IBTR vs. SOXX

Last updated Jun 6, 2026

IBTR (iShares iBonds Dec 2036 Term Treasury ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - IBTR is a Government Bonds fund tracking the ICE 2036 Maturity US Treasury Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. At a 0.48 correlation, their price movements are largely independent. IBTR charges 0.07%/yr vs 0.34%/yr for SOXX.

Performance

IBTR vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2036 Term Treasury ETF (IBTR) and iShares Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IBTR

• 1D: -0.48%
• 1M: -1.04%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SOXX

• 1D: -10.44%
• 1M: 6.49%
• YTD: 79.35%
• 6M: 74.82%
• 1Y: 151.62%
• 3Y*: 50.81%
• 5Y*: 31.00%
• 10Y*: 33.92%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTR vs. SOXX - Yearly Performance Comparison

	2026 (YTD)
IBTR iShares iBonds Dec 2036 Term Treasury ETF	-0.01%
SOXX iShares Semiconductor ETF	64.14%

Correlation

The correlation between IBTR and SOXX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 27, 2026	0.48

Return for Risk

IBTR 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: 94
SOXX Sharpe Ratio Rank: 96
SOXX Sortino Ratio Rank: 91
SOXX Omega Ratio Rank: 92
SOXX Calmar Ratio Rank: 96
SOXX Martin Ratio Rank: 96

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.

IBTR vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2036 Term Treasury ETF (IBTR) 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

	IBTR	SOXX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	4.25	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.86	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.01	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.01	0.43	-0.44

Drawdowns

IBTR vs. SOXX - Drawdown Comparison

The maximum IBTR drawdown since its inception was -2.88%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for IBTR and SOXX.

Drawdown Indicators

	IBTR	SOXX	Difference
Max Drawdown Largest peak-to-trough decline	-2.88%	-70.21%	+67.33%
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	-1.69%	-12.33%	+10.64%
Average Drawdown Average peak-to-trough decline	-0.89%	-19.97%	+19.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.19%	—

Volatility

Volatility by Period

	IBTR	SOXX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	17.99%	—
Volatility (6M) Calculated over the trailing 6-month period	—	29.75%	—
Volatility (1Y) Calculated over the trailing 1-year period	5.39%	35.87%	-30.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.39%	36.40%	-31.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.39%	33.60%	-28.21%

IBTR vs. SOXX - Expense Ratio Comparison

IBTR has a 0.07% expense ratio, which is lower than SOXX's 0.34% expense ratio.

Dividends

IBTR vs. SOXX - Dividend Comparison

IBTR's dividend yield for the trailing twelve months is around 0.67%, more than SOXX's 0.31% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IBTR iShares iBonds Dec 2036 Term Treasury ETF	0.67%	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	0.31%	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 IBTR and SOXX in my portfolio?

IBTR and SOXX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IBTR or SOXX?

On fees, IBTR is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IBTR or SOXX?

IBTR is cheaper with a 0.07% expense ratio, compared with 0.34% for SOXX.

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

IBTR has the higher dividend yield at 0.67%, compared with 0.31% for SOXX.

What is the main difference between IBTR and SOXX?

IBTR is categorized as Government Bonds, while SOXX is Semiconductors. IBTR tracks ICE 2036 Maturity US Treasury Index, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.07% for IBTR and 0.34% for SOXX.