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iShares Semiconductor ETF (SOXX)
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Upturn Advisory Summary
12/19/2024: SOXX (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Historic Profit: 20.02% | Upturn Advisory Performance  3 | Avg. Invested days: 49 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: PASS |
Historic Profit: 20.02% | Avg. Invested days: 49 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 3028253 | Beta 1.72 |
52 Weeks Range 176.76 - 266.17 | Updated Date 12/21/2024 |
52 Weeks Range 176.76 - 266.17 | Updated Date 12/21/2024 |
AI Summarization
iShares Semiconductor ETF (SOXX): An Overview
Profile
Target Sector: Technology (Semiconductor)
Asset Allocation: Primarily invests in large-cap U.S. semiconductor companies.
Investment Strategy: Tracks the SOX Semiconductor Index, providing broad exposure to the semiconductor industry.
Objective
The ETF aims to:
- Track the performance of the semiconductor industry.
- Offer investors a diversified way to access the semiconductor market.
- Maximize total return through capital appreciation.
Issuer
BlackRock (iShares):
- Reputation: One of the world's largest asset managers with a strong reputation for innovation and reliability.
- Management: Experienced team with expertise in managing index-tracking ETFs.
Market Share: iShares Semiconductor ETF has the largest market share in the semiconductor ETF space, with approximately 70%.
Total Net Assets: Over $8 billion as of October 26, 2023.
Moat
- Leading market share: Provides economies of scale and access to resources.
- Strong brand recognition and reputation.
- Experienced management team.
Financial Performance
Historical:
- 5-Year Annualized Return: 15.8%
- 10-Year Annualized Return: 16.5%
Benchmark Comparison:
- Outperformed the SOX Semiconductor Index in 3 out of the last 5 years.
Growth Trajectory:
- Growing demand for semiconductors driven by technological advancements and increasing adoption of electronic devices.
Liquidity
Average Daily Trading Volume: Over 2 million shares.
Bid-Ask Spread: Tight spread, indicating low transaction costs.
Market Dynamics
Economic Indicators:
- Strong global economic growth and increasing demand for electronic devices.
- Technological advancements in AI, 5G, and cloud computing are driving demand for semiconductors.
Sector Growth Prospects:
- Semiconductor industry is expected to grow at a CAGR of 9% over the next 5 years.
Competitors
- VanEck Semiconductor ETF (SMH): 20% market share.
- SPDR S&P Semiconductor ETF (XSD): 10% market share.
Expense Ratio
0.42%
Investment Approach and Strategy
Strategy: Tracks the SOX Semiconductor Index, holding similar stocks in the same proportions.
Composition: Invests primarily in large-cap U.S. semiconductor companies such as NVIDIA, Broadcom, and Qualcomm.
Key Points
- Offers exposure to a diversified portfolio of leading semiconductor companies.
- Strong track record of performance.
- High liquidity and low trading costs.
- Benefits from growing demand and technological advancements in the semiconductor industry.
Risks
- Volatility: Semiconductor industry is cyclical and prone to volatility.
- Market risk: Performance is tied to the overall performance of the semiconductor sector.
- Concentration risk: Majority of holdings are large-cap U.S. companies.
Who Should Consider Investing?
Investors seeking:
- Exposure to the growth potential of the semiconductor industry.
- Diversification within the technology sector.
- Long-term capital appreciation.
Fundamental Rating Based on AI
Rating: 8/10
The AI-based rating considers the ETF's strong track record, market leadership, and growth potential in the semiconductor industry. However, it also acknowledges the inherent volatility and concentration risk.
Justification:
- Financial Health: Strong financial performance and solid expense ratio.
- Market Position: Leading market share and strong brand recognition.
- Future Prospects: Growing demand for semiconductors and favorable industry trends.
Resources and Disclaimers
Resources:
- iShares Semiconductor ETF website: https://www.ishares.com/us/products/239702/ishares-semiconductor-etf
- SOX Semiconductor Index: https://www.spglobal.com/spdji/en/indices/equity/sp-semiconductor-index/
Disclaimer: This information should not be considered financial advice. Please consult with a professional 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
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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