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InvescoTechnologySOXQ · Nasdaq

Invesco PHLX Semiconductor ETF (SOXQ)

Price
$93.10
11 Sept 2026
Assets
$3B
Total net assets
Expense ratio
0.19%
Category 0.90%
Yield
0.31%
Trailing distributions
3Y CAGR
49.9%+23.3%
Category 26.7%
5Y CAGR
29.3%+18.1%
Category 11.2%
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Invesco PHLX Semiconductor ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-4.6%-11.5%+54.9%+67.3%+98.1%+49.9%+29.3%+29.3%
Technology average-3.5%-1.4%29.6%27.5%32.2%26.7%11.2%19.6%15.1%
Difference-1.1%-10.1%+25.2%+39.8%+65.9%+23.3%+18.1%+14.2%

Holdings

The 10 largest positions make up 63.1% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp14.08%
AVGOBroadcom Inc9.30%
MUMicron Technology Inc8.86%
ASMLASML Holding NV ADR4.73%
MRVLMarvell Technology Inc4.64%
AMATApplied Materials Inc4.57%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR4.46%
LRCXLam Research Corp4.25%
KLACKLA Corp4.10%
AMDAdvanced Micro Devices Inc4.09%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
37.4
P/B
10.7
P/S
12.0
P/CF
31.1

Sector allocation

Share of the equity the fund holds.

100.0%Technology1 sectors
  1. Technology100.0%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
Invesco
Category
Equity · Technology
Ticker
SOXQ
Exchange
Nasdaq
Inception
11 Jun 2021 (5.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.19% (category 0.90%)
Holdings turnover
24% (category 58%)
Distribution yield
0.31%
Beta, 3 years
2.27
Total net assets
$3B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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