V vs. SOXQ

Last updated Jun 24, 2026

V (Visa Inc.) is a stock, while SOXQ (Invesco PHLX Semiconductor ETF) is Semiconductors fund tracking the PHLX Semiconductor Sector Index. Over the past 5 years, V returned 7.62%/yr vs 34.04%/yr for SOXQ. At a 0.34 correlation, their price movements are largely independent.

Performance

V vs. SOXQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and Invesco PHLX Semiconductor ETF (SOXQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, V achieves a -5.95% return, which is significantly lower than SOXQ's 90.62% return.

V

• 1D: 0.58%
• 1M: -0.12%
• YTD: -5.95%
• 6M: -6.66%
• 1Y: -3.69%
• 3Y*: 13.55%
• 5Y*: 7.62%
• 10Y*: 16.73%

SOXQ

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

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

V vs. SOXQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
V Visa Inc.	-5.95%	11.76%	22.32%	26.31%	-3.40%	-7.08%
SOXQ Invesco PHLX Semiconductor ETF	90.62%	43.11%	20.16%	66.74%	-35.59%	25.19%

Correlation

The correlation between V and SOXQ is -0.06, 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	-0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.16
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	0.34

The correlation between V and SOXQ shifts across timeframes, from -0.06 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.

Return for Risk

V vs. SOXQ — Risk / Return Rank

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

V

V Risk / Return Rank: 33
V Sharpe Ratio Rank: 36
V Sortino Ratio Rank: 29
V Omega Ratio Rank: 29
V Calmar Ratio Rank: 36
V Martin Ratio Rank: 34

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

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.

V vs. SOXQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) 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.

	V	SOXQ	Difference
Sharpe ratio: Return per unit of total volatility	-0.17	4.11	-4.28
Sortino ratio: Return per unit of downside risk	-0.10	4.02	-4.13
Omega ratio: Gain probability vs. loss probability	0.99	1.58	-0.59
Calmar ratio: Return relative to maximum drawdown	-0.22	10.22	-10.43
Martin ratio: Return relative to average drawdown	-0.46	36.68	-37.14

V vs. SOXQ - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.17, which is lower than the SOXQ Sharpe Ratio of 4.11. The chart below compares the historical Sharpe Ratios of V and SOXQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

V vs. SOXQ - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, which is greater than SOXQ's maximum drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for V and SOXQ.

Drawdown Indicators

	V	SOXQ	Difference
Max Drawdown Largest peak-to-trough decline	-51.90%	-46.01%	-5.89%
Max Drawdown (1Y) Largest decline over 1 year	-17.18%	-15.59%	-1.59%
Max Drawdown (3Y) Largest decline over 3 years	-20.38%	-39.36%	+18.98%
Max Drawdown (5Y) Largest decline over 5 years	-28.60%	-46.01%	+17.41%
Max Drawdown (10Y) Largest decline over 10 years	-36.36%	—	—
Current Drawdown Current decline from peak	-11.31%	-7.82%	-3.49%
Average Drawdown Average peak-to-trough decline	-8.27%	-12.87%	+4.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.06%	4.33%	+3.73%

Volatility

V vs. SOXQ - Volatility Comparison

The current volatility for Visa Inc. (V) is 5.89%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 22.04%. This indicates that V 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.

Volatility by Period

	V	SOXQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.89%	22.04%	-16.15%
Volatility (6M) Calculated over the trailing 6-month period	16.80%	32.49%	-15.69%
Volatility (1Y) Calculated over the trailing 1-year period	21.44%	38.78%	-17.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.84%	37.34%	-14.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.43%	37.24%	-12.81%

Dividends

V vs. SOXQ - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.79%, more than SOXQ's 0.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SOXQ Invesco PHLX Semiconductor ETF	0.27%	0.50%	0.68%	0.87%	1.36%	0.72%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
V Visa Inc.	0.79%	0.70%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%

Frequently Asked Questions

Can I hold both V and SOXQ in my portfolio?

V and SOXQ have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, V or SOXQ?

SOXQ has higher volatility (22.04%) compared to V (5.89%). In terms of maximum drawdown, V dropped -51.90% vs SOXQ's -46.01%.

Which has better risk-adjusted returns?

SOXQ currently has the higher Sharpe Ratio (4.11 vs -0.17), 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.