RSPR vs. SOXQ
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) and SOXQ (Invesco PHLX Semiconductor ETF) are both exchange-traded funds - RSPR is a REIT fund tracking the S&P 500 Equal Weighted / Real Estate - SEC, while SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index. Both are passively managed. Over the past 5 years, RSPR returned 2.39%/yr vs 31.46%/yr for SOXQ. At a 0.33 correlation, their price movements are largely independent. RSPR charges 0.40%/yr vs 0.19%/yr for SOXQ.
Performance
RSPR vs. SOXQ - Performance Comparison
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Returns By Period
In the year-to-date period, RSPR achieves a 11.24% return, which is significantly lower than SOXQ's 74.43% return.
RSPR
- 1D
- 0.17%
- 1M
- -1.07%
- 6M
- 10.58%
- YTD
- 11.24%
- 1Y
- 7.22%
- 3Y*
- 7.35%
- 5Y*
- 2.39%
- 10Y*
- 5.71%
SOXQ
- 1D
- -4.86%
- 1M
- -7.72%
- 6M
- 61.03%
- YTD
- 74.43%
- 1Y
- 117.47%
- 3Y*
- 49.64%
- 5Y*
- 31.46%
- 10Y*
- —
RSPR vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 11.24% | -1.88% | 8.61% | 11.59% | -25.16% | 14.49% |
SOXQ Invesco PHLX Semiconductor ETF | 74.43% | 43.11% | 20.16% | 66.74% | -35.59% | 25.19% |
Correlation
The correlation between RSPR and SOXQ is 0.01, 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 | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 2021 | 0.33 |
Over the past year, the correlation between RSPR and SOXQ has dropped to 0.01 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
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Return for Risk
RSPR vs. SOXQ — Risk / Return Rank
RSPR
SOXQ
RSPR vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) 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.
| RSPR | SOXQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -2.29 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.43 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | 7.42 | -6.59 |
| Martin ratioReturn relative to average drawdown | 1.82 | 23.55 | -21.73 |
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Drawdowns
RSPR vs. SOXQ - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for RSPR and SOXQ.
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Drawdown Indicators
| RSPR | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.96% | -46.01% | +4.05% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -15.92% | +7.21% |
Max Drawdown (3Y)Largest decline over 3 years | -17.78% | -39.36% | +21.58% |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | -46.01% | +12.98% |
Max Drawdown (10Y)Largest decline over 10 years | -41.96% | — | — |
Current DrawdownCurrent decline from peak | -1.94% | -15.65% | +13.71% |
Average DrawdownAverage peak-to-trough decline | -9.33% | -12.84% | +3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 5.01% | -1.04% |
Volatility
RSPR vs. SOXQ - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is 4.98%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 21.73%. This indicates that RSPR 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
| RSPR | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 21.73% | -16.75% |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | 35.36% | -24.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 41.31% | -26.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.16% | 37.85% | -18.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 37.61% | -16.22% |
RSPR vs. SOXQ - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is higher than SOXQ's 0.19% expense ratio.
Dividends
RSPR vs. SOXQ - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.83%, more than SOXQ's 0.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.83% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
SOXQ Invesco PHLX Semiconductor ETF | 0.29% | 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
RSPR and SOXQ have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXQ has higher volatility (21.73%) compared to RSPR (4.98%). In terms of maximum drawdown, RSPR dropped -41.96% vs SOXQ's -46.01%.
On 5-year performance, SOXQ leads with 31.46% vs 2.39% for RSPR. On fees, SOXQ is cheaper at 0.19% per year. On volatility, RSPR has been the lower-risk option at 4.98%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SOXQ has performed better with a 31.46% return vs 2.39%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SOXQ is cheaper with a 0.19% expense ratio, compared with 0.40% for RSPR.
RSPR has the higher dividend yield at 2.83%, compared with 0.29% for SOXQ.
RSPR is categorized as REIT, while SOXQ is Semiconductors. RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC, while SOXQ tracks PHLX Semiconductor Sector Index. Their fees differ too: 0.40% for RSPR and 0.19% for SOXQ.
SOXQ currently has the higher Sharpe Ratio (2.87 vs 0.49), 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.
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