IUS vs. SOXQ
Compare and contrast key facts about Invesco RAFI Strategic US ETF (IUS) and Invesco PHLX Semiconductor ETF (SOXQ).
IUS and SOXQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUS is a passively managed fund by Invesco that tracks the performance of the Invesco Strategic US Index. It was launched on Sep 12, 2018. 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. Both IUS and SOXQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IUS vs. SOXQ - Performance Comparison
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IUS vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IUS Invesco RAFI Strategic US ETF | 2.11% | 16.94% | 16.51% | 20.79% | -8.34% | 8.53% |
SOXQ Invesco PHLX Semiconductor ETF | 10.26% | 43.11% | 20.16% | 66.74% | -35.59% | 24.82% |
Returns By Period
In the year-to-date period, IUS achieves a 2.11% return, which is significantly lower than SOXQ's 10.26% return.
IUS
- 1D
- 0.41%
- 1M
- -3.67%
- YTD
- 2.11%
- 6M
- 5.62%
- 1Y
- 19.49%
- 3Y*
- 16.83%
- 5Y*
- 12.35%
- 10Y*
- —
SOXQ
- 1D
- 2.88%
- 1M
- -4.05%
- YTD
- 10.26%
- 6M
- 20.31%
- 1Y
- 83.12%
- 3Y*
- 35.09%
- 5Y*
- —
- 10Y*
- —
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IUS vs. SOXQ - Expense Ratio Comparison
Both IUS and SOXQ have an expense ratio of 0.19%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
IUS vs. SOXQ — Risk / Return Rank
IUS
SOXQ
IUS vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco RAFI Strategic US ETF (IUS) 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.
| IUS | SOXQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 2.08 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.68 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.38 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 4.79 | -3.14 |
Martin ratioReturn relative to average drawdown | 8.19 | 17.49 | -9.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUS | SOXQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 2.08 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.60 | +0.16 |
Correlation
The correlation between IUS and SOXQ is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IUS vs. SOXQ - Dividend Comparison
IUS's dividend yield for the trailing twelve months is around 1.45%, more than SOXQ's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUS Invesco RAFI Strategic US ETF | 1.45% | 1.48% | 1.52% | 1.72% | 1.78% | 1.46% | 1.74% | 1.77% | 0.73% |
SOXQ Invesco PHLX Semiconductor ETF | 0.46% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
IUS vs. SOXQ - Drawdown Comparison
The maximum IUS drawdown since its inception was -34.67%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for IUS and SOXQ.
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Drawdown Indicators
| IUS | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.67% | -46.01% | +11.34% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -17.44% | +5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -18.72% | — | — |
Current DrawdownCurrent decline from peak | -3.83% | -7.78% | +3.95% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -13.37% | +9.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 4.78% | -2.38% |
Volatility
IUS vs. SOXQ - Volatility Comparison
The current volatility for Invesco RAFI Strategic US ETF (IUS) is 4.00%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 12.69%. This indicates that IUS 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
| IUS | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 12.69% | -8.69% |
Volatility (6M)Calculated over the trailing 6-month period | 8.09% | 26.33% | -18.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.06% | 40.14% | -24.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 36.10% | -21.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 36.10% | -17.92% |