Compare · 2 funds side by side · dividends reinvested

SOXQ and SPYM

SOXQInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$28,316SOXQ · best of the two

02 / 04

SOXQ and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.40%+32.7%+30.9%+42.6%+23.1%−38.2%48.1%$2.5B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SOXQ 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco PHLX Semiconductor ETF · $2.5B$28,316

SOXQ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

SOXQMeasureSPYM

+32.7%Year to dateJan 1 → Nov 6+8.8%

+30.9%1 yearTotal return+9.8%

+42.6%3 years · per year$10,000 became $29,017 · $18,082+21.8%

+23.1%5 years · per year$10,000 became $28,316 · $17,192+11.4%

0.19%Expense ratio$19 · $2 a year on $10k · lower is better0.02%

0.40%Trailing 12-mo yield$40 · $105 a year on $10k1.05%

−38.2%Worst dropSmaller is better−8.9%

48.1%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SOXQ vs SPYM: Top 5 Holdings

Today

SOXQ

40.3%in top 5

SPYM

in top 527.8%

SOXQStockSPYM

12.6%NVDA6.9%

10.1%AVGOnot top 5

not top 5AAPL7.9%

7.0%MUnot top 5

not top 5MSFT6.3%

5.5%TXNnot top 5

5.1%ADInot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common14.3%

End-of-day Nov 6, 2026 · share of each fund

SOXQ vs SPYM Returns, Every Period

InvescoSOXQ

+23.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

SOXQSPYMFaded: behind in that period

4–0SOXQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: SOXQ vs SPYM

YTD

InvescoSOXQ

+32.7%

SPYMSPDR

+8.8%

+32.7%Year to date+8.8%

−38.2%Worst drop · 1Y−8.9%

48.1%Volatility · 1Y13.6%

0.4%Yield1.1%

$2.5BAssets$178B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXQ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SOXQ0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SOXQ, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SOXQ0.40%$40

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SOXQ$40 − $19 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SOXQ, SPYM

Today

14.3%most shared, SOXQ and SPYM

SOXQSPYM

SOXQ—14.3%

SPYM14.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.9%SOXQ, at 48.1% volatility

SPYMWorst drop−8.9%13.6% vol

SOXQWorst drop−38.2%48.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSOXQ

+8.8%Year to date+32.7%

1.1%Yield0.4%

+9.8%Past year+30.9%

0.02%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026