KVYO vs. SOXX
KVYO (Klaviyo Inc.) is a stock, while SOXX (iShares Semiconductor ETF) is Semiconductors fund tracking the NYSE Semiconductor Index. Over the past year, KVYO returned -39.97% vs 113.81% for SOXX. Their 0.21 correlation means their historical movements had little consistent relationship.
Performance
KVYO vs. SOXX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KVYO achieves a -45.06% return, which is significantly lower than SOXX's 67.84% return.
KVYO
- 1D
- -2.78%
- 1M
- 5.56%
- 6M
- -19.68%
- YTD
- -45.06%
- 1Y
- -39.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -22.32%
SOXX
- 1D
- 0.07%
- 1M
- -10.85%
- 6M
- 45.95%
- YTD
- 67.84%
- 1Y
- 113.81%
- 3Y*
- 42.35%
- 5Y*
- 28.10%
- 10Y*
- 32.19%
- ALL TIME*
- 13.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
KVYO Klaviyo Inc. | $73.71M | $73.30M | $103.51M |
| $6.04B | $5.84B | $5.80B |
KVYO vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
KVYO Klaviyo Inc. | -45.06% | -21.27% | 48.45% | -24.41% |
SOXX iShares Semiconductor ETF | 67.84% | 40.74% | 12.92% | 21.00% |
Correlation
The correlation between KVYO and SOXX is -0.08, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.08 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2023 | 0.21 |
The correlation between KVYO and SOXX shifts across timeframes, from -0.08 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KVYO vs. SOXX — Risk / Return Rank
KVYO
SOXX
KVYO vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Klaviyo Inc. (KVYO) 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.
| KVYO | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.13 | ||
| Sortino ratioReturn per unit of downside risk | -3.36 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.38 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.67 | 3.86 | -4.53 |
| Martin ratioReturn relative to average drawdown | -1.09 | 16.24 | -17.33 |
Loading charts...
Drawdowns
KVYO vs. SOXX - Drawdown Comparison
The maximum KVYO drawdown since its inception was -73.86%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for KVYO and SOXX.
Loading charts...
Drawdown Indicators
| KVYO | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.86% | -70.21% | -3.65% |
Max Drawdown (1Y)Largest decline over 1 year | -64.20% | -29.01% | -35.19% |
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 | -63.73% | -22.92% | -40.81% |
Average DrawdownAverage peak-to-trough decline | -33.27% | -19.92% | -13.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.13% | 6.88% | +32.25% |
Volatility
KVYO vs. SOXX - Volatility Comparison
Klaviyo Inc. (KVYO) and iShares Semiconductor ETF (SOXX) have volatilities of 17.88% and 17.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KVYO | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.88% | 17.83% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 62.15% | 38.92% | +23.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.13% | 44.48% | +26.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.31% | 38.24% | +24.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.31% | 34.54% | +27.77% |
Dividends
KVYO vs. SOXX - Dividend Comparison
KVYO has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.29%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KVYO Klaviyo Inc. | 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 | 0.29% | 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
KVYO and SOXX have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KVYO has higher volatility (17.88%) compared to SOXX (17.83%). In terms of maximum drawdown, KVYO dropped -73.86% vs SOXX's -70.21%.
SOXX currently has the higher Sharpe Ratio (2.53 vs -0.60), 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.
Find the right allocation for KVYO and SOXX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer