BDYN vs. SOXX

Last updated Jun 5, 2026

BDYN (iShares Dynamic Equity Active ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - BDYN is a Global Equities fund actively managed by iShares, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. BDYN is actively managed, while SOXX is passively managed. A 0.74 correlation means they provide meaningful diversification when combined. BDYN charges 0.40%/yr vs 0.34%/yr for SOXX.

Performance

BDYN vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Dynamic Equity Active ETF (BDYN) and iShares Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BDYN achieves a 8.61% return, which is significantly lower than SOXX's 100.26% return.

BDYN

• 1D: 0.45%
• 1M: 4.35%
• YTD: 8.61%
• 6M: 9.21%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SOXX

• 1D: -2.10%
• 1M: 24.86%
• YTD: 100.26%
• 6M: 97.20%
• 1Y: 179.78%
• 3Y*: 57.09%
• 5Y*: 33.93%
• 10Y*: 35.54%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BDYN vs. SOXX - Yearly Performance Comparison

	2026 (YTD)	2025
BDYN iShares Dynamic Equity Active ETF	8.61%	3.68%
SOXX iShares Semiconductor ETF	100.26%	17.23%

Correlation

The correlation between BDYN and SOXX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 16, 2025	0.74

BDYN vs. SOXX - Sectors Allocation Comparison

Sectors	BDYN	SOXX
Technology	30.5%	100.0%
Financial Services	11.6%	-
Industrials	10.8%	-
Communication Services	10.0%	-
Consumer Cyclical	9.6%	-
Healthcare	9.3%	-
Energy	5.7%	-
Consumer Defensive	3.4%	-
Utilities	2.5%	-
Basic Materials	1.3%	-
Real Estate	0.1%	-

Return for Risk

BDYN vs. SOXX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SOXX

SOXX Risk / Return Rank: 96
SOXX Sharpe Ratio Rank: 98
SOXX Sortino Ratio Rank: 95
SOXX Omega Ratio Rank: 95
SOXX Calmar Ratio Rank: 97
SOXX Martin Ratio Rank: 97

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.

BDYN vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dynamic Equity Active ETF (BDYN) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BDYN	SOXX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	5.29	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.94	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.07	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.28	0.44	+0.83

Drawdowns

BDYN vs. SOXX - Drawdown Comparison

The maximum BDYN drawdown since its inception was -10.85%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BDYN and SOXX.

Drawdown Indicators

	BDYN	SOXX	Difference
Max Drawdown Largest peak-to-trough decline	-10.85%	-70.21%	+59.36%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.77%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-41.36%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-45.75%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-45.75%	—
Current Drawdown Current decline from peak	-0.41%	-2.10%	+1.69%
Average Drawdown Average peak-to-trough decline	-1.79%	-19.97%	+18.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.11%	—

Volatility

Volatility by Period

	BDYN	SOXX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	14.08%	—
Volatility (6M) Calculated over the trailing 6-month period	—	27.45%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.14%	34.20%	-20.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.14%	36.11%	-21.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.14%	33.43%	-19.29%

BDYN vs. SOXX - Expense Ratio Comparison

BDYN has a 0.40% expense ratio, which is higher than SOXX's 0.34% expense ratio.

Dividends

BDYN vs. SOXX - Dividend Comparison

BDYN's dividend yield for the trailing twelve months is around 2.00%, more than SOXX's 0.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BDYN iShares Dynamic Equity Active ETF	2.00%	2.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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

Can I hold both BDYN and SOXX in my portfolio?

BDYN and SOXX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BDYN or SOXX?

On fees, SOXX is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BDYN or SOXX?

SOXX is cheaper with a 0.34% expense ratio, compared with 0.40% for BDYN.

Which ETF pays a higher dividend yield, BDYN or SOXX?

BDYN has the higher dividend yield at 2.00%, compared with 0.28% for SOXX.

What is the main difference between BDYN and SOXX?

BDYN is categorized as Global Equities, while SOXX is Semiconductors. Their fees differ too: 0.40% for BDYN and 0.34% for SOXX.