JEDI vs. SOXX
JEDI (Defiance Drone & Modern Warfare ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - JEDI is a Aerospace & Defense fund tracking the BITA Drone & Modern Warfare Select Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. At a 0.41 correlation, their price movements are largely independent. JEDI charges 0.69%/yr vs 0.34%/yr for SOXX.
Performance
JEDI vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, JEDI achieves a 30.94% return, which is significantly lower than SOXX's 98.11% return.
JEDI
- 1D
- -6.91%
- 1M
- 2.81%
- YTD
- 30.94%
- 6M
- 32.92%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXX
- 1D
- 1.59%
- 1M
- 17.25%
- YTD
- 98.11%
- 6M
- 99.51%
- 1Y
- 171.57%
- 3Y*
- 53.00%
- 5Y*
- 33.69%
- 10Y*
- 35.55%
JEDI vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JEDI Defiance Drone & Modern Warfare ETF | 30.94% | -3.42% |
SOXX iShares Semiconductor ETF | 98.11% | 12.43% |
Correlation
The correlation between JEDI and SOXX is 0.41, 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 Sep 26, 2025 | 0.41 |
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Return for Risk
JEDI vs. SOXX — Risk / Return Rank
JEDI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOXX
JEDI vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Drone & Modern Warfare ETF (JEDI) 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.
| JEDI | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.62 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 10.50 | — |
| Martin ratioReturn relative to average drawdown | — | 38.20 | — |
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Drawdowns
JEDI vs. SOXX - Drawdown Comparison
The maximum JEDI drawdown since its inception was -26.33%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for JEDI and SOXX.
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Drawdown Indicators
| JEDI | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.33% | -70.21% | +43.88% |
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 DrawdownCurrent decline from peak | -25.08% | -3.16% | -21.92% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -19.95% | +10.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.33% | — |
Volatility
JEDI vs. SOXX - Volatility Comparison
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Volatility by Period
| JEDI | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 19.42% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 31.46% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 51.56% | 37.35% | +14.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.56% | 36.73% | +14.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.56% | 33.77% | +17.79% |
JEDI vs. SOXX - Expense Ratio Comparison
JEDI has a 0.69% expense ratio, which is higher than SOXX's 0.34% expense ratio.
Dividends
JEDI vs. SOXX - Dividend Comparison
JEDI has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEDI Defiance Drone & Modern Warfare ETF | 0.00% | 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 | 0.28% | 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
JEDI and SOXX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOXX is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOXX is cheaper with a 0.34% expense ratio, compared with 0.69% for JEDI.
SOXX has the higher dividend yield at 0.28%, compared with 0.00% for JEDI.
JEDI is categorized as Aerospace & Defense, while SOXX is Semiconductors. JEDI tracks BITA Drone & Modern Warfare Select Index, while SOXX tracks NYSE Semiconductor Index. Their fees differ too: 0.69% for JEDI and 0.34% for SOXX.
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