Lumentum vs iShares Semiconductor ETF — how do they compare? Lumentum trades at $1,115.48 (market cap $94.99B), while iShares Semiconductor ETF trades at $559.57 (market cap $48.19B). The key difference: Lumentum is the larger of the two by market cap, and iShares Semiconductor ETF is more actively traded (10,257,578 versus 4,855,776). Which is the better fit depends on your goals — on Pluang, investors hold Lumentum for 4 Days and iShares Semiconductor ETF for 46 Days on average.
| LITE | SOXX | |
|---|---|---|
Market Cap | $94.99B | $48.19B |
Volume | 4,855,776 | 10,257,578 |
Sector | Technology | Sector/Thematic |
52-Week High | $1.13K | $655.01 |
52-Week Low | $149.61 | $268.10 |
Typical Hold Time | 4 Days | 46 Days |
Enterprise Value | $93.92B | — |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
SOXX trades at $559.67, down 3.99% on the day but maintains a bullish technical outlook with strong moving average signals. The semiconductor ETF benefits from AI-driven demand, with Bank of America projecting the global chip market could nearly double by 2030. Recent news highlights strong September performance and ongoing institutional interest, though Michael Burry's expanded short position signals some bearish sentiment.
The outlook remains positive given structural AI growth catalysts, but investors face valuation concerns with SOXX trading at a P/E premium versus broader markets. Key risks include concentration in top holdings and potential AI development slowdowns. Wall Street maintains generally bullish ratings based on earnings growth potential.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Lumentum develops photonic products, including optical components, transceivers, and lasers. Its technologies support data centers, communications networks, industrial manufacturing, and sensing applications.
Read more on LITE →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →