GK vs. SOXQ

Last updated Apr 2, 2026

Compare and contrast key facts about AdvisorShares Gerber Kawasaki ETF (GK) and Invesco PHLX Semiconductor ETF (SOXQ).

GK and SOXQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GK is an actively managed fund by AdvisorShares. It was launched on Jul 2, 2021. SOXQ is a passively managed fund by Invesco that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jun 11, 2021.

Performance

GK vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AdvisorShares Gerber Kawasaki ETF (GK) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

GK vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
GK AdvisorShares Gerber Kawasaki ETF	-6.67%	17.78%	20.10%	21.19%	-42.76%	4.95%
SOXQ Invesco PHLX Semiconductor ETF	10.26%	43.11%	20.16%	66.74%	-35.59%	20.73%

Returns By Period

In the year-to-date period, GK achieves a -6.67% return, which is significantly lower than SOXQ's 10.26% return.

GK

• 1D: 1.44%
• 1M: -6.15%
• YTD: -6.67%
• 6M: -8.74%
• 1Y: 22.42%
• 3Y*: 12.13%
• 5Y*: —
• 10Y*: —

SOXQ

• 1D: 2.88%
• 1M: -4.05%
• YTD: 10.26%
• 6M: 20.31%
• 1Y: 83.12%
• 3Y*: 35.09%
• 5Y*: —
• 10Y*: —

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

GK vs. SOXQ - Expense Ratio Comparison

GK has a 0.75% expense ratio, which is higher than SOXQ's 0.19% expense ratio.

GK

AdvisorShares Gerber Kawasaki ETF

SOXQ

Invesco PHLX Semiconductor ETF

Return for Risk

GK vs. SOXQ — Risk / Return Rank

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

GK

GK Risk / Return Rank: 56
GK Sharpe Ratio Rank: 54
GK Sortino Ratio Rank: 59
GK Omega Ratio Rank: 57
GK Calmar Ratio Rank: 55
GK Martin Ratio Rank: 56

SOXQ

SOXQ Risk / Return Rank: 93
SOXQ Sharpe Ratio Rank: 91
SOXQ Sortino Ratio Rank: 91
SOXQ Omega Ratio Rank: 89
SOXQ Calmar Ratio Rank: 97
SOXQ Martin Ratio Rank: 96

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.

GK vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Gerber Kawasaki ETF (GK) 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.

	GK	SOXQ	Difference
Sharpe ratio Return per unit of total volatility	1.01	2.08	-1.07
Sortino ratio Return per unit of downside risk	1.57	2.68	-1.11
Omega ratio Gain probability vs. loss probability	1.22	1.38	-0.16
Calmar ratio Return relative to maximum drawdown	1.52	4.79	-3.28
Martin ratio Return relative to average drawdown	5.76	17.49	-11.74
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

GK vs. SOXQ - Sharpe Ratio Comparison

The current GK Sharpe Ratio is 1.01, which is lower than the SOXQ Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of GK and SOXQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	GK	SOXQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	2.08	-1.07
Sharpe Ratio (All Time) Calculated using the full available price history	-0.03	0.60	-0.63

Correlation

The correlation between GK and SOXQ is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

GK vs. SOXQ - Dividend Comparison

GK's dividend yield for the trailing twelve months is around 0.08%, less than SOXQ's 0.46% yield.

	TTM	2025	2024	2023	2022	2021
GK AdvisorShares Gerber Kawasaki ETF	0.08%	0.08%	0.00%	0.13%	1.30%	0.04%
SOXQ Invesco PHLX Semiconductor ETF	0.46%	0.50%	0.68%	0.87%	1.36%	0.72%

Drawdowns

GK vs. SOXQ - Drawdown Comparison

The maximum GK drawdown since its inception was -47.72%, roughly equal to the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for GK and SOXQ.

Drawdown Indicators

	GK	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-47.72%	-46.01%	-1.71%
Max Drawdown (1Y) Largest decline over 1 year	-15.13%	-17.44%	+2.31%
Current Drawdown Current decline from peak	-13.88%	-7.78%	-6.10%
Average Drawdown Average peak-to-trough decline	-24.73%	-13.37%	-11.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.98%	4.78%	-0.80%

Volatility

GK vs. SOXQ - Volatility Comparison

The current volatility for AdvisorShares Gerber Kawasaki ETF (GK) is 7.34%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 12.69%. This indicates that GK 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.

Volatility by Period

	GK	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.34%	12.69%	-5.35%
Volatility (6M) Calculated over the trailing 6-month period	13.40%	26.33%	-12.93%
Volatility (1Y) Calculated over the trailing 1-year period	22.28%	40.14%	-17.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.06%	36.10%	-12.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.06%	36.10%	-12.04%