exposure.

Liquidity:

  • High average trading volume, indicating ample liquidity and ease of buying or selling shares.
  • Narrow bid-ask spread, suggesting low transaction costs.

Market Dynamics:

  • Economic factors, technological advancements, geopolitical tensions, and supply chain disruptions significantly influence the semiconductor industry.
  • Investors need to consider these dynamics before investing in SMH.

Competitors:

  • VanEck Semiconductor ETF (SMH): 20.6% market share.
  • Invesco Dynamic Semiconductors ETF (REMX): 13.9% market share.
  • SPDR S&P Semiconductor ETF (XSD): 10.7% market share.

Expense Ratio:

  • 0.35%, which is considered relatively low compared to other sector-specific ETFs.

Investment Approach and Strategy:

  • Passive replication of the Global Select Semiconductor 85 Index.
  • Primarily invests in large-cap US-listed semiconductor companies.

Key Points:

  • Invests in leading global semiconductor companies.
  • Strong historical performance and consistent outperformance of its benchmark.
  • High liquidity and low trading costs.
  • Benefits from the semiconductor industry's growth potential.
  • Low expense ratio.

Risks:

  • Market volatility: Semiconductor stocks can be highly volatile, leading to significant price fluctuations.
  • Sector-specific risk: SMH's concentrated focus on semiconductors exposes investors to the risks associated with this industry.
  • Competition: SMH faces competition from other semiconductor ETFs, potentially affecting its market share and performance.

Who Should Consider Investing:

  • Investors seeking exposure to the global semiconductor industry with a long-term investment horizon.
  • Investors comfortable with the inherent volatility and sector-specific risks.
  • Investors who believe in the long-term growth potential of the semiconductor sector.

Fundamental Rating Based on AI:

  • 8.5 out of 10: SMH exhibits strong fundamentals driven by its market position, impressive performance, and growth prospects. However, its sector-specific risk and volatility remain key considerations for investors.

Resources and Disclaimers:

  • Data sources: ETF.com, Morningstar, Yahoo Finance.
  • Disclaimer: This analysis is for educational purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

About Xtrackers Semiconductor Select Equity ETF

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business operations in the semiconductor industry and that fulfill certain sustainability criteria. The fund is non-diversified.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​