Compare · 3 funds side by side · dividends reinvested

SOXQ, SOXX and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,579SMH · best of the three

02 / 04

SOXQ, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.35%+50.0%+47.2%+49.5%+26.5%−29.3%46.3%$2.7B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SOXQ 2021 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco PHLX Semiconductor ETF · $2.7B$32,395

SOXQ

SOXX

iShares Semiconductor ETF · $44.3B$31,133

$10,000 five years ago, dividends reinvested · they hold 82.8% in common

SOXQMeasureSOXX

+50.0%Year to dateJan 1 → Nov 3+54.7%

+47.2%1 yearTotal return+52.2%

+49.5%3 years · per year$10,000 became $33,447 · $31,937+47.3%

+26.5%5 years · per year$10,000 became $32,395 · $31,133+25.5%

0.19%Expense ratio$19 · $33 a year on $10k · lower is better0.33%

0.35%Trailing 12-mo yield$35 · $27 a year on $10k0.27%

−29.3%Worst dropSmaller is better−30.7%

46.3%VolatilityLower is calmer47.7%

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

6–2SOXQ wins

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

More Ways to See the Pairs

SOXQ vs SOXX: Top 5 Holdings

Today

SOXQ

40.0%in top 5

SOXX

in top 539.1%

SOXQStockSOXX

12.3%NVDA8.0%

9.7%AVGO7.6%

not top 5AMD9.2%

7.8%MU7.9%

not top 5INTC6.3%

5.2%TXNnot top 5

5.1%ADInot top 5

Held in common82.8%

End-of-day Nov 3, 2026 · share of each fund

SOXQ vs SOXX Returns, Every Period

InvescoSOXQ

+26.5%

5 years, per year

SOXXiShares

+25.5%

5 years, per year

SOXQSOXXFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SOXQ vs SOXX

YTD

InvescoSOXQ

+50.0%

SOXXiShares

+54.7%

+50.0%Year to date+54.7%

−29.3%Worst drop · 1Y−30.7%

46.3%Volatility · 1Y47.7%

0.4%Yield0.3%

$2.7BAssets$44.3B

3–1SOXQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXQ, SOXX, SMH

Today

0.19%lowest, SOXQ

FundExpense ratioFee$10k

SOXQ0.19%$19

SOXX0.33%$33

SMH0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SOXQ, SOXX, SMH

0.35%highest, SOXQ

FundTrailing yieldYield$10k

SOXQ0.35%$35

SOXX0.27%$27

SMH0.21%$21

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$16most kept, SOXQ

SOXQ$35 − $19 = $16

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SOXQ, SOXX, SMH

Today

82.8%most shared, SOXQ and SOXX

SOXQSOXXSMH

SOXQ—82.8%73.6%

SOXX82.8%—69.0%

SMH73.6%69.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+52.2%SOXX, at 47.7% volatility

SMHWorst drop−24.6%41.1% vol

SOXQWorst drop−29.3%46.3% vol

SOXXWorst drop−30.7%47.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SOXQSOXX

+50.0%Year to date+54.7%

0.4%Yield0.3%

+47.2%Past year+52.2%

0.19%Fee0.33%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026