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BBP vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BBP vs. SOXX

Last updated Jun 13, 2026

BBP (Virtus LifeSci Biotech Products ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - BBP is a Health & Biotech Equities fund tracking the LifeSci Biotechnology Products Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 10 years, BBP returned 12.52%/yr vs 35.55%/yr for SOXX. At a 0.46 correlation, their price movements are largely independent. BBP charges 0.79%/yr vs 0.34%/yr for SOXX.

Performance

BBP vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus LifeSci Biotech Products ETF (BBP) and iShares Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBP achieves a 9.07% return, which is significantly lower than SOXX's 98.11% return. Over the past 10 years, BBP has underperformed SOXX with an annualized return of 12.52%, while SOXX has yielded a comparatively higher 35.55% annualized return.

BBP

1D
0.42%
1M
-2.08%
YTD
9.07%
6M
10.60%
1Y
43.95%
3Y*
16.56%
5Y*
9.63%
10Y*
12.52%

SOXX

1D
1.59%
1M
12.86%
YTD
98.11%
6M
99.51%
1Y
164.50%
3Y*
53.00%
5Y*
33.69%
10Y*
35.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBP vs. SOXX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BBP
Virtus LifeSci Biotech Products ETF		9.07%33.15%3.32%17.88%0.85%-8.17%22.24%24.73%-13.95%24.07%
SOXX
iShares Semiconductor ETF		98.11%40.74%12.92%67.12%-35.09%44.09%52.72%62.42%-6.49%39.79%

Correlation

The correlation between BBP and SOXX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.44

Correlation (10Y)
Calculated over the trailing 10-year period

0.45

Correlation (All Time)
Calculated using the full available price history since Dec 17, 2014

0.46

The correlation between BBP and SOXX shifts across timeframes, from 0.32 (1 year) to 0.46 (all time), reflecting how their relationship changes across market environments.

BBP vs. SOXX - Sectors Allocation Comparison

Sectors
BBP
SOXX

Healthcare

100.0%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

100.0%

Utilities

-

-

Healthcare

BBP
100.0%
SOXX

-

Basic Materials

BBP

-

SOXX

-

Communication Services

BBP

-

SOXX

-

Consumer Cyclical

BBP

-

SOXX

-

Consumer Defensive

BBP

-

SOXX

-

Energy

BBP

-

SOXX

-

Financial Services

BBP

-

SOXX

-

Industrials

BBP

-

SOXX

-

Real Estate

BBP

-

SOXX

-

Technology

BBP

-

SOXX
100.0%

Utilities

BBP

-

SOXX

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Virtus LifeSci Biotech Products ETF

iShares Semiconductor ETF

Often compared with BBP:
BBP vs. BBCBBP vs. SBIOBBP vs. FBTBBP vs. IBBQBBP vs. IHEBBP vs. WDNABBP vs. FTXH
Often compared with SOXX:
SOXX vs. SMHSOXX vs. QQQSOXX vs. SOXLSOXX vs. SOXQSOXX vs. FSELXSOXX vs. VGTSOXX vs. VOO

Return for Risk

BBP vs. SOXX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BBP
BBP Risk / Return Rank: 7171
Overall Rank
BBP Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
BBP Sortino Ratio Rank: 6666
Sortino Ratio Rank
BBP Omega Ratio Rank: 5656
Omega Ratio Rank
BBP Calmar Ratio Rank: 8989
Calmar Ratio Rank
BBP Martin Ratio Rank: 8383
Martin Ratio Rank
SOXX
SOXX Risk / Return Rank: 9696
Overall Rank
SOXX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 9494
Sortino Ratio Rank
SOXX Omega Ratio Rank: 9494
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9797
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBP vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Products ETF (BBP) and iShares Semiconductor ETF (SOXX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

BBPSOXXDifference
Sharpe ratioReturn per unit of total volatility
1.84
4.43

-2.59

Sortino ratioReturn per unit of downside risk
2.65
4.37

-1.72

Omega ratioGain probability vs. loss probability

1.31

1.62

-0.32

Calmar ratioReturn relative to maximum drawdown

4.76

10.50

-5.74

Martin ratioReturn relative to average drawdown

14.64

38.20

-23.56

BBP vs. SOXX - Sharpe Ratio Comparison

The current BBP Sharpe Ratio is 1.84, which is lower than the SOXX Sharpe Ratio of 4.43. The chart below compares the historical Sharpe Ratios of BBP and SOXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

BBP vs. SOXX - Drawdown Comparison

The maximum BBP drawdown since its inception was -44.32%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BBP and SOXX.

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Drawdown Indicators

BBPSOXXDifference

Max Drawdown

Largest peak-to-trough decline

-44.32%

-70.21%

+25.89%

Max Drawdown (1Y)

Largest decline over 1 year

-9.28%

-15.77%

+6.49%

Max Drawdown (3Y)

Largest decline over 3 years

-26.09%

-41.36%

+15.27%

Max Drawdown (5Y)

Largest decline over 5 years

-37.89%

-45.75%

+7.86%

Max Drawdown (10Y)

Largest decline over 10 years

-44.32%

-45.75%

+1.43%

Current Drawdown

Current decline from peak

-3.57%

-3.16%

-0.41%

Average Drawdown

Average peak-to-trough decline

-12.00%

-19.95%

+7.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.05%

4.33%

-1.28%

Volatility

BBP vs. SOXX - Volatility Comparison

The current volatility for Virtus LifeSci Biotech Products ETF (BBP) is 7.34%, while iShares Semiconductor ETF (SOXX) has a volatility of 19.42%. This indicates that BBP experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BBPSOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.34%

19.42%

-12.08%

Volatility (6M)

Calculated over the trailing 6-month period

18.71%

31.46%

-12.75%

Volatility (1Y)

Calculated over the trailing 1-year period

23.97%

37.35%

-13.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.33%

36.73%

-10.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.41%

33.77%

-6.36%

BBP vs. SOXX - Expense Ratio Comparison

BBP has a 0.79% expense ratio, which is higher than SOXX's 0.34% expense ratio.

Dividends

BBP vs. SOXX - Dividend Comparison

BBP has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.28%.

PositionTTM20252024202320222021202020192018201720162015
BBP
Virtus LifeSci Biotech Products ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.18%0.00%1.29%
SOXX
iShares Semiconductor ETF		0.28%0.57%0.67%0.78%1.26%0.64%0.81%1.23%1.37%0.90%1.08%1.29%

Frequently Asked Questions

BBP and SOXX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXX has higher volatility (19.42%) compared to BBP (7.34%). In terms of maximum drawdown, BBP dropped -44.32% vs SOXX's -70.21%.

On 10-year performance, SOXX leads with 35.55% vs 12.52% for BBP. On fees, SOXX is cheaper at 0.34% per year. On volatility, BBP has been the lower-risk option at 7.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SOXX has performed better with a 35.55% return vs 12.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SOXX is cheaper with a 0.34% expense ratio, compared with 0.79% for BBP.

SOXX has the higher dividend yield at 0.28%, compared with 0.00% for BBP.

BBP is categorized as Health & Biotech Equities, while SOXX is Semiconductors. BBP tracks LifeSci Biotechnology Products Index, while SOXX tracks NYSE Semiconductor Index. They also come from different issuers: Virtus Investment Partners and iShares. Their fees differ too: 0.79% for BBP and 0.34% for SOXX.

SOXX currently has the higher Sharpe Ratio (4.43 vs 1.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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