IBTG vs. SOXX
IBTG (iShares iBonds Dec 2026 Term Treasury ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - IBTG is a Government Bonds fund tracking the ICE 2026 Maturity US Treasury Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 5 years, IBTG returned 0.84%/yr vs 34.50%/yr for SOXX. At a correlation of -0.02, they often move in opposite directions. IBTG charges 0.07%/yr vs 0.34%/yr for SOXX.
Performance
IBTG vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, IBTG achieves a 1.44% return, which is significantly lower than SOXX's 104.57% return.
IBTG
- 1D
- 0.00%
- 1M
- 0.28%
- YTD
- 1.44%
- 6M
- 1.80%
- 1Y
- 4.14%
- 3Y*
- 4.11%
- 5Y*
- 0.84%
- 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%
IBTG vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBTG iShares iBonds Dec 2026 Term Treasury ETF | 1.44% | 4.40% | 3.97% | 4.34% | -8.18% | -3.04% | 3.99% |
SOXX iShares Semiconductor ETF | 104.57% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 65.44% |
Correlation
The correlation between IBTG and SOXX is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Mar 2, 2020 | -0.02 |
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Return for Risk
IBTG vs. SOXX — Risk / Return Rank
IBTG
SOXX
IBTG vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2026 Term Treasury ETF (IBTG) 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.
| IBTG | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.41 | ||
| Sortino ratioReturn per unit of downside risk | +15.00 | ||
| Omega ratioGain probability vs. loss probability | 4.40 | 1.74 | +2.66 |
| Calmar ratioReturn relative to maximum drawdown | 63.59 | 12.13 | +51.46 |
| Martin ratioReturn relative to average drawdown | 256.63 | 46.43 | +210.19 |
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
| IBTG | SOXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 8.02 | 5.61 | +2.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.96 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.45 | -0.16 |
Drawdowns
IBTG vs. SOXX - Drawdown Comparison
The maximum IBTG drawdown since its inception was -13.62%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for IBTG and SOXX.
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Drawdown Indicators
| IBTG | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.62% | -70.21% | +56.59% |
Max Drawdown (1Y)Largest decline over 1 year | -0.07% | -15.77% | +15.70% |
Max Drawdown (3Y)Largest decline over 3 years | -1.33% | -41.36% | +40.03% |
Max Drawdown (5Y)Largest decline over 5 years | -12.31% | -45.75% | +33.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -19.97% | +15.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.02% | 4.11% | -4.09% |
Volatility
IBTG vs. SOXX - Volatility Comparison
The current volatility for iShares iBonds Dec 2026 Term Treasury ETF (IBTG) is 0.12%, while iShares Semiconductor ETF (SOXX) has a volatility of 14.03%. This indicates that IBTG 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
| IBTG | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.12% | 14.03% | -13.91% |
Volatility (6M)Calculated over the trailing 6-month period | 0.32% | 27.35% | -27.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.52% | 34.18% | -33.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.27% | 36.11% | -32.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.45% | 33.43% | -29.98% |
IBTG vs. SOXX - Expense Ratio Comparison
IBTG has a 0.07% expense ratio, which is lower than SOXX's 0.34% expense ratio.
Dividends
IBTG vs. SOXX - Dividend Comparison
IBTG's dividend yield for the trailing twelve months is around 3.96%, more than SOXX's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTG iShares iBonds Dec 2026 Term Treasury ETF | 3.96% | 4.03% | 4.08% | 3.61% | 2.06% | 0.66% | 0.53% | 0.00% | 0.00% | 0.00% | 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
IBTG and SOXX have a correlation of 0.06, 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 IBTG (0.12%). In terms of maximum drawdown, IBTG dropped -13.62% vs SOXX's -70.21%.
On 5-year performance, SOXX leads with 34.50% vs 0.84% for IBTG. On fees, IBTG is cheaper at 0.07% per year. On volatility, IBTG has been the lower-risk option at 0.12%. 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 0.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBTG is cheaper with a 0.07% expense ratio, compared with 0.34% for SOXX.
IBTG has the higher dividend yield at 3.96%, compared with 0.27% for SOXX.
IBTG is categorized as Government Bonds, while SOXX is Semiconductors. IBTG tracks ICE 2026 Maturity US Treasury Index, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.07% for IBTG and 0.34% for SOXX.
IBTG currently has the higher Sharpe Ratio (8.02 vs 5.61), 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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