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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 0.34% per year, with a trailing 12-month distribution yield of approximately 0.3%. Distributions are paid quarterly.

Next typical distribution: September.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
0.50% 3.3% Semi-annual PIE SOXX vs FNZ
NZ20 Kernel NZ 20
Kernel · Unlisted
0.25% 3.1% Quarterly PIE SOXX vs NZ20
TNZ NZ Top 10 (TNZ)
Smartshares · NZX
0.60% 2.0% Semi-annual PIE SOXX vs TNZ
VTI VTI
Vanguard · NYSE Arca
0.03% 1.3% Quarterly FIF SOXX vs VTI
QQQ QQQ
Invesco · NASDAQ
0.18% 0.7% Quarterly FIF SOXX vs QQQ

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 have not yet verified a per-payment history for this fund against the issuer's records, so we point at the authoritative sources below rather than estimating.

Next typical distribution month: September. 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 0.34%, distributions paid quarterly. Yield ~0.3%.

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 0.34% 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.

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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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