BSJQ vs. SOXQ
BSJQ (Invesco BulletShares 2026 High Yield Corp Bond ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - BSJQ is a High Yield Bonds fund tracking the NASDAQ BulletShares USD High Yield Corporate Bond 2026 TR Index, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. Over the past 5 years, BSJQ returned 3.65%/yr vs 35.10%/yr for SOXQ. A 0.51 correlation means they provide meaningful diversification when combined. BSJQ charges 0.42%/yr vs 0.19%/yr for SOXQ.
Performance
BSJQ vs. SOXQ - Performance Comparison
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Returns By Period
In the year-to-date period, BSJQ achieves a 1.02% return, which is significantly lower than SOXQ's 97.25% return.
BSJQ
- 1D
- -0.04%
- 1M
- -0.18%
- YTD
- 1.02%
- 6M
- 1.08%
- 1Y
- 4.03%
- 3Y*
- 7.01%
- 5Y*
- 3.65%
- 10Y*
- —
SOXQ
- 1D
- 3.74%
- 1M
- 8.43%
- YTD
- 97.25%
- 6M
- 94.11%
- 1Y
- 155.07%
- 3Y*
- 59.38%
- 5Y*
- 35.10%
- 10Y*
- —
BSJQ vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF | 1.02% | 6.59% | 7.49% | 9.83% | -7.35% | 1.89% |
SOXQ Invesco PHLX Semiconductor ETF | 97.25% | 43.11% | 20.16% | 66.74% | -35.59% | 25.19% |
Correlation
The correlation between BSJQ and SOXQ is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 2021 | 0.51 |
Over the past year, the correlation between BSJQ and SOXQ has dropped to 0.26 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
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Return for Risk
BSJQ vs. SOXQ — Risk / Return Rank
BSJQ
SOXQ
BSJQ vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) 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.
| BSJQ | SOXQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.66 | 1.57 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 7.48 | 10.01 | -2.53 |
| Martin ratioReturn relative to average drawdown | 30.02 | 35.61 | -5.60 |
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Drawdowns
BSJQ vs. SOXQ - Drawdown Comparison
The maximum BSJQ drawdown since its inception was -24.13%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for BSJQ and SOXQ.
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Drawdown Indicators
| BSJQ | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.13% | -46.01% | +21.88% |
Max Drawdown (1Y)Largest decline over 1 year | -0.54% | -15.59% | +15.05% |
Max Drawdown (3Y)Largest decline over 3 years | -2.66% | -39.36% | +36.70% |
Max Drawdown (5Y)Largest decline over 5 years | -11.95% | -46.01% | +34.06% |
Current DrawdownCurrent decline from peak | -0.27% | -4.61% | +4.34% |
Average DrawdownAverage peak-to-trough decline | -2.15% | -12.86% | +10.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.13% | 4.37% | -4.24% |
Volatility
BSJQ vs. SOXQ - Volatility Comparison
The current volatility for Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) is 0.61%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 21.67%. This indicates that BSJQ 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.
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Volatility by Period
| BSJQ | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.61% | 21.67% | -21.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.01% | 32.56% | -31.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.35% | 38.78% | -37.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.73% | 37.37% | -31.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.41% | 37.24% | -28.83% |
BSJQ vs. SOXQ - Expense Ratio Comparison
BSJQ has a 0.42% expense ratio, which is higher than SOXQ's 0.19% expense ratio.
Dividends
BSJQ vs. SOXQ - Dividend Comparison
BSJQ's dividend yield for the trailing twelve months is around 5.79%, more than SOXQ's 0.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF | 5.79% | 6.10% | 6.58% | 6.58% | 5.58% | 4.27% | 4.64% | 4.59% | 2.39% |
SOXQ Invesco PHLX Semiconductor ETF | 0.26% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSJQ and SOXQ have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXQ has higher volatility (21.67%) compared to BSJQ (0.61%). In terms of maximum drawdown, BSJQ dropped -24.13% vs SOXQ's -46.01%.
On 5-year performance, SOXQ leads with 35.10% vs 3.65% for BSJQ. On fees, SOXQ is cheaper at 0.19% per year. On volatility, BSJQ has been the lower-risk option at 0.61%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SOXQ has performed better with a 35.10% return vs 3.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SOXQ is cheaper with a 0.19% expense ratio, compared with 0.42% for BSJQ.
BSJQ has the higher dividend yield at 5.79%, compared with 0.26% for SOXQ.
BSJQ is categorized as High Yield Bonds, while SOXQ is Semiconductors. BSJQ tracks NASDAQ BulletShares USD High Yield Corporate Bond 2026 TR Index, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.42% for BSJQ and 0.19% for SOXQ.
SOXQ currently has the higher Sharpe Ratio (4.02 vs 3.00), 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.
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