IVE vs SOXX
Comparison between ISHARES S&P 500 VALUE ETF (IVE, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
5-Year PerformanceSOXX has outperformed IVE, delivering a return of +31.1% compared to +11.4%
IVE vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVE
$48B
Winner
SOXX
$48B
Expense Ratio
Winner
IVE
0.18%
SOXX
0.34%
Max Drawdown
Winner
IVE
62.98%
SOXX
70.50%
Sharpe Ratio
IVE
1.41
Winner
SOXX
2.03
5Y Beta
Winner
IVE
0.69
SOXX
2.01
P/E Ratio
Winner
IVE
26.28
SOXX
52.33
Forward P/E
Winner
IVE
19.99
SOXX
22.77
PEG Ratio
IVE
N/A
SOXX
0.05
5Y Dividends CAGR
IVE
4.91%
Winner
SOXX
9.92%
5Y EPS CAGR
IVE
12.42%
Winner
SOXX
31.79%
Debt to Equity
IVE
66.83%
SOXX
N/A
P/S Ratio
Winner
IVE
2.12
SOXX
3.56
P/B Ratio
Winner
IVE
3.90
SOXX
11.05
IVE vs SOXX - Holdings Comparison
IVE and SOXX have 9 common holdings. Overlap is 3.67%
IVE's top 25 holdings weight is 35.14%. SOXX's top 25 holdings weight is 96.56%.
| Rank | IVE | SOXX |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.87% | ADVANCED MICRO DEVICES INC (AMD) - 8.61% |
| #2 | AMAZON.COM INC (AMZN) - 3.88% | MICRON TECHNOLOGY INC (MU) - 8.21% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.05% | NVIDIA CORP (NVDA) - 8.13% |
| #4 | INTEL CORP (INTC) - 1.73% | BROADCOM INC (AVGO) - 7.06% |
| #5 | WALMART INC (WMT) - 1.70% | INTEL CORP (INTC) - 5.51% |
| #6 | TESLA INC (TSLA) - 1.44% | APPLIED MATERIALS INC (AMAT) - 5.36% |
| #7 | COSTCO WHOLESALE CORP (COST) - 1.39% | KLA CORP (KLAC) - 4.86% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.35% | LAM RESEARCH CORP (LRCX) - 4.41% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.31% | MARVELL TECHNOLOGY INC (MRVL) - 4.40% |
| #10 | CHEVRON CORP (CVX) - 1.16% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.23% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.16% | TEXAS INSTRUMENTS INC (TXN) - 4.05% |
| #12 | THE HOME DEPOT INC (HD) - 1.14% | ANALOG DEVICES INC (ADI) - 3.85% |
| #13 | MERCK & CO INC (MRK) - 1.02% | NXP SEMICONDUCTORS NV (NXPI) - 3.58% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.00% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.29% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 0.95% | QUALCOMM INC (QCOM) - 2.88% |
| #16 | VISA INC CLASS A (V) - 0.90% | TERADYNE INC (TER) - 2.77% |
| #17 | WELLS FARGO & CO (WFC) - 0.89% | ASTERA LABS INC (ALAB) - 2.55% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.85% | MICROCHIP TECHNOLOGY INC (MCHP) - 2.33% |
| #19 | LINDE PLC (LIN) - 0.82% | ASML HOLDING NV ADR (ASML) - 2.32% |
| #20 | ABBVIE INC (ABBV) - 0.79% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.97% |
| #21 | LOCKHEED MARTIN CORP (LMT) - 0.35% | ON SEMICONDUCTOR CORP (ON) - 1.84% |
| #22 | MEDTRONIC PLC (MDT) - 0.35% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.23% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.35% | ENTEGRIS INC (ENTG) - 1.07% |
| #24 | ORACLE CORP (ORCL) - 0.35% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05% |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.34% | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.00% |
| Total Holdings | 402 | 33 |
IVE vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVE
+1.64%
SOXX
-15.62%
3M
IVE
+5.33%
Winner
SOXX
+31.43%
6M
IVE
+7.25%
Winner
SOXX
+58.92%
1Y
IVE
+18.79%
Winner
SOXX
+124.84%
5Y(CAGR)
IVE
+11.42%
Winner
SOXX
+31.11%
10Y(CAGR)
IVE
+11.60%
Winner
SOXX
+33.72%
Max(CAGR)
IVE
+7.64%
Winner
SOXX
+14.24%
IVE vs SOXX - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVE | SOXX |
|---|---|---|
| 2026 | +9.19% | +76.38% |
| 2025 | +13.56% | +39.87% |
| 2024 | +11.40% | +17.14% |
| 2023 | +21.54% | +68.77% |
| 2022 | -5.84% | -36.35% |
| 2021 | +26.39% | +44.70% |
| 2020 | +0.83% | +49.64% |
| 2019 | +31.09% | +61.39% |
| 2018 | -9.66% | -8.95% |
| 2017 | +14.31% | +39.79% |
| 2016 | +18.72% | +39.97% |
| 2015 | -3.25% | -1.92% |
| 2014 | +13.14% | +31.66% |
| 2013 | +28.54% | +35.65% |
| 2012 | +15.37% | +5.30% |
| 2011 | -1.91% | -11.08% |
| 2010 | +13.12% | +12.93% |
| 2009 | +18.11% | +67.17% |
| 2008 | -38.04% | -50.36% |
| 2007 | +1.44% | -1.86% |
| 2006 | +18.64% | -2.41% |
| 2005 | +6.29% | +15.31% |
| 2004 | +15.70% | -14.60% |
| 2003 | +27.52% | +69.70% |
| 2002 | -21.10% | -49.88% |
| 2001 | -10.41% | -8.47% |
| 2000 | +7.90% | N/A |
IVE vs SOXX Drawdown Comparison
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The current IVE drawdown is -0.77%. The current SOXX drawdown is -15.62%.
| Rank | IVE | SOXX |
|---|---|---|
| #1 | -61.33% Oct 9, 2007 - Mar 8, 2013 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -44.22% Feb 1, 2001 - Dec 21, 2004 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -37.04% Feb 12, 2020 - Jan 6, 2021 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -19.24% Jan 26, 2018 - May 3, 2019 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -18.03% Apr 20, 2022 - Feb 1, 2023 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -17.58% Nov 29, 2024 - Aug 22, 2025 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -15.03% May 21, 2015 - Jun 7, 2016 | -20.34% Jun 22, 2026 - Jul 17, 2026 |
| #8 | -10.98% Jul 31, 2023 - Dec 1, 2023 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #9 | -10.18% Jul 13, 2007 - Oct 9, 2007 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #10 | -9.57% Feb 2, 2023 - Jun 13, 2023 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #11 | -7.86% Sep 11, 2000 - Oct 31, 2000 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #12 | -7.84% May 9, 2006 - Sep 20, 2006 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #13 | -7.64% May 3, 2019 - Jul 1, 2019 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #14 | -7.51% Mar 7, 2005 - Jun 17, 2005 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #15 | -7.29% Jan 12, 2022 - Apr 20, 2022 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
Correlation
Correlation between IVE and SOXX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
IVE vs SOXX dividend yield comparison.
| Year | IVE | SOXX |
|---|---|---|
| 2026 | 0.73% | 0.09% |
| 2025 | 1.61% | 0.57% |
| 2024 | 2.04% | 0.67% |
| 2023 | 1.65% | 0.78% |
| 2022 | 2.10% | 1.25% |
| 2021 | 1.81% | 0.64% |
| 2020 | 2.37% | 0.81% |
| 2019 | 2.11% | 1.23% |
| 2018 | 2.74% | 1.37% |
| 2017 | 2.12% | 0.90% |
| 2016 | 2.26% | 1.08% |
| 2015 | 2.44% | 1.29% |
| 2014 | 2.14% | 1.56% |
| 2013 | 2.04% | 1.18% |
| 2012 | 2.34% | 1.24% |
| 2011 | 2.29% | 0.84% |
| 2010 | 2.08% | 0.96% |
| 2009 | 2.56% | 0.71% |
| 2008 | 4.26% | 1.37% |
| 2007 | 2.32% | 0.53% |
| 2006 | 1.91% | 0.16% |
| 2005 | 2.02% | 0.05% |
| 2004 | 1.62% | 0.00% |
| 2003 | 1.60% | 0.01% |
| 2002 | 1.92% | 0.00% |
| 2001 | 1.50% | 0.00% |
| 2000 | 0.94% | 0.00% |
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