IUSG vs SOXX
Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
5-Year PerformanceSOXX has outperformed IUSG, delivering a return of +33.3% compared to +16.0%
IUSG vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IUSG
$30B
SOXX
$30B
Expense Ratio
Winner
IUSG
0.04%
SOXX
0.34%
Max Drawdown
Winner
IUSG
65.79%
SOXX
70.50%
Sharpe Ratio
IUSG
1.82
Winner
SOXX
2.91
5Y Beta
Winner
IUSG
1.19
SOXX
1.93
P/E Ratio
Winner
IUSG
32.58
SOXX
58.30
Forward P/E
Winner
IUSG
24.92
SOXX
27.79
PEG Ratio
IUSG
N/A
SOXX
0.29
5Y Dividends CAGR
IUSG
5.51%
Winner
SOXX
13.49%
5Y EPS CAGR
Winner
IUSG
36.38%
SOXX
28.41%
Debt to Equity
IUSG
23.74%
SOXX
N/A
P/S Ratio
IUSG
7.57
Winner
SOXX
3.91
P/B Ratio
Winner
IUSG
8.34
SOXX
10.00
IUSG vs SOXX - Holdings Comparison
IUSG and SOXX have 11 common holdings. Overlap is 17.93%
IUSG's top 25 holdings weight is 71.47%. SOXX's top 25 holdings weight is 96.64%.
| Rank | IUSG | SOXX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.45% | MICRON TECHNOLOGY INC (MU) - 9.03% |
| #2 | MICROSOFT CORP (MSFT) - 8.61% | BROADCOM INC (AVGO) - 7.78% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.37% | ADVANCED MICRO DEVICES INC (AMD) - 7.70% |
| #4 | APPLE INC (AAPL) - 5.88% | INTEL CORP (INTC) - 6.90% |
| #5 | BROADCOM INC (AVGO) - 5.71% | NVIDIA CORP (NVDA) - 6.45% |
| #6 | ALPHABET INC CLASS C (GOOG) - 5.06% | MARVELL TECHNOLOGY INC (MRVL) - 6.01% |
| #7 | AMAZON.COM INC (AMZN) - 3.99% | APPLIED MATERIALS INC (AMAT) - 4.79% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.73% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 4.04% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.41% | TEXAS INSTRUMENTS INC (TXN) - 3.85% |
| #10 | ELI LILLY AND CO (LLY) - 2.21% | QUALCOMM INC (QCOM) - 3.81% |
| #11 | MICRON TECHNOLOGY INC (MU) - 2.03% | NXP SEMICONDUCTORS NV (NXPI) - 3.74% |
| #12 | TESLA INC (TSLA) - 1.91% | LAM RESEARCH CORP (LRCX) - 3.43% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.63% | KLA CORP (KLAC) - 3.31% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.60% | ANALOG DEVICES INC (ADI) - 3.31% |
| #15 | CATERPILLAR INC (CAT) - 1.19% | TERADYNE INC (TER) - 3.24% |
| #16 | NETFLIX INC (NFLX) - 1.05% | MICROCHIP TECHNOLOGY INC (MCHP) - 3.14% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.97% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.81% |
| #18 | APPLIED MATERIALS INC (AMAT) - 0.92% | ASML HOLDING NV ADR (ASML) - 2.65% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.90% | ON SEMICONDUCTOR CORP (ON) - 2.42% |
| #20 | n/a (PLTR) - 0.87% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.88% |
| #21 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.20% | ASTERA LABS INC (ALAB) - 1.76% |
| #22 | COMFORT SYSTEMS USA INC (FIX) - 0.20% | ENTEGRIS INC (ENTG) - 1.35% |
| #23 | LUMENTUM HOLDINGS INC (LITE) - 0.20% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.22% |
| #24 | HCA HEALTHCARE INC (HCA) - 0.19% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.03% |
| #25 | TRANSDIGM GROUP INC (TDG) - 0.19% | NOVA LTD (NVMI) - 0.99% |
| Total Holdings | 351 | 33 |
IUSG vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
IUSG
+11.99%
Winner
SOXX
+34.31%
3M
IUSG
+15.16%
Winner
SOXX
+49.05%
6M
IUSG
+14.17%
Winner
SOXX
+82.94%
1Y
IUSG
+34.21%
Winner
SOXX
+148.70%
5Y(CAGR)
IUSG
+16.02%
Winner
SOXX
+33.28%
10Y(CAGR)
IUSG
+18.00%
Winner
SOXX
+35.21%
Max(CAGR)
IUSG
+8.23%
Winner
SOXX
+14.15%
IUSG vs SOXX - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IUSG | SOXX |
|---|---|---|
| 2026 | +11.63% | +68.51% |
| 2025 | +21.33% | +39.87% |
| 2024 | +36.86% | +17.14% |
| 2023 | +30.83% | +68.77% |
| 2022 | -29.33% | -36.35% |
| 2021 | +33.12% | +44.70% |
| 2020 | +31.02% | +49.64% |
| 2019 | +30.94% | +61.39% |
| 2018 | -1.58% | -8.95% |
| 2017 | +25.94% | +39.79% |
| 2016 | +9.35% | +39.97% |
| 2015 | +5.40% | -1.92% |
| 2014 | +13.35% | +31.66% |
| 2013 | +30.64% | +35.65% |
| 2012 | +13.49% | +5.30% |
| 2011 | +0.87% | -11.08% |
| 2010 | +15.79% | +12.93% |
| 2009 | +32.45% | +67.17% |
| 2008 | -37.63% | -50.36% |
| 2007 | +11.12% | -1.86% |
| 2006 | +7.90% | -2.41% |
| 2005 | +5.85% | +15.31% |
| 2004 | +6.64% | -14.60% |
| 2003 | +26.11% | +69.70% |
| 2002 | -28.32% | -49.88% |
| 2001 | -14.40% | -8.47% |
| 2000 | -19.48% | N/A |
IUSG vs SOXX Drawdown Comparison
The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The current SOXX drawdown is -0.84%.
| Rank | IUSG | SOXX |
|---|---|---|
| #1 | -63.40% Sep 1, 2000 - Aug 1, 2013 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -32.35% Feb 19, 2020 - Jul 6, 2020 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -32.21% Dec 27, 2021 - Feb 29, 2024 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -22.28% Jan 23, 2025 - Jun 24, 2025 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -20.69% Oct 1, 2018 - Apr 23, 2019 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -14.84% Jul 20, 2015 - Jul 11, 2016 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -13.07% Oct 29, 2025 - Apr 15, 2026 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -12.54% Jul 10, 2024 - Oct 11, 2024 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #9 | -10.96% Sep 2, 2020 - Dec 1, 2020 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #10 | -9.87% Jan 26, 2018 - Jun 5, 2018 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #11 | -8.61% Feb 12, 2021 - Apr 5, 2021 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #12 | -7.30% Sep 2, 2014 - Oct 31, 2014 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #13 | -7.18% Sep 3, 2021 - Oct 26, 2021 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #14 | -6.73% Mar 22, 2024 - May 14, 2024 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
| #15 | -6.41% Apr 29, 2019 - Jun 19, 2019 | -12.14% Jul 24, 2019 - Oct 15, 2019 |
Correlation
Correlation between IUSG and SOXX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IUSG vs SOXX dividend yield comparison.
| Year | IUSG | SOXX |
|---|---|---|
| 2026 | 0.09% | 0.04% |
| 2025 | 0.54% | 0.57% |
| 2024 | 0.59% | 0.67% |
| 2023 | 1.12% | 0.78% |
| 2022 | 1.07% | 1.25% |
| 2021 | 0.59% | 0.64% |
| 2020 | 0.93% | 0.81% |
| 2019 | 1.64% | 1.23% |
| 2018 | 1.32% | 1.37% |
| 2017 | 1.28% | 0.90% |
| 2016 | 1.48% | 1.08% |
| 2015 | 1.29% | 1.29% |
| 2014 | 1.21% | 1.56% |
| 2013 | 1.22% | 1.18% |
| 2012 | 1.56% | 1.24% |
| 2011 | 1.31% | 0.84% |
| 2010 | 1.17% | 0.96% |
| 2009 | 1.30% | 0.71% |
| 2008 | 1.49% | 1.37% |
| 2007 | 0.85% | 0.53% |
| 2006 | 0.82% | 0.16% |
| 2005 | 0.84% | 0.05% |
| 2004 | 1.03% | 0.00% |
| 2003 | 0.66% | 0.01% |
| 2002 | 0.81% | 0.00% |
| 2001 | 0.36% | 0.00% |
| 2000 | 0.06% | 0.00% |
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