EFV vs SOXX
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
5-Year PerformanceSOXX has outperformed EFV, delivering a return of +33.3% compared to +13.0%
EFV vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFV
$30B
SOXX
$30B
Expense Ratio
Winner
EFV
0.31%
SOXX
0.34%
Max Drawdown
Winner
EFV
66.71%
SOXX
70.50%
Sharpe Ratio
EFV
1.83
Winner
SOXX
2.91
5Y Beta
Winner
EFV
0.62
SOXX
1.93
P/E Ratio
EFV
N/A
SOXX
58.30
Forward P/E
EFV
N/A
SOXX
27.79
PEG Ratio
EFV
N/A
SOXX
0.29
5Y Dividends CAGR
EFV
13.37%
Winner
SOXX
13.49%
5Y EPS CAGR
EFV
N/A
SOXX
28.41%
P/S Ratio
EFV
N/A
SOXX
3.91
P/B Ratio
EFV
N/A
SOXX
10.00
EFV vs SOXX - Holdings Comparison
EFV and SOXX have 1 common holdings. Overlap is -0.01%
EFV's top 25 holdings weight is 34.94%. SOXX's top 25 holdings weight is 96.64%.
| Rank | EFV | SOXX |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 2.79% | MICRON TECHNOLOGY INC (MU) - 9.03% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.52% | BROADCOM INC (AVGO) - 7.78% |
| #3 | NESTLE SA (n/a) - 2.29% | ADVANCED MICRO DEVICES INC (AMD) - 7.70% |
| #4 | SHELL PLC (n/a) - 2.24% | INTEL CORP (INTC) - 6.90% |
| #5 | BHP GROUP LTD (n/a) - 1.77% | NVIDIA CORP (NVDA) - 6.45% |
| #6 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.77% | MARVELL TECHNOLOGY INC (MRVL) - 6.01% |
| #7 | TOTALENERGIES SE (TTE:XPAR) - 1.62% | APPLIED MATERIALS INC (AMAT) - 4.79% |
| #8 | TOYOTA MOTOR CORP (n/a) - 1.59% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 4.04% |
| #9 | BANCO SANTANDER SA (n/a) - 1.57% | TEXAS INSTRUMENTS INC (TXN) - 3.85% |
| #10 | ALLIANZ SE (n/a) - 1.53% | QUALCOMM INC (QCOM) - 3.81% |
| #11 | IBERDROLA SA (n/a) - 1.32% | NXP SEMICONDUCTORS NV (NXPI) - 3.74% |
| #12 | SIEMENS AG (n/a) - 1.29% | LAM RESEARCH CORP (LRCX) - 3.43% |
| #13 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.14% | KLA CORP (KLAC) - 3.31% |
| #14 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.13% | ANALOG DEVICES INC (ADI) - 3.31% |
| #15 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.11% | TERADYNE INC (TER) - 3.24% |
| #16 | BP PLC (n/a) - 1.08% | MICROCHIP TECHNOLOGY INC (MCHP) - 3.14% |
| #17 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.00% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.81% |
| #18 | MITSUBISHI CORP (n/a) - 0.94% | ASML HOLDING NV ADR (ASML) - 2.65% |
| #19 | MIZUHO FINANCIAL GROUP INC (n/a) - 0.93% | ON SEMICONDUCTOR CORP (ON) - 2.42% |
| #20 | BNP PARIBAS ACT. CAT.A (n/a) - 0.93% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.88% |
| #21 | GSK PLC (n/a) - 0.92% | ASTERA LABS INC (ALAB) - 1.76% |
| #22 | ZURICH INSURANCE GROUP AG (n/a) - 0.90% | ENTEGRIS INC (ENTG) - 1.35% |
| #23 | SANOFI SA (n/a) - 0.90% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.22% |
| #24 | ENEL SPA (n/a) - 0.83% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.03% |
| #25 | WESTPAC BANKING CORP (n/a) - 0.83% | NOVA LTD (NVMI) - 0.99% |
| Total Holdings | 426 | 33 |
EFV vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
EFV
+0.50%
Winner
SOXX
+34.31%
3M
EFV
-0.11%
Winner
SOXX
+49.05%
6M
EFV
+13.98%
Winner
SOXX
+82.94%
1Y
EFV
+32.88%
Winner
SOXX
+148.70%
5Y(CAGR)
EFV
+13.01%
Winner
SOXX
+33.28%
10Y(CAGR)
EFV
+10.16%
Winner
SOXX
+35.21%
Max(CAGR)
EFV
+5.93%
Winner
SOXX
+14.15%
EFV vs SOXX - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EFV | SOXX |
|---|---|---|
| 2026 | +8.84% | +68.51% |
| 2025 | +42.78% | +39.87% |
| 2024 | +6.09% | +17.14% |
| 2023 | +17.94% | +68.77% |
| 2022 | -6.02% | -36.35% |
| 2021 | +10.61% | +44.70% |
| 2020 | -3.97% | +49.64% |
| 2019 | +16.14% | +61.39% |
| 2018 | -15.39% | -8.95% |
| 2017 | +20.26% | +39.79% |
| 2016 | +6.73% | +39.97% |
| 2015 | -5.58% | -1.92% |
| 2014 | -4.94% | +31.66% |
| 2013 | +19.72% | +35.65% |
| 2012 | +15.79% | +5.30% |
| 2011 | -13.17% | -11.08% |
| 2010 | +1.59% | +12.93% |
| 2009 | +26.61% | +67.17% |
| 2008 | -41.53% | -50.36% |
| 2007 | +3.83% | -1.86% |
| 2006 | +26.22% | -2.41% |
| 2005 | +10.86% | +15.31% |
| 2004 | N/A | -14.60% |
| 2003 | N/A | +69.70% |
| 2002 | N/A | -49.88% |
| 2001 | N/A | -8.47% |
EFV vs SOXX Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The current EFV drawdown is -1.75%. The current SOXX drawdown is -0.84%.
| Rank | EFV | SOXX |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -10.90% Feb 25, 2026 - Mar 20, 2026 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -12.14% Jul 24, 2019 - Oct 15, 2019 |
Correlation
Correlation between EFV and SOXX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2003 - 2026)
EFV vs SOXX dividend yield comparison.
| Year | EFV | SOXX |
|---|---|---|
| 2026 | 0.00% | 0.04% |
| 2025 | 4.16% | 0.57% |
| 2024 | 4.66% | 0.67% |
| 2023 | 4.36% | 0.78% |
| 2022 | 4.17% | 1.25% |
| 2021 | 4.07% | 0.64% |
| 2020 | 2.42% | 0.81% |
| 2019 | 4.62% | 1.23% |
| 2018 | 4.56% | 1.37% |
| 2017 | 3.56% | 0.90% |
| 2016 | 3.28% | 1.08% |
| 2015 | 3.59% | 1.29% |
| 2014 | 4.87% | 1.56% |
| 2013 | 3.19% | 1.18% |
| 2012 | 3.77% | 1.24% |
| 2011 | 4.52% | 0.84% |
| 2010 | 3.23% | 0.96% |
| 2009 | 2.97% | 0.71% |
| 2008 | 4.70% | 1.37% |
| 2007 | 4.51% | 0.53% |
| 2006 | 1.65% | 0.16% |
| 2005 | 0.45% | 0.05% |
| 2003 | 0.00% | 0.01% |
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