SOXQ ETF Analysis: PHLX Semiconductor | NASDAQ

Technology | NASDAQ, USA | Market Cap: 2.510m USD | 12M Return: 102.3% | Charts, Fundamentals & Technical Analysis

Semiconductors, Chip Design, Chip Manufacturing, Memory Chips
Total Rating 81
Safety 44
Buy Signal 0.54
Technology
Category Rotation: -17.0
TER: 0.19%
AUM: 2.51B
Avg Turnover: 216M
Risk 3d forecast
Volatility49.6%
VaR 5th Pctl9.14%
VaR vs Median2.27%
Reward TTM
Sharpe Ratio1.82
Rel. Str. IBD91.1
Rel. Str. Peer Group90.8
Character TTM
Beta2.297
Beta Downside2.134
Hurst Exponent0.423
Drawdowns 3y
Max DD39.36%
CAGR/Max DD1.16
CAGR/Mean DD5.33

Warnings

No concerns identified

Tailwinds

Rs Leader
Idiosyncratic Leader

Seasonality 5 years of data

Jan +5.8% 22
Feb +0.2% 0
Mar -4.1% 22
Apr -4.6% 22
May +13.2% 58
Jun +2.5% 30
Jul +1.1% 19
Aug -6.5% 28
Sep -6.4% 23
Oct -1.7% 0
Nov +5.0% 0
Dec +0.2% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SOXQ PHLX Semiconductor

The Invesco PHLX Semiconductor ETF (SOXQ) is structured as an index-tracking fund that invests at least 90% of its total assets in the securities of its underlying benchmark. That benchmark is a Nasdaq-compiled, modified market-capitalization weighted index designed to measure the performance of the 30 largest U.S.-listed companies engaged in the semiconductor business. The fund is classified as non-diversified, meaning it may hold concentrated positions in a relatively small number of issuers.

The underlying index traces its lineage to the PHLX Semiconductor Index (SOX), one of the oldest and most widely tracked benchmarks for the U.S. semiconductor industry. Semiconductors are the core enabling technology for computing, telecommunications, automotive electronics, and consumer devices, making the sector a foundational segment of the broader technology supply chain.

Headlines to Watch Out For
  • AI chip demand drives data center semiconductor sales
  • China export restrictions threaten semiconductor revenue growth
  • Memory chip pricing recovery lifts index constituent margins
What is the price of SOXQ shares?

As of July 28, 2026, the stock is trading at USD 90.93 with a total of 2,656,431 shares traded. Over the past week, the price has changed by -1.61%, over one month by -15.66%, over three months by +11.07% and over the past year by +102.30%.

Current recommended Stop Loss: 83.30 (which is 8.4% or 1.5 ATR below the current price).

Is SOXQ a buy, sell or hold?

PHLX Semiconductor has no consensus analysts rating.