SOXQ vs AOM

Comparison between INVESCO PHLX SEMICONDUCTOR ETF (SOXQ, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceSOXQ has outperformed AOM, delivering a return of +32.1% compared to +5.0%

SOXQ vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXQ(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.19%	0.15%
Max Drawdown	46.51%	21.59%
Sharpe Ratio	3.11	1.78
5Y Beta	1.96	0.39
P/E Ratio	56.93	N/A
Forward P/E	27.78	N/A
PEG Ratio	0.29	N/A
5Y Dividends CAGR	N/A	14.67%
5Y EPS CAGR	34.55%	N/A
P/S Ratio	7.57	N/A
P/B Ratio	10.30	N/A

Net Assets

SOXQ

$1.60B

Winner

AOM

$1.70B

Expense Ratio

SOXQ

0.19%

Winner

AOM

0.15%

Max Drawdown

SOXQ

46.51%

Winner

AOM

21.59%

Sharpe Ratio

Winner

SOXQ

3.11

AOM

1.78

5Y Beta

SOXQ

1.96

Winner

AOM

0.39

P/E Ratio

SOXQ

56.93

AOM

N/A

Forward P/E

SOXQ

27.78

AOM

N/A

PEG Ratio

SOXQ

0.29

AOM

N/A

5Y Dividends CAGR

SOXQ

N/A

AOM

14.67%

5Y EPS CAGR

SOXQ

34.55%

AOM

N/A

P/S Ratio

SOXQ

7.57

AOM

N/A

P/B Ratio

SOXQ

10.30

AOM

N/A

SOXQ vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	SOXQ	AOM
1 month	+35.83%	+2.89%
3 months	+45.82%	+2.04%
6 months	+73.40%	+4.85%
1 year	+153.91%	+15.20%
5 years(CAGR)	+32.14%	+4.96%
10 years(CAGR)	N/A	+6.27%
Max(CAGR)	+32.14%	+6.74%

Winner

SOXQ

+35.83%

AOM

+2.89%

Winner

SOXQ

+45.82%

AOM

+2.04%

Winner

SOXQ

+73.40%

AOM

+4.85%

Winner

SOXQ

+153.91%

AOM

+15.20%

5Y(CAGR)

Winner

SOXQ

+32.14%

AOM

+4.96%

10Y(CAGR)

SOXQ

N/A

AOM

+6.27%

Max(CAGR)

Winner

SOXQ

+32.14%

AOM

+6.74%

SOXQ vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	SOXQ	AOM
2026	+64.13%	+4.11%
2025	+42.04%	+13.40%
2024	+24.48%	+8.57%
2023	+68.43%	+11.84%
2022	-36.47%	-14.50%
2021	+24.84%	+7.13%
2020	N/A	+9.61%
2019	N/A	+15.48%
2018	N/A	-4.21%
2017	N/A	+11.47%
2016	N/A	+6.20%
2015	N/A	-1.18%
2014	N/A	+5.12%
2013	N/A	+8.94%
2012	N/A	+7.99%
2011	N/A	+1.82%
2010	N/A	+7.03%
2009	N/A	+12.74%
2008	N/A	+7.29%

SOXQ vs AOM Drawdown Comparison

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

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The current AOM drawdown is -0.10%.

Rank	SOXQ	AOM
#1	-46.01% Dec 27, 2021 - Dec 13, 2023	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-39.37% Jul 10, 2024 - Aug 13, 2025	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-16.60% Mar 7, 2024 - May 24, 2024	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-15.59% Feb 25, 2026 - Apr 8, 2026	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-13.26% Oct 29, 2025 - Dec 8, 2025	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-10.25% Dec 10, 2025 - Jan 6, 2026	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-8.54% Sep 16, 2021 - Nov 1, 2021	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-8.47% Jan 29, 2026 - Feb 24, 2026	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-7.31% Dec 27, 2023 - Jan 19, 2024	-6.54% Feb 14, 2025 - May 13, 2025
#10	-6.88% Jun 18, 2024 - Jul 8, 2024	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-6.63% Dec 7, 2021 - Dec 27, 2021	-5.27% May 21, 2013 - Sep 18, 2013
#12	-6.59% Oct 8, 2025 - Oct 20, 2025	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-6.51% Jun 30, 2021 - Jul 30, 2021	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-6.39% Aug 4, 2021 - Aug 27, 2021	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-5.00% Aug 13, 2025 - Sep 10, 2025	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between SOXQ and AOM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2008 - 2026)

SOXQ vs AOM dividend yield comparison.

Year	SOXQ	AOM
2026	0.07%	0.63%
2025	0.50%	2.98%
2024	0.68%	3.10%
2023	0.87%	2.79%
2022	1.36%	2.27%
2021	0.72%	1.56%
2020	0.00%	2.02%
2019	0.00%	2.66%
2018	0.00%	2.53%
2017	0.00%	3.31%
2016	0.00%	2.14%
2015	0.00%	1.98%
2014	0.00%	2.08%
2013	0.00%	1.87%
2012	0.00%	2.11%
2011	0.00%	2.33%
2010	0.00%	1.72%
2009	0.00%	2.01%
2008	0.00%	0.58%