IBIT vs. SOXX
Compare and contrast key facts about iShares Bitcoin Trust ETF (IBIT) and iShares Semiconductor ETF (SOXX).
IBIT and SOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBIT is a passively managed fund by iShares that tracks the performance of the CME CF Bitcoin Reference Rate - New York Variant. It was launched on Jan 5, 2024. SOXX is a passively managed fund by iShares that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jul 10, 2001. Both IBIT and SOXX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IBIT vs. SOXX - Performance Comparison
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IBIT vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | -22.62% | -6.41% | 99.21% |
SOXX iShares Semiconductor ETF | 9.20% | 40.74% | 16.20% |
Returns By Period
In the year-to-date period, IBIT achieves a -22.62% return, which is significantly lower than SOXX's 9.20% return.
IBIT
- 1D
- 1.96%
- 1M
- 3.31%
- YTD
- -22.62%
- 6M
- -40.89%
- 1Y
- -17.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXX
- 1D
- 6.09%
- 1M
- -6.65%
- YTD
- 9.20%
- 6M
- 21.48%
- 1Y
- 75.78%
- 3Y*
- 31.31%
- 5Y*
- 18.49%
- 10Y*
- 28.01%
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IBIT vs. SOXX - Expense Ratio Comparison
IBIT has a 0.25% expense ratio, which is lower than SOXX's 0.34% expense ratio.
Return for Risk
IBIT vs. SOXX — Risk / Return Rank
IBIT
SOXX
IBIT vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) 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.
| IBIT | SOXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.40 | 1.90 | -2.30 |
Sortino ratioReturn per unit of downside risk | -0.29 | 2.51 | -2.80 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.36 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | -0.39 | 4.12 | -4.51 |
Martin ratioReturn relative to average drawdown | -0.83 | 15.37 | -16.20 |
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
| IBIT | SOXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | 1.90 | -2.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.52 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.37 | -0.01 |
Correlation
The correlation between IBIT and SOXX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IBIT vs. SOXX - Dividend Comparison
IBIT has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.51%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBIT iShares Bitcoin Trust 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 | 0.51% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Drawdowns
IBIT vs. SOXX - Drawdown Comparison
The maximum IBIT drawdown since its inception was -49.36%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for IBIT and SOXX.
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Drawdown Indicators
| IBIT | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.36% | -70.21% | +20.85% |
Max Drawdown (1Y)Largest decline over 1 year | -49.36% | -18.27% | -31.09% |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | -46.11% | -10.64% | -35.47% |
Average DrawdownAverage peak-to-trough decline | -14.13% | -20.10% | +5.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.09% | 4.90% | +18.19% |
Volatility
IBIT vs. SOXX - Volatility Comparison
iShares Bitcoin Trust ETF (IBIT) and iShares Semiconductor ETF (SOXX) have volatilities of 12.99% and 13.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBIT | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.99% | 13.41% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 36.75% | 26.27% | +10.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.42% | 40.03% | +5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.26% | 35.49% | +15.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.26% | 32.98% | +18.28% |