BILT vs. SOXX
BILT (iShares Infrastructure Active ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - BILT is a Utilities Equities fund actively managed by iShares, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. BILT is actively managed, while SOXX is passively managed. At a 0.03 correlation, their price movements are largely independent. BILT charges 0.60%/yr vs 0.34%/yr for SOXX.
Performance
BILT vs. SOXX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BILT achieves a 15.92% return, which is significantly lower than SOXX's 84.03% return.
BILT
- 1D
- 0.40%
- 1M
- 1.39%
- 6M
- 15.55%
- YTD
- 15.92%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXX
- 1D
- -4.77%
- 1M
- -7.11%
- 6M
- 67.77%
- YTD
- 84.03%
- 1Y
- 125.94%
- 3Y*
- 48.43%
- 5Y*
- 31.11%
- 10Y*
- 34.00%
BILT vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BILT iShares Infrastructure Active ETF | 15.92% | 4.16% |
SOXX iShares Semiconductor ETF | 84.03% | 21.89% |
Correlation
The correlation between BILT and SOXX is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.03 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BILT vs. SOXX — Risk / Return Rank
BILT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOXX
BILT vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) 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.
| BILT | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.44 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 8.03 | — |
| Martin ratioReturn relative to average drawdown | — | 25.14 | — |
Loading charts...
Drawdowns
BILT vs. SOXX - Drawdown Comparison
The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BILT and SOXX.
Loading charts...
Drawdown Indicators
| BILT | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.38% | -70.21% | +64.83% |
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 DrawdownCurrent decline from peak | 0.00% | -15.48% | +15.48% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -19.92% | +18.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.03% | — |
Volatility
BILT vs. SOXX - Volatility Comparison
Loading charts...
Volatility by Period
| BILT | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 22.50% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 36.44% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.34% | 42.11% | -31.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.34% | 37.77% | -27.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.34% | 34.27% | -23.93% |
BILT vs. SOXX - Expense Ratio Comparison
BILT has a 0.60% expense ratio, which is higher than SOXX's 0.34% expense ratio.
Dividends
BILT vs. SOXX - Dividend Comparison
BILT's dividend yield for the trailing twelve months is around 5.62%, more than SOXX's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 5.62% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares Semiconductor ETF | 0.27% | 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
BILT and SOXX have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
SOXX is cheaper with a 0.34% expense ratio, compared with 0.60% for BILT.
BILT has the higher dividend yield at 5.62%, compared with 0.27% for SOXX.
BILT is categorized as Utilities Equities, while SOXX is Semiconductors. Their fees differ too: 0.60% for BILT and 0.34% for SOXX.
Find the right allocation for BILT and SOXX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer