SOXX vs. SMGB.L
Compare and contrast key facts about iShares Semiconductor ETF (SOXX) and VanEck Semiconductor UCITS ETF (SMGB.L).
SOXX and SMGB.L 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. SMGB.L is a passively managed fund by VanEck that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Dec 1, 2020. Both SOXX and SMGB.L 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. SMGB.L - Performance Comparison
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SOXX vs. SMGB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SOXX iShares Semiconductor ETF | 12.84% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 2.87% |
SMGB.L VanEck Semiconductor UCITS ETF | 9.97% | 49.26% | 24.20% | 74.93% | -35.24% | 43.10% | 3.92% |
Different Trading Currencies
SOXX is traded in USD, while SMGB.L is traded in GBP. To make them comparable, the SMGB.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SOXX achieves a 12.84% return, which is significantly higher than SMGB.L's 9.97% return.
SOXX
- 1D
- 0.32%
- 1M
- 1.51%
- YTD
- 12.84%
- 6M
- 20.81%
- 1Y
- 80.38%
- 3Y*
- 33.13%
- 5Y*
- 19.27%
- 10Y*
- 28.54%
SMGB.L
- 1D
- -1.04%
- 1M
- -0.42%
- YTD
- 9.97%
- 6M
- 20.29%
- 1Y
- 86.79%
- 3Y*
- 40.28%
- 5Y*
- 23.74%
- 10Y*
- —
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SOXX vs. SMGB.L - Expense Ratio Comparison
SOXX has a 0.34% expense ratio, which is lower than SMGB.L's 0.35% expense ratio.
Return for Risk
SOXX vs. SMGB.L — Risk / Return Rank
SOXX
SMGB.L
SOXX vs. SMGB.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Semiconductor ETF (SOXX) and VanEck Semiconductor UCITS ETF (SMGB.L). 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 | SMGB.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 2.61 | -0.59 |
Sortino ratioReturn per unit of downside risk | 2.62 | 3.18 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.41 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 4.46 | 7.16 | -2.70 |
Martin ratioReturn relative to average drawdown | 16.48 | 27.00 | -10.52 |
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 | SMGB.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 2.61 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.75 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.83 | -0.46 |
Correlation
The correlation between SOXX and SMGB.L is 0.70, 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
SOXX vs. SMGB.L - Dividend Comparison
SOXX's dividend yield for the trailing twelve months is around 0.49%, while SMGB.L has not paid dividends to shareholders.
| 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% |
SMGB.L VanEck Semiconductor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SOXX vs. SMGB.L - Drawdown Comparison
The maximum SOXX drawdown since its inception was -70.21%, which is greater than SMGB.L's maximum drawdown of -45.71%. Use the drawdown chart below to compare losses from any high point for SOXX and SMGB.L.
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Drawdown Indicators
| SOXX | SMGB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -36.24% | -33.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.77% | -11.94% | -3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -45.75% | -36.24% | -9.51% |
Max Drawdown (10Y)Largest decline over 10 years | -45.75% | — | — |
Current DrawdownCurrent decline from peak | -7.66% | -6.32% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -20.10% | -10.02% | -10.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 3.45% | +1.50% |
Volatility
SOXX vs. SMGB.L - Volatility Comparison
iShares Semiconductor ETF (SOXX) has a higher volatility of 12.68% compared to VanEck Semiconductor UCITS ETF (SMGB.L) at 10.58%. This indicates that SOXX's price experiences larger fluctuations and is considered to be riskier than SMGB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOXX | SMGB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.68% | 10.58% | +2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 26.35% | 23.61% | +2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.12% | 33.12% | +7.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.47% | 31.52% | +3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.98% | 31.41% | +1.57% |