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BSCP vs. SOXQ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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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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
10.26%43.11%20.16%66.74%-35.59%24.82%

Returns By Period


BSCP

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

SOXQ

1D
2.88%
1M
-4.05%
YTD
10.26%
6M
20.31%
1Y
83.12%
3Y*
35.09%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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%.


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

SOXQ
SOXQ Risk / Return Rank: 9393
Overall Rank
SOXQ Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
SOXQ Sortino Ratio Rank: 9191
Sortino Ratio Rank
SOXQ Omega Ratio Rank: 8989
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.


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

BSCP vs. SOXQ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSCPSOXQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

Correlation

The correlation between BSCP and SOXQ is 0.17, 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

BSCP vs. SOXQ - Dividend Comparison

BSCP's dividend yield for the trailing twelve months is around 2.97%, more than SOXQ's 0.46% yield.


TTM20252024202320222021202020192018201720162015
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
2.97%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
0.46%0.50%0.68%0.87%1.36%0.72%0.00%0.00%0.00%0.00%0.00%0.00%

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

-17.44%

Current Drawdown

Current decline from peak

-7.78%

Average Drawdown

Average peak-to-trough decline

-13.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.78%

Volatility

BSCP vs. SOXQ - Volatility Comparison


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Volatility by Period


BSCPSOXQDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.69%

Volatility (6M)

Calculated over the trailing 6-month period

26.33%

Volatility (1Y)

Calculated over the trailing 1-year period

40.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.10%