AIPO vs. SOXQ

Last updated Jun 16, 2026

AIPO (Defiance AI & Power Infrastructure ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - AIPO is a Building & Construction fund tracking the MarketVector™ US Listed AI and Power Infrastructure Index, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. Their correlation of 0.83 suggests significant overlap in exposure. AIPO charges 0.69%/yr vs 0.19%/yr for SOXQ.

Performance

AIPO vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defiance AI & Power Infrastructure ETF (AIPO) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIPO achieves a 47.24% return, which is significantly lower than SOXQ's 99.17% return.

AIPO

• 1D: 3.56%
• 1M: 0.96%
• YTD: 47.24%
• 6M: 44.58%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SOXQ

• 1D: 5.38%
• 1M: 21.68%
• YTD: 99.17%
• 6M: 101.86%
• 1Y: 176.72%
• 3Y*: 57.50%
• 5Y*: 35.68%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AIPO vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025
AIPO Defiance AI & Power Infrastructure ETF	47.24%	9.46%
SOXQ Invesco PHLX Semiconductor ETF	99.17%	25.85%

Correlation

The correlation between AIPO and SOXQ is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 25, 2025	0.83

AIPO vs. SOXQ - Sectors Allocation Comparison

Sectors	AIPO	SOXQ
Industrials	54.2%	-
Technology	19.8%	99.9%
Utilities	13.5%	-
Energy	6.0%	-
Financial Services	4.8%	0.1%
Real Estate	1.0%	-
Communication Services	0.8%	-
Basic Materials	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Healthcare	-	-

Return for Risk

AIPO vs. SOXQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIPO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SOXQ

SOXQ Risk / Return Rank: 96
SOXQ Sharpe Ratio Rank: 98
SOXQ Sortino Ratio Rank: 95
SOXQ Omega Ratio Rank: 95
SOXQ Calmar Ratio Rank: 98
SOXQ Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIPO vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defiance AI & Power Infrastructure ETF (AIPO) and Invesco PHLX Semiconductor ETF (SOXQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AIPO	SOXQ	Difference
Sharpe ratio: Return per unit of total volatility	—	4.81	—
Sortino ratio: Return per unit of downside risk	—	4.61	—
Omega ratio: Gain probability vs. loss probability	—	1.66	—
Calmar ratio: Return relative to maximum drawdown	—	11.41	—
Martin ratio: Return relative to average drawdown	—	41.45	—

Drawdowns

AIPO vs. SOXQ - Drawdown Comparison

The maximum AIPO drawdown since its inception was -17.31%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for AIPO and SOXQ.

Drawdown Indicators

	AIPO	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-17.31%	-46.01%	+28.70%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.59%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-39.36%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-46.01%	—
Current Drawdown Current decline from peak	-4.23%	0.00%	-4.23%
Average Drawdown Average peak-to-trough decline	-4.48%	-12.91%	+8.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.28%	—

Volatility

Volatility by Period

	AIPO	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	19.37%	—
Volatility (6M) Calculated over the trailing 6-month period	—	31.02%	—
Volatility (1Y) Calculated over the trailing 1-year period	35.27%	37.08%	-1.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.27%	36.97%	-1.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.27%	36.93%	-1.66%

AIPO vs. SOXQ - Expense Ratio Comparison

AIPO has a 0.69% expense ratio, which is higher than SOXQ's 0.19% expense ratio.

Dividends

AIPO vs. SOXQ - Dividend Comparison

AIPO's dividend yield for the trailing twelve months is around 0.01%, less than SOXQ's 0.25% yield.

Position	TTM	2025	2024	2023	2022	2021
AIPO Defiance AI & Power Infrastructure ETF	0.01%	0.01%	0.00%	0.00%	0.00%	0.00%
SOXQ Invesco PHLX Semiconductor ETF	0.25%	0.50%	0.68%	0.87%	1.36%	0.72%

Frequently Asked Questions

Can I hold both AIPO and SOXQ in my portfolio?

AIPO and SOXQ have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AIPO or SOXQ?

On fees, SOXQ is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AIPO or SOXQ?

SOXQ is cheaper with a 0.19% expense ratio, compared with 0.69% for AIPO.

Which ETF pays a higher dividend yield, AIPO or SOXQ?

SOXQ has the higher dividend yield at 0.25%, compared with 0.01% for AIPO.

What is the main difference between AIPO and SOXQ?

AIPO is categorized as Building & Construction, while SOXQ is Semiconductors. AIPO tracks MarketVector™ US Listed AI and Power Infrastructure Index, while SOXQ tracks PHLX Semiconductor Sector Index. They also come from different issuers: Defiance and Invesco. Their fees differ too: 0.69% for AIPO and 0.19% for SOXQ.