SOXQ vs. CHPX
SOXQ (Invesco PHLX Semiconductor ETF) and CHPX (Global X AI Semiconductor & Quantum ETF) are both exchange-traded funds - SOXQ is a Semiconductors fund tracking the PHLX Semiconductor Sector Index, while CHPX is a Artificial Intelligence fund tracking the Global X AI Semiconductor & Quantum Index. Both are passively managed. Their correlation of 0.93 means they have usually moved in the same direction. SOXQ charges 0.19%/yr vs 0.50%/yr for CHPX.
Performance
SOXQ vs. CHPX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with SOXQ having a 72.20% return and CHPX slightly higher at 73.21%.
SOXQ
- 1D
- 6.53%
- 1M
- -3.45%
- 6M
- 53.12%
- YTD
- 72.20%
- 1Y
- 117.36%
- 3Y*
- 49.65%
- 5Y*
- 29.96%
- 10Y*
- —
- ALL TIME*
- 30.79%
CHPX
- 1D
- 6.25%
- 1M
- -1.45%
- 6M
- 58.67%
- YTD
- 73.21%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.48M | $5.07M | $10.01M | |
| $214.44M | $218.73M | $282.51M |
SOXQ vs. CHPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOXQ Invesco PHLX Semiconductor ETF | 72.20% | 11.40% |
CHPX Global X AI Semiconductor & Quantum ETF | 73.21% | 6.91% |
Correlation
The correlation between SOXQ and CHPX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025 | 0.93 |
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Return for Risk
SOXQ vs. CHPX — Risk / Return Rank
SOXQ
CHPX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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 ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.40 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.13 | — | — |
| Martin ratioReturn relative to average drawdown | 16.72 | — | — |
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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 -27.10%. Use the drawdown chart below to compare losses from any high point for SOXQ and CHPX.
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Drawdown Indicators
| SOXQ | CHPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.01% | -27.10% | -18.91% |
Max Drawdown (1Y)Largest decline over 1 year | -28.56% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -39.36% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -46.01% | — | — |
Current DrawdownCurrent decline from peak | -16.72% | -14.65% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -12.93% | -5.42% | -7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.05% | — | — |
Volatility
SOXQ vs. CHPX - Volatility Comparison
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Volatility by Period
| SOXQ | CHPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.65% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 37.94% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 43.80% | 45.24% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.40% | 45.24% | -6.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.01% | 45.24% | -7.23% |
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 0.30%, 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 | 0.30% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% |
Frequently Asked Questions
With a correlation of 0.93, 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.
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.
SOXQ is cheaper with a 0.19% expense ratio, compared with 0.50% for CHPX.
SOXQ has the higher dividend yield at 0.30%, compared with 0.03% for CHPX.
SOXQ is categorized as Semiconductors, while CHPX is Artificial Intelligence. 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.
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