PortfoliosLab logoPortfoliosLab logo
BSJP vs. SOXQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJP vs. SOXQ - Performance Comparison

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

Loading charts...

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

BSJP vs. SOXQ - Yearly Performance Comparison


2026 (YTD)20252024202320222021
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

95.2%
0.0%

Industrials

4.7%

-

Energy

0.1%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Healthcare

-

-

Real Estate

-

-

Technology

-

100.0%

Utilities

-

-

Financial Services

BSJP
95.2%
SOXQ
0.0%

Industrials

BSJP
4.7%
SOXQ

-

Energy

BSJP
0.1%
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
100.0%

Utilities

BSJP

-

SOXQ

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BSJP vs. SOXQ — Risk / Return Rank

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

BSJP

SOXQ
SOXQ Risk / Return Rank: 9696
Overall Rank
SOXQ Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
SOXQ Sortino Ratio Rank: 9595
Sortino Ratio Rank
SOXQ Omega Ratio Rank: 9494
Omega Ratio Rank
SOXQ Calmar Ratio Rank: 9797
Calmar Ratio Rank
SOXQ Martin Ratio Rank: 9797
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.

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.

BSJP vs. SOXQ - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BSJPSOXQDifference

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


Loading charts...

Drawdown Indicators


BSJPSOXQDifference

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%

Current Drawdown

Current decline from peak

-2.15%

Average Drawdown

Average peak-to-trough decline

-12.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

Volatility

BSJP vs. SOXQ - Volatility Comparison


Loading charts...

Volatility by Period


BSJPSOXQDifference

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.


PositionTTM202520242023202220212020201920182017
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.

Portfolio Optimizer

Find the right allocation for BSJP 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.

Open Portfolio Optimizer