BSCZ vs. SOXQ

Last updated Jun 4, 2026

BSCZ (Invesco BulletShares 2035 Corporate Bond ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - BSCZ is a Corporate Bonds fund tracking the BulletShares® USD Corporate Bond 2035 Index, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. At a 0.24 correlation, their price movements are largely independent. BSCZ charges 0.10%/yr vs 0.19%/yr for SOXQ.

Performance

BSCZ vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) 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, BSCZ achieves a 0.18% return, which is significantly lower than SOXQ's 96.72% return.

BSCZ

• 1D: -0.24%
• 1M: 0.42%
• YTD: 0.18%
• 6M: -0.02%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SOXQ

• 1D: 1.42%
• 1M: 32.12%
• YTD: 96.72%
• 6M: 91.61%
• 1Y: 181.76%
• 3Y*: 59.40%
• 5Y*: —
• 10Y*: —

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

BSCZ vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025
BSCZ Invesco BulletShares 2035 Corporate Bond ETF	0.18%	5.67%
SOXQ Invesco PHLX Semiconductor ETF	96.72%	35.97%

Correlation

The correlation between BSCZ and SOXQ is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 12, 2025	0.24

BSCZ vs. SOXQ - Sectors Allocation Comparison

Sectors	BSCZ	SOXQ
Healthcare	12.1%	-
Communication Services	10.8%	-
Technology	10.5%	100.0%
Financial Services	9.8%	0.0%
Energy	8.9%	-
Consumer Cyclical	7.4%	-
Industrials	7.3%	-
Utilities	5.0%	-
Consumer Defensive	4.6%	-
Real Estate	3.5%	-
Basic Materials	1.7%	-

Return for Risk

BSCZ vs. SOXQ — Risk / Return Rank

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

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: 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.

BSCZ vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) 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.

Sharpe Ratios by Period

	BSCZ	SOXQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	5.43	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.21	0.98	+0.23

Drawdowns

BSCZ vs. SOXQ - Drawdown Comparison

The maximum BSCZ drawdown since its inception was -3.28%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for BSCZ and SOXQ.

Drawdown Indicators

	BSCZ	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-3.28%	-46.01%	+42.73%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.59%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-39.36%	—
Current Drawdown Current decline from peak	-1.46%	0.00%	-1.46%
Average Drawdown Average peak-to-trough decline	-0.75%	-12.96%	+12.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.06%	—

Volatility

Volatility by Period

	BSCZ	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	13.44%	—
Volatility (6M) Calculated over the trailing 6-month period	—	26.70%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.98%	33.78%	-28.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.98%	36.38%	-31.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.98%	36.38%	-31.40%

BSCZ vs. SOXQ - Expense Ratio Comparison

BSCZ 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

BSCZ vs. SOXQ - Dividend Comparison

BSCZ's dividend yield for the trailing twelve months is around 4.09%, more than SOXQ's 0.26% yield.

Position	TTM	2025	2024	2023	2022	2021
BSCZ Invesco BulletShares 2035 Corporate Bond ETF	4.09%	2.18%	0.00%	0.00%	0.00%	0.00%
SOXQ Invesco PHLX Semiconductor ETF	0.26%	0.50%	0.68%	0.87%	1.36%	0.72%

Frequently Asked Questions

Can I hold both BSCZ and SOXQ in my portfolio?

BSCZ and SOXQ have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BSCZ or SOXQ?

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

Which ETF is cheaper, BSCZ or SOXQ?

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

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

BSCZ has the higher dividend yield at 4.09%, compared with 0.26% for SOXQ.

What is the main difference between BSCZ and SOXQ?

BSCZ is categorized as Corporate Bonds, while SOXQ is Semiconductors. BSCZ tracks BulletShares® USD Corporate Bond 2035 Index, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.10% for BSCZ and 0.19% for SOXQ.