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Upturn AI SWOT - About
iShares Semiconductor ETF (SOXX)
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Upturn Advisory Summary
03/18/2025: SOXX (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 9.48% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 3283030 | Beta 1.7 | 52 Weeks Range 182.12 - 265.83 | Updated Date 04/2/2025 |
52 Weeks Range 182.12 - 265.83 | Updated Date 04/2/2025 |
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 exposure to companies that design, manufacture, and distribute semiconductors.
Reputation and Reliability
BlackRock is a leading global asset manager known for its diverse range of investment products and strong reputation.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs across various sectors and investment styles.
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: Tracks the ICE Semiconductor Index, a market-cap-weighted index.
Composition Primarily holds stocks of semiconductor companies.
Market Position
Market Share: SOXX holds a significant portion of the semiconductor ETF market.
Total Net Assets (AUM): 14520000000
Competitors
Key Competitors
- SMH
- XSD
Competitive Landscape
The semiconductor ETF market is dominated by a few key players. SOXX's advantage lies in its AUM and liquidity, while SMH offers a slightly different weighting methodology. XSD provides more equal weighting across holdings, potentially offering broader exposure to smaller companies.
Financial Performance
Historical Performance: Historical performance data would need to be obtained from financial data providers and is not directly available.
Benchmark Comparison: Benchmark comparison would require specific performance data and analysis against the ICE Semiconductor Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
SOXX exhibits high liquidity, indicated by its substantial average trading volume.
Bid-Ask Spread
The bid-ask spread for SOXX is typically tight, reflecting its high trading volume and market efficiency.
Market Dynamics
Market Environment Factors
Economic growth, technological advancements, global trade policies, and supply chain dynamics influence the semiconductor industry and SOXX's performance.
Growth Trajectory
SOXX's growth is tied to the overall expansion of the semiconductor sector and increasing demand for semiconductors in various applications.
Moat and Competitive Advantages
Competitive Edge
SOXX benefits from BlackRock's brand recognition, established trading volume, and relatively lower expense ratio compared to some peers. The fund's focus on large-cap semiconductor companies offers stability and market exposure. Its strong AUM signals investor confidence. Its weighting methodology and fund size allow it to efficiently track the semiconductor index. Investors choose SOXX due to its brand, large assets, and tight tracking.
Risk Analysis
Volatility
SOXX's volatility is typically high due to the cyclical nature of the semiconductor industry and sensitivity to economic conditions.
Market Risk
SOXX is subject to market risk, sector-specific risk related to the semiconductor industry, and potential impact from geopolitical events and trade disputes.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the semiconductor industry and those who believe in the long-term growth potential of the sector may find SOXX suitable.
Market Risk
SOXX may be suitable for both long-term investors and active traders looking to capitalize on short-term market movements in the semiconductor space.
Summary
The iShares Semiconductor ETF (SOXX) provides targeted exposure to U.S.-listed semiconductor companies. It is a large, liquid ETF managed by BlackRock, tracking the ICE Semiconductor Index. SOXX's performance is closely tied to the semiconductor industry's growth. Investors should consider the inherent volatility and sector-specific risks before investing. It is a suitable investment for those seeking exposure to the semiconductor industry and willing to accept a higher degree of volatility.
Similar Companies
- SMH
- XSD
- PSI
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
- Morningstar
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 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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