iShares Semiconductor ETF vs Vanguard Real Estate Index Fund ETF — how do they compare? iShares Semiconductor ETF trades at $560 (market cap $48.19B), while Vanguard Real Estate Index Fund ETF trades at $90.66 (market cap $70.80B). The key difference: Vanguard Real Estate Index Fund ETF is the larger of the two by market cap, and iShares Semiconductor ETF is trading nearer its 52-week high, Vanguard Real Estate Index Fund ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares Semiconductor ETF for 46 Days and Vanguard Real Estate Index Fund ETF for 113 Days on average.
| SOXX | VNQ | |
|---|---|---|
Market Cap | $48.19B | $70.80B |
Volume | 10,257,578 | 6,073,580 |
Sector | Sector/Thematic | — |
52-Week High | $655.01 | $100.95 |
52-Week Low | $268.10 | $87.00 |
Typical Hold Time | 46 Days | 113 Days |
Signals from Pluang's Aura AI — not financial advice
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.
VNQ trades at $90.50, up 2.04% today but facing a bearish technical trend with key support at $87. The ETF's fundamentals are obscured by missing valuation ratios, while sentiment is mixed amid rising interest rates pressuring REIT yields. Recent news highlights institutional buying but also concerns over dividend sustainability versus Treasury bills.
Outlook remains cautious due to interest rate sensitivity and sector oversupply risks. Opportunities exist for contrarian investors seeking long-term real estate exposure, but near-term headwinds from Fed policy and economic volatility warrant careful risk assessment.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Real Estate 25/50 Index, an index made up of stocks of large, mid-size, and small US companies within the real estate sector. The Advisor attempts to replicate the target index by seeking to invest all of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. It is non-diversified.
Read more on VNQ →