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CABZ vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

CABZ vs. SOXX

Last updated Jun 26, 2026

CABZ (Roundhill Robotaxi, Autonomous Vehicles & Technology ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - CABZ is a Technology Equities fund actively managed by Roundhill, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. CABZ is actively managed, while SOXX is passively managed. A 0.73 correlation means they provide meaningful diversification when combined. CABZ charges 0.59%/yr vs 0.34%/yr for SOXX.

Performance

CABZ vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill Robotaxi, Autonomous Vehicles & Technology ETF (CABZ) and iShares Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

CABZ

1D
-0.85%
1M
-15.95%
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

SOXX

1D
3.94%
1M
9.72%
YTD
107.83%
6M
104.44%
1Y
164.79%
3Y*
57.87%
5Y*
34.72%
10Y*
37.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CABZ vs. SOXX - Yearly Performance Comparison

2026 (YTD)
CABZ
Roundhill Robotaxi, Autonomous Vehicles & Technology ETF		-13.70%
SOXX
iShares Semiconductor ETF		87.78%

Correlation

The correlation between CABZ and SOXX is 0.73, 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 Jan 14, 2026

0.73

CABZ vs. SOXX - Sectors Allocation Comparison

Sectors
CABZ
SOXX

Technology

46.6%
100.0%

Consumer Cyclical

36.2%

-

Communication Services

11.1%

-

Industrials

4.9%

-

Basic Materials

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

-

Utilities

-

-

Technology

CABZ
46.6%
SOXX
100.0%

Consumer Cyclical

CABZ
36.2%
SOXX

-

Communication Services

CABZ
11.1%
SOXX

-

Industrials

CABZ
4.9%
SOXX

-

Basic Materials

CABZ

-

SOXX

-

Consumer Defensive

CABZ

-

SOXX

-

Energy

CABZ

-

SOXX

-

Financial Services

CABZ

-

SOXX

-

Healthcare

CABZ

-

SOXX

-

Real Estate

CABZ

-

SOXX

-

Utilities

CABZ

-

SOXX

-

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Roundhill Robotaxi, Autonomous Vehicles & Technology ETF

iShares Semiconductor ETF

Often compared with CABZ:
CABZ vs. TIMECABZ vs. ARMHCABZ vs. MAGXCABZ vs. QDTECABZ vs. TDVCABZ vs. AISCABZ vs. CHAT
Often compared with SOXX:
SOXX vs. SMHSOXX vs. QQQSOXX vs. SOXLSOXX vs. SOXQSOXX vs. FSELXSOXX vs. VGTSOXX vs. VOO

Return for Risk

CABZ vs. SOXX — Risk / Return Rank

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

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

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: 9898
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.

CABZ vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill Robotaxi, Autonomous Vehicles & Technology ETF (CABZ) 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.

CABZSOXXDifference
Sharpe ratioReturn per unit of total volatility

—

4.20

—

Sortino ratioReturn per unit of downside risk

—

4.10

—

Omega ratioGain probability vs. loss probability

—

1.59

—

Calmar ratioReturn relative to maximum drawdown

—

10.52

—

Martin ratioReturn relative to average drawdown

—

37.47

—

CABZ vs. SOXX - Sharpe Ratio Comparison

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Drawdowns

CABZ vs. SOXX - Drawdown Comparison

The maximum CABZ drawdown since its inception was -23.13%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for CABZ and SOXX.

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Drawdown Indicators

CABZSOXXDifference

Max Drawdown

Largest peak-to-trough decline

-23.13%

-70.21%

+47.08%

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

-17.74%

-4.55%

-13.19%

Average Drawdown

Average peak-to-trough decline

-9.45%

-19.93%

+10.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.42%

—

Volatility

CABZ vs. SOXX - Volatility Comparison

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Volatility by Period

CABZSOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

22.27%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

33.54%

—

Volatility (1Y)

Calculated over the trailing 1-year period

34.19%

39.44%

-5.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.19%

37.24%

-3.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.19%

34.00%

+0.19%

CABZ vs. SOXX - Expense Ratio Comparison

CABZ has a 0.59% expense ratio, which is higher than SOXX's 0.34% expense ratio.

Dividends

CABZ vs. SOXX - Dividend Comparison

CABZ has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.23%.

PositionTTM20252024202320222021202020192018201720162015
CABZ
Roundhill Robotaxi, Autonomous Vehicles & Technology ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SOXX
iShares Semiconductor ETF		0.23%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

CABZ and SOXX have a correlation of 0.73, 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 0.59% for CABZ.

SOXX has the higher dividend yield at 0.23%, compared with 0.00% for CABZ.

CABZ is categorized as Technology Equities, while SOXX is Semiconductors. They also come from different issuers: Roundhill and iShares. Their fees differ too: 0.59% for CABZ and 0.34% for SOXX.

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