Beware of impersonation and scams. Verify official domains before acting.
Research/Semiconductors ETF Theme Comparison/SemiconductorsData 2026-08-13
Semiconductors ETF Theme Comparison - aeoae

Semiconductors ETF Overview

This group currently tracks 6 ETFs, with average boundary fit 63.9% and average structure score 0.64.

Leader-LedSECTOR PHASE

Semiconductors is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.

Use this page as a filter, then verify single-ETF detail pages.

Participation
100.0%
Breakout Share
0.0%
Average Fit
63.9%

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
6
Current snapshot
L3+
6
100.0%
Watch List
0
Middle structure
Defense Zone
6
100.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Leader-Led

Semiconductors is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.

Direction
100.0%

Participation · Breakout Share 0.0% · Average Fit 63.9%

Action Bias
0.51

Start with higher-ranked ETFs, then verify boundary details.

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Cybersecurity100.0%100.0%0.9684.8%Mainline Expansion
Cloud / Software / Internet100.0%100.0%0.9478.7%Mainline Expansion
AI / Robotics100.0%89.0%0.9373.8%Mainline Expansion
Nuclear / Uranium100.0%100.0%0.9367.7%Mainline Expansion
Silver100.0%100.0%0.9367.3%Mainline Expansion
Gold Miners100.0%100.0%0.9267.3%Mainline Expansion
Physical Gold100.0%100.0%0.9265.3%Mainline Expansion
Defense / Aerospace100.0%86.0%0.8972.5%Mainline Expansion

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
100.0%
Breakout Share
0.0%
Defense
100.0%
Average Fit
63.9%
Score
51.2%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
SOXQInvesco PHLX Semiconductor ETFbullish-leaning zoneL1-L24.1%63.9%1/6Above L3 by 1.1%, stronger group position
SMHVanEck Semiconductor ETFbullish-leaning zoneL1-L23.1%62.8%2/6Above L3 by 1.1%, stronger group position
FTXLFirst Trust Nasdaq Semiconductor…bullish-leaning zoneL1-L25.5%59.8%3/6Above L3 by 1.0%, stronger group position
PSIInvesco Semiconductors ETFbullish-leaning zoneL1-L26.8%62.4%4/6Above L3 by 1.2%, stronger group position
SOXXiShares Semiconductor ETFbullish-leaning zoneL1-L25.1%64.7%5/6Above L3 by 0.9%, stronger group position
XSDState Street SPDR S&P Semiconduct…bullish-leaning zoneL1-L27.7%62.5%6/6Above L3 by 0.0%, stronger group position

07ETF Lanes

Narrow the group before opening ETF details.

08What This Page Answers

Three frequent questions with direct answers.
Is Semiconductors strong now?

Semiconductors is currently in Leader-Led; participation is 100.0% and breakout share is 0.0%.

Which Semiconductors ETF should be checked first?

Start with the first ranking card, then verify boundaries, review history and liquidity on the detail page.

What should I do next?

Open a single ETF detail page and verify Daily Review, boundary prices, holdings, liquidity and fees.

1

Read rotation first

Use the rotation radar to place this group in the broader market.

Open Rotation Radar ->
2

Then check ranking

Open the higher-ranked ETF detail first.

Open Top ETF ->
3

Cross-check peers

If the group is weak, compare peers to see where strength is moving.

Back to Research ->

09Group Distribution

Trend and boundary distribution clarify structure quickly.

Trend Distribution

100.0%
Bullish
100.0%
6

Boundary Distribution

100.0%
L1-L2
100.0%
6

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - Semiconductors is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.
  • Evidence - Participation 100.0% · Breakout Share 0.0% · Average Fit 63.9%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
SOXQInvesco PHLX Semiconductor ETFbullish-leaning zoneL1-L2363.9%0.0%0.60
SMHVanEck Semiconductor ETFbullish-leaning zoneL1-L2362.8%0.0%0.59
FTXLFirst Trust Nasdaq Semiconductor…bullish-leaning zoneL1-L2359.8%0.0%0.59
PSIInvesco Semiconductors ETFbullish-leaning zoneL1-L2362.4%0.0%0.59
SOXXiShares Semiconductor ETFbullish-leaning zoneL1-L2364.7%0.0%0.58
XSDState Street SPDR S&P Semiconduct…bullish-leaning zoneL1-L2362.5%0.0%0.58

1212-Session Cross-Section Comparison

Compare each ETF over the recent 12-session cross-section by trend, boundary, fit and review state.
Position Layer
Average vs L3 0.9%

Shows whether the group is only crossing the midline or already stretched far from L3.

Buffer Layer
Average vs L1 8.7%

Shows how much buffer remains above L1, which helps separate repair from stability.

Fit Layer
Average Boundary60 15.3

Shows the average historical boundary review score, a quick read on evidence quality.

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
SOXQInvesco PHLX Semiconductor ETFbullish-leaning zone3L1-L263.9%100.0%1.1%8.3%below trigger60
SMHVanEck Semiconductor ETFbullish-leaning zone3L1-L262.8%100.0%1.1%7.4%below trigger60
FTXLFirst Trust Nasdaq Semiconductor…bullish-leaning zone3L1-L259.8%100.0%1.0%9.1%below trigger60
PSIInvesco Semiconductors ETFbullish-leaning zone3L1-L262.4%66.7%1.2%11.2%below trigger60
SOXXiShares Semiconductor ETFbullish-leaning zone3L1-L264.7%100.0%0.9%8.1%below trigger60
XSDState Street SPDR S&P Semiconduct…bullish-leaning zone3L1-L262.5%100.0%0.0%7.9%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 3

Shows how many historical phase samples this group can replay against.

Phase Review
15/30D 22.2% / 62.5%

Shows how often targets were reached in shorter windows, a read on near-term efficiency.

Boundary Review
60D 94.4% · avg 24.5 days

Combines 60D reach rate and average days to target, a read on completion speed.

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
SOXQInvesco PHLX Semiconductor ETF3100.0%35.00.0%33.3%100.0%moderate12.115.4
SMHVanEck Semiconductor ETF2100.0%27.50.0%50.0%100.0%moderate9.217.6
FTXLFirst Trust Nasdaq Semiconductor…4100.0%23.050.0%75.0%100.0%moderate15.115.7
PSIInvesco Semiconductors ETF366.7%15.533.3%66.7%66.7%moderate13.015.9
SOXXiShares Semiconductor ETF2100.0%31.50.0%50.0%100.0%moderate12.713.9
XSDState Street SPDR S&P Semiconduct…2100.0%14.550.0%100.0%100.0%moderate9.613.1

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
SOXQInvesco PHLX Semiconductor ETF98.1095.0997.04100.01L1-L2
SMHVanEck Semiconductor ETF589.12572.41582.73599.29L1-L2
FTXLFirst Trust Nasdaq Semiconductor…239.79232.04237.35246.04L1-L2
PSIInvesco Semiconductors ETF151.61145.75149.85156.72L1-L2
SOXXiShares Semiconductor ETF550.74534.75545.67563.46L1-L2
XSDState Street SPDR S&P Semiconduct…535.08523.18535.05562.30L1-L2

15Research Caliber

Grouping source, comparison order and interpretation boundary.
Grouping Source

Members follow the same grouping used by the rotation radar, so this page is rebuilt as data updates.

Reading Order

Read group breadth and distribution first, then ETF lanes, boundary position and historical fit.

Interpretation Boundary

The page explains relative structure inside the group; it does not replace official disclosures or suitability checks.

Risk Note - Risk note: group strength changes quickly. Verify official disclosures, liquidity and suitability independently.