SOXQ vs. AIQ

Last updated Jun 4, 2026

SOXQ (Invesco PHLX Semiconductor ETF) and AIQ (Global X Artificial Intelligence & Technology ETF) are both exchange-traded funds - SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index, while AIQ is a Technology Equities fund tracking the Indxx Artificial Intelligence & Big Data Index. Both are passively managed. Over the past 3 years, SOXQ returned 59.40%/yr vs 37.50%/yr for AIQ. Their correlation of 0.84 suggests significant overlap in exposure. SOXQ charges 0.19%/yr vs 0.68%/yr for AIQ.

Performance

SOXQ vs. AIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco PHLX Semiconductor ETF (SOXQ) and Global X Artificial Intelligence & Technology ETF (AIQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SOXQ achieves a 96.72% return, which is significantly higher than AIQ's 35.98% return.

SOXQ

• 1D: 1.42%
• 1M: 32.12%
• YTD: 96.72%
• 6M: 91.61%
• 1Y: 181.76%
• 3Y*: 59.40%
• 5Y*: —
• 10Y*: —

AIQ

• 1D: -1.40%
• 1M: 21.10%
• YTD: 35.98%
• 6M: 36.15%
• 1Y: 69.19%
• 3Y*: 37.50%
• 5Y*: 19.07%
• 10Y*: —

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

SOXQ vs. AIQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SOXQ Invesco PHLX Semiconductor ETF	96.72%	43.11%	20.16%	66.74%	-35.59%	24.82%
AIQ Global X Artificial Intelligence & Technology ETF	35.98%	31.89%	24.11%	55.39%	-36.44%	7.60%

Correlation

The correlation between SOXQ and AIQ is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.80
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (All Time) Calculated using the full available price history since Jun 14, 2021	0.84

The correlation between SOXQ and AIQ has been stable across timeframes, ranging from 0.80 to 0.84 - a consistent structural relationship.

SOXQ vs. AIQ - Sectors Allocation Comparison

Sectors	SOXQ	AIQ
Technology	100.0%	73.3%
Financial Services	0.0%	0.4%
Basic Materials	-	-
Communication Services	-	13.2%
Consumer Cyclical	-	8.5%
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	0.4%
Industrials	-	4.2%
Real Estate	-	-
Utilities	-	-

Return for Risk

SOXQ vs. AIQ — Risk / Return Rank

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

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

AIQ

AIQ Risk / Return Rank: 81
AIQ Sharpe Ratio Rank: 88
AIQ Sortino Ratio Rank: 81
AIQ Omega Ratio Rank: 80
AIQ Calmar Ratio Rank: 80
AIQ Martin Ratio Rank: 75

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.

SOXQ vs. AIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco PHLX Semiconductor ETF (SOXQ) and Global X Artificial Intelligence & Technology ETF (AIQ). 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.

	SOXQ	AIQ	Difference
Sharpe ratio Return per unit of total volatility	5.43	3.02	+2.41
Sortino ratio Return per unit of downside risk	5.22	3.70	+1.51
Omega ratio Gain probability vs. loss probability	1.72	1.49	+0.24
Calmar ratio Return relative to maximum drawdown	11.73	4.22	+7.51
Martin ratio Return relative to average drawdown	45.01	14.59	+30.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SOXQ vs. AIQ - Sharpe Ratio Comparison

The current SOXQ Sharpe Ratio is 5.43, which is higher than the AIQ Sharpe Ratio of 3.02. The chart below compares the historical Sharpe Ratios of SOXQ and AIQ, 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

	SOXQ	AIQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.43	3.02	+2.41
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.98	0.84	+0.14

Drawdowns

SOXQ vs. AIQ - Drawdown Comparison

The maximum SOXQ drawdown since its inception was -46.01%, roughly equal to the maximum AIQ drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for SOXQ and AIQ.

Drawdown Indicators

	SOXQ	AIQ	Difference
Max Drawdown Largest peak-to-trough decline	-46.01%	-44.66%	-1.35%
Max Drawdown (1Y) Largest decline over 1 year	-15.59%	-16.47%	+0.88%
Max Drawdown (3Y) Largest decline over 3 years	-39.36%	-26.35%	-13.01%
Max Drawdown (5Y) Largest decline over 5 years	—	-44.66%	—
Current Drawdown Current decline from peak	0.00%	-1.40%	+1.40%
Average Drawdown Average peak-to-trough decline	-12.96%	-9.80%	-3.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.06%	4.76%	-0.70%

Volatility

SOXQ vs. AIQ - Volatility Comparison

Invesco PHLX Semiconductor ETF (SOXQ) has a higher volatility of 13.44% compared to Global X Artificial Intelligence & Technology ETF (AIQ) at 8.60%. This indicates that SOXQ's price experiences larger fluctuations and is considered to be riskier than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SOXQ	AIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.44%	8.60%	+4.84%
Volatility (6M) Calculated over the trailing 6-month period	26.70%	18.46%	+8.24%
Volatility (1Y) Calculated over the trailing 1-year period	33.78%	23.04%	+10.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.38%	25.33%	+11.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.38%	25.50%	+10.88%

SOXQ vs. AIQ - Expense Ratio Comparison

SOXQ has a 0.19% expense ratio, which is lower than AIQ's 0.68% expense ratio.

Dividends

SOXQ vs. AIQ - Dividend Comparison

SOXQ's dividend yield for the trailing twelve months is around 0.26%, more than AIQ's 0.14% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AIQ Global X Artificial Intelligence & Technology ETF	0.14%	0.18%	0.14%	0.16%	0.56%	0.15%	0.50%	0.51%	0.51%
SOXQ Invesco PHLX Semiconductor ETF	0.26%	0.50%	0.68%	0.87%	1.36%	0.72%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SOXQ and AIQ in my portfolio?

SOXQ and AIQ have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SOXQ or AIQ?

SOXQ has higher volatility (13.44%) compared to AIQ (8.60%). In terms of maximum drawdown, SOXQ dropped -46.01% vs AIQ's -44.66%.

Which ETF is better, SOXQ or AIQ?

On 3-year performance, SOXQ leads with 59.40% vs 37.50% for AIQ. On fees, SOXQ is cheaper at 0.19% per year. On volatility, AIQ has been the lower-risk option at 8.60%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SOXQ or AIQ?

Over the 3-year period, SOXQ has performed better with a 59.40% return vs 37.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SOXQ or AIQ?

SOXQ is cheaper with a 0.19% expense ratio, compared with 0.68% for AIQ.

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

SOXQ has the higher dividend yield at 0.26%, compared with 0.14% for AIQ.

What is the main difference between SOXQ and AIQ?

SOXQ is categorized as Semiconductors, while AIQ is Technology Equities. SOXQ tracks PHLX Semiconductor Sector Index, while AIQ tracks Indxx Artificial Intelligence & Big Data Index. They also come from different issuers: Invesco and Global X. Their fees differ too: 0.19% for SOXQ and 0.68% for AIQ.

Which has better risk-adjusted returns?

SOXQ currently has the higher Sharpe Ratio (5.43 vs 3.02), 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.