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TRFK vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TRFK vs. SOXX

Last updated Jun 26, 2026

TRFK (Pacer Data and Digital Revolution ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - TRFK is a Technology Equities fund tracking the Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 3 years, TRFK returned 52.71%/yr vs 57.87%/yr for SOXX. Their correlation of 0.87 suggests significant overlap in exposure. TRFK charges 0.60%/yr vs 0.34%/yr for SOXX.

Performance

TRFK vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Data and Digital Revolution ETF (TRFK) and iShares Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TRFK achieves a 65.49% return, which is significantly lower than SOXX's 107.83% return.

TRFK

1D
3.53%
1M
7.45%
YTD
65.49%
6M
63.54%
1Y
83.88%
3Y*
52.71%
5Y*
—
10Y*
—

SOXX

1D
3.94%
1M
9.72%
YTD
107.83%
6M
104.44%
1Y
164.79%
3Y*
57.87%
5Y*
34.72%
10Y*
37.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRFK vs. SOXX - Yearly Performance Comparison

2026 (YTD)2025202420232022
TRFK
Pacer Data and Digital Revolution ETF		65.49%26.81%38.30%66.63%-10.61%
SOXX
iShares Semiconductor ETF		107.83%40.74%12.92%67.12%-15.55%

Correlation

The correlation between TRFK and SOXX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.82

Correlation (3Y)
Calculated over the trailing 3-year period

0.86

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2022

0.87

The correlation between TRFK and SOXX has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.

TRFK vs. SOXX - Sectors Allocation Comparison

Sectors
TRFK
SOXX

Technology

87.5%
100.0%

Industrials

12.0%

-

Communication Services

0.6%

-

Real Estate

0.0%

-

Basic Materials

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Healthcare

-

-

Utilities

-

-

Technology

TRFK
87.5%
SOXX
100.0%

Industrials

TRFK
12.0%
SOXX

-

Communication Services

TRFK
0.6%
SOXX

-

Real Estate

TRFK
0.0%
SOXX

-

Basic Materials

TRFK

-

SOXX

-

Consumer Cyclical

TRFK

-

SOXX

-

Consumer Defensive

TRFK

-

SOXX

-

Energy

TRFK

-

SOXX

-

Financial Services

TRFK

-

SOXX

-

Healthcare

TRFK

-

SOXX

-

Utilities

TRFK

-

SOXX

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Pacer Data and Digital Revolution ETF

iShares Semiconductor ETF

Often compared with TRFK:
TRFK vs. FDTXTRFK vs. DTCRTRFK vs. IDGTTRFK vs. FRATRFK vs. PRNTRFK vs. SPYGTRFK vs. VRGWX
Often compared with SOXX:
SOXX vs. SMHSOXX vs. QQQSOXX vs. SOXLSOXX vs. SOXQSOXX vs. FSELXSOXX vs. VGTSOXX vs. VOO

Return for Risk

TRFK vs. SOXX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRFK
TRFK Risk / Return Rank: 8080
Overall Rank
TRFK Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
TRFK Sortino Ratio Rank: 8080
Sortino Ratio Rank
TRFK Omega Ratio Rank: 8080
Omega Ratio Rank
TRFK Calmar Ratio Rank: 8787
Calmar Ratio Rank
TRFK Martin Ratio Rank: 6464
Martin Ratio Rank
SOXX
SOXX Risk / Return Rank: 9696
Overall Rank
SOXX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 9494
Sortino Ratio Rank
SOXX Omega Ratio Rank: 9494
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9898
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TRFK vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Data and Digital Revolution ETF (TRFK) 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.

TRFKSOXXDifference
Sharpe ratioReturn per unit of total volatility
2.63
4.20

-1.58

Sortino ratioReturn per unit of downside risk
3.10
4.10

-1.01

Omega ratioGain probability vs. loss probability

1.41

1.59

-0.18

Calmar ratioReturn relative to maximum drawdown

4.31

10.52

-6.21

Martin ratioReturn relative to average drawdown

10.10

37.47

-27.37

TRFK vs. SOXX - Sharpe Ratio Comparison

The current TRFK Sharpe Ratio is 2.63, which is lower than the SOXX Sharpe Ratio of 4.20. The chart below compares the historical Sharpe Ratios of TRFK and SOXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

TRFK vs. SOXX - Drawdown Comparison

The maximum TRFK drawdown since its inception was -29.06%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for TRFK and SOXX.

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Drawdown Indicators

TRFKSOXXDifference

Max Drawdown

Largest peak-to-trough decline

-29.06%

-70.21%

+41.15%

Max Drawdown (1Y)

Largest decline over 1 year

-19.56%

-15.77%

-3.79%

Max Drawdown (3Y)

Largest decline over 3 years

-29.06%

-41.36%

+12.30%

Max Drawdown (5Y)

Largest decline over 5 years

—

-45.75%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-45.75%

—

Current Drawdown

Current decline from peak

-4.64%

-4.55%

-0.09%

Average Drawdown

Average peak-to-trough decline

-6.04%

-19.93%

+13.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.34%

4.42%

+3.92%

Volatility

TRFK vs. SOXX - Volatility Comparison

The current volatility for Pacer Data and Digital Revolution ETF (TRFK) is 18.23%, while iShares Semiconductor ETF (SOXX) has a volatility of 22.27%. This indicates that TRFK experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

TRFKSOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.23%

22.27%

-4.04%

Volatility (6M)

Calculated over the trailing 6-month period

26.59%

33.54%

-6.95%

Volatility (1Y)

Calculated over the trailing 1-year period

32.09%

39.44%

-7.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.86%

37.24%

-7.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.86%

34.00%

-4.14%

TRFK vs. SOXX - Expense Ratio Comparison

TRFK has a 0.60% expense ratio, which is higher than SOXX's 0.34% expense ratio.

Dividends

TRFK vs. SOXX - Dividend Comparison

TRFK's dividend yield for the trailing twelve months is around 0.01%, less than SOXX's 0.23% yield.

PositionTTM20252024202320222021202020192018201720162015
SOXX
iShares Semiconductor ETF		0.23%0.57%0.67%0.78%1.26%0.64%0.81%1.23%1.37%0.90%1.08%1.29%
TRFK
Pacer Data and Digital Revolution ETF		0.01%0.01%0.40%0.20%0.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

TRFK and SOXX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXX has higher volatility (22.27%) compared to TRFK (18.23%). In terms of maximum drawdown, TRFK dropped -29.06% vs SOXX's -70.21%.

On 3-year performance, SOXX leads with 57.87% vs 52.71% for TRFK. On fees, SOXX is cheaper at 0.34% per year. On volatility, TRFK has been the lower-risk option at 18.23%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SOXX has performed better with a 57.87% return vs 52.71%. 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 0.60% for TRFK.

SOXX has the higher dividend yield at 0.23%, compared with 0.01% for TRFK.

TRFK is categorized as Technology Equities, while SOXX is Semiconductors. TRFK tracks Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net, while SOXX tracks NYSE Semiconductor Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.60% for TRFK and 0.34% for SOXX.

SOXX currently has the higher Sharpe Ratio (4.20 vs 2.63), 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.

Portfolio Optimizer

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