SOXQ vs. BCI
SOXQ (Invesco PHLX Semiconductor ETF) and BCI (abrdn Bloomberg All Commodity Strategy K-1 Free ETF) are both exchange-traded funds - SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index, while BCI is a Commodities fund tracking the Bloomberg Commodity Index Total Return. Both are passively managed. Over the past 5 years, SOXQ returned 36.75%/yr vs 9.82%/yr for BCI. At a 0.16 correlation, their price movements are largely independent. SOXQ charges 0.19%/yr vs 0.26%/yr for BCI.
Performance
SOXQ vs. BCI - Performance Comparison
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Returns By Period
In the year-to-date period, SOXQ achieves a 106.78% return, which is significantly higher than BCI's 16.69% return.
SOXQ
- 1D
- 2.14%
- 1M
- 19.93%
- YTD
- 106.78%
- 6M
- 105.09%
- 1Y
- 181.98%
- 3Y*
- 61.94%
- 5Y*
- 36.75%
- 10Y*
- —
BCI
- 1D
- -0.65%
- 1M
- -8.66%
- YTD
- 16.69%
- 6M
- 16.52%
- 1Y
- 22.05%
- 3Y*
- 11.86%
- 5Y*
- 9.82%
- 10Y*
- —
SOXQ vs. BCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SOXQ Invesco PHLX Semiconductor ETF | 106.78% | 43.11% | 20.16% | 66.74% | -35.59% | 25.19% |
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 16.69% | 15.07% | 5.47% | -8.79% | 15.09% | 4.51% |
Correlation
The correlation between SOXQ and BCI 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 | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 2021 | 0.16 |
The correlation between SOXQ and BCI shifts across timeframes, from 0.01 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SOXQ vs. BCI — Risk / Return Rank
SOXQ
BCI
SOXQ vs. BCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco PHLX Semiconductor ETF (SOXQ) and abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI). 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.
| SOXQ | BCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.54 | ||
| Sortino ratioReturn per unit of downside risk | +2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 1.24 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 11.75 | 1.84 | +9.91 |
| Martin ratioReturn relative to average drawdown | 42.46 | 6.82 | +35.64 |
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Drawdowns
SOXQ vs. BCI - Drawdown Comparison
The maximum SOXQ drawdown since its inception was -46.01%, which is greater than BCI's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for SOXQ and BCI.
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Drawdown Indicators
| SOXQ | BCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.01% | -32.69% | -13.32% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -12.04% | -3.55% |
Max Drawdown (3Y)Largest decline over 3 years | -39.36% | -12.04% | -27.32% |
Max Drawdown (5Y)Largest decline over 5 years | -46.01% | -26.50% | -19.51% |
Current DrawdownCurrent decline from peak | 0.00% | -12.04% | +12.04% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -11.98% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 3.56% | +0.75% |
Volatility
SOXQ vs. BCI - Volatility Comparison
Invesco PHLX Semiconductor ETF (SOXQ) has a higher volatility of 20.05% compared to abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) at 3.49%. This indicates that SOXQ's price experiences larger fluctuations and is considered to be riskier than BCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOXQ | BCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.05% | 3.49% | +16.56% |
Volatility (6M)Calculated over the trailing 6-month period | 31.34% | 14.94% | +16.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.96% | 17.18% | +20.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.17% | 16.79% | +20.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.08% | 15.65% | +21.43% |
SOXQ vs. BCI - Expense Ratio Comparison
SOXQ has a 0.19% expense ratio, which is lower than BCI's 0.26% 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%.
Dividends
SOXQ vs. BCI - Dividend Comparison
SOXQ's dividend yield for the trailing twelve months is around 0.31%, less than BCI's 14.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 14.13% | 16.49% | 3.29% | 3.93% | 19.98% | 19.43% | 0.68% | 1.47% | 1.13% | 5.02% |
SOXQ Invesco PHLX Semiconductor ETF | 0.31% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SOXQ and BCI 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 (20.05%) compared to BCI (3.49%). In terms of maximum drawdown, SOXQ dropped -46.01% vs BCI's -32.69%.
On 5-year performance, SOXQ leads with 36.75% vs 9.82% for BCI. On fees, SOXQ is cheaper at 0.19% per year. On volatility, BCI has been the lower-risk option at 3.49%. 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 36.75% return vs 9.82%. 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 0.26% for BCI.
BCI has the higher dividend yield at 14.13%, compared with 0.31% for SOXQ.
SOXQ is categorized as Semiconductors, while BCI is Commodities. SOXQ tracks PHLX Semiconductor Sector Index, while BCI tracks Bloomberg Commodity Index Total Return. They also come from different issuers: Invesco and Aberdeen. Their fees differ too: 0.19% for SOXQ and 0.26% for BCI.
SOXQ currently has the higher Sharpe Ratio (4.83 vs 1.29), 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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