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US-listed · NASDAQ · FIF-eligible (above NZ$50K)

iShares logo iShares SOXX

iShares Semiconductor ETF

Tracks the PHLX SOX Semiconductor Sector Index — ~30 US-listed semiconductor companies. iShares alternative to SMH; slightly different index methodology.

Updated Reviewed quarterly

About this fund

What is SOXX?

SOXX is the US-listed ticker for iShares Semiconductor ETF, issued by iShares. Tracks the PHLX SOX Semiconductor Sector Index — ~30 US-listed semiconductor companies. iShares alternative to SMH; slightly different index methodology. TER is 0.35% per year, with a trailing 12-month distribution yield of approximately 0.8%. Distributions are paid quarterly.

Next typical distribution: June.SOXX typically pays in Mar · Jun · Sep · Dec. Issuer sets the exact date — verify on the distribution calendar before relying on a payment date.

Platform availability

Where to buy SOXX from New Zealand

Based on each platform's advertised market coverage and fee schedule. Verify with the platform before transacting — instrument coverage can change.

Platforms that list SOXX
Platform Per-trade fee FX Min Notes
Sharesies logo Sharesies Sharesies
1.9% per trade 0.5% NZ$0 Beginners, fractional shares, mixing NZ + US ETFs
Hatch logo Hatch Hatch
US$3 per trade (≤300 shares) 0.5% NZ$0 (US$1 to invest) NZ investors who want US-only ETFs (SPY, VOO, QQQ, SCHD, JEPI)
Stake logo Stake Stake
US$0 trades 0.70% NZ$0 Frequent US-share traders who hate per-trade fees
Interactive Brokers logo Interactive Brokers Interactive Brokers
From US$0.35 / trade (Tiered) or US$1 flat (Fixed) ~0.002% (US$2 min) US$0 Larger portfolios, frequent traders, multi-market investors
Tiger Brokers logo Tiger Brokers Tiger Brokers
US$1.99 per US trade 0.50% NZ$0 NZ investors who want NZ + US + Asian markets in one account
Jarden Direct logo Jarden Direct Jarden Direct
NZ$29.90 per NZX trade ~0.40% NZ$0 Larger NZX trades and global market access through one NZ broker
ASB Securities logo ASB Securities ASB Securities
NZ$30 per NZX trade Bank rates (~1%) NZ$0 (ASB customer) Existing ASB customers wanting one login for banking + brokerage

Showing 7 platforms that list this ETF. Full platform comparison: all 11 NZ brokers → · Full coverage matrix: availability matrix →

NZ tax treatment

How is SOXX taxed for NZ investors?

FIF-eligible

SOXX is US-domiciled. NZ investors apply Foreign Investment Fund rules once total overseas-share cost basis crosses the de-minimis threshold. Below it, only dividends are taxable.

The FIF de-minimis threshold is NZ$50,000 (source) of overseas-share cost basis. Below it, FIF rules do not apply and only dividends are taxable.

Most NZ retail investors use Fair Dividend Rate (FDR): deemed income = 5% × opening market value × your marginal rate. Comparative Value (CV) can be lower in flat or down years.

US dividends carry 15% (source) withholding under the NZ–US tax treaty (file W-8BEN; default rate without it is 30% (source) ). The withheld amount can be claimed as a foreign tax credit on your IR3.

FDR vs CV method → · PIE vs FIF comparison →

🧮 Model your own after-tax outcome

Mechanical NZ-tax calculator comparing PIE @ PIR vs FIF @ FDR vs FIF @ CV on your principal, assumed return, time horizon, PIR, and marginal rate. → Open the after-tax calculator

General information only — not personalised tax advice. Confirm your treatment with a registered NZ tax adviser before transacting.

Compare SOXX side-by-side with other ETFs

Add up to 4 more tickers to compare TER · yield · distribution · NZ tax structure.

Similar ETFs

ETFs with similar focus to SOXX

Same asset class, issuer cousins, and exchange peers — ranked by closest match. Click any row to compare side-by-side in the multi-compare tool.

5 ETFs with focus similar to SOXX
Ticker Name TER Yield Distribution NZ tax Compare
FNZ NZ Top 50 (FNZ)
Smartshares · NZX
0.52% 3.8% Quarterly PIE SOXX vs FNZ
NZ20 Kernel NZ 20
Kernel · NZX
0.29% 3.2% Quarterly PIE SOXX vs NZ20
TNZ NZ Top 10 (TNZ)
Smartshares · NZX
0.60% Quarterly PIE SOXX vs TNZ
MZY NZ Mid Cap (MZY)
Smartshares · NZX
0.75% Quarterly PIE SOXX vs MZY
KSC Kernel NZ 20 (KSC)
Kernel · NZX
0.25% Quarterly PIE SOXX vs KSC

Distribution history

Last 12 distributions — SOXX

SOXX typically distributes mar · jun · sep · dec. Per-payment history (amount + ex-date + payment date for the last 12 distributions) is published authoritatively on the issuer's own fact sheet and corporate-actions page. We do not yet aggregate per-payment history into the canonical dataset on this site — that work is gated on the live-data-feed roadmap item (#42 in our roadmap).

Next typical distribution month: June. The exact ex-date and payment date are set by iShares — verify on the issuer source below before relying on a specific date.

Authoritative sources for distribution history

See /calendar/distributions/ for the rolling 12-month forward calendar across all covered ETFs.

FAQ

Common questions about SOXX

What is the SOXX ETF?

SOXX is the iShares Semiconductor ETF — it tracks the PHLX SOX Semiconductor Sector Index, holding ~30 US-listed semiconductor companies. Top holdings include Nvidia, Broadcom, AMD, Qualcomm, Applied Materials, Texas Instruments. TER is 0.35%, distributions paid quarterly. Yield ~0.8%.

SOXX vs SMH — what's the difference?

Both track US-listed semiconductors. SOXX tracks the PHLX SOX index (more equal-weighted, ~30 companies); SMH tracks the MVIS index (more cap-weighted, top 25). SOXX has slightly lower mega-cap concentration; SMH leans more on Nvidia, TSMC, Broadcom. Same 0.35% TER. Performance typically within 0.3-0.5% of each other annually. Choice is operational + index preference.

Can NZ residents buy SOXX?

Yes. SOXX is available via Hatch, Stake, Sharesies (US market), and Interactive Brokers. Above NZ$50,000 cost basis FIF rules apply. Quarterly distributions (vs SMH's annual) carry 15% US withholding under the NZ-US treaty (with W-8BEN).

Why semiconductor exposure separately vs broader tech?

Semis have higher volatility + cyclicality than broader tech, but historically higher long-term return. They also have a different demand cycle (chip shortages, AI capex booms) than software / services. Holding SOXX or SMH alongside VGT or QQQM is a deliberate cyclical-overweight; pure-tech-sector exposure (VGT) is broader and less cyclical.

Sources for this SOXX data

Every TER, yield, and holdings figure on this page traces to one of the documents below. We do not pull live prices; the data is reviewed monthly against issuer fact sheets and exchange listings (last reviewed 2026-05-04).

External links open in a new tab. We do not earn commission on issuer product pages. See our methodology + disclosure.

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