Compare · 2 funds side by side · dividends reinvested

SOXQ and SPY

SOXQInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,818SOXQ · best of the two

02 / 04

SOXQ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.36%+45.4%+41.8%+48.6%+26.0%−29.7%46.4%$2.8B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

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: SOXQ 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco PHLX Semiconductor ETF · $2.8B$31,818

SOXQ

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

SOXQMeasureSPY

+45.4%Year to dateJan 1 → Nov 4+13.3%

+41.8%1 yearTotal return+13.4%

+48.6%3 years · per year$10,000 became $32,839 · $19,132+24.1%

+26.0%5 years · per year$10,000 became $31,818 · $18,060+12.6%

0.19%Expense ratio$19 · $9 a year on $10k · lower is better0.09%

0.36%Trailing 12-mo yield$36 · $99 a year on $10k0.99%

−29.7%Worst dropSmaller is better−8.9%

46.4%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

SOXQ vs SPY: Top 5 Holdings

Today

SOXQ

40.0%in top 5

SPY

in top 527.3%

SOXQStockSPY

12.2%NVDA7.7%

9.8%AVGOnot top 5

7.8%MUnot top 5

not top 5AAPL7.4%

not top 5MSFT5.9%

5.2%TXNnot top 5

5.0%ADInot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common16.2%

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

SOXQ vs SPY Returns, Every Period

InvescoSOXQ

+26.0%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SOXQSPYFaded: behind in that period

4–0SOXQ wins

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

Thematic vs Core: SOXQ vs SPY

YTD

InvescoSOXQ

+45.4%

SPYSPDR

+13.3%

+45.4%Year to date+13.3%

−29.7%Worst drop · 1Y−8.9%

46.4%Volatility · 1Y12.9%

0.4%Yield1.0%

$2.8BAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: SOXQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SOXQ0.19%$19

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

Yields: SOXQ, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

SOXQ0.36%$36

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SOXQ$36 − $19 = $17

KeptFee

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

Overlap: SOXQ, SPY

Today

16.2%most shared, SOXQ and SPY

SOXQSPY

SOXQ—16.2%

SPY16.2%—

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

Return vs Bumpiness: 2 ETFs

+41.8%SOXQ, at 46.4% volatility

SPYWorst drop−8.9%12.9% vol

SOXQWorst drop−29.7%46.4% vol

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

Paid More vs Made More

YTD

SPYSOXQ

+13.3%Year to date+45.4%

1.0%Yield0.4%

+13.4%Past year+41.8%

0.09%Fee0.19%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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