SOXX vs. SGRT
SOXX (iShares Semiconductor ETF) and SGRT (SMART Earnings Growth 30 ETF) are both exchange-traded funds - SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index, while SGRT is a Large Cap Growth Equities fund. SOXX is passively managed, while SGRT is actively managed. Their correlation of 0.83 suggests significant overlap in exposure. SOXX charges 0.34%/yr vs 0.59%/yr for SGRT.
Performance
SOXX vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, SOXX achieves a 98.11% return, which is significantly higher than SGRT's 44.22% return.
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%
SGRT
- 1D
- 2.15%
- 1M
- 2.76%
- YTD
- 44.22%
- 6M
- 48.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXX vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOXX iShares Semiconductor ETF | 98.11% | 23.28% |
SGRT SMART Earnings Growth 30 ETF | 44.22% | 26.83% |
Correlation
The correlation between SOXX and SGRT is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.83 |
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Return for Risk
SOXX vs. SGRT — Risk / Return Rank
SOXX
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOXX vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Semiconductor ETF (SOXX) and SMART Earnings Growth 30 ETF (SGRT). 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.
| SOXX | SGRT | 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
SOXX vs. SGRT - Drawdown Comparison
The maximum SOXX drawdown since its inception was -70.21%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for SOXX and SGRT.
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Drawdown Indicators
| SOXX | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -17.87% | -52.34% |
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 | -3.16% | -4.78% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -19.95% | -3.24% | -16.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | — | — |
Volatility
SOXX vs. SGRT - Volatility Comparison
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Volatility by Period
| SOXX | SGRT | 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 | 37.35% | 34.85% | +2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.73% | 34.85% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.77% | 34.85% | -1.08% |
SOXX vs. SGRT - Expense Ratio Comparison
SOXX has a 0.34% expense ratio, which is lower than SGRT's 0.59% expense ratio.
Dividends
SOXX vs. SGRT - Dividend Comparison
SOXX's dividend yield for the trailing twelve months is around 0.28%, more than SGRT's 0.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGRT SMART Earnings Growth 30 ETF | 0.11% | 0.16% | 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
SOXX and SGRT have a correlation of 0.83, 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 0.59% for SGRT.
SOXX has the higher dividend yield at 0.28%, compared with 0.11% for SGRT.
SOXX is categorized as Semiconductors, while SGRT is Large Cap Growth Equities. Their fees differ too: 0.34% for SOXX and 0.59% for SGRT.
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