Performance of Soxq

The Invesco PHLX Semiconductor ETF (SOXQ) has shown robust performance over various time frames. Here's a detailed analysis:

1. Recent Performance:
   • YTD Performance: As of the latest data, SOXQ has returned 19.59% year-to-date.
   • 1-Year Performance: Over the past year, the ETF has delivered a significant return of 60.85%.
2. Historical Performance:
   • 3-Year Performance: Over the past three years, the ETF has returned 17.73%.
   • 5-Year Performance: Over the past five years, the ETF has returned 30.48%.
   • 10-Year Performance: Over the past ten years, the ETF has returned 25.71%.
3. Comparison with Market Returns:
   • Comparison with Index: The PHLX Semiconductor Sector Index-TR, which SOXQ tracks, has returned 18.56% since inception.
   • Comparison with S&P: The S&P Composite 1500 Semiconductors Total Return Index has returned 40.01% since inception.
   • Fund Performance: The fund's NAV has returned 18.35% since inception, while the market price has returned 18.02%.
4. Expense Ratio and Ranking:
   • Expense Ratio: SOXQ has a relatively low expense ratio of 0.19%.
   • Rankings: U.S. News ranks SOXQ as #2 in the Technology ETF category.

In conclusion, SOXQ has demonstrated strong performance, especially over the past year, with a significant return of 60.85%. The ETF's performance over various time frames, coupled with its low expense ratio and high rankings, make it an attractive option for investors looking to capitalize on the semiconductor sector's growth potential.