BSCR vs. SOXQ

Last updated Jun 5, 2026

BSCR (Invesco BulletShares 2027 Corporate Bond ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - BSCR is a Corporate Bonds fund tracking the NASDAQ Bulletshares® USD Corporate Bond 2027 Index, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. Over the past 3 years, BSCR returned 5.23%/yr vs 59.09%/yr for SOXQ. At a 0.16 correlation, their price movements are largely independent. BSCR charges 0.10%/yr vs 0.19%/yr for SOXQ.

Performance

BSCR vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) 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, BSCR achieves a 1.27% return, which is significantly lower than SOXQ's 92.48% return.

BSCR

• 1D: 0.00%
• 1M: 0.36%
• YTD: 1.27%
• 6M: 1.66%
• 1Y: 4.46%
• 3Y*: 5.23%
• 5Y*: 1.41%
• 10Y*: —

SOXQ

• 1D: -2.15%
• 1M: 24.08%
• YTD: 92.48%
• 6M: 89.00%
• 1Y: 171.59%
• 3Y*: 59.09%
• 5Y*: —
• 10Y*: —

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

BSCR vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
BSCR Invesco BulletShares 2027 Corporate Bond ETF	1.27%	5.77%	4.52%	6.41%	-9.56%	-0.88%
SOXQ Invesco PHLX Semiconductor ETF	92.48%	43.11%	20.16%	66.74%	-35.59%	24.82%

Correlation

The correlation between BSCR and SOXQ is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.09
Correlation (All Time) Calculated using the full available price history since Jun 14, 2021	0.16

BSCR vs. SOXQ - Sectors Allocation Comparison

Sectors	BSCR	SOXQ
Financial Services	20.9%	0.0%
Consumer Cyclical	12.1%	-
Healthcare	10.4%	-
Technology	10.1%	100.0%
Industrials	6.6%	-
Consumer Defensive	5.1%	-
Communication Services	4.0%	-
Energy	3.9%	-
Utilities	3.3%	-
Real Estate	3.0%	-
Basic Materials	0.9%	-

Return for Risk

BSCR vs. SOXQ — Risk / Return Rank

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

BSCR

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

SOXQ

SOXQ Risk / Return Rank: 96
SOXQ Sharpe Ratio Rank: 98
SOXQ Sortino Ratio Rank: 95
SOXQ Omega Ratio Rank: 94
SOXQ Calmar Ratio Rank: 97
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.

BSCR vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) 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.

	BSCR	SOXQ	Difference
Sharpe ratio: Return per unit of total volatility	4.20	5.11	-0.91
Sortino ratio: Return per unit of downside risk	7.83	5.02	+2.82
Omega ratio: Gain probability vs. loss probability	2.10	1.69	+0.41
Calmar ratio: Return relative to maximum drawdown	10.69	11.08	-0.38
Martin ratio: Return relative to average drawdown	46.31	42.47	+3.85
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BSCR vs. SOXQ - Sharpe Ratio Comparison

The current BSCR Sharpe Ratio is 4.20, which is comparable to the SOXQ Sharpe Ratio of 5.11. The chart below compares the historical Sharpe Ratios of BSCR and SOXQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BSCR	SOXQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.20	5.11	-0.91
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.35	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	0.96	-0.37

Drawdowns

BSCR vs. SOXQ - Drawdown Comparison

The maximum BSCR drawdown since its inception was -17.26%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for BSCR and SOXQ.

Drawdown Indicators

	BSCR	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-17.26%	-46.01%	+28.75%
Max Drawdown (1Y) Largest decline over 1 year	-0.42%	-15.59%	+15.17%
Max Drawdown (3Y) Largest decline over 3 years	-2.41%	-39.36%	+36.95%
Max Drawdown (5Y) Largest decline over 5 years	-14.87%	—	—
Current Drawdown Current decline from peak	0.00%	-2.15%	+2.15%
Average Drawdown Average peak-to-trough decline	-3.34%	-12.95%	+9.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.10%	4.06%	-3.96%

Volatility

BSCR vs. SOXQ - Volatility Comparison

The current volatility for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is 0.19%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 13.55%. This indicates that BSCR experiences smaller price fluctuations and is considered to be less risky than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BSCR	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.19%	13.55%	-13.36%
Volatility (6M) Calculated over the trailing 6-month period	0.59%	26.81%	-26.22%
Volatility (1Y) Calculated over the trailing 1-year period	1.07%	33.80%	-32.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.09%	36.38%	-32.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.35%	36.38%	-31.03%

BSCR vs. SOXQ - Expense Ratio Comparison

BSCR 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

BSCR vs. SOXQ - Dividend Comparison

BSCR's dividend yield for the trailing twelve months is around 4.29%, more than SOXQ's 0.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BSCR Invesco BulletShares 2027 Corporate Bond ETF	4.29%	4.26%	4.27%	3.74%	2.65%	2.12%	2.46%	3.11%	3.35%	0.78%
SOXQ Invesco PHLX Semiconductor ETF	0.26%	0.50%	0.68%	0.87%	1.36%	0.72%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BSCR and SOXQ in my portfolio?

BSCR and SOXQ have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BSCR or SOXQ?

SOXQ has higher volatility (13.55%) compared to BSCR (0.19%). In terms of maximum drawdown, BSCR dropped -17.26% vs SOXQ's -46.01%.

Which ETF is better, BSCR or SOXQ?

On 3-year performance, SOXQ leads with 59.09% vs 5.23% for BSCR. On fees, BSCR is cheaper at 0.10% per year. On volatility, BSCR has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BSCR or SOXQ?

Over the 3-year period, SOXQ has performed better with a 59.09% return vs 5.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BSCR or SOXQ?

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

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

BSCR has the higher dividend yield at 4.29%, compared with 0.26% for SOXQ.

What is the main difference between BSCR and SOXQ?

BSCR is categorized as Corporate Bonds, while SOXQ is Semiconductors. BSCR tracks NASDAQ Bulletshares® USD Corporate Bond 2027 Index, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.10% for BSCR and 0.19% for SOXQ.

Which has better risk-adjusted returns?

SOXQ currently has the higher Sharpe Ratio (5.11 vs 4.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.