By Michael Williams
Publication Date: 2026-06-08 09:30:00
Quick Read
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SOXQ delivered a 182% one-year return at a 0.19% expense ratio, making it a cheaper entry point into the AI semiconductor boom than rival ETFs.
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NVIDIA drives SOXQ’s gains despite an $8 billion export-restriction hit, as hyperscaler demand from Microsoft, Amazon, and Google overwhelms the China revenue loss.
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Semiconductors just completed an unprecedented 17-day, 40% winning streak, with historical data showing an 87% positive-return rate over the following 3-6 months.
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It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching in June 2021, it has crossed $1 billion in assets under management as of February 2026.
The performance picture is striking. SOXQ closed at $109.58 on June 3, 2026, capping a 181.74% one-year return and a 96.71% year-to-date advance. The benchmark comparison is iShares Semiconductor ETF (SOXX), which returned 190.03% over the same one-year window. The gap is narrow…
