PSCU vs. SOXQ

Last updated Jun 4, 2026

PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - PSCU is a Utilities Equities fund tracking the S&P SmallCap 600 Capped Utilities & Communication Services Index, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. Over the past 3 years, PSCU returned 6.90%/yr vs 59.40%/yr for SOXQ. At a 0.42 correlation, their price movements are largely independent. PSCU charges 0.29%/yr vs 0.19%/yr for SOXQ.

Performance

PSCU vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) 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, PSCU achieves a 12.29% return, which is significantly lower than SOXQ's 96.72% return.

PSCU

• 1D: -2.32%
• 1M: -2.43%
• YTD: 12.29%
• 6M: 10.22%
• 1Y: 18.43%
• 3Y*: 6.90%
• 5Y*: 0.96%
• 10Y*: 5.81%

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)

PSCU vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF	12.29%	-1.93%	10.68%	2.12%	-19.73%	3.01%
SOXQ Invesco PHLX Semiconductor ETF	96.72%	43.11%	20.16%	66.74%	-35.59%	24.82%

Correlation

The correlation between PSCU and SOXQ is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (3Y) Calculated over the trailing 3-year period	0.35
Correlation (All Time) Calculated using the full available price history since Jun 14, 2021	0.42

PSCU vs. SOXQ - Sectors Allocation Comparison

Sectors	PSCU	SOXQ
Communication Services	56.7%	-
Utilities	31.9%	-
Consumer Cyclical	4.1%	-
Industrials	3.6%	-
Real Estate	2.0%	-
Technology	1.6%	100.0%
Financial Services	0.0%	0.0%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-

Return for Risk

PSCU vs. SOXQ — Risk / Return Rank

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

PSCU

PSCU Risk / Return Rank: 35
PSCU Sharpe Ratio Rank: 33
PSCU Sortino Ratio Rank: 32
PSCU Omega Ratio Rank: 29
PSCU Calmar Ratio Rank: 46
PSCU Martin Ratio Rank: 37

SOXQ

SOXQ Risk / Return Rank: 96
SOXQ Sharpe Ratio Rank: 98
SOXQ Sortino Ratio Rank: 95
SOXQ Omega Ratio Rank: 95
SOXQ Calmar Ratio Rank: 97
SOXQ Martin Ratio Rank: 97

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.

PSCU vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) 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.

	PSCU	SOXQ	Difference
Sharpe ratio: Return per unit of total volatility	1.17	5.43	-4.25
Sortino ratio: Return per unit of downside risk	1.72	5.22	-3.50
Omega ratio: Gain probability vs. loss probability	1.20	1.72	-0.53
Calmar ratio: Return relative to maximum drawdown	2.22	11.73	-9.51
Martin ratio: Return relative to average drawdown	5.64	45.01	-39.37
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PSCU vs. SOXQ - Sharpe Ratio Comparison

The current PSCU Sharpe Ratio is 1.17, which is lower than the SOXQ Sharpe Ratio of 5.43. The chart below compares the historical Sharpe Ratios of PSCU 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.

Sharpe Ratios by Period

	PSCU	SOXQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.17	5.43	-4.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.05	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.30	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.98	-0.50

Drawdowns

PSCU vs. SOXQ - Drawdown Comparison

The maximum PSCU drawdown since its inception was -29.97%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for PSCU and SOXQ.

Drawdown Indicators

	PSCU	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-29.97%	-46.01%	+16.04%
Max Drawdown (1Y) Largest decline over 1 year	-8.32%	-15.59%	+7.27%
Max Drawdown (3Y) Largest decline over 3 years	-23.55%	-39.36%	+15.81%
Max Drawdown (5Y) Largest decline over 5 years	-29.97%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-29.97%	—	—
Current Drawdown Current decline from peak	-3.46%	0.00%	-3.46%
Average Drawdown Average peak-to-trough decline	-7.67%	-12.96%	+5.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.28%	4.06%	-0.78%

Volatility

PSCU vs. SOXQ - Volatility Comparison

The current volatility for Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) is 5.04%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 13.44%. This indicates that PSCU 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

	PSCU	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.04%	13.44%	-8.40%
Volatility (6M) Calculated over the trailing 6-month period	11.07%	26.70%	-15.63%
Volatility (1Y) Calculated over the trailing 1-year period	15.81%	33.78%	-17.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.42%	36.38%	-17.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.47%	36.38%	-16.91%

PSCU vs. SOXQ - Expense Ratio Comparison

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

Dividends

PSCU vs. SOXQ - Dividend Comparison

PSCU's dividend yield for the trailing twelve months is around 0.99%, more than SOXQ's 0.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF	0.99%	1.10%	0.98%	1.60%	1.71%	2.69%	1.20%	2.47%	2.35%	1.84%	6.93%	2.94%
SOXQ Invesco PHLX Semiconductor ETF	0.26%	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 PSCU and SOXQ in my portfolio?

PSCU and SOXQ have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PSCU or SOXQ?

SOXQ has higher volatility (13.44%) compared to PSCU (5.04%). In terms of maximum drawdown, PSCU dropped -29.97% vs SOXQ's -46.01%.

Which ETF is better, PSCU or SOXQ?

On 3-year performance, SOXQ leads with 59.40% vs 6.90% for PSCU. On fees, SOXQ is cheaper at 0.19% per year. On volatility, PSCU has been the lower-risk option at 5.04%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PSCU or SOXQ?

Over the 3-year period, SOXQ has performed better with a 59.40% return vs 6.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PSCU or SOXQ?

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

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

PSCU has the higher dividend yield at 0.99%, compared with 0.26% for SOXQ.

What is the main difference between PSCU and SOXQ?

PSCU is categorized as Utilities Equities, while SOXQ is Semiconductors. PSCU tracks S&P SmallCap 600 Capped Utilities & Communication Services Index, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.29% for PSCU and 0.19% for SOXQ.

Which has better risk-adjusted returns?

SOXQ currently has the higher Sharpe Ratio (5.43 vs 1.17), 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.