SOXX vs. SOXY
SOXX (iShares Semiconductor ETF) and SOXY (YieldMax Target 12™ Semiconductor Option Income ETF) are both exchange-traded funds - SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index, while SOXY is a Derivative Income fund actively managed by YieldMax. SOXX is passively managed, while SOXY is actively managed. Over the past year, SOXX returned 126.60% vs 104.81% for SOXY. Their 0.96 correlation means they have historically moved very closely together. SOXX charges 0.34%/yr vs 1.06%/yr for SOXY.
Performance
SOXX vs. SOXY - Performance Comparison
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Returns By Period
In the year-to-date period, SOXX achieves a 80.24% return, which is significantly higher than SOXY's 70.13% return.
SOXX
- 1D
- 6.80%
- 1M
- -4.26%
- 6M
- 57.04%
- YTD
- 80.24%
- 1Y
- 126.60%
- 3Y*
- 47.89%
- 5Y*
- 29.31%
- 10Y*
- 32.83%
- ALL TIME*
- 14.15%
SOXY
- 1D
- 6.56%
- 1M
- -5.46%
- 6M
- 53.12%
- YTD
- 70.13%
- 1Y
- 104.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 65.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.23B | $5.65B | $5.90B | |
| $1.66M | $2.38M | $2.08M |
SOXX vs. SOXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SOXX iShares Semiconductor ETF | 80.24% | 40.74% | -2.37% |
SOXY YieldMax Target 12™ Semiconductor Option Income ETF | 70.13% | 37.00% | -0.99% |
Correlation
The correlation between SOXX and SOXY is 0.97 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2024 | 0.97 |
The correlation between SOXX and SOXY has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
SOXX vs. SOXY - Sectors Allocation Comparison
Sectors
SOXX
SOXY
Technology
Basic Materials
-
Communication Services
-
Consumer Cyclical
-
Consumer Defensive
-
Energy
-
Financial Services
-
Healthcare
-
Industrials
-
Real Estate
-
-
Utilities
-
Technology
SOXX
SOXY
Basic Materials
SOXX
-
SOXY
Communication Services
SOXX
-
SOXY
Consumer Cyclical
SOXX
-
SOXY
Consumer Defensive
SOXX
-
SOXY
Energy
SOXX
-
SOXY
Financial Services
SOXX
-
SOXY
Healthcare
SOXX
-
SOXY
Industrials
SOXX
-
SOXY
Real Estate
SOXX
-
SOXY
-
Utilities
SOXX
-
SOXY
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Return for Risk
SOXX vs. SOXY — Risk / Return Rank
SOXX
SOXY
SOXX vs. SOXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Semiconductor ETF (SOXX) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). 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 | SOXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.40 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.39 | 3.69 | +0.70 |
| Martin ratioReturn relative to average drawdown | 17.88 | 16.12 | +1.76 |
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Drawdowns
SOXX vs. SOXY - Drawdown Comparison
The maximum SOXX drawdown since its inception was -70.21%, which is greater than SOXY's maximum drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for SOXX and SOXY.
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Drawdown Indicators
| SOXX | SOXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -30.22% | -39.99% |
Max Drawdown (1Y)Largest decline over 1 year | -29.01% | -28.56% | -0.45% |
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 | -17.22% | -15.88% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -19.92% | -5.55% | -14.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.11% | 6.52% | +0.59% |
Volatility
SOXX vs. SOXY - Volatility Comparison
iShares Semiconductor ETF (SOXX) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY) have volatilities of 18.28% and 19.07%, 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.
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Volatility by Period
| SOXX | SOXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.28% | 19.07% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 39.14% | 36.04% | +3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.78% | 40.29% | +4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.37% | 39.52% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.61% | 39.52% | -4.91% |
SOXX vs. SOXY - Expense Ratio Comparison
SOXX has a 0.34% expense ratio, which is lower than SOXY's 1.06% expense ratio.
Dividends
SOXX vs. SOXY - Dividend Comparison
SOXX's dividend yield for the trailing twelve months is around 0.27%, less than SOXY's 8.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOXX iShares Semiconductor ETF | 0.27% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
SOXY YieldMax Target 12™ Semiconductor Option Income ETF | 8.76% | 11.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.97, SOXX and SOXY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SOXY has higher volatility (19.07%) compared to SOXX (18.28%). In terms of maximum drawdown, SOXX dropped -70.21% vs SOXY's -30.22%.
On 1-year performance, SOXX leads with 126.60% vs 104.81% for SOXY. On fees, SOXX is cheaper at 0.34% per year. On volatility, SOXX has been the lower-risk option at 18.28%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, SOXX has performed better with a 126.60% return vs 104.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SOXX is cheaper with a 0.34% expense ratio, compared with 1.06% for SOXY.
SOXY has the higher dividend yield at 8.76%, compared with 0.27% for SOXX.
SOXX is categorized as Semiconductors, while SOXY is Derivative Income. They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.34% for SOXX and 1.06% for SOXY.
SOXX currently has the higher Sharpe Ratio (2.84 vs 2.62), 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.
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