QQQJ vs. SOXQ
Compare and contrast key facts about Invesco NASDAQ Next Gen 100 ETF (QQQJ) and Invesco PHLX Semiconductor ETF (SOXQ).
QQQJ and SOXQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QQQJ is a passively managed fund by Invesco that tracks the performance of the NASDAQ Next Generation 100 Index. It was launched on Oct 13, 2020. 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 QQQJ 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
QQQJ vs. SOXQ - Performance Comparison
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QQQJ vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
QQQJ Invesco NASDAQ Next Gen 100 ETF | -0.15% | 20.44% | 15.36% | 13.68% | -28.25% | 1.27% |
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, QQQJ achieves a -0.15% return, which is significantly lower than SOXQ's 10.26% return.
QQQJ
- 1D
- 1.46%
- 1M
- -3.62%
- YTD
- -0.15%
- 6M
- 2.36%
- 1Y
- 27.61%
- 3Y*
- 13.86%
- 5Y*
- 3.43%
- 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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QQQJ vs. SOXQ - Expense Ratio Comparison
QQQJ has a 0.15% expense ratio, which is lower than SOXQ's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
QQQJ vs. SOXQ — Risk / Return Rank
QQQJ
SOXQ
QQQJ vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco NASDAQ Next Gen 100 ETF (QQQJ) 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.
| QQQJ | SOXQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 2.08 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.68 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.38 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 4.79 | -2.74 |
Martin ratioReturn relative to average drawdown | 8.43 | 17.49 | -9.07 |
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
| QQQJ | SOXQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 2.08 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.60 | -0.29 |
Correlation
The correlation between QQQJ and SOXQ is 0.78, 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
QQQJ vs. SOXQ - Dividend Comparison
QQQJ's dividend yield for the trailing twelve months is around 0.88%, more than SOXQ's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
QQQJ Invesco NASDAQ Next Gen 100 ETF | 0.88% | 0.85% | 0.77% | 0.67% | 0.76% | 0.91% | 0.09% |
SOXQ Invesco PHLX Semiconductor ETF | 0.46% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% | 0.00% |
Drawdowns
QQQJ vs. SOXQ - Drawdown Comparison
The maximum QQQJ drawdown since its inception was -39.57%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for QQQJ and SOXQ.
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Drawdown Indicators
| QQQJ | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.57% | -46.01% | +6.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.54% | -17.44% | +3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -39.57% | — | — |
Current DrawdownCurrent decline from peak | -6.66% | -7.78% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -16.19% | -13.37% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 4.78% | -1.48% |
Volatility
QQQJ vs. SOXQ - Volatility Comparison
The current volatility for Invesco NASDAQ Next Gen 100 ETF (QQQJ) is 8.53%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 12.69%. This indicates that QQQJ 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
| QQQJ | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.53% | 12.69% | -4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | 26.33% | -11.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 40.14% | -17.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.98% | 36.10% | -14.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.11% | 36.10% | -13.99% |