JMOM vs SOXQ

Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and INVESCO PHLX SEMICONDUCTOR ETF (SOXQ, ETF).

5-Year PerformanceSOXQ has outperformed JMOM, delivering a return of +34.2% compared to +15.6%

JMOM vs SOXQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMOM(ETF)	SOXQ(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.12%	0.19%
Max Drawdown	34.31%	46.51%
Sharpe Ratio	1.74	2.61
5Y Beta	1.05	2.01
P/E Ratio	32.83	57.53
Forward P/E	22.09	27.83
PEG Ratio	0.32	0.07
5Y Dividends CAGR	12.88%	N/A
5Y EPS CAGR	23.96%	35.05%
Debt to Equity	29.94%	N/A
P/S Ratio	2.57	8.24
P/B Ratio	5.55	11.87

Net Assets

JMOM

$2.40B

SOXQ

$2.40B

Expense Ratio

Winner

JMOM

0.12%

SOXQ

0.19%

Max Drawdown

Winner

JMOM

34.31%

SOXQ

46.51%

Sharpe Ratio

JMOM

1.74

Winner

SOXQ

2.61

5Y Beta

Winner

JMOM

1.05

SOXQ

2.01

P/E Ratio

Winner

JMOM

32.83

SOXQ

57.53

Forward P/E

Winner

JMOM

22.09

SOXQ

27.83

PEG Ratio

JMOM

0.32

Winner

SOXQ

0.07

5Y Dividends CAGR

JMOM

12.88%

SOXQ

N/A

5Y EPS CAGR

JMOM

23.96%

Winner

SOXQ

35.05%

Debt to Equity

JMOM

29.94%

SOXQ

N/A

P/S Ratio

Winner

JMOM

2.57

SOXQ

8.24

P/B Ratio

Winner

JMOM

5.55

SOXQ

11.87

JMOM vs SOXQ - Holdings Comparison

JMOM and SOXQ have 16 common holdings. Overlap is 16.71%

JMOM's top 25 holdings weight is 34.03%. SOXQ's top 25 holdings weight is 97.29%.

Rank	JMOM	SOXQ
#1	MICRON TECHNOLOGY INC (MU) - 3.35%	MICRON TECHNOLOGY INC (MU) - 12.13%
#2	ADVANCED MICRO DEVICES INC (AMD) - 2.48%	NVIDIA CORP (NVDA) - 8.87%
#3	BROADCOM INC (AVGO) - 2.41%	BROADCOM INC (AVGO) - 8.85%
#4	NVIDIA CORP (NVDA) - 2.07%	MARVELL TECHNOLOGY INC (MRVL) - 8.37%
#5	ALPHABET INC CLASS A (GOOGL) - 2.00%	ADVANCED MICRO DEVICES INC (AMD) - 6.13%
#6	APPLE INC (AAPL) - 1.86%	INTEL CORP (INTC) - 5.56%
#7	INTEL CORP (INTC) - 1.57%	QUALCOMM INC (QCOM) - 3.98%
#8	MICROSOFT CORP (MSFT) - 1.56%	TEXAS INSTRUMENTS INC (TXN) - 3.41%
#9	JOHNSON & JOHNSON (JNJ) - 1.45%	LAM RESEARCH CORP (LRCX) - 3.36%
#10	META PLATFORMS INC CLASS A (META) - 1.43%	KLA CORP (KLAC) - 3.14%
#11	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%	APPLIED MATERIALS INC (AMAT) - 3.09%
#12	WALMART INC (WMT) - 1.29%	NXP SEMICONDUCTORS NV (NXPI) - 2.82%
#13	LAM RESEARCH CORP (LRCX) - 1.29%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.81%
#14	CATERPILLAR INC (CAT) - 1.24%	ANALOG DEVICES INC (ADI) - 2.80%
#15	APPLIED MATERIALS INC (AMAT) - 1.19%	ASML HOLDING NV ADR (ASML) - 2.76%
#16	COSTCO WHOLESALE CORP (COST) - 1.16%	COHERENT CORP (COHR) - 2.76%
#17	SANDISK CORP ORDINARY SHARES (SNDK) - 1.13%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.76%
#18	ORACLE CORP (ORCL) - 1.07%	TERADYNE INC (TER) - 2.12%
#19	THE GOLDMAN SACHS GROUP INC (GS) - 0.97%	ASTERA LABS INC (ALAB) - 2.09%
#20	GE AEROSPACE (GE) - 0.96%	ARM HOLDINGS PLC ADR (ARM) - 1.94%
#21	MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.44%	MICROCHIP TECHNOLOGY INC (MCHP) - 1.81%
#22	DATADOG INC CLASS A (DDOG) - 0.43%	ON SEMICONDUCTOR CORP (ON) - 1.75%
#23	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.43%	GLOBALFOUNDRIES INC (GFS) - 1.62%
#24	ON SEMICONDUCTOR CORP (ON) - 0.42%	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.37%
#25	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.42%	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.99%
Total Holdings	239	32

JMOM vs SOXQ - Historical Returns

Returns include dividend reinvestment.

Period	JMOM	SOXQ
1 month	+4.53%	+14.15%
3 months	+20.43%	+75.04%
6 months	+21.29%	+90.35%
1 year	+34.20%	+155.86%
5 years(CAGR)	+15.65%	+34.21%
10 years(CAGR)	+16.22%	N/A
Max(CAGR)	+16.22%	+34.21%

JMOM

+4.53%

Winner

SOXQ

+14.15%

JMOM

+20.43%

Winner

SOXQ

+75.04%

JMOM

+21.29%

Winner

SOXQ

+90.35%

JMOM

+34.20%

Winner

SOXQ

+155.86%

5Y(CAGR)

JMOM

+15.65%

Winner

SOXQ

+34.21%

10Y(CAGR)

JMOM

+16.22%

SOXQ

N/A

Max(CAGR)

JMOM

+16.22%

Winner

SOXQ

+34.21%

JMOM vs SOXQ - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	JMOM	SOXQ
2026	+20.47%	+81.78%
2025	+17.75%	+42.04%
2024	+29.74%	+24.48%
2023	+23.74%	+68.43%
2022	-20.41%	-36.47%
2021	+26.82%	+24.84%
2020	+28.12%	N/A
2019	+28.88%	N/A
2018	-5.24%	N/A
2017	+3.32%	N/A

JMOM vs SOXQ Drawdown Comparison

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The maximum drawdown for SOXQ was -46.01%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The current JMOM drawdown is -1.17%. The current SOXQ drawdown is -3.91%.

Rank	JMOM	SOXQ
#1	-34.31% Feb 19, 2020 - Jul 20, 2020	-46.01% Dec 27, 2021 - Dec 13, 2023
#2	-28.27% Nov 16, 2021 - Jan 30, 2024	-39.37% Jul 10, 2024 - Aug 13, 2025
#3	-21.59% Oct 3, 2018 - Jun 10, 2019	-16.60% Mar 7, 2024 - May 24, 2024
#4	-19.51% Feb 18, 2025 - Jun 24, 2025	-15.59% Feb 25, 2026 - Apr 8, 2026
#5	-10.94% Feb 12, 2021 - Apr 15, 2021	-13.26% Oct 29, 2025 - Dec 8, 2025
#6	-9.09% Jan 26, 2018 - Jun 5, 2018	-12.32% Jun 3, 2026 - Jun 10, 2026
#7	-8.49% Jul 16, 2024 - Aug 23, 2024	-10.25% Dec 10, 2025 - Jan 6, 2026
#8	-8.34% Oct 13, 2020 - Nov 24, 2020	-8.54% Sep 16, 2021 - Nov 1, 2021
#9	-8.27% Sep 2, 2020 - Oct 9, 2020	-8.47% Jan 29, 2026 - Feb 24, 2026
#10	-7.87% Mar 2, 2026 - Apr 8, 2026	-7.31% Dec 27, 2023 - Jan 19, 2024
#11	-6.88% Apr 26, 2021 - Jun 14, 2021	-6.88% Jun 18, 2024 - Jul 8, 2024
#12	-6.63% Sep 3, 2021 - Oct 21, 2021	-6.63% Dec 7, 2021 - Dec 27, 2021
#13	-6.24% Mar 21, 2024 - May 15, 2024	-6.59% Oct 8, 2025 - Oct 20, 2025
#14	-6.18% Dec 4, 2024 - Jan 23, 2025	-6.51% Jun 30, 2021 - Jul 30, 2021
#15	-6.07% Oct 27, 2025 - Dec 10, 2025	-6.43% May 11, 2026 - May 22, 2026