BSJP vs. SOXQ
BSJP (Invesco BulletShares 2025 High Yield Corporate Bond ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - BSJP is a High Yield Bonds fund tracking the NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. At a 0.48 correlation, their price movements are largely independent. BSJP charges 0.42%/yr vs 0.19%/yr for SOXQ.
Performance
BSJP vs. SOXQ - Performance Comparison
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Returns By Period
BSJP
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXQ
- 1D
- -2.15%
- 1M
- 24.08%
- YTD
- 92.48%
- 6M
- 89.00%
- 1Y
- 171.59%
- 3Y*
- 59.09%
- 5Y*
- —
- 10Y*
- —
BSJP vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 0.00% | 4.46% | 8.07% | 10.41% | -5.16% | 1.77% |
SOXQ Invesco PHLX Semiconductor ETF | 92.48% | 43.11% | 20.16% | 66.74% | -35.59% | 24.82% |
Correlation
The correlation between BSJP and SOXQ is -0.09, 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 | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jun 14, 2021 | 0.48 |
The correlation between BSJP and SOXQ shifts across timeframes, from -0.09 (1 year) to 0.48 (all time), reflecting how their relationship changes across market environments.
BSJP vs. SOXQ - Sectors Allocation Comparison
Sectors
BSJP
SOXQ
Financial Services
Industrials
-
Energy
-
Basic Materials
-
-
Communication Services
-
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Healthcare
-
-
Real Estate
-
-
Technology
-
Utilities
-
-
Financial Services
BSJP
SOXQ
Industrials
BSJP
SOXQ
-
Energy
BSJP
SOXQ
-
Basic Materials
BSJP
-
SOXQ
-
Communication Services
BSJP
-
SOXQ
-
Consumer Cyclical
BSJP
-
SOXQ
-
Consumer Defensive
BSJP
-
SOXQ
-
Healthcare
BSJP
-
SOXQ
-
Real Estate
BSJP
-
SOXQ
-
Technology
BSJP
-
SOXQ
Utilities
BSJP
-
SOXQ
-
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Return for Risk
BSJP vs. SOXQ — Risk / Return Rank
BSJP
SOXQ
BSJP vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) 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.
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Sharpe Ratios by Period
| BSJP | SOXQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 5.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.96 | — |
Drawdowns
BSJP vs. SOXQ - Drawdown Comparison
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Drawdown Indicators
| BSJP | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest 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% | — |
Current DrawdownCurrent decline from peak | — | -2.15% | — |
Average DrawdownAverage peak-to-trough decline | — | -12.95% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.06% | — |
Volatility
BSJP vs. SOXQ - Volatility Comparison
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Volatility by Period
| BSJP | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 13.55% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 26.81% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 33.80% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 36.38% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 36.38% | — |
BSJP vs. SOXQ - Expense Ratio Comparison
BSJP has a 0.42% expense ratio, which is higher than SOXQ's 0.19% expense ratio.
Dividends
BSJP vs. SOXQ - Dividend Comparison
BSJP's dividend yield for the trailing twelve months is around 2.26%, more than SOXQ's 0.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 2.26% | 4.50% | 6.25% | 7.07% | 5.37% | 4.27% | 4.96% | 5.49% | 5.84% | 1.32% |
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
BSJP and SOXQ have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOXQ is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOXQ is cheaper with a 0.19% expense ratio, compared with 0.42% for BSJP.
BSJP has the higher dividend yield at 2.26%, compared with 0.26% for SOXQ.
BSJP is categorized as High Yield Bonds, while SOXQ is Semiconductors. BSJP tracks NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.42% for BSJP and 0.19% for SOXQ.
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