ATEX vs. SOXQ

Last updated Apr 1, 2026

Compare and contrast key facts about Anterix Inc. (ATEX) and Invesco PHLX Semiconductor ETF (SOXQ).

SOXQ is a passively managed fund by Invesco that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jun 11, 2021.

Performance

ATEX vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anterix Inc. (ATEX) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

ATEX vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
ATEX Anterix Inc.	74.94%	-28.82%	-7.95%	3.57%	-45.25%	17.31%
SOXQ Invesco PHLX Semiconductor ETF	7.17%	43.11%	20.16%	66.74%	-35.59%	24.82%

Returns By Period

In the year-to-date period, ATEX achieves a 74.94% return, which is significantly higher than SOXQ's 7.17% return.

ATEX

• 1D: 4.66%
• 1M: 3.47%
• YTD: 74.94%
• 6M: 77.88%
• 1Y: 4.34%
• 3Y*: 4.95%
• 5Y*: -4.03%
• 10Y*: 0.67%

SOXQ

• 1D: 6.19%
• 1M: -6.26%
• YTD: 7.17%
• 6M: 19.39%
• 1Y: 78.41%
• 3Y*: 33.82%
• 5Y*: —
• 10Y*: —

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

Return for Risk

ATEX vs. SOXQ — Risk / Return Rank

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

ATEX

ATEX Risk / Return Rank: 43
ATEX Sharpe Ratio Rank: 45
ATEX Sortino Ratio Rank: 42
ATEX Omega Ratio Rank: 40
ATEX Calmar Ratio Rank: 45
ATEX Martin Ratio Rank: 43

SOXQ

SOXQ Risk / Return Rank: 93
SOXQ Sharpe Ratio Rank: 91
SOXQ Sortino Ratio Rank: 91
SOXQ Omega Ratio Rank: 90
SOXQ Calmar Ratio Rank: 96
SOXQ Martin Ratio Rank: 96

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.

ATEX vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anterix Inc. (ATEX) 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.

	ATEX	SOXQ	Difference
Sharpe ratio Return per unit of total volatility	0.09	1.97	-1.87
Sortino ratio Return per unit of downside risk	0.51	2.58	-2.07
Omega ratio Gain probability vs. loss probability	1.06	1.37	-0.31
Calmar ratio Return relative to maximum drawdown	0.13	4.47	-4.33
Martin ratio Return relative to average drawdown	0.21	16.40	-16.20
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ATEX vs. SOXQ - Sharpe Ratio Comparison

The current ATEX Sharpe Ratio is 0.09, which is lower than the SOXQ Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of ATEX and SOXQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ATEX	SOXQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.09	1.97	-1.87
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.10	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.01	0.58	-0.59

Correlation

The correlation between ATEX and SOXQ is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ATEX vs. SOXQ - Dividend Comparison

ATEX has not paid dividends to shareholders, while SOXQ's dividend yield for the trailing twelve months is around 0.47%.

	TTM	2025	2024	2023	2022	2021
ATEX Anterix Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SOXQ Invesco PHLX Semiconductor ETF	0.47%	0.50%	0.68%	0.87%	1.36%	0.72%

Drawdowns

ATEX vs. SOXQ - Drawdown Comparison

The maximum ATEX drawdown since its inception was -72.27%, which is greater than SOXQ's maximum drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for ATEX and SOXQ.

Drawdown Indicators

	ATEX	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-72.27%	-46.01%	-26.26%
Max Drawdown (1Y) Largest decline over 1 year	-50.91%	-17.44%	-33.47%
Max Drawdown (5Y) Largest decline over 5 years	-72.27%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-72.27%	—	—
Current Drawdown Current decline from peak	-41.13%	-10.36%	-30.77%
Average Drawdown Average peak-to-trough decline	-39.03%	-13.38%	-25.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	33.08%	4.75%	+28.33%

Volatility

ATEX vs. SOXQ - Volatility Comparison

Anterix Inc. (ATEX) has a higher volatility of 14.07% compared to Invesco PHLX Semiconductor ETF (SOXQ) at 13.15%. This indicates that ATEX's price experiences larger fluctuations and is considered to be riskier than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ATEX	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.07%	13.15%	+0.92%
Volatility (6M) Calculated over the trailing 6-month period	37.99%	26.20%	+11.79%
Volatility (1Y) Calculated over the trailing 1-year period	46.58%	40.06%	+6.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.34%	36.09%	+6.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	49.99%	36.09%	+13.90%