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IBLC vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBLC vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Blockchain and Tech ETF (IBLC) and iShares Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBLC achieves a 5.99% return, which is significantly lower than SOXX's 67.84% return.


IBLC

1D
-2.87%
1M
-4.33%
6M
0.61%
YTD
5.99%
1Y
17.60%
3Y*
26.70%
5Y*
10Y*
ALL TIME*
17.35%

SOXX

1D
0.07%
1M
-10.85%
6M
45.95%
YTD
67.84%
1Y
113.81%
3Y*
42.35%
5Y*
28.10%
10Y*
32.19%
ALL TIME*
13.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$395.00K$481.87K$794.27K
$6.04B$5.84B$5.80B

IBLC vs. SOXX - Yearly Performance Comparison


2026 (YTD)2025202420232022
IBLC
iShares Blockchain and Tech ETF
5.99%27.05%18.58%201.47%-58.93%
SOXX
iShares Semiconductor ETF
67.84%40.74%12.92%67.12%-11.93%

Correlation

The correlation between IBLC and SOXX is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.61

Correlation (3Y)
Balances recent behavior with more history.

0.56

Correlation (All Time)
Calculated using the full available price history since Apr 27, 2022

0.60

The correlation between IBLC and SOXX has been stable across timeframes, ranging from 0.56 to 0.61 - a consistent structural relationship.

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Return for Risk

IBLC vs. SOXX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IBLC
IBLC Risk / Return Rank: 1616
Overall Rank
IBLC Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
IBLC Sortino Ratio Rank: 1919
Sortino Ratio Rank
IBLC Omega Ratio Rank: 1818
Omega Ratio Rank
IBLC Calmar Ratio Rank: 1414
Calmar Ratio Rank
IBLC Martin Ratio Rank: 1313
Martin Ratio Rank

SOXX
SOXX Risk / Return Rank: 9090
Overall Rank
SOXX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 8686
Sortino Ratio Rank
SOXX Omega Ratio Rank: 8787
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9090
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IBLC vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Blockchain and Tech ETF (IBLC) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IBLCSOXXDifference
Sharpe ratioReturn per unit of total volatility

-2.37

Sortino ratioReturn per unit of downside risk

-2.20

Omega ratioGain probability vs. loss probability

1.07

1.38

-0.31

Calmar ratioReturn relative to maximum drawdown

0.20

3.86

-3.66

Martin ratioReturn relative to average drawdown

0.36

16.24

-15.88

IBLC vs. SOXX - Sharpe Ratio Comparison

The current IBLC Sharpe Ratio is 0.15, which is lower than the SOXX Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of IBLC and SOXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IBLC vs. SOXX - Drawdown Comparison

The maximum IBLC drawdown since its inception was -62.54%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for IBLC and SOXX.


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Drawdown Indicators


IBLCSOXXDifference

Max Drawdown

Largest peak-to-trough decline

-62.54%

-70.21%

+7.67%

Max Drawdown (1Y)

Largest decline over 1 year

-44.94%

-29.01%

-15.93%

Max Drawdown (3Y)

Largest decline over 3 years

-51.68%

-41.36%

-10.32%

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

-30.32%

-22.92%

-7.40%

Average Drawdown

Average peak-to-trough decline

-25.78%

-19.92%

-5.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.44%

6.88%

+17.56%

Volatility

IBLC vs. SOXX - Volatility Comparison

iShares Blockchain and Tech ETF (IBLC) has a higher volatility of 19.77% compared to iShares Semiconductor ETF (SOXX) at 17.83%. This indicates that IBLC's price experiences larger fluctuations and is considered to be riskier 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


IBLCSOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.77%

17.83%

+1.94%

Volatility (6M)

Calculated over the trailing 6-month period

43.51%

38.92%

+4.59%

Volatility (1Y)

Calculated over the trailing 1-year period

57.85%

44.48%

+13.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.48%

38.24%

+26.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

64.48%

34.54%

+29.94%

IBLC vs. SOXX - Expense Ratio Comparison

IBLC has a 0.47% expense ratio, which is higher than SOXX's 0.34% expense ratio.


Dividends

IBLC vs. SOXX - Dividend Comparison

IBLC's dividend yield for the trailing twelve months is around 5.91%, more than SOXX's 0.29% yield.


PositionTTM20252024202320222021202020192018201720162015
IBLC
iShares Blockchain and Tech ETF
5.91%6.31%1.60%1.79%0.84%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SOXX
iShares Semiconductor ETF
0.29%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


IBLC and SOXX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBLC has higher volatility (19.77%) compared to SOXX (17.83%). In terms of maximum drawdown, IBLC dropped -62.54% vs SOXX's -70.21%.

On 3-year performance, SOXX leads with 42.35% vs 26.70% for IBLC. On fees, SOXX is cheaper at 0.34% per year. On volatility, SOXX has been the lower-risk option at 17.83%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SOXX has performed better with a 42.35% return vs 26.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SOXX is cheaper with a 0.34% expense ratio, compared with 0.47% for IBLC.

IBLC has the higher dividend yield at 5.91%, compared with 0.29% for SOXX.

IBLC is categorized as Cryptocurrency, while SOXX is Semiconductors. IBLC tracks ICE FactSet Global Blockchain Technologies Index, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.47% for IBLC and 0.34% for SOXX.

SOXX currently has the higher Sharpe Ratio (2.53 vs 0.15), 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.

Portfolio Optimizer

Find the right allocation for IBLC 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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