PSCC vs. SOXQ

Last updated Jun 24, 2026

PSCC (Invesco S&P SmallCap Consumer Staples ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - PSCC is a Consumer Staples Equities fund tracking the S&P Small Cap 600 Capped Consumer Staples, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. Over the past 5 years, PSCC returned 1.40%/yr vs 34.04%/yr for SOXQ. At a 0.29 correlation, their price movements are largely independent. PSCC charges 0.29%/yr vs 0.19%/yr for SOXQ.

Performance

PSCC vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Consumer Staples ETF (PSCC) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PSCC achieves a 13.60% return, which is significantly lower than SOXQ's 90.62% return.

PSCC

• 1D: 2.48%
• 1M: 6.59%
• YTD: 13.60%
• 6M: 11.94%
• 1Y: 5.58%
• 3Y*: 1.06%
• 5Y*: 1.40%
• 10Y*: 6.95%

SOXQ

• 1D: -7.82%
• 1M: 10.55%
• YTD: 90.62%
• 6M: 87.99%
• 1Y: 158.27%
• 3Y*: 57.61%
• 5Y*: 34.04%
• 10Y*: —

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

PSCC vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
PSCC Invesco S&P SmallCap Consumer Staples ETF	13.60%	-16.47%	0.98%	14.83%	-6.66%	3.82%
SOXQ Invesco PHLX Semiconductor ETF	90.62%	43.11%	20.16%	66.74%	-35.59%	25.19%

Correlation

The correlation between PSCC and SOXQ is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (All Time) Calculated using the full available price history since Jun 11, 2021	0.29

Over the past year, the correlation between PSCC and SOXQ has dropped to 0.06 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.

PSCC vs. SOXQ - Sectors Allocation Comparison

Sectors	PSCC	SOXQ
Consumer Defensive	90.7%	-
Basic Materials	3.6%	-
Consumer Cyclical	2.9%	-
Industrials	2.8%	-
Financial Services	0.2%	0.1%
Communication Services	-	-
Energy	-	-
Healthcare	-	-
Real Estate	-	-
Technology	-	100.0%
Utilities	-	-

Return for Risk

PSCC vs. SOXQ — Risk / Return Rank

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

PSCC

PSCC Risk / Return Rank: 13
PSCC Sharpe Ratio Rank: 13
PSCC Sortino Ratio Rank: 13
PSCC Omega Ratio Rank: 12
PSCC Calmar Ratio Rank: 13
PSCC Martin Ratio Rank: 12

SOXQ

SOXQ Risk / Return Rank: 94
SOXQ Sharpe Ratio Rank: 96
SOXQ Sortino Ratio Rank: 90
SOXQ Omega Ratio Rank: 92
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.

PSCC vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Consumer Staples ETF (PSCC) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PSCC	SOXQ	Difference
Sharpe ratio: Return per unit of total volatility	0.33	4.11	-3.77
Sortino ratio: Return per unit of downside risk	0.59	4.02	-3.43
Omega ratio: Gain probability vs. loss probability	1.07	1.58	-0.51
Calmar ratio: Return relative to maximum drawdown	0.37	10.22	-9.85
Martin ratio: Return relative to average drawdown	0.64	36.68	-36.03

PSCC vs. SOXQ - Sharpe Ratio Comparison

The current PSCC Sharpe Ratio is 0.33, which is lower than the SOXQ Sharpe Ratio of 4.11. The chart below compares the historical Sharpe Ratios of PSCC and SOXQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PSCC vs. SOXQ - Drawdown Comparison

The maximum PSCC drawdown since its inception was -33.61%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for PSCC and SOXQ.

Drawdown Indicators

	PSCC	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-33.61%	-46.01%	+12.40%
Max Drawdown (1Y) Largest decline over 1 year	-15.17%	-15.59%	+0.42%
Max Drawdown (3Y) Largest decline over 3 years	-23.36%	-39.36%	+16.00%
Max Drawdown (5Y) Largest decline over 5 years	-23.36%	-46.01%	+22.65%
Max Drawdown (10Y) Largest decline over 10 years	-33.61%	—	—
Current Drawdown Current decline from peak	-11.31%	-7.82%	-3.49%
Average Drawdown Average peak-to-trough decline	-5.99%	-12.87%	+6.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.69%	4.33%	+4.36%

Volatility

PSCC vs. SOXQ - Volatility Comparison

The current volatility for Invesco S&P SmallCap Consumer Staples ETF (PSCC) is 5.66%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 22.04%. This indicates that PSCC 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

	PSCC	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.66%	22.04%	-16.38%
Volatility (6M) Calculated over the trailing 6-month period	11.53%	32.49%	-20.96%
Volatility (1Y) Calculated over the trailing 1-year period	16.90%	38.78%	-21.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.30%	37.34%	-19.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.33%	37.24%	-17.91%

PSCC vs. SOXQ - Expense Ratio Comparison

PSCC has a 0.29% expense ratio, which is higher than SOXQ's 0.19% expense ratio.

Dividends

PSCC vs. SOXQ - Dividend Comparison

PSCC's dividend yield for the trailing twelve months is around 1.72%, more than SOXQ's 0.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PSCC Invesco S&P SmallCap Consumer Staples ETF	1.72%	2.35%	1.88%	1.49%	1.29%	1.21%	1.59%	1.77%	0.94%	1.25%	1.48%	1.34%
SOXQ Invesco PHLX Semiconductor ETF	0.27%	0.50%	0.68%	0.87%	1.36%	0.72%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PSCC and SOXQ in my portfolio?

PSCC and SOXQ have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PSCC or SOXQ?

SOXQ has higher volatility (22.04%) compared to PSCC (5.66%). In terms of maximum drawdown, PSCC dropped -33.61% vs SOXQ's -46.01%.

Which ETF is better, PSCC or SOXQ?

On 5-year performance, SOXQ leads with 34.04% vs 1.40% for PSCC. On fees, SOXQ is cheaper at 0.19% per year. On volatility, PSCC has been the lower-risk option at 5.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PSCC or SOXQ?

Over the 5-year period, SOXQ has performed better with a 34.04% return vs 1.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PSCC or SOXQ?

SOXQ is cheaper with a 0.19% expense ratio, compared with 0.29% for PSCC.

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

PSCC has the higher dividend yield at 1.72%, compared with 0.27% for SOXQ.

What is the main difference between PSCC and SOXQ?

PSCC is categorized as Consumer Staples Equities, while SOXQ is Semiconductors. PSCC tracks S&P Small Cap 600 Capped Consumer Staples, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.29% for PSCC and 0.19% for SOXQ.

Which has better risk-adjusted returns?

SOXQ currently has the higher Sharpe Ratio (4.11 vs 0.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.