IBDS vs. SOXX
IBDS (iShares iBonds Dec 2027 Term Corporate ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - IBDS is a Corporate Bonds fund tracking the Bloomberg Barclays December 2027 Maturity Corporate Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 5 years, IBDS returned 1.45%/yr vs 34.50%/yr for SOXX. At a 0.10 correlation, their price movements are largely independent. IBDS charges 0.10%/yr vs 0.34%/yr for SOXX.
Performance
IBDS vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, IBDS achieves a 1.23% return, which is significantly lower than SOXX's 104.57% return.
IBDS
- 1D
- -0.04%
- 1M
- 0.31%
- YTD
- 1.23%
- 6M
- 1.61%
- 1Y
- 4.57%
- 3Y*
- 5.28%
- 5Y*
- 1.45%
- 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%
IBDS vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 1.23% | 5.86% | 4.61% | 6.44% | -9.52% | -1.56% | 8.95% | 15.08% | -2.76% | 1.14% |
SOXX iShares Semiconductor ETF | 104.57% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | 11.58% |
Correlation
The correlation between IBDS and SOXX is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2017 | 0.10 |
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Return for Risk
IBDS vs. SOXX — Risk / Return Rank
IBDS
SOXX
IBDS vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Corporate ETF (IBDS) 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.
| IBDS | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | +2.68 | ||
| Omega ratioGain probability vs. loss probability | 2.09 | 1.74 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 10.55 | 12.13 | -1.58 |
| Martin ratioReturn relative to average drawdown | 48.73 | 46.43 | +2.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBDS | SOXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.19 | 5.61 | -1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.96 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.45 | +0.12 |
Drawdowns
IBDS vs. SOXX - Drawdown Comparison
The maximum IBDS drawdown since its inception was -16.75%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for IBDS and SOXX.
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Drawdown Indicators
| IBDS | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.75% | -70.21% | +53.46% |
Max Drawdown (1Y)Largest decline over 1 year | -0.43% | -15.77% | +15.34% |
Max Drawdown (3Y)Largest decline over 3 years | -2.27% | -41.36% | +39.09% |
Max Drawdown (5Y)Largest decline over 5 years | -14.98% | -45.75% | +30.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | -0.06% | 0.00% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -19.97% | +16.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.09% | 4.11% | -4.02% |
Volatility
IBDS vs. SOXX - Volatility Comparison
The current volatility for iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is 0.15%, while iShares Semiconductor ETF (SOXX) has a volatility of 14.03%. This indicates that IBDS 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.
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Volatility by Period
| IBDS | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.15% | 14.03% | -13.88% |
Volatility (6M)Calculated over the trailing 6-month period | 0.64% | 27.35% | -26.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.10% | 34.18% | -33.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.18% | 36.11% | -31.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.55% | 33.43% | -27.88% |
IBDS vs. SOXX - Expense Ratio Comparison
IBDS has a 0.10% expense ratio, which is lower than SOXX's 0.34% expense ratio.
Dividends
IBDS vs. SOXX - Dividend Comparison
IBDS's dividend yield for the trailing twelve months is around 4.32%, more than SOXX's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 4.32% | 4.36% | 4.37% | 3.81% | 2.87% | 2.19% | 2.66% | 3.32% | 3.66% | 0.97% | 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
IBDS and SOXX have a correlation of 0.14, 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 IBDS (0.15%). In terms of maximum drawdown, IBDS dropped -16.75% vs SOXX's -70.21%.
On 5-year performance, SOXX leads with 34.50% vs 1.45% for IBDS. On fees, IBDS is cheaper at 0.10% per year. On volatility, IBDS has been the lower-risk option at 0.15%. 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 1.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBDS is cheaper with a 0.10% expense ratio, compared with 0.34% for SOXX.
IBDS has the higher dividend yield at 4.32%, compared with 0.27% for SOXX.
IBDS is categorized as Corporate Bonds, while SOXX is Semiconductors. IBDS tracks Bloomberg Barclays December 2027 Maturity Corporate Index, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.10% for IBDS and 0.34% for SOXX.
SOXX currently has the higher Sharpe Ratio (5.61 vs 4.19), 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.
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