Compare · 2 funds side by side · dividends reinvested

SOXQ and VIG

SOXQInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$27,386SOXQ · best of the two

02 / 04

SOXQ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.41%+27.7%+29.8%+41.8%+22.3%−38.2%48.1%$2.8B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SOXQ 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco PHLX Semiconductor ETF · $2.8B$27,386

SOXQ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

SOXQMeasureVIG

+27.7%Year to dateJan 1 → Nov 5+12.5%

+29.8%1 yearTotal return+15.2%

+41.8%3 years · per year$10,000 became $28,519 · $16,814+18.9%

+22.3%5 years · per year$10,000 became $27,386 · $16,331+10.3%

0.19%Expense ratio$19 · $4 a year on $10k · lower is better0.04%

0.41%Trailing 12-mo yield$41 · $149 a year on $10k1.49%

−38.2%Worst dropSmaller is better−7.9%

48.1%VolatilityLower is calmer10.8%

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

4–4Level

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

More Ways to See the Pairs

SOXQ vs VIG: Top 5 Holdings

Today

SOXQ

40.0%in top 5

VIG

in top 522.1%

SOXQStockVIG

12.2%NVDAnot top 5

9.9%AVGO4.3%

7.5%MUnot top 5

5.4%TXNnot top 5

5.0%ADInot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common10.3%

End-of-day Nov 5, 2026 · share of each fund

SOXQ vs VIG Returns, Every Period

InvescoSOXQ

+22.3%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SOXQVIGFaded: behind in that period

4–0SOXQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: SOXQ vs VIG

YTD

InvescoSOXQ

+27.7%

VIGVanguard

+12.5%

+27.7%Year to date+12.5%

−38.2%Worst drop · 1Y−7.9%

48.1%Volatility · 1Y10.8%

0.4%Yield1.5%

$2.8BAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXQ0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SOXQ, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SOXQ0.41%$41

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SOXQ$41 − $19 = $22

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SOXQ, VIG

Today

10.3%most shared, SOXQ and VIG

SOXQVIG

SOXQ—10.3%

VIG10.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.8%SOXQ, at 48.1% volatility

VIGWorst drop−7.9%10.8% vol

SOXQWorst drop−38.2%48.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSOXQ

+12.5%Year to date+27.7%

1.5%Yield0.4%

+15.2%Past year+29.8%

0.04%Fee0.19%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026