SOXQ vs JMOM

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

5-Year PerformanceSOXQ has outperformed JMOM, delivering a return of +30.4% compared to +14.4%

SOXQ vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOXQ(ETF)	JMOM(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.19%	0.12%
Max Drawdown	46.51%	34.31%
Sharpe Ratio	1.97	1.47
5Y Beta	2.04	1.06
P/E Ratio	47.58	32.33
Forward P/E	21.30	20.41
PEG Ratio	0.06	N/A
5Y Dividends CAGR	N/A	14.90%
5Y EPS CAGR	38.49%	21.13%
Debt to Equity	N/A	33.46%
P/S Ratio	6.04	2.35
P/B Ratio	10.59	4.98

Net Assets

SOXQ

$2.50B

Winner

JMOM

$2.60B

Expense Ratio

SOXQ

0.19%

Winner

JMOM

0.12%

Max Drawdown

SOXQ

46.51%

Winner

JMOM

34.31%

Sharpe Ratio

Winner

SOXQ

1.97

JMOM

1.47

5Y Beta

SOXQ

2.04

Winner

JMOM

1.06

P/E Ratio

SOXQ

47.58

Winner

JMOM

32.33

Forward P/E

SOXQ

21.30

Winner

JMOM

20.41

PEG Ratio

SOXQ

0.06

JMOM

N/A

5Y Dividends CAGR

SOXQ

N/A

JMOM

14.90%

5Y EPS CAGR

Winner

SOXQ

38.49%

JMOM

21.13%

Debt to Equity

SOXQ

N/A

JMOM

33.46%

P/S Ratio

SOXQ

6.04

Winner

JMOM

2.35

P/B Ratio

SOXQ

10.59

Winner

JMOM

4.98

SOXQ vs JMOM - Holdings Comparison

SOXQ and JMOM have 18 common holdings. Overlap is 14.24%

SOXQ's top 25 holdings weight is 97.37%. JMOM's top 25 holdings weight is 31.79%.

Rank	SOXQ	JMOM
#1	NVIDIA CORP (NVDA) - 12.57%	ADVANCED MICRO DEVICES INC (AMD) - 2.15%
#2	BROADCOM INC (AVGO) - 9.26%	APPLE INC (AAPL) - 2.13%
#3	MICRON TECHNOLOGY INC (MU) - 8.24%	BROADCOM INC (AVGO) - 2.04%
#4	APPLIED MATERIALS INC (AMAT) - 5.13%	NVIDIA CORP (NVDA) - 2.03%
#5	ASML HOLDING NV ADR (ASML) - 4.66%	MICRON TECHNOLOGY INC (MU) - 1.99%
#6	KLA CORP (KLAC) - 4.66%	ALPHABET INC CLASS A (GOOGL) - 1.95%
#7	ADVANCED MICRO DEVICES INC (AMD) - 4.46%	JOHNSON & JOHNSON (JNJ) - 1.81%
#8	MARVELL TECHNOLOGY INC (MRVL) - 4.29%	META PLATFORMS INC CLASS A (META) - 1.77%
#9	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.20%	MICROSOFT CORP (MSFT) - 1.66%
#10	LAM RESEARCH CORP (LRCX) - 4.19%	INTEL CORP (INTC) - 1.40%
#11	TEXAS INSTRUMENTS INC (TXN) - 4.02%	WALMART INC (WMT) - 1.23%
#12	ANALOG DEVICES INC (ADI) - 3.90%	CATERPILLAR INC (CAT) - 1.20%
#13	INTEL CORP (INTC) - 3.73%	COSTCO WHOLESALE CORP (COST) - 1.13%
#14	QUALCOMM INC (QCOM) - 2.92%	APPLIED MATERIALS INC (AMAT) - 1.11%
#15	NXP SEMICONDUCTORS NV (NXPI) - 2.79%	LAM RESEARCH CORP (LRCX) - 1.11%
#16	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.73%	ABBVIE INC (ABBV) - 1.08%
#17	COHERENT CORP (COHR) - 2.42%	THE GOLDMAN SACHS GROUP INC (GS) - 1.04%
#18	TERADYNE INC (TER) - 2.29%	GE AEROSPACE (GE) - 1.02%
#19	ASTERA LABS INC (ALAB) - 2.25%	n/a (PLTR) - 0.99%
#20	MICROCHIP TECHNOLOGY INC (MCHP) - 1.83%	GE VERNOVA INC (GEV) - 0.98%
#21	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.67%	CLOUDFLARE INC (NET) - 0.40%
#22	ARM HOLDINGS PLC ADR (ARM) - 1.59%	3M CO (MMM) - 0.40%
#23	ON SEMICONDUCTOR CORP (ON) - 1.44%	AMERICAN ELECTRIC POWER CO INC (AEP) - 0.39%
#24	GLOBALFOUNDRIES INC (GFS) - 1.27%	GENERAL MOTORS CO (GM) - 0.39%
#25	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.86%	MCKESSON CORP (MCK) - 0.39%
Total Holdings	32	254

SOXQ vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	SOXQ	JMOM
1 month	+0.43%	+1.65%
3 months	+10.67%	+8.43%
6 months	+53.74%	+19.92%
1 year	+120.04%	+31.42%
5 years(CAGR)	+30.40%	+14.37%
10 years(CAGR)	N/A	+16.19%
Max(CAGR)	+31.01%	+16.19%

SOXQ

+0.43%

Winner

JMOM

+1.65%

Winner

SOXQ

+10.67%

JMOM

+8.43%

Winner

SOXQ

+53.74%

JMOM

+19.92%

Winner

SOXQ

+120.04%

JMOM

+31.42%

5Y(CAGR)

Winner

SOXQ

+30.40%

JMOM

+14.37%

10Y(CAGR)

SOXQ

N/A

JMOM

+16.19%

Max(CAGR)

Winner

SOXQ

+31.01%

JMOM

+16.19%

SOXQ vs JMOM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SOXQ	JMOM
2026	+67.92%	+23.00%
2025	+42.04%	+17.75%
2024	+24.48%	+29.74%
2023	+68.43%	+23.74%
2022	-36.47%	-20.41%
2021	+24.84%	+26.82%
2020	N/A	+28.12%
2019	N/A	+28.88%
2018	N/A	-5.24%
2017	N/A	+3.32%

SOXQ vs JMOM Drawdown Comparison

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

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

The current SOXQ drawdown is -15.56%. The current JMOM drawdown is -1.39%.

Rank	SOXQ	JMOM
#1	-46.01% Dec 27, 2021 - Dec 13, 2023	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-39.37% Jul 10, 2024 - Aug 13, 2025	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-28.56% Jun 22, 2026 - Jul 29, 2026	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-16.60% Mar 7, 2024 - May 24, 2024	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-15.59% Feb 25, 2026 - Apr 8, 2026	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-13.26% Oct 29, 2025 - Dec 8, 2025	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-12.32% Jun 3, 2026 - Jun 15, 2026	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-10.25% Dec 10, 2025 - Jan 6, 2026	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-8.54% Sep 16, 2021 - Nov 1, 2021	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-8.47% Jan 29, 2026 - Feb 24, 2026	-8.02% Jun 30, 2026 - Jul 29, 2026
#11	-7.31% Dec 27, 2023 - Jan 19, 2024	-7.87% Mar 2, 2026 - Apr 8, 2026
#12	-6.88% Jun 18, 2024 - Jul 8, 2024	-6.88% Apr 26, 2021 - Jun 14, 2021
#13	-6.63% Dec 7, 2021 - Dec 27, 2021	-6.63% Sep 3, 2021 - Oct 21, 2021
#14	-6.59% Oct 8, 2025 - Oct 20, 2025	-6.24% Mar 21, 2024 - May 15, 2024
#15	-6.51% Jun 30, 2021 - Jul 30, 2021	-6.18% Dec 4, 2024 - Jan 23, 2025