Compare · 2 funds side by side · dividends reinvested

PPA and SOXX

PPAInvesco×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,376SOXX · best of the two

02 / 04

PPA and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$42.6B1.4

Invesco Aerospace & Defense ETFThematic · Defense & space0.58%0.42%+0.8%+0.1%+26.0%+17.4%−17.3%21.8%$7.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PPA 2005 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Aerospace & Defense ETF · $7.7B$22,273

PPA

SOXX

iShares Semiconductor ETF · $42.6B$30,376

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PPAMeasureSOXX

+0.8%Year to dateJan 1 → Nov 4+49.8%

+0.1%1 yearTotal return+46.5%

+26.0%3 years · per year$10,000 became $19,996 · $31,353+46.4%

+17.4%5 years · per year$10,000 became $22,273 · $30,376+24.9%

0.58%Expense ratio$58 · $33 a year on $10k · lower is better0.33%

0.42%Trailing 12-mo yield$42 · $28 a year on $10k0.28%

−17.3%Worst dropSmaller is better−31.2%

21.8%VolatilityLower is calmer47.8%

PPASOXX Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SOXX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PPA vs SOXX: Top 5 Holdings

Today

PPA

41.3%in top 5

SOXX

in top 538.7%

PPAStockSOXX

9.6%LMTnot top 5

9.4%RTXnot top 5

not top 5AMD9.0%

8.9%GEnot top 5

not top 5NVDA8.2%

not top 5AVGO7.8%

not top 5MU7.8%

7.8%BAnot top 5

not top 5INTC5.9%

5.6%GDnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PPA vs SOXX Returns, Every Period

InvescoPPA

+17.4%

5 years, per year

SOXXiShares

+24.9%

5 years, per year

PPASOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PPA vs SOXX

YTD

InvescoPPA

+0.8%

SOXXiShares

+49.8%

+0.8%Year to date+49.8%

−17.3%Worst drop · 1Y−31.2%

21.8%Volatility · 1Y47.8%

0.4%Yield0.3%

$7.7BAssets$42.6B

3–1PPA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PPA, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

PPA0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PPA, SOXX

0.42%highest, PPA

FundTrailing yieldYield$10k

PPA0.42%$42

SOXX0.28%$28

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

PPA$42 − $58 = −$16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PPA, SOXX

Today

0.0%most shared, PPA and SOXX

PPASOXX

PPA—0.0%

SOXX0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+46.5%SOXX, at 47.8% volatility

PPAWorst drop−17.3%21.8% vol

SOXXWorst drop−31.2%47.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PPASOXX

+0.8%Year to date+49.8%

0.4%Yield0.3%

+0.1%Past year+46.5%

0.58%Fee0.33%

3–1SOXX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026