SOXQ vs IBDW

Comparison between INVESCO PHLX SEMICONDUCTOR ETF (SOXQ, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformanceSOXQ has outperformed IBDW, delivering a return of +30.4% compared to +0.2%

SOXQ vs IBDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXQ(ETF)	IBDW(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.19%	0.10%
Max Drawdown	46.51%	26.72%
Sharpe Ratio	1.97	-0.29
5Y Beta	2.04	0.07
P/E Ratio	47.58	N/A
Forward P/E	21.30	N/A
PEG Ratio	0.06	N/A
5Y Dividends CAGR	N/A	81.64%
5Y EPS CAGR	38.49%	N/A
P/S Ratio	6.04	N/A
P/B Ratio	10.59	N/A

Net Assets

SOXQ

$2.50B

IBDW

$2.50B

Expense Ratio

SOXQ

0.19%

Winner

IBDW

0.10%

Max Drawdown

SOXQ

46.51%

Winner

IBDW

26.72%

Sharpe Ratio

Winner

SOXQ

1.97

IBDW

-0.29

5Y Beta

SOXQ

2.04

Winner

IBDW

0.07

P/E Ratio

SOXQ

47.58

IBDW

N/A

Forward P/E

SOXQ

21.30

IBDW

N/A

PEG Ratio

SOXQ

0.06

IBDW

N/A

5Y Dividends CAGR

SOXQ

N/A

IBDW

81.64%

5Y EPS CAGR

SOXQ

38.49%

IBDW

N/A

P/S Ratio

SOXQ

6.04

IBDW

N/A

P/B Ratio

SOXQ

10.59

IBDW

N/A

SOXQ vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	SOXQ	IBDW
1 month	+0.43%	+0.11%
3 months	+10.67%	+0.12%
6 months	+53.74%	-0.13%
1 year	+120.04%	+2.93%
5 years(CAGR)	+30.40%	+0.19%
Max(CAGR)	+31.01%	+0.49%

Winner

SOXQ

+0.43%

IBDW

+0.11%

Winner

SOXQ

+10.67%

IBDW

+0.12%

Winner

SOXQ

+53.74%

IBDW

-0.13%

Winner

SOXQ

+120.04%

IBDW

+2.93%

5Y(CAGR)

Winner

SOXQ

+30.40%

IBDW

+0.19%

Max(CAGR)

Winner

SOXQ

+31.01%

IBDW

+0.49%

SOXQ vs IBDW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SOXQ	IBDW
2026	+67.92%	+0.38%
2025	+42.04%	+8.86%
2024	+24.48%	+3.60%
2023	+68.43%	+8.47%
2022	-36.47%	-16.41%
2021	+24.84%	+0.36%

SOXQ vs IBDW Drawdown Comparison

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

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current SOXQ drawdown is -15.56%. The current IBDW drawdown is -0.93%.

Rank	SOXQ	IBDW
#1	-46.01% Dec 27, 2021 - Dec 13, 2023	-23.88% Aug 3, 2021 - Feb 5, 2026
#2	-39.37% Jul 10, 2024 - Aug 13, 2025	-2.42% Feb 23, 2026 - Mar 26, 2026
#3	-28.56% Jun 22, 2026 - Jul 29, 2026	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-16.60% Mar 7, 2024 - May 24, 2024	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-15.59% Feb 25, 2026 - Apr 8, 2026	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-13.26% Oct 29, 2025 - Dec 8, 2025	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-12.32% Jun 3, 2026 - Jun 15, 2026	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-10.25% Dec 10, 2025 - Jan 6, 2026	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-8.54% Sep 16, 2021 - Nov 1, 2021	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-8.47% Jan 29, 2026 - Feb 24, 2026	N/A
#11	-7.31% Dec 27, 2023 - Jan 19, 2024	N/A
#12	-6.88% Jun 18, 2024 - Jul 8, 2024	N/A
#13	-6.63% Dec 7, 2021 - Dec 27, 2021	N/A
#14	-6.59% Oct 8, 2025 - Oct 20, 2025	N/A
#15	-6.51% Jun 30, 2021 - Jul 30, 2021	N/A