iShares Semiconductor ETF vs Zscaler Inc — how do they compare? iShares Semiconductor ETF trades at $559.4 (market cap $48.19B), while Zscaler Inc trades at $233.73 (market cap $35.35B). The key difference: iShares Semiconductor ETF is the larger of the two by market cap, and iShares Semiconductor ETF is trading nearer its 52-week high, Zscaler Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares Semiconductor ETF for 46 Days and Zscaler Inc for 41 Days on average.
| SOXX | ZS | |
|---|---|---|
Market Cap | $48.19B | $35.35B |
Volume | 10,257,578 | 3,726,203 |
Sector | Sector/Thematic | Technology |
52-Week High | $655.01 | $336.27 |
52-Week Low | $268.10 | $118.05 |
Typical Hold Time | 46 Days | 41 Days |
Enterprise Value | — | $33.73B |
Signals from Pluang's Aura AI — not financial advice
SOXX trades at $563.28, down 3.37% on the day, with bullish technical signals from moving averages and a neutral oscillator reading. The ETF faces mixed sentiment with positive AI-driven earnings momentum countered by valuation concerns and Michael Burry's expanded short positions. Recent news highlights strong September performance driven by chip stock gains and AI infrastructure demand projections.
The semiconductor ETF's outlook hinges on sustained AI demand growth versus elevated valuations. BofA projects the global chip market to nearly double by 2030, providing fundamental support, but concentration risk and potential multiple compression present headwinds. Earnings growth remains the key catalyst for further upside from current levels.
Zscaler (ZS) trades at $216.99, up 1.61% with strong technical momentum and bullish moving averages. The company shows impressive revenue growth from $1.1B in 2022 to $2.67B in 2025, though remains unprofitable with a -1.88% net margin. Recent quarters have consistently beaten EPS estimates, while analyst sentiment remains overwhelmingly positive with 79.63% buy ratings and a $222.83 consensus target.
ZS presents growth potential through cybersecurity demand and AI product expansion, but faces execution risks from leadership changes and competitive pressures. The stock trades at premium valuations (P/S 10.36) while still losing money, creating both opportunity and vulnerability if growth slows or margins don't improve as expected.
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 →Zscaler is a security-as-a-service firm that offers its customers cloud-delivered solutions for protecting user devices and data. The firm leverages its position in 150 colocation data centers to deliver traditionally appliance-based security functionality, such as firewalls and sandboxes, as a completely cloud-native platform. The firm focuses on large enterprise customers and offers two primary product suites: Zscaler Internet Access, which securely connects users to externally managed application and websites (such as Salesforce and Google), and Zscaler Private Access, which securely connects users to internally managed applications. Both product suites encompass a broad gamut of capabilities situated across the traditional security stack.
Read more on ZS →