IDNA vs. SOXX

Last updated Jun 24, 2026

IDNA (iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - IDNA is a Health & Biotech Equities fund tracking the NYSE FactSet Global Genomics and Immuno Biopharma Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 5 years, IDNA returned -8.18%/yr vs 33.69%/yr for SOXX. A 0.52 correlation means they provide meaningful diversification when combined. IDNA charges 0.47%/yr vs 0.34%/yr for SOXX.

Performance

IDNA vs. SOXX - Performance Comparison

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

Returns By Period

In the year-to-date period, IDNA achieves a 19.52% return, which is significantly lower than SOXX's 100.58% return.

IDNA

• 1D: 1.53%
• 1M: 6.29%
• YTD: 19.52%
• 6M: 16.84%
• 1Y: 54.42%
• 3Y*: 11.16%
• 5Y*: -8.18%
• 10Y*: —

SOXX

• 1D: -7.88%
• 1M: 12.35%
• YTD: 100.58%
• 6M: 98.07%
• 1Y: 167.63%
• 3Y*: 56.18%
• 5Y*: 33.69%
• 10Y*: 36.08%

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

IDNA vs. SOXX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund	19.52%	17.26%	-0.72%	-7.63%	-42.28%	-3.98%	54.30%	22.10%
SOXX iShares Semiconductor ETF	100.58%	40.74%	12.92%	67.12%	-35.09%	44.09%	52.72%	34.58%

Correlation

The correlation between IDNA and SOXX is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.50
Correlation (All Time) Calculated using the full available price history since Jun 13, 2019	0.52

The correlation between IDNA and SOXX shifts across timeframes, from 0.39 (1 year) to 0.52 (all time), reflecting how their relationship changes across market environments.

IDNA vs. SOXX - Sectors Allocation Comparison

Sectors	IDNA	SOXX
Healthcare	99.3%	-
Industrials	0.3%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Real Estate	-	-
Technology	-	100.0%
Utilities	-	-

Return for Risk

IDNA vs. SOXX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDNA

IDNA Risk / Return Rank: 74
IDNA Sharpe Ratio Rank: 72
IDNA Sortino Ratio Rank: 71
IDNA Omega Ratio Rank: 60
IDNA Calmar Ratio Rank: 89
IDNA Martin Ratio Rank: 78

SOXX

SOXX Risk / Return Rank: 95
SOXX Sharpe Ratio Rank: 97
SOXX Sortino Ratio Rank: 92
SOXX Omega Ratio Rank: 92
SOXX Calmar Ratio Rank: 97
SOXX Martin Ratio Rank: 97

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.

IDNA vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) 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.

	IDNA	SOXX	Difference
Sharpe ratio: Return per unit of total volatility	2.19	4.28	-2.09
Sortino ratio: Return per unit of downside risk	3.03	4.15	-1.12
Omega ratio: Gain probability vs. loss probability	1.34	1.60	-0.25
Calmar ratio: Return relative to maximum drawdown	5.13	10.70	-5.57
Martin ratio: Return relative to average drawdown	14.30	38.46	-24.16

IDNA vs. SOXX - Sharpe Ratio Comparison

The current IDNA Sharpe Ratio is 2.19, which is lower than the SOXX Sharpe Ratio of 4.28. The chart below compares the historical Sharpe Ratios of IDNA 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.

Drawdowns

IDNA vs. SOXX - Drawdown Comparison

The maximum IDNA drawdown since its inception was -68.26%, roughly equal to the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for IDNA and SOXX.

Drawdown Indicators

	IDNA	SOXX	Difference
Max Drawdown Largest peak-to-trough decline	-68.26%	-70.21%	+1.95%
Max Drawdown (1Y) Largest decline over 1 year	-10.66%	-15.77%	+5.11%
Max Drawdown (3Y) Largest decline over 3 years	-29.46%	-41.36%	+11.90%
Max Drawdown (5Y) Largest decline over 5 years	-68.26%	-45.75%	-22.51%
Max Drawdown (10Y) Largest decline over 10 years	—	-45.75%	—
Current Drawdown Current decline from peak	-41.07%	-7.88%	-33.19%
Average Drawdown Average peak-to-trough decline	-36.28%	-19.94%	-16.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.82%	4.38%	-0.56%

Volatility

IDNA vs. SOXX - Volatility Comparison

The current volatility for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) is 7.33%, while iShares Semiconductor ETF (SOXX) has a volatility of 22.75%. This indicates that IDNA 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.

Volatility by Period

	IDNA	SOXX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.33%	22.75%	-15.42%
Volatility (6M) Calculated over the trailing 6-month period	18.45%	33.44%	-14.99%
Volatility (1Y) Calculated over the trailing 1-year period	24.96%	39.42%	-14.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.47%	37.21%	-8.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.51%	34.00%	-4.49%

IDNA vs. SOXX - Expense Ratio Comparison

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

Dividends

IDNA vs. SOXX - Dividend Comparison

IDNA's dividend yield for the trailing twelve months is around 0.90%, more than SOXX's 0.24% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund	0.90%	1.18%	0.98%	1.04%	0.54%	0.70%	0.26%	0.80%	0.00%	0.00%	0.00%	0.00%
SOXX iShares Semiconductor ETF	0.24%	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 IDNA and SOXX in my portfolio?

IDNA and SOXX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IDNA or SOXX?

SOXX has higher volatility (22.75%) compared to IDNA (7.33%). In terms of maximum drawdown, IDNA dropped -68.26% vs SOXX's -70.21%.

Which ETF is better, IDNA or SOXX?

On 5-year performance, SOXX leads with 33.69% vs -8.18% for IDNA. On fees, SOXX is cheaper at 0.34% per year. On volatility, IDNA has been the lower-risk option at 7.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IDNA or SOXX?

Over the 5-year period, SOXX has performed better with a 33.69% return vs -8.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IDNA or SOXX?

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

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

IDNA has the higher dividend yield at 0.90%, compared with 0.24% for SOXX.

What is the main difference between IDNA and SOXX?

IDNA is categorized as Health & Biotech Equities, while SOXX is Semiconductors. IDNA tracks NYSE FactSet Global Genomics and Immuno Biopharma Index, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.47% for IDNA and 0.34% for SOXX.

Which has better risk-adjusted returns?

SOXX currently has the higher Sharpe Ratio (4.28 vs 2.19), 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.