IBIJ vs SOXY
Comparison between ISHARES IBONDS OCT 2033 TERM TIPS ETF (IBIJ, ETF) and YIELDMAX(R) TARGET 12(TM) SEMICONDUCTOR OPTION INCOME ETF (SOXY, ETF).
IBIJ vs SOXY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIJ
$50M
SOXY
$50M
Expense Ratio
Winner
IBIJ
0.10%
SOXY
1.06%
Max Drawdown
Winner
IBIJ
6.70%
SOXY
32.33%
Sharpe Ratio
IBIJ
0.33
Winner
SOXY
2.69
5Y Beta
Winner
IBIJ
0.03
SOXY
1.64
P/E Ratio
IBIJ
N/A
SOXY
58.57
Forward P/E
IBIJ
N/A
SOXY
35.16
PEG Ratio
IBIJ
N/A
SOXY
0.62
5Y EPS CAGR
IBIJ
N/A
SOXY
28.26%
P/S Ratio
IBIJ
N/A
SOXY
3.04
P/B Ratio
IBIJ
N/A
SOXY
10.25
IBIJ vs SOXY - Historical Returns
Returns include dividend reinvestment.
1M
IBIJ
-0.91%
Winner
SOXY
+14.31%
3M
IBIJ
-0.47%
Winner
SOXY
+54.76%
6M
IBIJ
+0.78%
Winner
SOXY
+68.88%
1Y
IBIJ
+5.34%
Winner
SOXY
+126.08%
Max(CAGR)
IBIJ
+5.61%
Winner
SOXY
+74.10%
IBIJ vs SOXY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIJ | SOXY |
|---|---|---|
| 2026 | +1.00% | +64.11% |
| 2025 | +8.68% | +35.38% |
| 2024 | +0.87% | -1.18% |
| 2023 | +4.97% | N/A |
IBIJ vs SOXY Drawdown Comparison
The maximum drawdown for IBIJ was -5.26%, occurring on Jan 14, 2025. Recovery took 123 trading sessions.
The maximum drawdown for SOXY was -30.26%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The current IBIJ drawdown is -1.22%. The current SOXY drawdown is -10.21%.
| Rank | IBIJ | SOXY |
|---|---|---|
| #1 | -5.26% Oct 1, 2024 - Mar 31, 2025 | -30.26% Jan 22, 2025 - Jun 24, 2025 |
| #2 | -3.67% Dec 27, 2023 - Jul 5, 2024 | -13.69% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -3.48% Apr 3, 2025 - Jun 26, 2025 | -10.45% Oct 29, 2025 - Dec 8, 2025 |
| #4 | -3.27% Sep 22, 2023 - Nov 8, 2023 | -10.21% Jun 3, 2026 - Jun 5, 2026 |
| #5 | -2.32% Feb 27, 2026 - May 1, 2026 | -8.59% Dec 10, 2025 - Jan 2, 2026 |
| #6 | -1.30% May 8, 2026 - May 19, 2026 | -6.88% Jan 28, 2026 - Feb 11, 2026 |
| #7 | -1.29% Aug 5, 2024 - Aug 21, 2024 | -5.62% May 14, 2026 - May 21, 2026 |
| #8 | -1.24% Nov 8, 2023 - Nov 20, 2023 | -5.49% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -1.21% Oct 22, 2025 - Feb 10, 2026 | -4.76% Dec 16, 2024 - Jan 3, 2025 |
| #10 | -1.13% Jul 17, 2024 - Jul 31, 2024 | -4.45% Jan 6, 2025 - Jan 21, 2025 |
| #11 | -1.04% Sep 16, 2025 - Oct 21, 2025 | -4.31% Apr 24, 2026 - Apr 30, 2026 |
| #12 | -0.79% Nov 20, 2023 - Nov 28, 2023 | -4.00% Jul 30, 2025 - Aug 12, 2025 |
| #13 | -0.67% Aug 26, 2024 - Sep 6, 2024 | -3.97% Aug 14, 2025 - Sep 10, 2025 |
| #14 | -0.64% Sep 16, 2024 - Oct 1, 2024 | -3.82% Dec 4, 2024 - Dec 16, 2024 |
| #15 | -0.63% Jun 30, 2025 - Jul 18, 2025 | -3.06% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between IBIJ and SOXY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2023 - 2026)
IBIJ vs SOXY dividend yield comparison.
| Year | IBIJ | SOXY |
|---|---|---|
| 2026 | 0.31% | 4.00% |
| 2025 | 4.66% | 11.47% |
| 2024 | 4.42% | 0.00% |
| 2023 | 0.60% | 0.00% |
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