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Is Invesco Semiconductors ETF (PSI) a Strong ETF Right Now?

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Making its debut on 06/23/2005, smart beta exchange traded fund Invesco Semiconductors ETF (PSI - Free Report) provides investors broad exposure to the Technology ETFs category of the market.

What Are Smart Beta ETFs?

Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.

Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency.

On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.

These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.

Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns.

Fund Sponsor & Index

PSI is managed by Invesco, and this fund has amassed over $699.47 million, which makes it one of the average sized ETFs in the Technology ETFs. This particular fund seeks to match the performance of the Dynamic Semiconductor Intellidex Index before fees and expenses.

The Dynamic Semiconductor Intellidex Index is comprised of stocks of semiconductor companies. The Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including fundamental growth, stock valuation, investment timeliness and risk factors.

Cost & Other Expenses

For ETF investors, expense ratios are an important factor when considering a fund's return; in the long-term, cheaper funds actually have the ability to outperform their more expensive cousins if all other things remain the same.

Operating expenses on an annual basis are 0.56% for PSI, making it on par with most peer products in the space.

The fund has a 12-month trailing dividend yield of 0.14%.

Sector Exposure and Top Holdings

Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.

Representing 97.9% of the portfolio, the fund has heaviest allocation to the Information Technology sector.

Looking at individual holdings, Applied Materials Inc (AMAT) accounts for about 5.03% of total assets, followed by Texas Instruments Inc (TXN) and Lam Research Corp (LRCX).

PSI's top 10 holdings account for about 46.24% of its total assets under management.

Performance and Risk

Year-to-date, the Invesco Semiconductors ETF has added roughly 1.5% so far, and was up about 11.14% over the last 12 months (as of 08/04/2025). PSI has traded between $39.29 and $64.98 in this past 52-week period.

The ETF has a beta of 1.50 and standard deviation of 36.67% for the trailing three-year period, making it a high risk choice in the space. With about 32 holdings, it has more concentrated exposure than peers .

Alternatives

Invesco Semiconductors ETF is an excellent option for investors seeking to outperform the Technology ETFs segment of the market. There are other ETFs in the space which investors could consider as well.

iShares Semiconductor ETF (SOXX) tracks PHLX SOX Semiconductor Sector Index and the VanEck Semiconductor ETF (SMH) tracks MVIS US Listed Semiconductor 25 Index. iShares Semiconductor ETF has $13.11 billion in assets, VanEck Semiconductor ETF has $26.21 billion. SOXX has an expense ratio of 0.35% and SMH changes 0.35%.

Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Technology ETFs

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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