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BSCP vs. SOXQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCP vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2025 Corporate Bond ETF (BSCP) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSCP

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

SOXQ

1D
-0.25%
1M
10.27%
YTD
90.13%
6M
87.11%
1Y
148.28%
3Y*
57.47%
5Y*
34.11%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCP vs. SOXQ - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
0.00%4.19%5.06%5.11%-5.99%-1.14%
SOXQ
Invesco PHLX Semiconductor ETF
90.13%43.11%20.16%66.74%-35.59%25.19%

Correlation

The correlation between BSCP and SOXQ is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Jun 11, 2021

0.16

The correlation between BSCP and SOXQ shifts across timeframes, from 0.02 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

BSCP vs. SOXQ — Risk / Return Rank

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

BSCP

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


SOXQ
SOXQ Risk / Return Rank: 9595
Overall Rank
SOXQ Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
SOXQ Sortino Ratio Rank: 9191
Sortino Ratio Rank
SOXQ Omega Ratio Rank: 9292
Omega Ratio Rank
SOXQ Calmar Ratio Rank: 9797
Calmar Ratio Rank
SOXQ Martin Ratio Rank: 9696
Martin Ratio Rank
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.

BSCP vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2025 Corporate Bond ETF (BSCP) 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.


BSCPSOXQDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.55

Calmar ratioReturn relative to maximum drawdown

9.57

Martin ratioReturn relative to average drawdown

34.13

BSCP vs. SOXQ - Sharpe Ratio Comparison


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Drawdowns

BSCP vs. SOXQ - Drawdown Comparison


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Drawdown Indicators


BSCPSOXQDifference

Max Drawdown

Largest peak-to-trough decline

-46.01%

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

-8.05%

Average Drawdown

Average peak-to-trough decline

-12.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.36%

Volatility

BSCP vs. SOXQ - Volatility Comparison


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Volatility by Period


BSCPSOXQDifference

Volatility (1M)

Calculated over the trailing 1-month period

22.00%

Volatility (6M)

Calculated over the trailing 6-month period

32.41%

Volatility (1Y)

Calculated over the trailing 1-year period

38.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.22%

BSCP vs. SOXQ - Expense Ratio Comparison

BSCP has a 0.10% expense ratio, which is lower than SOXQ's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BSCP vs. SOXQ - Dividend Comparison

BSCP's dividend yield for the trailing twelve months is around 1.92%, more than SOXQ's 0.27% yield.


PositionTTM20252024202320222021202020192018201720162015
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
1.92%3.99%3.96%3.39%2.24%1.93%2.42%3.12%3.26%2.93%2.94%0.75%
SOXQ
Invesco PHLX Semiconductor ETF
0.27%0.50%0.68%0.87%1.36%0.72%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BSCP and SOXQ have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BSCP is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSCP is cheaper with a 0.10% expense ratio, compared with 0.19% for SOXQ.

BSCP has the higher dividend yield at 1.92%, compared with 0.27% for SOXQ.

BSCP is categorized as Corporate Bonds, while SOXQ is Semiconductors. BSCP tracks NASDAQ BulletShares USD Corporate Bond 2025 Index, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.10% for BSCP and 0.19% for SOXQ.

Portfolio Optimizer

Find the right allocation for BSCP and SOXQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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