iShares Semiconductor ETF vs United Parcel Service Inc — how do they compare? iShares Semiconductor ETF trades at $547.68, while United Parcel Service Inc trades at $104.02 (market cap $88.85B). The key difference: United Parcel Service Inc pays a 6.28% dividend while iShares Semiconductor ETF pays none, and iShares Semiconductor ETF is trading nearer its 52-week high, United Parcel Service Inc nearer its low. Which is the better fit depends on your goals.
| SOXX | UPS | |
|---|---|---|
Sector | Sector/Thematic | Industrials |
52-Week High | $655.01 | $120.00 |
52-Week Low | $241.68 | $82.58 |
Market Cap | — | $88.85B |
Volume | — | 2,288,643 |
Enterprise Value | — | $112.87B |
Dividend Yield | — | 6.28% |
Signals from Pluang's Aura AI — not financial advice
SOXX trades at $546.61, up 3.12% on the day, with a bullish technical signal from moving averages and neutral oscillators. Support lies near $530 and resistance at $548. Recent news highlights sector volatility, including a 21% drop in July 2026 due to headwinds like short-seller commentary and competitive pressures, though cloud company growth supports AI spending optimism.
The outlook is mixed: strong AI demand from cloud providers offers upside, but concentration risk and tariff uncertainties pose threats. Investors face volatility from sector rotations and geopolitical factors, requiring careful risk assessment amid evolving semiconductor dynamics.
UPS trades at $104.09, down 0.59% on the day, with a bearish technical signal despite beating Q2 2026 EPS estimates. The company shows strong profitability with 29.66% ROE and 5.08% net margin, though revenue has declined from $100.3B in 2022 to $88.7B in 2025. Recent strategic shifts away from low-margin Amazon volume and digital tool enhancements for SMB customers aim to drive future growth.
The outlook is mixed: analyst consensus targets $117.90 (13% upside) with 44% buy ratings, but technical indicators are bearish. Key risks include declining revenue trends, high dividend payout consuming nearly all free cash flow, and competitive pressures. The completion of Amazon volume reset provides operational clarity, but margin restoration remains critical for sustained shareholder value.
Trailing returns across standard periods
Latest headlines on both assets
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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →