Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco PHLX Semiconductor ETF (SOXQ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/18/2025: SOXQ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental 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 0.69% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 518853 | Beta 1.69 | 52 Weeks Range 33.52 - 46.57 | Updated Date 03/28/2025 |
52 Weeks Range 33.52 - 46.57 | Updated Date 03/28/2025 |
Upturn AI SWOT
Invesco PHLX Semiconductor ETF
ETF Overview
Overview
The Invesco PHLX Semiconductor ETF (SOXQ) is designed to track the performance of the PHLX Semiconductor Sector Index. It provides exposure to U.S.-listed companies that are primarily engaged in the design, distribution, manufacture, and sale of semiconductors.
Reputation and Reliability
Invesco is a well-established and reputable asset manager with a long history of providing investment solutions.
Management Expertise
Invesco's management team has extensive experience in managing ETFs and sector-specific funds.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the PHLX Semiconductor Sector Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the PHLX Semiconductor Sector Index.
Composition The ETF primarily holds common stocks of companies included in the PHLX Semiconductor Sector Index.
Market Position
Market Share: SOXQ has a moderate market share within the semiconductor ETF sector.
Total Net Assets (AUM): 1969000000
Competitors
Key Competitors
- VanEck Semiconductor ETF (SMH)
- iShares Semiconductor ETF (SOXX)
- Direxion Daily Semiconductor Bull 3X Shares (SOXL)
Competitive Landscape
The semiconductor ETF market is dominated by SMH and SOXX. SOXQ is a smaller player, but it offers a more concentrated exposure to semiconductor companies with a lower expense ratio than some competitors. This potentially benefits investors seeking focused exposure at a competitive cost, though it may lead to greater volatility.
Financial Performance
Historical Performance: Historical performance data is readily available from Invesco and financial data providers.
Benchmark Comparison: The ETF's performance is expected to closely track the PHLX Semiconductor Sector Index.
Expense Ratio: 0.13
Liquidity
Average Trading Volume
SOXQ exhibits adequate liquidity, suitable for most investors, with average daily trading volumes varying based on market conditions.
Bid-Ask Spread
The bid-ask spread for SOXQ is typically tight, reflecting sufficient trading activity.
Market Dynamics
Market Environment Factors
The performance of SOXQ is heavily influenced by factors such as global demand for semiconductors, technological innovation, trade policies, and macroeconomic conditions.
Growth Trajectory
SOXQ's growth trajectory depends on the continued growth and innovation within the semiconductor industry, as well as investor demand for sector-specific exposure.
Moat and Competitive Advantages
Competitive Edge
SOXQ's competitive edge lies in its focused exposure to the semiconductor sector through the PHLX Semiconductor Sector Index. Its lower expense ratio compared to some of its peers makes it a cost-effective option for investors. The concentrated portfolio may provide higher growth potential if the semiconductor sector outperforms the broader market. This concentrated exposure may lead to higher volatility.
Risk Analysis
Volatility
SOXQ is expected to exhibit higher volatility due to its concentration in the semiconductor sector.
Market Risk
The ETF is subject to market risk, including fluctuations in semiconductor stock prices due to industry-specific and macroeconomic factors.
Investor Profile
Ideal Investor Profile
SOXQ is suitable for investors seeking targeted exposure to the semiconductor industry and who are willing to accept higher volatility.
Market Risk
This ETF may be more appropriate for active traders and investors with a higher risk tolerance, rather than passive index followers seeking broad market exposure.
Summary
The Invesco PHLX Semiconductor ETF (SOXQ) offers focused exposure to the semiconductor industry, tracking the PHLX Semiconductor Sector Index. Its lower expense ratio is competitive, making it a cost-effective option. Investors should be aware of the higher volatility associated with sector-specific ETFs. SOXQ is best suited for investors with a higher risk tolerance and a bullish outlook on the semiconductor industry.
Similar Companies
- SMH
- SOXX
- XSD
- PSI
Sources and Disclaimers
Data Sources:
- Invesco
- ETF.com
- Morningstar
- Bloomberg
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 Invesco PHLX 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 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Nasdaq compiles the underlying index, which is a modified market-capitalization weighted index designed to measure the performance of the 30 largest companies listed in the United States that are engaged in the semiconductor business, as determined by the index Provider. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.