SOXX vs SOXQ

ASOXX

BSOXQ

Measures won1–5SOXQ wins · of 6 · 5Y

$10,000 · 5Y$28,316SOXQ · SOXX $26,892

Lowest cost0.19%SOXQ · $19 on $10k

Most income0.76%SOXX · $76 on $10k

Smallest drop−38.2%SOXQ · worst fall in 1Y

Held in common83.5%SOXX and SOXQ

SOXX

SOXQ

iShares Semiconductor ETF · $39.1BInvesco PHLX Semiconductor ETF · $2.5B

+40.3%3 years · per year$27,604 · $29,017+42.6%

+21.9%5 years · per year$26,892 · $28,316+23.1%

0.33%Expense ratio$33 · $19 on $10k · lower wins0.19%

0.76%12-mo yield$76 · $40 on $10k0.40%

−39.5%Worst dropSmaller wins−38.2%

49.4%VolatilityLower wins48.1%

1–5SOXQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXX · SOXQ

8.5%NVDA12.6%

8.1%AVGO10.1%

7.1%MU7.0%

5.5%TXN5.5%

Held in common83.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.40%	+3.9%	+32.7%	+30.9%	+42.6%	+23.1%	−38.2%	$2.5B
2	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.40%	+3.9%	+32.7%	+30.9%	+42.6%	+23.1%	−38.2%	$2.5B
2	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOXX vs SOXQ

SOXX

iShares Semiconductor

$26,892

SOXQ

Invesco PHLX Semiconductor

$28,316

MeasureSOXXSOXQ

Fee0.33%0.19%

Cost on $10k a year$33$19

Yield0.76%0.40%

5 years, per year+21.9%+23.1%

3 years, per year+40.3%+42.6%

Worst drop · 1Y−39.5%−38.2%

Volatility · 1Y49.4%48.1%

5–1measures won
SOXQ first

83.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SOXX, SOXQ

Today

83.5%most shared, SOXX and SOXQ

SOXXSOXQ

SOXX—83.5%

SOXQ83.5%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

SOXQ$40 − $19 = $21

KeptFee

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