IVE vs. SOXX
Compare and contrast key facts about iShares S&P 500 Value ETF (IVE) and iShares Semiconductor ETF (SOXX).
IVE and SOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVE is a passively managed fund by iShares that tracks the performance of the S&P 500 Value Index. It was launched on May 22, 2000. 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 IVE 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
IVE vs. SOXX - Performance Comparison
Loading graphics...
IVE vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVE iShares S&P 500 Value ETF | 0.09% | 13.02% | 12.03% | 22.07% | -5.41% | 24.72% | 1.22% | 31.62% | -9.22% | 15.24% |
SOXX iShares Semiconductor ETF | 12.48% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | 39.79% |
Returns By Period
In the year-to-date period, IVE achieves a 0.09% return, which is significantly lower than SOXX's 12.48% return. Over the past 10 years, IVE has underperformed SOXX with an annualized return of 11.27%, while SOXX has yielded a comparatively higher 28.39% annualized return.
IVE
- 1D
- 0.16%
- 1M
- -4.32%
- YTD
- 0.09%
- 6M
- 3.01%
- 1Y
- 13.01%
- 3Y*
- 13.75%
- 5Y*
- 10.34%
- 10Y*
- 11.27%
SOXX
- 1D
- 3.01%
- 1M
- -3.78%
- YTD
- 12.48%
- 6M
- 22.76%
- 1Y
- 80.97%
- 3Y*
- 32.61%
- 5Y*
- 19.19%
- 10Y*
- 28.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IVE vs. SOXX - Expense Ratio Comparison
IVE has a 0.18% expense ratio, which is lower than SOXX's 0.34% expense ratio.
Return for Risk
IVE vs. SOXX — Risk / Return Rank
IVE
SOXX
IVE vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Value ETF (IVE) 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.
| IVE | SOXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 2.03 | -1.19 |
Sortino ratioReturn per unit of downside risk | 1.25 | 2.63 | -1.38 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.38 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 4.44 | -3.36 |
Martin ratioReturn relative to average drawdown | 5.01 | 16.46 | -11.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IVE | SOXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 2.03 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.54 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.86 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.37 | +0.01 |
Correlation
The correlation between IVE and SOXX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IVE vs. SOXX - Dividend Comparison
IVE's dividend yield for the trailing twelve months is around 1.63%, more than SOXX's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVE iShares S&P 500 Value ETF | 1.63% | 1.61% | 2.04% | 1.65% | 2.10% | 1.81% | 2.37% | 2.11% | 2.74% | 2.12% | 2.26% | 2.44% |
SOXX iShares Semiconductor ETF | 0.49% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Drawdowns
IVE vs. SOXX - Drawdown Comparison
The maximum IVE drawdown since its inception was -61.32%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for IVE and SOXX.
Loading graphics...
Drawdown Indicators
| IVE | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.32% | -70.21% | +8.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.00% | -18.27% | +6.27% |
Max Drawdown (5Y)Largest decline over 5 years | -18.04% | -45.75% | +27.71% |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | -45.75% | +8.71% |
Current DrawdownCurrent decline from peak | -4.42% | -7.95% | +3.53% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -20.10% | +9.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.92% | -2.35% |
Volatility
IVE vs. SOXX - Volatility Comparison
The current volatility for iShares S&P 500 Value ETF (IVE) is 3.78%, while iShares Semiconductor ETF (SOXX) has a volatility of 12.83%. This indicates that IVE 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.
Loading graphics...
Volatility by Period
| IVE | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | 12.83% | -9.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.70% | 26.41% | -18.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.58% | 40.12% | -24.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 35.48% | -21.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 32.98% | -16.00% |