ETF Rebalancing Calculator

Manage US stocks, Korean stocks, and ETFs in one place and auto-rebalance to your target allocation

Real-time US & KR stock prices
Auto buy/sell calculation
Cloud sync supported
Sector ETFs

SOXX

iShares Semiconductor ETF

Loading...live

Price Chart

Loading...

iShares Semiconductor ETF (SOXX) is an exchange-traded fund that provides investors with exposure to specific industry sectors. It carries an expense ratio of 0.35%. The fund offers a dividend yield of approximately 0.69%. The portfolio holds 31 securities.

Category

Sector ETFs

Dividend Yield

0.69%

Expense Ratio

0.35%

Holdings

31

Dividend History

Loading...

Top Holdings

1Broadcom
2Nvidia
3Intel
4AMD
5Qualcomm

Key Features

  • Semiconductor specialized
  • High growth potential
  • Benefits from AI
  • Cyclical

Advantages

  • Benefits from AI/data center growth
  • Technological innovation
  • High growth potential
  • Oligopolistic market

Risks

  • Extreme volatility
  • Business cycle
  • Geopolitical risk
  • Supply chain risk

Rebalancing Strategy

Growth portfolio; cycle timing important; keep below 10%

SOXX Investment Analysis

SOXX (iShares Semiconductor ETF) is a Sector ETFs ETF comprising 31 holdings. It has an expense ratio of 0.35% and a dividend yield of 0.69%. The expense ratio is relatively high, so consider costs relative to returns.

This ETF focuses on capital growth rather than dividend income.

SOXX can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator