PBJ vs. SOXQ
Compare and contrast key facts about Invesco Dynamic Food & Beverage ETF (PBJ) and Invesco PHLX Semiconductor ETF (SOXQ).
PBJ and SOXQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PBJ is a passively managed fund by Invesco that tracks the performance of the Dynamic Food & Beverage Intellidex Index. It was launched on Jun 23, 2005. 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 PBJ 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
PBJ vs. SOXQ - Performance Comparison
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PBJ vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PBJ Invesco Dynamic Food & Beverage ETF | 10.02% | -1.86% | 2.49% | 2.31% | 3.14% | 4.17% |
SOXQ Invesco PHLX Semiconductor ETF | 10.26% | 43.11% | 20.16% | 66.74% | -35.59% | 24.82% |
Returns By Period
The year-to-date returns for both investments are quite close, with PBJ having a 10.02% return and SOXQ slightly higher at 10.26%.
PBJ
- 1D
- 0.36%
- 1M
- -2.46%
- YTD
- 10.02%
- 6M
- 8.03%
- 1Y
- 7.85%
- 3Y*
- 3.54%
- 5Y*
- 5.72%
- 10Y*
- 5.53%
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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PBJ vs. SOXQ - Expense Ratio Comparison
PBJ has a 0.63% expense ratio, which is higher than SOXQ's 0.19% expense ratio.
Return for Risk
PBJ vs. SOXQ — Risk / Return Rank
PBJ
SOXQ
PBJ vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Food & Beverage ETF (PBJ) 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.
| PBJ | SOXQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 2.08 | -1.53 |
Sortino ratioReturn per unit of downside risk | 0.88 | 2.68 | -1.80 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.38 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 4.79 | -4.10 |
Martin ratioReturn relative to average drawdown | 1.69 | 17.49 | -15.80 |
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
| PBJ | SOXQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 2.08 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.60 | -0.12 |
Correlation
The correlation between PBJ and SOXQ is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PBJ vs. SOXQ - Dividend Comparison
PBJ's dividend yield for the trailing twelve months is around 1.53%, more than SOXQ's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBJ Invesco Dynamic Food & Beverage ETF | 1.53% | 1.83% | 1.11% | 1.81% | 1.82% | 0.90% | 1.12% | 1.21% | 1.41% | 0.70% | 1.56% | 1.24% |
SOXQ Invesco PHLX Semiconductor ETF | 0.46% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PBJ vs. SOXQ - Drawdown Comparison
The maximum PBJ drawdown since its inception was -39.15%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for PBJ and SOXQ.
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Drawdown Indicators
| PBJ | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.15% | -46.01% | +6.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -17.44% | +4.96% |
Max Drawdown (5Y)Largest decline over 5 years | -15.81% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -28.49% | — | — |
Current DrawdownCurrent decline from peak | -3.29% | -7.78% | +4.49% |
Average DrawdownAverage peak-to-trough decline | -5.41% | -13.37% | +7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 4.78% | +0.31% |
Volatility
PBJ vs. SOXQ - Volatility Comparison
The current volatility for Invesco Dynamic Food & Beverage ETF (PBJ) is 3.60%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 12.69%. This indicates that PBJ 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
| PBJ | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 12.69% | -9.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 26.33% | -17.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.37% | 40.14% | -25.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.74% | 36.10% | -22.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.13% | 36.10% | -20.97% |