ETF·NASDAQ
Invesco PHLX Semiconductor ETF (SOXQ)
- Net assets
- $3.19B
- Expense ratio
- 0.19%
- Yield
- 0.30%
- 52-week range
- $48.51 $115.34
The short version
Where SOXQ stands today, in four lines, and what CleaRank Financial AI makes of it.
SOXQ at a glance
Invesco PHLX Semiconductor ETF (SOXQ): Sell, 35/100 on CleaRank's AI score.
- Trend Mixed: the price is above its 200-day but below its 50-day moving average ($83.26 and $95.10).
- Fund Expense ratio 0.19%, $3.2B in net assets, +99.0% total return over 1 year.
Figures as of October 16, 2026.
CleaRank Financial AI
Invesco PHLX Semiconductor ETF (SOXQ) is currently trading at $91.14, below its 20-day EMA of $96.99 and 50-day SMA of $95.10, suggesting a downward price trend.
The fund, which tracks the PHLX Semiconductor Sector Index, is heavily concentrated in the technology sector, holding 100.00% in stocks. This focus on semiconductors exposes investors to the cyclical nature of chip demand and hardware innovation. Recent trading volume has been significantly above average, with the latest volume at 4,373,300 compared to an average of 1,363,170, indicating heightened market interest or potential distribution.
Only on CleaRank
Figures we compute ourselves from SOXQ's own price history. Tap one to see it in context.
Price and trading
The chart, today's range and how far the price has moved over each period.
Trend checks
3/4Price above its 50-day average ›
The price of $91.14 is 4.2% below the 50-day simple moving average of $95.10.Price above its 200-day average ›
The price is 9.5% above the 200-day simple moving average of $83.26.50-day average above the 200-day ›
The 50-day average ($95.10) is 14.2% above the 200-day average ($83.26), the arrangement of a rising longer-term trend.In the upper half of its 52-week range ›
The price sits at 64% of its 52-week range, between $48.51 and $115.34.
SOXQ share price
Pick a period: each tab shows how far SOXQ has moved over it, to the last close.
Today's trading
Where SOXQ sits inside today's range and its 52-week range.
Fund facts and valuation
What the fund holds, what it costs and how it is valued.
Fund checks
4/5Expense ratio at or below 0.20% ›
The fund charges 0.19% a year, $19.00 on a $10,000 holding.Over $1B in net assets ›
Net assets total $3.2B.No sector above 35% of the fund ›
The largest sector, Technology, makes up 100.0% of the fund.Pays a distribution ›
The distribution yield is 0.30%.Positive return over one year ›
The fund family reports a one-year total return of 98.96%.
SOXQ Fund Facts
Invesco PHLX Semiconductor ETF is a passively managed exchange-traded fund designed to track the PHLX Semiconductor Sector Index, giving investors broad exposure to a concentrated group of U.S.-listed semiconductor companies. The fund focuses on businesses involved in the design, manufacture, distribution, and sale of semiconductors, a core segment of the technology market. Its portfolio typically includes leading chipmakers, semiconductor equipment suppliers, and related technology firms, with holdings that reflect the size and liquidity of companies in the sector.
Sector weights
Trailing total returns
| Period | SOXQ |
|---|---|
| YTD | 78.74% |
| 1 month | 9.54% |
| 3 months | -11.28% |
| 1 year | 98.96% |
| 3 years | 55.25% |
| 5 years | 32.21% |
As of Oct 16, 2026, SOXQ has an expense ratio of 0.19%, $3.19B in net assets and a distribution yield of 0.30%.
Fund reference data as of Oct 16, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.
Key statistics
The headline figures for SOXQ.
What the numbers say
CleaRank Financial AI's reading of SOXQ's holdings, performance and risks.
The Invesco PHLX Semiconductor ETF (SOXQ) is a specialized fund with net assets totaling $3,194,126,848 and an expense ratio of 0.19%, costing $19.00 per $10,000 invested.
It tracks the PHLX Semiconductor Sector Index, providing exposure to U.S.-listed semiconductor companies involved in design, manufacture, and distribution. The fund's strategy is to offer diversified access to this core technology segment. Its portfolio is 100.01% allocated to stocks, reflecting a high degree of concentration within the technology sector. The semiconductor industry is subject to rapid technological advancements and significant capital expenditure cycles.
AI analysis and technicals
CleaRank's score and reasoning, the indicators behind it, and what the price moves with.
Momentum checks
2/3RSI not overbought or oversold ›
The 14-day RSI is 37.0, showing bearish momentum without being oversold.RSI above 50 ›
An RSI of 37.0 is below the 50 midpoint, so sellers have had the upper hand over the last 14 days.MACD line above zero ›
The MACD line is positive, so the 12-day average is above the 26-day average.
CleaRank AI analysis of SOXQ
The score, the reasoning behind it, and what could move the price next.
SOXQ is currently trading below its 20-day EMA ($96.99) and 50-day SMA ($95.10), indicating bearish short-term momentum.
The price is above its 200-day SMA ($83.26), suggesting a longer-term uptrend may still be in effect, but the immediate trend is negative. The 14-day RSI is at 36.96, which is in bearish territory, below the 50 level. The Stochastic indicator at 18.86 also suggests oversold conditions, while the CCI at -187.81 further reinforces the bearish momentum. The MACD is slightly positive at 0.07, but trending downwards.
- Monitor the 20-day EMA and 50-day SMA for signs of trend reversal.
Technical indicators
Momentum and trend for SOXQ, from its daily closes.
As of October 16, 2026, with SOXQ at $91.14, its 14-day RSI is 37.0 (showing bearish momentum without being oversold), its 50-day simple moving average is $95.10 and its 200-day is $83.26.
Calculated by CleaRank on daily closes as of October 16, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26).
What SOXQ moves with
Correlation of daily returns over one year: +1 moves in step, 0 has no link, -1 moves the opposite way.
As of October 16, 2026, SOXQ's 1-year correlation of daily returns is +0.78 with S&P 500 (SPY), +0.89 with Nasdaq 100 (QQQ), +0.32 with Bitcoin (BTC) and +0.20 with gold (XAU).
A trade plan, if you want one
Entry, stop and target levels from the moving averages and recent volatility. Educational, not advice.
SOXQ trade plan
Entry, stop and target levels, sized to your account. Change the bias or the risk and every level updates.
Short entry pick an entry style
Risk management
Profit targets (Based on Conservative Entry)
These levels come from SOXQ's moving averages and recent volatility, not from a forecast. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Risk profile
How much SOXQ tends to move, against the market and on its own.
The long record
SOXQ's worst falls and recoveries, what $10,000 became, and which months have been kind to it.
Track record checks
3/4Average daily move under 2% ›
The price has moved 2.29% on an average day (30-day standard deviation of daily returns).Recovered from its worst fall ›
The worst fall was 43.8%, from December 2021 to October 2022, regained by December 2023.Most 1-year holds ended higher ›
72% of 1-year holding periods in the last 5 years ended with a gain.Beat the S&P 500 since the chart begins ›
$10,000 invested in June 2021 is now worth $37,769, against $19,569 in the S&P 500 (SPY).
SOXQ Drawdowns & Recovery
As of October 16, 2026, SOXQ's worst peak-to-trough fall over the last 5 years with dividends reinvested was -43.8% (December 2021 to October 2022); it regained that peak by December 2023, 14 months after the low, and 72% of 1-year holding periods ended with a gain.
From weekly closing values with dividends reinvested. A drawdown is the fall from the highest value reached so far to a later low.
Growth of $10,000
What $10,000 put into SOXQ in June 2021 is worth now, against the same amount in the S&P 500.
Against the market: SOXQ beat the S&P 500 over this period: $37,769 against $19,569.
A $10,000 investment in SOXQ in June 2021 would be worth about $37,769 today with dividends reinvested, compared with about $19,569 for the same investment in the S&P 500 benchmark (also with dividends reinvested).
Seasonal patterns
Which calendar months have been kind to SOXQ, and which have not.
Strongest month, May: an average of +13.55%, up in 4 of 5 years.
Weakest month, August: an average of -1.31%, up in 3 of 6 years.
This month, October: has averaged +2.21%, up in 4 of 5 years. Past seasonality does not repeat on schedule.
Over the last 6 years, SOXQ's strongest calendar month has been May (average +13.55%, up in 4 of 5 years) and its weakest August (average -1.31%, up in 3 of 6 years).
Average return for each calendar month over the last 6 years, from weekly closing prices with dividends included.
Long-term scenarios
Thousands of simulated paths from the price history. A range of outcomes, not a forecast.
Monte Carlo projection
Thousands of simulated paths for $10,000 in SOXQ, from its own past volatility. The shaded area holds 80% of them.
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in SOXQ today could grow to about $28,671 by 2036 in the base case, with a 90th-percentile outcome near $132,910 and a 10th-percentile outcome around $6,185. The simulation models price only; at today's 0.30% yield, dividends would add to these figures. Projections are statistical simulations, not guarantees.
SOXQ 2030 Scenarios (Monte Carlo)
The same simulation in share prices, year by year.
CleaRank's simulation projects a price near $139 for SOXQ by 2030 in the base case, from $91.14 today (1.5x over 4 years). The 10th-percentile path ends near $52.65. These are outcomes of a Monte Carlo simulation run on SOXQ's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | 10th percentile | Base case | 90th percentile | range base today |
|---|---|---|---|---|
| 2027 | $62.35 | $101 | $164 | |
| 2028 | $56.66 | $113 | $223 | |
| 2029 | $53.96 | $125 | $290 | |
| 2030 | $52.65 | $139 | $366 | |
| 2031 | $52.17 | $154 | $457 |
Method: a lognormal simulation of SOXQ's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles.
Questions people ask
Answered from the figures on this page, as of October 16, 2026.