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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.

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Returns By Period


BSJP

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

SOXQ

1D
-4.27%
1M
-10.66%
6M
51.71%
YTD
67.78%
1Y
109.28%
3Y*
46.67%
5Y*
31.52%
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%1.69%
SOXQ
Invesco PHLX Semiconductor ETF
67.78%43.11%20.16%66.74%-35.59%25.19%

Correlation

The correlation between BSJP and SOXQ is -0.06, 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

-0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Jun 11, 2021

0.47

The correlation between BSJP and SOXQ shifts across timeframes, from -0.06 (1 year) to 0.47 (5 years), reflecting how their relationship changes across market environments.

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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

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


SOXQ
SOXQ Risk / Return Rank: 8989
Overall Rank
SOXQ Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
SOXQ Sortino Ratio Rank: 8181
Sortino Ratio Rank
SOXQ Omega Ratio Rank: 8484
Omega Ratio Rank
SOXQ Calmar Ratio Rank: 9595
Calmar Ratio Rank
SOXQ Martin Ratio Rank: 9494
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BSJPSOXQDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.40

Calmar ratioReturn relative to maximum drawdown

5.83

Martin ratioReturn relative to average drawdown

20.69

BSJP vs. SOXQ - Sharpe Ratio Comparison


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Drawdowns

BSJP vs. SOXQ - Drawdown Comparison


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Drawdown Indicators


BSJPSOXQDifference

Max Drawdown

Largest peak-to-trough decline

-46.01%

Max Drawdown (1Y)

Largest decline over 1 year

-18.86%

Max Drawdown (3Y)

Largest decline over 3 years

-39.36%

Max Drawdown (5Y)

Largest decline over 5 years

-46.01%

Current Drawdown

Current decline from peak

-18.86%

Average Drawdown

Average peak-to-trough decline

-12.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.30%

Volatility

BSJP vs. SOXQ - Volatility Comparison


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Volatility by Period


BSJPSOXQDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.92%

Volatility (6M)

Calculated over the trailing 6-month period

35.76%

Volatility (1Y)

Calculated over the trailing 1-year period

41.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.65%

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 1.89%, more than SOXQ's 0.30% yield.


PositionTTM202520242023202220212020201920182017
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
1.89%4.50%6.25%7.07%5.37%4.27%4.96%5.49%5.84%1.32%
SOXQ
Invesco PHLX Semiconductor ETF
0.30%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 -0.06, 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 1.89%, compared with 0.30% 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.

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