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CHPX vs. SOXQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

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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


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

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Return for Risk

CHPX vs. SOXQ — Risk / Return Rank

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

CHPX

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: 9595
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.

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.

CHPX vs. SOXQ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CHPXSOXQDifference

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.


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Drawdown Indicators


CHPXSOXQDifference

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

CHPX vs. SOXQ - Volatility Comparison


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Volatility by Period


CHPXSOXQDifference

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.


PositionTTM20252024202320222021
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


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.

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 0.50% for CHPX.

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

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.

Portfolio Optimizer

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