DIVB vs. SOXX
DIVB (iShares U.S. Dividend and Buyback ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - DIVB is a Large Cap Blend Equities fund tracking the Morningstar US Dividend and Buyback Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 5 years, DIVB returned 12.19%/yr vs 34.50%/yr for SOXX. A 0.64 correlation means they provide meaningful diversification when combined. DIVB charges 0.25%/yr vs 0.34%/yr for SOXX.
Performance
DIVB vs. SOXX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DIVB achieves a 17.35% return, which is significantly lower than SOXX's 104.57% return.
DIVB
- 1D
- -0.56%
- 1M
- 8.55%
- YTD
- 17.35%
- 6M
- 17.71%
- 1Y
- 29.81%
- 3Y*
- 22.07%
- 5Y*
- 12.19%
- 10Y*
- —
SOXX
- 1D
- 1.76%
- 1M
- 33.25%
- YTD
- 104.57%
- 6M
- 99.43%
- 1Y
- 190.05%
- 3Y*
- 57.39%
- 5Y*
- 34.50%
- 10Y*
- 35.79%
DIVB vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares U.S. Dividend and Buyback ETF | 17.35% | 15.09% | 18.59% | 13.27% | -10.51% | 31.29% | 10.78% | 32.72% | -8.16% | 5.95% |
SOXX iShares Semiconductor ETF | 104.57% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | -2.97% |
Correlation
The correlation between DIVB and SOXX is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2017 | 0.64 |
The correlation between DIVB and SOXX shifts across timeframes, from 0.45 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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
DIVB vs. SOXX — Risk / Return Rank
DIVB
SOXX
DIVB vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Dividend and Buyback ETF (DIVB) 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.
| DIVB | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.74 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 4.39 | 12.13 | -7.74 |
| Martin ratioReturn relative to average drawdown | 14.95 | 46.43 | -31.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| DIVB | SOXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.65 | 5.61 | -2.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.96 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.45 | +0.31 |
Drawdowns
DIVB vs. SOXX - Drawdown Comparison
The maximum DIVB drawdown since its inception was -36.93%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for DIVB and SOXX.
Loading charts...
Drawdown Indicators
| DIVB | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -70.21% | +33.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -15.77% | +8.95% |
Max Drawdown (3Y)Largest decline over 3 years | -15.45% | -41.36% | +25.91% |
Max Drawdown (5Y)Largest decline over 5 years | -21.08% | -45.75% | +24.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | -0.56% | 0.00% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -19.97% | +14.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 4.11% | -2.11% |
Volatility
DIVB vs. SOXX - Volatility Comparison
The current volatility for iShares U.S. Dividend and Buyback ETF (DIVB) is 3.34%, while iShares Semiconductor ETF (SOXX) has a volatility of 14.03%. This indicates that DIVB 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.
Loading charts...
Volatility by Period
| DIVB | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 14.03% | -10.69% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 27.35% | -18.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.33% | 34.18% | -22.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 36.11% | -20.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 33.43% | -15.05% |
DIVB vs. SOXX - Expense Ratio Comparison
DIVB has a 0.25% expense ratio, which is lower than SOXX's 0.34% expense ratio.
Dividends
DIVB vs. SOXX - Dividend Comparison
DIVB's dividend yield for the trailing twelve months is around 2.19%, more than SOXX's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares U.S. Dividend and Buyback ETF | 2.19% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% | 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
DIVB and SOXX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOXX has higher volatility (14.03%) compared to DIVB (3.34%). In terms of maximum drawdown, DIVB dropped -36.93% vs SOXX's -70.21%.
On 5-year performance, SOXX leads with 34.50% vs 12.19% for DIVB. On fees, DIVB is cheaper at 0.25% per year. On volatility, DIVB has been the lower-risk option at 3.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SOXX has performed better with a 34.50% return vs 12.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DIVB is cheaper with a 0.25% expense ratio, compared with 0.34% for SOXX.
DIVB has the higher dividend yield at 2.19%, compared with 0.27% for SOXX.
DIVB is categorized as Large Cap Blend Equities, while SOXX is Semiconductors. DIVB tracks Morningstar US Dividend and Buyback Index, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.25% for DIVB and 0.34% for SOXX.
SOXX currently has the higher Sharpe Ratio (5.61 vs 2.65), 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.
Find the right allocation for DIVB 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