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SOXQ vs PFXF

Comparison between INVESCO PHLX SEMICONDUCTOR ETF (SOXQ, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceSOXQ has outperformed PFXF, delivering a return of +35.1% compared to +3.3%

SOXQ vs PFXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SOXQ
$2.40B
Winner
PFXF
$2.50B
Expense Ratio
Winner
SOXQ
0.19%
PFXF
0.40%
Max Drawdown
SOXQ
46.51%
Winner
PFXF
37.25%
Sharpe Ratio
Winner
SOXQ
2.55
PFXF
0.84
5Y Beta
SOXQ
2.02
Winner
PFXF
0.40
P/E Ratio
SOXQ
62.45
PFXF
N/A
Forward P/E
SOXQ
28.61
PFXF
N/A
PEG Ratio
SOXQ
0.08
PFXF
N/A
5Y Dividends CAGR
SOXQ
N/A
PFXF
2.89%
5Y EPS CAGR
SOXQ
34.94%
PFXF
N/A
P/S Ratio
SOXQ
8.60
PFXF
N/A
P/B Ratio
SOXQ
11.93
PFXF
N/A

SOXQ vs PFXF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SOXQ
+8.43%
PFXF
-3.64%
3M
Winner
SOXQ
+75.18%
PFXF
+1.94%
6M
Winner
SOXQ
+94.11%
PFXF
+2.43%
1Y
Winner
SOXQ
+155.06%
PFXF
+12.34%
5Y(CAGR)
Winner
SOXQ
+35.10%
PFXF
+3.34%
10Y(CAGR)
SOXQ
N/A
PFXF
+4.90%
Max(CAGR)
Winner
SOXQ
+35.07%
PFXF
+5.33%

SOXQ vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearSOXQPFXF
2026+89.69%+1.83%
2025+42.04%+8.88%
2024+24.48%+8.29%
2023+68.43%+10.52%
2022-36.47%-18.62%
2021+24.84%+12.47%
2020N/A+7.34%
2019N/A+19.71%
2018N/A-3.18%
2017N/A+7.69%
2016N/A+5.79%
2015N/A-2.03%
2014N/A+15.44%
2013N/A-2.29%
2012N/A+4.44%

SOXQ vs PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current SOXQ drawdown is -4.61%. The current PFXF drawdown is -5.86%.

RankSOXQPFXF
#1-46.01%
Dec 27, 2021 - Dec 13, 2023
-35.50%
Feb 5, 2020 - Nov 9, 2020
#2-39.37%
Jul 10, 2024 - Aug 13, 2025
-21.80%
Dec 31, 2021 - Sep 17, 2024
#3-16.60%
Mar 7, 2024 - May 24, 2024
-11.89%
Oct 16, 2024 - Jul 3, 2025
#4-15.59%
Feb 25, 2026 - Apr 8, 2026
-10.73%
Aug 29, 2018 - Feb 22, 2019
#5-13.26%
Oct 29, 2025 - Dec 8, 2025
-9.71%
May 21, 2013 - Feb 28, 2014
#6-12.32%
Jun 3, 2026 - Jun 15, 2026
-8.39%
Jul 29, 2016 - May 2, 2017
#7-10.25%
Dec 10, 2025 - Jan 6, 2026
-8.08%
May 18, 2015 - Mar 17, 2016
#8-8.54%
Sep 16, 2021 - Nov 1, 2021
-5.86%
Jun 2, 2026 - Jun 25, 2026
#9-8.47%
Jan 29, 2026 - Feb 24, 2026
-5.83%
Feb 25, 2026 - Apr 16, 2026
#10-8.05%
Jun 22, 2026 - Jun 24, 2026
-5.05%
Dec 11, 2017 - Jun 11, 2018
#11-7.31%
Dec 27, 2023 - Jan 19, 2024
-4.93%
Oct 27, 2025 - Dec 18, 2025
#12-6.88%
Jun 18, 2024 - Jul 8, 2024
-3.70%
Oct 18, 2012 - Dec 31, 2012
#13-6.63%
Dec 7, 2021 - Dec 27, 2021
-3.44%
May 11, 2026 - May 29, 2026
#14-6.59%
Oct 8, 2025 - Oct 20, 2025
-3.04%
Jan 20, 2021 - Mar 12, 2021
#15-6.51%
Jun 30, 2021 - Jul 30, 2021
-3.03%
Nov 5, 2021 - Dec 17, 2021

Correlation

Correlation between SOXQ and PFXF is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2012 - 2026)

SOXQ vs PFXF dividend yield comparison.

YearSOXQPFXF
20260.13%2.14%
20250.50%6.72%
20240.68%7.82%
20230.87%7.88%
20221.36%6.74%
20210.72%4.66%
20200.00%5.19%
20190.00%5.35%
20180.00%6.56%
20170.00%5.93%
20160.00%5.81%
20150.00%5.99%
20140.00%5.91%
20130.00%6.51%
20120.00%2.56%

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