SOXQ vs. CHPX

Last updated Jun 24, 2026

SOXQ (Invesco PHLX Semiconductor ETF) and CHPX (Global X AI Semiconductor & Quantum ETF) are both Semiconductors funds - SOXQ tracks the PHLX Semiconductor Sector Index while CHPX tracks the Global X AI Semiconductor & Quantum Index. Both are passively managed. Their correlation of 0.92 suggests significant overlap in exposure. SOXQ charges 0.19%/yr vs 0.50%/yr for CHPX.

Performance

SOXQ vs. CHPX - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with SOXQ having a 90.62% return and CHPX slightly lower at 88.06%.

SOXQ

• 1D: -7.82%
• 1M: 10.55%
• YTD: 90.62%
• 6M: 87.99%
• 1Y: 158.27%
• 3Y*: 57.61%
• 5Y*: 34.04%
• 10Y*: —

CHPX

• 1D: -7.33%
• 1M: 8.43%
• YTD: 88.06%
• 6M: 88.12%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SOXQ vs. CHPX - Yearly Performance Comparison

	2026 (YTD)	2025
SOXQ Invesco PHLX Semiconductor ETF	90.62%	11.40%
CHPX Global X AI Semiconductor & Quantum ETF	88.06%	6.91%

Correlation

The correlation between SOXQ and CHPX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025	0.92

Return for Risk

SOXQ vs. CHPX — Risk / Return Rank

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

SOXQ

SOXQ Risk / Return Rank: 94
SOXQ Sharpe Ratio Rank: 96
SOXQ Sortino Ratio Rank: 90
SOXQ Omega Ratio Rank: 92
SOXQ Calmar Ratio Rank: 97
SOXQ Martin Ratio Rank: 96

CHPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. CHPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco PHLX Semiconductor ETF (SOXQ) and Global X AI Semiconductor & Quantum ETF (CHPX). 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	CHPX	Difference
Sharpe ratio: Return per unit of total volatility	4.11	—	—
Sortino ratio: Return per unit of downside risk	4.02	—	—
Omega ratio: Gain probability vs. loss probability	1.58	—	—
Calmar ratio: Return relative to maximum drawdown	10.22	—	—
Martin ratio: Return relative to average drawdown	36.68	—	—

Drawdowns

SOXQ vs. CHPX - Drawdown Comparison

The maximum SOXQ drawdown since its inception was -46.01%, which is greater than CHPX's maximum drawdown of -15.15%. Use the drawdown chart below to compare losses from any high point for SOXQ and CHPX.

Drawdown Indicators

	SOXQ	CHPX	Difference
Max Drawdown Largest peak-to-trough decline	-46.01%	-15.15%	-30.86%
Max Drawdown (1Y) Largest decline over 1 year	-15.59%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-39.36%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-46.01%	—	—
Current Drawdown Current decline from peak	-7.82%	-7.33%	-0.49%
Average Drawdown Average peak-to-trough decline	-12.87%	-3.96%	-8.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.33%	—	—

Volatility

Volatility by Period

	SOXQ	CHPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	22.04%	—	—
Volatility (6M) Calculated over the trailing 6-month period	32.49%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	38.78%	42.69%	-3.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.34%	42.69%	-5.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.24%	42.69%	-5.45%

SOXQ vs. CHPX - Expense Ratio Comparison

SOXQ has a 0.19% expense ratio, which is lower than CHPX's 0.50% expense ratio.

Dividends

SOXQ vs. CHPX - Dividend Comparison

SOXQ's dividend yield for the trailing twelve months is around 0.27%, more than CHPX's 0.03% yield.

Position	TTM	2025	2024	2023	2022	2021
CHPX Global X AI Semiconductor & Quantum ETF	0.03%	0.06%	0.00%	0.00%	0.00%	0.00%
SOXQ Invesco PHLX Semiconductor ETF	0.27%	0.50%	0.68%	0.87%	1.36%	0.72%

Frequently Asked Questions

Can I hold both SOXQ and CHPX in my portfolio?

With a correlation of 0.92, SOXQ and CHPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, SOXQ or CHPX?

On fees, SOXQ is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SOXQ or CHPX?

SOXQ is cheaper with a 0.19% expense ratio, compared with 0.50% for CHPX.

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

SOXQ has the higher dividend yield at 0.27%, compared with 0.03% for CHPX.

What is the main difference between SOXQ and CHPX?

SOXQ tracks PHLX Semiconductor Sector Index, while CHPX tracks Global X AI Semiconductor & Quantum Index. They also come from different issuers: Invesco and Global X. Their fees differ too: 0.19% for SOXQ and 0.50% for CHPX.