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 +35.1% compared to +0.6%

SOXQ vs IBDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXQ(ETF)	IBDW(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.19%	0.10%
Max Drawdown	46.51%	26.72%
Sharpe Ratio	2.55	0.21
5Y Beta	2.02	0.06
P/E Ratio	62.45	N/A
Forward P/E	28.61	N/A
PEG Ratio	0.08	N/A
5Y EPS CAGR	34.94%	N/A
P/S Ratio	8.60	N/A
P/B Ratio	11.93	N/A

Net Assets

SOXQ

$2.40B

IBDW

$2.40B

Expense Ratio

SOXQ

0.19%

Winner

IBDW

0.10%

Max Drawdown

SOXQ

46.51%

Winner

IBDW

26.72%

Sharpe Ratio

Winner

SOXQ

2.55

IBDW

0.21

5Y Beta

SOXQ

2.02

Winner

IBDW

0.06

P/E Ratio

SOXQ

62.45

IBDW

N/A

Forward P/E

SOXQ

28.61

IBDW

N/A

PEG Ratio

SOXQ

0.08

IBDW

N/A

5Y EPS CAGR

SOXQ

34.94%

IBDW

N/A

P/S Ratio

SOXQ

8.60

IBDW

N/A

P/B Ratio

SOXQ

11.93

IBDW

N/A

SOXQ vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	SOXQ	IBDW
1 month	+8.43%	+0.50%
3 months	+75.18%	+1.10%
6 months	+94.11%	+0.58%
1 year	+155.06%	+4.34%
5 years(CAGR)	+35.10%	+0.57%
Max(CAGR)	+35.07%	+0.53%

Winner

SOXQ

+8.43%

IBDW

+0.50%

Winner

SOXQ

+75.18%

IBDW

+1.10%

Winner

SOXQ

+94.11%

IBDW

+0.58%

Winner

SOXQ

+155.06%

IBDW

+4.34%

5Y(CAGR)

Winner

SOXQ

+35.10%

IBDW

+0.57%

Max(CAGR)

Winner

SOXQ

+35.07%

IBDW

+0.53%

SOXQ vs IBDW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SOXQ	IBDW
2026	+89.69%	+0.55%
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 -4.61%. The current IBDW drawdown is -0.75%.

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	-16.60% Mar 7, 2024 - May 24, 2024	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-15.59% Feb 25, 2026 - Apr 8, 2026	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-13.26% Oct 29, 2025 - Dec 8, 2025	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-12.32% Jun 3, 2026 - Jun 15, 2026	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-10.25% Dec 10, 2025 - Jan 6, 2026	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-8.54% Sep 16, 2021 - Nov 1, 2021	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-8.47% Jan 29, 2026 - Feb 24, 2026	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-8.05% Jun 22, 2026 - Jun 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