IBDQ vs. SOXX

Last updated Jun 5, 2026

IBDQ (iShares iBonds Dec 2025 Term Corporate ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - IBDQ is a Corporate Bonds fund tracking the Bloomberg December 2025 Maturity Corporate, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. At a 0.03 correlation, their price movements are largely independent. IBDQ charges 0.10%/yr vs 0.34%/yr for SOXX.

Performance

IBDQ vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) and iShares Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IBDQ

• 1D: —
• 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)

IBDQ vs. SOXX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	0.00%	4.13%	5.12%	5.23%	-5.91%	-1.49%	8.27%	13.59%	-2.39%	6.28%
SOXX iShares Semiconductor ETF	100.26%	40.74%	12.92%	67.12%	-35.09%	44.09%	52.72%	62.42%	-6.49%	39.79%

Correlation

The correlation between IBDQ and SOXX is -0.05, 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 (1Y) Calculated over the trailing 1-year period	-0.05
Correlation (3Y) Calculated over the trailing 3-year period	0.02
Correlation (5Y) Calculated over the trailing 5-year period	0.12
Correlation (10Y) Calculated over the trailing 10-year period	0.06
Correlation (All Time) Calculated using the full available price history since Mar 13, 2015	0.03

The correlation between IBDQ and SOXX shifts across timeframes, from -0.05 (1 year) to 0.12 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

IBDQ 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.

IBDQ vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) 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

	IBDQ	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	—	0.44	—

Drawdowns

Drawdown Indicators

	IBDQ	SOXX	Difference
Max Drawdown Largest peak-to-trough decline	—	-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	—	-2.10%	—
Average Drawdown Average peak-to-trough decline	—	-19.97%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.11%	—

Volatility

Volatility by Period

	IBDQ	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	—	34.20%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	36.11%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	33.43%	—

IBDQ vs. SOXX - Expense Ratio Comparison

IBDQ has a 0.10% expense ratio, which is lower than SOXX's 0.34% expense ratio.

Dividends

IBDQ vs. SOXX - Dividend Comparison

IBDQ's dividend yield for the trailing twelve months is around 2.08%, more than SOXX's 0.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	2.08%	3.77%	3.81%	3.27%	2.23%	2.07%	2.51%	3.21%	3.52%	3.28%	3.39%	2.64%
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 IBDQ and SOXX in my portfolio?

IBDQ and SOXX have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IBDQ or SOXX?

On fees, IBDQ is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IBDQ or SOXX?

IBDQ is cheaper with a 0.10% expense ratio, compared with 0.34% for SOXX.

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

IBDQ has the higher dividend yield at 2.08%, compared with 0.28% for SOXX.

What is the main difference between IBDQ and SOXX?

IBDQ is categorized as Corporate Bonds, while SOXX is Semiconductors. IBDQ tracks Bloomberg December 2025 Maturity Corporate, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.10% for IBDQ and 0.34% for SOXX.