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HYXU vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYXU vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU) and iShares Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


HYXU

1D
0.00%
1M
YTD
6M
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)

HYXU vs. SOXX - Yearly Performance Comparison


HYXU vs. SOXX - Sectors Allocation Comparison


Sectors
HYXU
SOXX

Communication Services

100.0%

-

Basic Materials

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

100.0%

Utilities

-

-

Communication Services

HYXU
100.0%
SOXX

-

Basic Materials

HYXU

-

SOXX

-

Consumer Cyclical

HYXU

-

SOXX

-

Consumer Defensive

HYXU

-

SOXX

-

Energy

HYXU

-

SOXX

-

Financial Services

HYXU

-

SOXX

-

Healthcare

HYXU

-

SOXX

-

Industrials

HYXU

-

SOXX

-

Real Estate

HYXU

-

SOXX

-

Technology

HYXU

-

SOXX
100.0%

Utilities

HYXU

-

SOXX

-

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Return for Risk

HYXU vs. SOXX — Risk / Return Rank

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

HYXU

SOXX
SOXX Risk / Return Rank: 9696
Overall Rank
SOXX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 9595
Sortino Ratio Rank
SOXX Omega Ratio Rank: 9595
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.

HYXU vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU) 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.

HYXU vs. SOXX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HYXUSOXXDifference

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

0.44

Drawdowns

HYXU vs. SOXX - Drawdown Comparison

The maximum HYXU drawdown since its inception was 0.00%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for HYXU and SOXX.


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Drawdown Indicators


HYXUSOXXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-70.21%

+70.21%

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

0.00%

-2.10%

+2.10%

Average Drawdown

Average peak-to-trough decline

0.00%

-19.97%

+19.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.11%

Volatility

HYXU vs. SOXX - Volatility Comparison


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Volatility by Period


HYXUSOXXDifference

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

0.00%

34.20%

-34.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

36.11%

-36.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

33.43%

-33.43%

HYXU vs. SOXX - Expense Ratio Comparison

HYXU has a 0.35% expense ratio, which is higher than SOXX's 0.34% expense ratio.


Dividends

HYXU vs. SOXX - Dividend Comparison

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


PositionTTM20252024202320222021202020192018201720162015
HYXU
iShares Euro High Yield Corporate Bond USD Hedged 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
0.28%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


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 0.35% for HYXU.

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

HYXU is categorized as High Yield Bonds, while SOXX is Semiconductors. HYXU tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.35% for HYXU and 0.34% for SOXX.

Portfolio Optimizer

Find the right allocation for HYXU 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.

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