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 +34.2% compared to +15.6%
SOXQ vs JMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXQ
$2.40B
JMOM
$2.40B
Expense Ratio
SOXQ
0.19%
Winner
JMOM
0.12%
Max Drawdown
SOXQ
46.51%
Winner
JMOM
34.31%
Sharpe Ratio
Winner
SOXQ
2.61
JMOM
1.74
5Y Beta
SOXQ
2.01
Winner
JMOM
1.05
P/E Ratio
SOXQ
57.53
Winner
JMOM
32.83
Forward P/E
SOXQ
27.83
Winner
JMOM
22.09
PEG Ratio
Winner
SOXQ
0.07
JMOM
0.32
5Y Dividends CAGR
SOXQ
N/A
JMOM
12.88%
5Y EPS CAGR
Winner
SOXQ
35.05%
JMOM
23.96%
Debt to Equity
SOXQ
N/A
JMOM
29.94%
P/S Ratio
SOXQ
8.24
Winner
JMOM
2.57
P/B Ratio
SOXQ
11.87
Winner
JMOM
5.55
SOXQ vs JMOM - Holdings Comparison
SOXQ and JMOM have 16 common holdings. Overlap is 16.71%
SOXQ's top 25 holdings weight is 97.29%. JMOM's top 25 holdings weight is 34.03%.
| Rank | SOXQ | JMOM |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 12.13% | MICRON TECHNOLOGY INC (MU) - 3.35% |
| #2 | NVIDIA CORP (NVDA) - 8.87% | ADVANCED MICRO DEVICES INC (AMD) - 2.48% |
| #3 | BROADCOM INC (AVGO) - 8.85% | BROADCOM INC (AVGO) - 2.41% |
| #4 | MARVELL TECHNOLOGY INC (MRVL) - 8.37% | NVIDIA CORP (NVDA) - 2.07% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 6.13% | ALPHABET INC CLASS A (GOOGL) - 2.00% |
| #6 | INTEL CORP (INTC) - 5.56% | APPLE INC (AAPL) - 1.86% |
| #7 | QUALCOMM INC (QCOM) - 3.98% | INTEL CORP (INTC) - 1.57% |
| #8 | TEXAS INSTRUMENTS INC (TXN) - 3.41% | MICROSOFT CORP (MSFT) - 1.56% |
| #9 | LAM RESEARCH CORP (LRCX) - 3.36% | JOHNSON & JOHNSON (JNJ) - 1.45% |
| #10 | KLA CORP (KLAC) - 3.14% | META PLATFORMS INC CLASS A (META) - 1.43% |
| #11 | APPLIED MATERIALS INC (AMAT) - 3.09% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | NXP SEMICONDUCTORS NV (NXPI) - 2.82% | WALMART INC (WMT) - 1.29% |
| #13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.81% | LAM RESEARCH CORP (LRCX) - 1.29% |
| #14 | ANALOG DEVICES INC (ADI) - 2.80% | CATERPILLAR INC (CAT) - 1.24% |
| #15 | ASML HOLDING NV ADR (ASML) - 2.76% | APPLIED MATERIALS INC (AMAT) - 1.19% |
| #16 | COHERENT CORP (COHR) - 2.76% | COSTCO WHOLESALE CORP (COST) - 1.16% |
| #17 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.76% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.13% |
| #18 | TERADYNE INC (TER) - 2.12% | ORACLE CORP (ORCL) - 1.07% |
| #19 | ASTERA LABS INC (ALAB) - 2.09% | THE GOLDMAN SACHS GROUP INC (GS) - 0.97% |
| #20 | ARM HOLDINGS PLC ADR (ARM) - 1.94% | GE AEROSPACE (GE) - 0.96% |
| #21 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.81% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.44% |
| #22 | ON SEMICONDUCTOR CORP (ON) - 1.75% | DATADOG INC CLASS A (DDOG) - 0.43% |
| #23 | GLOBALFOUNDRIES INC (GFS) - 1.62% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.43% |
| #24 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.37% | ON SEMICONDUCTOR CORP (ON) - 0.42% |
| #25 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.99% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.42% |
| Total Holdings | 32 | 239 |
SOXQ vs JMOM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXQ
+14.15%
JMOM
+4.53%
3M
Winner
SOXQ
+75.04%
JMOM
+20.43%
6M
Winner
SOXQ
+90.35%
JMOM
+21.29%
1Y
Winner
SOXQ
+155.86%
JMOM
+34.20%
5Y(CAGR)
Winner
SOXQ
+34.21%
JMOM
+15.65%
10Y(CAGR)
SOXQ
N/A
JMOM
+16.22%
Max(CAGR)
Winner
SOXQ
+34.21%
JMOM
+16.22%
SOXQ vs JMOM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SOXQ | JMOM |
|---|---|---|
| 2026 | +81.78% | +20.47% |
| 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 -3.91%. The current JMOM drawdown is -1.17%.
| 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 | -16.60% Mar 7, 2024 - May 24, 2024 | -21.59% Oct 3, 2018 - Jun 10, 2019 |
| #4 | -15.59% Feb 25, 2026 - Apr 8, 2026 | -19.51% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -13.26% Oct 29, 2025 - Dec 8, 2025 | -10.94% Feb 12, 2021 - Apr 15, 2021 |
| #6 | -12.32% Jun 3, 2026 - Jun 10, 2026 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #7 | -10.25% Dec 10, 2025 - Jan 6, 2026 | -8.49% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -8.54% Sep 16, 2021 - Nov 1, 2021 | -8.34% Oct 13, 2020 - Nov 24, 2020 |
| #9 | -8.47% Jan 29, 2026 - Feb 24, 2026 | -8.27% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -7.31% Dec 27, 2023 - Jan 19, 2024 | -7.87% Mar 2, 2026 - Apr 8, 2026 |
| #11 | -6.88% Jun 18, 2024 - Jul 8, 2024 | -6.88% Apr 26, 2021 - Jun 14, 2021 |
| #12 | -6.63% Dec 7, 2021 - Dec 27, 2021 | -6.63% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -6.59% Oct 8, 2025 - Oct 20, 2025 | -6.24% Mar 21, 2024 - May 15, 2024 |
| #14 | -6.51% Jun 30, 2021 - Jul 30, 2021 | -6.18% Dec 4, 2024 - Jan 23, 2025 |
| #15 | -6.43% May 11, 2026 - May 22, 2026 | -6.07% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between SOXQ and JMOM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
SOXQ vs JMOM dividend yield comparison.
| Year | SOXQ | JMOM |
|---|---|---|
| 2026 | 0.07% | 0.15% |
| 2025 | 0.50% | 0.86% |
| 2024 | 0.68% | 0.75% |
| 2023 | 0.87% | 1.21% |
| 2022 | 1.36% | 1.39% |
| 2021 | 0.72% | 0.64% |
| 2020 | 0.00% | 0.85% |
| 2019 | 0.00% | 1.11% |
| 2018 | 0.00% | 1.38% |
| 2017 | 0.00% | 0.29% |
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