SOXQ vs APUE
Comparison between INVESCO PHLX SEMICONDUCTOR ETF (SOXQ, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
SOXQ vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXQ
$2.40B
Winner
APUE
$2.50B
Expense Ratio
Winner
SOXQ
0.19%
APUE
0.31%
Max Drawdown
SOXQ
46.51%
Winner
APUE
19.07%
Sharpe Ratio
Winner
SOXQ
2.66
APUE
1.62
5Y Beta
SOXQ
2.01
Winner
APUE
0.95
P/E Ratio
SOXQ
58.38
Winner
APUE
26.65
Forward P/E
SOXQ
28.43
Winner
APUE
20.76
PEG Ratio
Winner
SOXQ
0.07
APUE
0.43
5Y EPS CAGR
Winner
SOXQ
34.90%
APUE
27.85%
Debt to Equity
SOXQ
N/A
APUE
31.65%
P/S Ratio
SOXQ
8.15
Winner
APUE
3.54
P/B Ratio
SOXQ
11.85
Winner
APUE
5.43
SOXQ vs APUE - Holdings Comparison
SOXQ and APUE have 11 common holdings. Overlap is 13.75%
SOXQ's top 25 holdings weight is 97.21%. APUE's top 25 holdings weight is 49.75%.
| Rank | SOXQ | APUE |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 11.43% | NVIDIA CORP (NVDA) - 7.20% |
| #2 | NVIDIA CORP (NVDA) - 8.97% | APPLE INC (AAPL) - 6.46% |
| #3 | MARVELL TECHNOLOGY INC (MRVL) - 8.17% | MICROSOFT CORP (MSFT) - 4.58% |
| #4 | BROADCOM INC (AVGO) - 7.69% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.50% |
| #5 | INTEL CORP (INTC) - 6.20% | AMAZON.COM INC (AMZN) - 3.46% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 5.97% | BROADCOM INC (AVGO) - 3.19% |
| #7 | KLA CORP (KLAC) - 3.69% | ALPHABET INC CLASS A (GOOGL) - 3.00% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.64% | ALPHABET INC CLASS C (GOOG) - 2.37% |
| #9 | QUALCOMM INC (QCOM) - 3.55% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #10 | APPLIED MATERIALS INC (AMAT) - 3.52% | MICRON TECHNOLOGY INC (MU) - 1.70% |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 3.51% | TESLA INC (TSLA) - 1.67% |
| #12 | ASML HOLDING NV ADR (ASML) - 3.16% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | ANALOG DEVICES INC (ADI) - 2.92% | JPMORGAN CHASE & CO (JPM) - 1.19% |
| #14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.89% | ADVANCED MICRO DEVICES INC (AMD) - 1.19% |
| #15 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.82% | EXXON MOBIL CORP (XOM) - 0.93% |
| #16 | NXP SEMICONDUCTORS NV (NXPI) - 2.80% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #17 | COHERENT CORP (COHR) - 2.58% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% |
| #18 | ASTERA LABS INC (ALAB) - 2.18% | WALMART INC (WMT) - 0.74% |
| #19 | TERADYNE INC (TER) - 2.11% | VISA INC CLASS A (V) - 0.71% |
| #20 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.84% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | ON SEMICONDUCTOR CORP (ON) - 1.68% | ANALOG DEVICES INC (ADI) - 0.30% |
| #22 | ARM HOLDINGS PLC ADR (ARM) - 1.66% | AT&T INC (T) - 0.29% |
| #23 | GLOBALFOUNDRIES INC (GFS) - 1.61% | CHURCHILL DOWNS INC (CHDN) - 0.28% |
| #24 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.59% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #25 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.03% | VERIZON COMMUNICATIONS INC (VZ) - 0.27% |
| Total Holdings | 33 | 412 |
SOXQ vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXQ
+21.68%
APUE
+2.75%
3M
Winner
SOXQ
+80.88%
APUE
+13.34%
6M
Winner
SOXQ
+101.85%
APUE
+11.65%
1Y
Winner
SOXQ
+168.64%
APUE
+27.96%
5Y(CAGR)
SOXQ
+35.47%
APUE
N/A
Max(CAGR)
Winner
SOXQ
+35.55%
APUE
+23.25%
SOXQ vs APUE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SOXQ | APUE |
|---|---|---|
| 2026 | +91.55% | +11.14% |
| 2025 | +42.04% | +17.72% |
| 2024 | +24.48% | +24.70% |
| 2023 | +68.43% | +18.42% |
| 2022 | -36.47% | N/A |
| 2021 | +24.84% | N/A |
SOXQ vs APUE Drawdown Comparison
The maximum drawdown for SOXQ was -46.01%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current APUE drawdown is -0.26%.
| Rank | SOXQ | APUE |
|---|---|---|
| #1 | -46.01% Dec 27, 2021 - Dec 13, 2023 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -39.37% Jul 10, 2024 - Aug 13, 2025 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -16.60% Mar 7, 2024 - May 24, 2024 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -15.59% Feb 25, 2026 - Apr 8, 2026 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -13.26% Oct 29, 2025 - Dec 8, 2025 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -12.32% Jun 3, 2026 - Jun 15, 2026 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -10.25% Dec 10, 2025 - Jan 6, 2026 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -8.54% Sep 16, 2021 - Nov 1, 2021 | -4.08% Jun 1, 2026 - Jun 10, 2026 |
| #9 | -8.47% Jan 29, 2026 - Feb 24, 2026 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -7.31% Dec 27, 2023 - Jan 19, 2024 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -6.88% Jun 18, 2024 - Jul 8, 2024 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -6.63% Dec 7, 2021 - Dec 27, 2021 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -6.59% Oct 8, 2025 - Oct 20, 2025 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -6.51% Jun 30, 2021 - Jul 30, 2021 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -6.43% May 11, 2026 - May 22, 2026 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between SOXQ and APUE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2021 - 2026)
SOXQ vs APUE dividend yield comparison.
| Year | SOXQ | APUE |
|---|---|---|
| 2026 | 0.06% | 0.00% |
| 2025 | 0.50% | 0.83% |
| 2024 | 0.68% | 0.79% |
| 2023 | 0.87% | 0.41% |
| 2022 | 1.36% | 0.00% |
| 2021 | 0.72% | 0.00% |
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