SOXQ
+10.14 · +19.93%
$61.00 · NASDAQ

Invesco PHLX Semiconductor ETF (SOXQ) ETF Analysis | Technology

Invesco · USA
AUM:$1.0B
#– of – in Technology ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 65.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.19% — competitive for the exposure provided.

What is SOXQ?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SOXQ delivered 65.1% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.19% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 58.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.0B
Expense Ratio0.19%
Dividend Yield0.44%
Holdings31
Inception DateJun 2021
Domicile–
Distribution–
Index–
ProviderInvesco
Beta1.70
CategoryTechnology
CurrencyUSD
Portfolio Impact

How would SOXQ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+41.8%
1Y
+96.6%
3Y
+221.5%
5Y
+248.1%
OpenBook InsightIf you had invested £10,000 in SOXQ 5 years ago, it would have grown to £34,815 — a gain of £24,815.

Annual Returns

Calendar year performance

SOXQ delivered positive returns in 4 of the last 5 calendar years.
YearSOXQ
2026 YTD+55.9%
2025+42.1%
2024+24.5%
2023+68.4%
2022-36.5%
CAGR 4yr+17.3%
4/5 positive yearsAvg return: +30.9%Worst year: -36.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
50.4%
Very High
Momentum
-2.3%
30-day change
Support Level
89.93
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.