SOXX vs. IVV
Compare and contrast key facts about iShares Semiconductor ETF (SOXX) and iShares Core S&P 500 ETF (IVV).
SOXX and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both SOXX and IVV 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
SOXX vs. IVV - Performance Comparison
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SOXX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOXX iShares Semiconductor ETF | 12.48% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | 39.79% |
IVV iShares Core S&P 500 ETF | -3.67% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, SOXX achieves a 12.48% return, which is significantly higher than IVV's -3.67% return. Over the past 10 years, SOXX has outperformed IVV with an annualized return of 28.39%, while IVV has yielded a comparatively lower 14.11% annualized return.
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%
IVV
- 1D
- 0.74%
- 1M
- -4.30%
- YTD
- -3.67%
- 6M
- -1.44%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.92%
- 10Y*
- 14.11%
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SOXX vs. IVV - Expense Ratio Comparison
SOXX has a 0.34% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
SOXX vs. IVV — Risk / Return Rank
SOXX
IVV
SOXX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Semiconductor ETF (SOXX) and iShares Core S&P 500 ETF (IVV). 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.
| SOXX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 1.00 | +1.03 |
Sortino ratioReturn per unit of downside risk | 2.63 | 1.52 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.23 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 4.44 | 1.54 | +2.90 |
Martin ratioReturn relative to average drawdown | 16.46 | 7.28 | +9.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SOXX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 1.00 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.71 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.78 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.42 | -0.06 |
Correlation
The correlation between SOXX and IVV is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SOXX vs. IVV - Dividend Comparison
SOXX's dividend yield for the trailing twelve months is around 0.49%, less than IVV's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
SOXX vs. IVV - Drawdown Comparison
The maximum SOXX drawdown since its inception was -70.21%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for SOXX and IVV.
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Drawdown Indicators
| SOXX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -55.25% | -14.96% |
Max Drawdown (1Y)Largest decline over 1 year | -18.27% | -12.06% | -6.21% |
Max Drawdown (5Y)Largest decline over 5 years | -45.75% | -24.53% | -21.22% |
Max Drawdown (10Y)Largest decline over 10 years | -45.75% | -33.90% | -11.85% |
Current DrawdownCurrent decline from peak | -7.95% | -5.57% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -20.10% | -10.84% | -9.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 2.55% | +2.37% |
Volatility
SOXX vs. IVV - Volatility Comparison
iShares Semiconductor ETF (SOXX) has a higher volatility of 12.83% compared to iShares Core S&P 500 ETF (IVV) at 5.34%. This indicates that SOXX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOXX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.83% | 5.34% | +7.49% |
Volatility (6M)Calculated over the trailing 6-month period | 26.41% | 9.47% | +16.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.12% | 18.31% | +21.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.48% | 16.89% | +18.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.98% | 18.03% | +14.95% |