CHPX vs. SOXQ

Last updated Jun 4, 2026

CHPX (Global X AI Semiconductor & Quantum ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both Semiconductors funds - CHPX tracks the Global X AI Semiconductor & Quantum Index while SOXQ tracks the PHLX Semiconductor Sector Index. Both are passively managed. Their correlation of 0.91 suggests significant overlap in exposure. CHPX charges 0.50%/yr vs 0.19%/yr for SOXQ.

Performance

CHPX vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X AI Semiconductor & Quantum ETF (CHPX) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with CHPX having a 99.68% return and SOXQ slightly lower at 96.72%.

CHPX

• 1D: -0.03%
• 1M: 34.93%
• YTD: 99.68%
• 6M: 95.27%
• 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)

CHPX vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025
CHPX Global X AI Semiconductor & Quantum ETF	99.68%	5.55%
SOXQ Invesco PHLX Semiconductor ETF	96.72%	9.11%

Correlation

The correlation between CHPX and SOXQ is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 2, 2025	0.91

Return for Risk

CHPX 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.

CHPX vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X AI Semiconductor & Quantum ETF (CHPX) 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

	CHPX	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	5.40	0.98	+4.42

Drawdowns

CHPX vs. SOXQ - Drawdown Comparison

The maximum CHPX drawdown since its inception was -15.15%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for CHPX and SOXQ.

Drawdown Indicators

	CHPX	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-15.15%	-46.01%	+30.86%
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	-0.03%	0.00%	-0.03%
Average Drawdown Average peak-to-trough decline	-3.78%	-12.96%	+9.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.06%	—

Volatility

Volatility by Period

	CHPX	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	38.29%	33.78%	+4.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	38.29%	36.38%	+1.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	38.29%	36.38%	+1.91%

CHPX vs. SOXQ - Expense Ratio Comparison

CHPX has a 0.50% expense ratio, which is higher than SOXQ's 0.19% expense ratio.

Dividends

CHPX vs. SOXQ - Dividend Comparison

CHPX's dividend yield for the trailing twelve months is around 0.03%, less than SOXQ's 0.26% yield.

Position	TTM	2025	2024	2023	2022	2021
CHPX Global X AI Semiconductor & Quantum ETF	0.03%	0.06%	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 CHPX and SOXQ in my portfolio?

With a correlation of 0.91, CHPX and SOXQ move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, CHPX or SOXQ?

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.

Which ETF is cheaper, CHPX or SOXQ?

SOXQ is cheaper with a 0.19% expense ratio, compared with 0.50% for CHPX.

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

SOXQ has the higher dividend yield at 0.26%, compared with 0.03% for CHPX.

What is the main difference between CHPX and SOXQ?

CHPX tracks Global X AI Semiconductor & Quantum Index, while SOXQ tracks PHLX Semiconductor Sector Index. They also come from different issuers: Global X and Invesco. Their fees differ too: 0.50% for CHPX and 0.19% for SOXQ.