iShares PHLX Semiconductor ETF. (SOXX) Buy,…

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iShares PHLX Semiconductor ETF. (SOXX)

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539.77

-62.95 (10.44%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

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Investor Insights

Jun 6, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

The iShares PHLX Semiconductor ETF (SOXX-Q) has garnered a mix of opinions from experts regarding its position in the current market. Many believe that the shift from GPU-intensive stocks to CPUs is favoring companies like AMD and Arm, which might be reflective of a more sustained demand for tech stocks due to strong earnings power. However, some caution against entering the market at elevated levels, expressing concerns about potential corrections, especially in AI-related stocks. Experts point out the importance of trimming positions or writing calls when stocks exceed 15% above their 50-day moving average, indicating a cautious approach to this momentum-driven market. Moreover, while SOXX-Q is praised for its liquidity and role as a staple for semiconductor investments, there are suggestions to diversify away from highly correlated holdings to manage volatility effectively.

Consensus

Cautious

Valuation

Overvalued

Similar

NVDA

BUY ON WEAKNESS

Companies like Apple are now bringing semi-conductors back in-house and the sector is seeing many changes. It's hard to see who will be the winner. The sector has run tremendously so he would wait for a pullback before putting money in.

WEAK BUY

SOXX vs. XSD You don't need to own every industry, you want to own those that are going through some sort of structural change for the better. Semis are the building blocks of today's economy. Secular tailwind. Tech will continue to perform well, but you want to own things more tied to the business cycle. Semis have had a giant move. You can get sharp pullbacks. His favourite place to be in technology. He also owns XSD, more equally weighted. For example, Intel is challenged, but it forms a big piece of SOXX. For that reason, XSD is more attractive.

BUY

You are hitting at the heart of technology, largely in the semiconductor space. Very, very large cap tech. With COVID, you will swing back and forth between large mega cap tech and then with vaccines you will see small caps come into action. This is a play on tech and the way we work and interact with one another. You might want to stay close to the door incase things correct in some fast fashion.

COMMENT

ETF recommendation? There are a number of them out there. The ones he uses add diversification and are used primarily as a short term trading vehicle for him. He mostly uses SOXX, IGV and FDN.

COMMENT

He does not own it outright, but it is part of the SOXX ETF. The company is involved in semi-conductor chips. He has other companies that he owns in this space. He likes the diversification of SOXX instead. The semi's have become the engine of the tech sector, so it is a good place to be in.

HOLD

He owns SOXX, the semi-conductor ETF. He likes it as a trading tool. He also owns several individual semi-conductor companies.

COMMENT

A Semiconductor ETF? He owns a few key companies in semiconductor -- about 11% of his portfolio. He uses the SOXX etf to provide liquidity when he needs it.

BUY

XIT-T Shopify, CGI and Open Text are the biggest holdings in XIT-T. This is a great play on Canadian tech. He's owned the component stocks, but he prefers holding tech stocks internationally for the diversification, so he recommends SOXX-Q.

BUY

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

COMMENT

Did very well coming off the December lows. He thinks it is overbought here. A trade agreement would help this sector. From a technical perspective he likes some of the individual names on the ETF.

BUY

Holds all the big semiconductors, but it's a concentrated space. This ETF equal-weights these semis, which is good. This is a good long-term hold. The big growth spurts in semis has passed, though, but this sector is worth holding onto. Charges 47 basis-points in their MER, which is fine, because you're keeping your investing costs below 1%.

SELL

Had a good run, but has been forming a top the past year. It may be time to get out here.

COMMENT

It is the iShares semiconductor US company ETF. It has been around for a lot of tie and has a lot of size and volume.

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iShares PHLX Semiconductor ETF. (SOXX)