iShares Semiconductor ETF

SOXX

Market cap $22.3B

Launched on July 10, 2001, the iShares Semiconductor ETF (SOXX) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Semiconductors segment of the equity market.

Analog chips have largely missed out on a broader semiconductor rally over the last two years — but that may be about to change.

Over the past few years, investors have been able to choose any semiconductor ETF and enjoy big returns. Now that the market is favoring non-tech sectors, investors need to be more precise in choosing semiconductor stocks.

Fears of an AI bubble are sparking tech selloffs. That's changing the calculus for once-pricy semiconductor stocks, Morningstar analysts say.

Most emerging market ETFs are built around the same assumption: that China's economy and equity markets will drive returns for decades.

The iShares Semiconductor ETF holds 30 of the world's best semiconductor stocks, and it has produced blistering returns over the last decade. Its top three holdings are Micron Technology, AMD, and Nvidia, which are three of the largest suppliers of AI chips and components.

The iShares Semiconductor ETF delivered a strong January after a nearly 40% rally in 2025. The AI buildout continues to boost chip stocks.

A smart beta exchange traded fund, the iShares Semiconductor ETF (SOXX) debuted on 07/10/2001, and offers broad exposure to the Technology ETFs category of the market.

SOXX costs more to own than FTEC, with a much higher expense ratio. FTEC spreads risk across nearly 300 tech stocks, while SOXX zeroes in on semiconductors.

Thanks to the emergence of AI, semiconductors have been one of the best-performing sectors of the past few years. The biggest performance drivers of 2026 have gone beyond Nvidia (NVDA) and Broadcom (AVGO), suggesting the sustainability of positive momentum.