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SOXQ vs SPY

Comparison between INVESCO PHLX SEMICONDUCTOR ETF (SOXQ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSOXQ has outperformed SPY, delivering a return of +35.1% compared to +13.0%

SOXQ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SOXQ
$2.40B
Winner
SPY
$784B
Expense Ratio
SOXQ
0.19%
Winner
SPY
0.09%
Max Drawdown
Winner
SOXQ
46.51%
SPY
56.47%
Sharpe Ratio
Winner
SOXQ
2.55
SPY
1.39
5Y Beta
SOXQ
2.02
Winner
SPY
1.00
P/E Ratio
SOXQ
62.45
Winner
SPY
28.13
Forward P/E
SOXQ
28.61
Winner
SPY
21.42
PEG Ratio
SOXQ
0.08
SPY
N/A
5Y Dividends CAGR
SOXQ
N/A
SPY
6.00%
5Y EPS CAGR
Winner
SOXQ
34.94%
SPY
25.27%
Debt to Equity
SOXQ
N/A
SPY
31.16%
P/S Ratio
SOXQ
8.60
Winner
SPY
3.66
P/B Ratio
SOXQ
11.93
Winner
SPY
5.51

SOXQ vs SPY - Holdings Comparison

SOXQ and SPY have 19 common holdings. Overlap is 18.09%

SOXQ's top 25 holdings weight is 97.21%. SPY's top 25 holdings weight is 51.24%.

RankSOXQSPY
#1
MICRON TECHNOLOGY INC (MU) - 11.43%
NVIDIA CORP (NVDA) - 7.81%
#2
NVIDIA CORP (NVDA) - 8.97%
APPLE INC (AAPL) - 6.81%
#3
MARVELL TECHNOLOGY INC (MRVL) - 8.17%
MICROSOFT CORP (MSFT) - 4.53%
#4
BROADCOM INC (AVGO) - 7.69%
AMAZON.COM INC (AMZN) - 3.72%
#5
INTEL CORP (INTC) - 6.20%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ADVANCED MICRO DEVICES INC (AMD) - 5.97%
BROADCOM INC (AVGO) - 2.77%
#7
KLA CORP (KLAC) - 3.69%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
LAM RESEARCH CORP (LRCX) - 3.64%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
QUALCOMM INC (QCOM) - 3.55%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
APPLIED MATERIALS INC (AMAT) - 3.52%
TESLA INC (TSLA) - 1.76%
#11
TEXAS INSTRUMENTS INC (TXN) - 3.51%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ASML HOLDING NV ADR (ASML) - 3.16%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
ANALOG DEVICES INC (ADI) - 2.92%
ELI LILLY AND CO (LLY) - 1.38%
#14
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.89%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.82%
EXXON MOBIL CORP (XOM) - 0.92%
#16
NXP SEMICONDUCTORS NV (NXPI) - 2.80%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
COHERENT CORP (COHR) - 2.58%
VISA INC CLASS A (V) - 0.87%
#18
ASTERA LABS INC (ALAB) - 2.18%
INTEL CORP (INTC) - 0.85%
#19
TERADYNE INC (TER) - 2.11%
WALMART INC (WMT) - 0.82%
#20
MICROCHIP TECHNOLOGY INC (MCHP) - 1.84%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
ON SEMICONDUCTOR CORP (ON) - 1.68%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
ARM HOLDINGS PLC ADR (ARM) - 1.66%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
GLOBALFOUNDRIES INC (GFS) - 1.61%
CATERPILLAR INC (CAT) - 0.68%
#24
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.59%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.03%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings33505

SOXQ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SOXQ
+8.43%
SPY
-1.92%
3M
Winner
SOXQ
+75.18%
SPY
+12.08%
6M
Winner
SOXQ
+94.11%
SPY
+6.93%
1Y
Winner
SOXQ
+155.06%
SPY
+22.28%
5Y(CAGR)
Winner
SOXQ
+35.10%
SPY
+13.00%
10Y(CAGR)
SOXQ
N/A
SPY
+15.55%
Max(CAGR)
Winner
SOXQ
+35.07%
SPY
+8.44%

SOXQ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOXQSPY
2026+89.69%+8.06%
2025+42.04%+18.00%
2024+24.48%+25.59%
2023+68.43%+26.72%
2022-36.47%-18.64%
2021+24.84%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SOXQ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SOXQ drawdown is -4.61%. The current SPY drawdown is -3.08%.

RankSOXQSPY
#1-46.01%
Dec 27, 2021 - Dec 13, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.37%
Jul 10, 2024 - Aug 13, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.60%
Mar 7, 2024 - May 24, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.59%
Feb 25, 2026 - Apr 8, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.26%
Oct 29, 2025 - Dec 8, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.32%
Jun 3, 2026 - Jun 15, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.25%
Dec 10, 2025 - Jan 6, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.54%
Sep 16, 2021 - Nov 1, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.47%
Jan 29, 2026 - Feb 24, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.05%
Jun 22, 2026 - Jun 24, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.31%
Dec 27, 2023 - Jan 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.88%
Jun 18, 2024 - Jul 8, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.63%
Dec 7, 2021 - Dec 27, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.59%
Oct 8, 2025 - Oct 20, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.51%
Jun 30, 2021 - Jul 30, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SOXQ and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

SOXQ vs SPY dividend yield comparison.

YearSOXQSPY
20260.13%0.50%
20250.50%1.07%
20240.68%1.21%
20230.87%1.40%
20221.36%1.65%
20210.72%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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