IWB vs SOXX
Comparison between ISHARES RUSSELL 1000 ETF (IWB, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
5-Year PerformanceSOXX has outperformed IWB, delivering a return of +31.1% compared to +12.2%
IWB vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWB
$48B
SOXX
$48B
Expense Ratio
Winner
IWB
0.15%
SOXX
0.34%
Max Drawdown
Winner
IWB
56.43%
SOXX
70.50%
Sharpe Ratio
IWB
1.20
Winner
SOXX
2.03
5Y Beta
Winner
IWB
0.98
SOXX
2.01
P/E Ratio
Winner
IWB
29.26
SOXX
52.33
Forward P/E
Winner
IWB
20.93
SOXX
22.77
PEG Ratio
IWB
N/A
SOXX
0.05
5Y Dividends CAGR
IWB
6.16%
Winner
SOXX
9.92%
5Y EPS CAGR
IWB
24.55%
Winner
SOXX
31.79%
Debt to Equity
IWB
31.72%
SOXX
N/A
P/S Ratio
Winner
IWB
3.50
SOXX
3.56
P/B Ratio
Winner
IWB
5.39
SOXX
11.05
IWB vs SOXX - Holdings Comparison
IWB and SOXX have 23 common holdings. Overlap is 16.41%
IWB's top 25 holdings weight is 47.28%. SOXX's top 25 holdings weight is 96.56%.
| Rank | IWB | SOXX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.89% | ADVANCED MICRO DEVICES INC (AMD) - 8.61% |
| #2 | APPLE INC (AAPL) - 6.55% | MICRON TECHNOLOGY INC (MU) - 8.21% |
| #3 | MICROSOFT CORP (MSFT) - 4.12% | NVIDIA CORP (NVDA) - 8.13% |
| #4 | AMAZON.COM INC (AMZN) - 3.42% | BROADCOM INC (AVGO) - 7.06% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.05% | INTEL CORP (INTC) - 5.51% |
| #6 | BROADCOM INC (AVGO) - 2.61% | APPLIED MATERIALS INC (AMAT) - 5.36% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.47% | KLA CORP (KLAC) - 4.86% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.92% | LAM RESEARCH CORP (LRCX) - 4.41% |
| #9 | TESLA INC (TSLA) - 1.66% | MARVELL TECHNOLOGY INC (MRVL) - 4.40% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.55% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.23% |
| #11 | ELI LILLY AND CO (LLY) - 1.40% | TEXAS INSTRUMENTS INC (TXN) - 4.05% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.33% | ANALOG DEVICES INC (ADI) - 3.85% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.28% | NXP SEMICONDUCTORS NV (NXPI) - 3.58% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.29% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.92% | QUALCOMM INC (QCOM) - 2.88% |
| #16 | EXXON MOBIL CORP (XOM) - 0.85% | TERADYNE INC (TER) - 2.77% |
| #17 | VISA INC CLASS A (V) - 0.83% | ASTERA LABS INC (ALAB) - 2.55% |
| #18 | WALMART INC (WMT) - 0.72% | MICROCHIP TECHNOLOGY INC (MCHP) - 2.33% |
| #19 | INTEL CORP (INTC) - 0.70% | ASML HOLDING NV ADR (ASML) - 2.32% |
| #20 | ABBVIE INC (ABBV) - 0.65% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.97% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.65% | ON SEMICONDUCTOR CORP (ON) - 1.84% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.65% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.23% |
| #23 | CATERPILLAR INC (CAT) - 0.62% | ENTEGRIS INC (ENTG) - 1.07% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.61% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.61% | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.00% |
| Total Holdings | 1026 | 33 |
IWB vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWB
+0.61%
SOXX
-15.62%
3M
IWB
+6.32%
Winner
SOXX
+31.43%
6M
IWB
+9.34%
Winner
SOXX
+58.92%
1Y
IWB
+19.71%
Winner
SOXX
+124.84%
5Y(CAGR)
IWB
+12.20%
Winner
SOXX
+31.11%
10Y(CAGR)
IWB
+14.76%
Winner
SOXX
+33.72%
Max(CAGR)
IWB
+8.53%
Winner
SOXX
+14.24%
IWB vs SOXX - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWB | SOXX |
|---|---|---|
| 2026 | +9.86% | +76.38% |
| 2025 | +17.40% | +39.87% |
| 2024 | +25.08% | +17.14% |
| 2023 | +27.04% | +68.77% |
| 2022 | -19.70% | -36.35% |
| 2021 | +28.10% | +44.70% |
| 2020 | +19.74% | +49.64% |
| 2019 | +31.11% | +61.39% |
| 2018 | -5.57% | -8.95% |
| 2017 | +20.58% | +39.79% |
| 2016 | +13.69% | +39.97% |
| 2015 | +0.86% | -1.92% |
| 2014 | +14.05% | +31.66% |
| 2013 | +29.59% | +35.65% |
| 2012 | +14.77% | +5.30% |
| 2011 | +0.22% | -11.08% |
| 2010 | +14.18% | +12.93% |
| 2009 | +24.67% | +67.17% |
| 2008 | -36.70% | -50.36% |
| 2007 | +5.37% | -1.86% |
| 2006 | +13.49% | -2.41% |
| 2005 | +7.04% | +15.31% |
| 2004 | +10.98% | -14.60% |
| 2003 | +25.31% | +69.70% |
| 2002 | -22.03% | -49.88% |
| 2001 | -8.93% | -8.47% |
| 2000 | -4.97% | N/A |
IWB vs SOXX Drawdown Comparison
The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The current IWB drawdown is -1.09%. The current SOXX drawdown is -15.62%.
| Rank | IWB | SOXX |
|---|---|---|
| #1 | -55.38% Oct 9, 2007 - Mar 19, 2012 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -48.25% Sep 1, 2000 - Oct 13, 2006 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -34.60% Feb 19, 2020 - Aug 10, 2020 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -25.20% Jan 3, 2022 - Dec 14, 2023 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -19.72% Sep 20, 2018 - Apr 12, 2019 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -14.25% May 21, 2015 - Jun 2, 2016 | -20.34% Jun 22, 2026 - Jul 17, 2026 |
| #8 | -9.97% Jan 26, 2018 - Jul 25, 2018 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #9 | -9.86% Apr 2, 2012 - Aug 16, 2012 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #10 | -9.45% Jul 19, 2007 - Oct 5, 2007 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #11 | -9.33% Sep 2, 2020 - Nov 11, 2020 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #12 | -8.86% Jan 27, 2026 - Apr 15, 2026 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #13 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #14 | -7.58% Sep 18, 2014 - Oct 31, 2014 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
Correlation
Correlation between IWB and SOXX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
IWB vs SOXX dividend yield comparison.
| Year | IWB | SOXX |
|---|---|---|
| 2026 | 0.42% | 0.09% |
| 2025 | 1.00% | 0.57% |
| 2024 | 1.14% | 0.67% |
| 2023 | 1.31% | 0.78% |
| 2022 | 1.56% | 1.25% |
| 2021 | 1.09% | 0.64% |
| 2020 | 1.37% | 0.81% |
| 2019 | 1.71% | 1.23% |
| 2018 | 2.06% | 1.37% |
| 2017 | 1.64% | 0.90% |
| 2016 | 1.89% | 1.08% |
| 2015 | 1.95% | 1.29% |
| 2014 | 1.70% | 1.56% |
| 2013 | 1.68% | 1.18% |
| 2012 | 2.05% | 1.24% |
| 2011 | 1.93% | 0.84% |
| 2010 | 1.67% | 0.96% |
| 2009 | 1.94% | 0.71% |
| 2008 | 2.49% | 1.37% |
| 2007 | 1.68% | 0.53% |
| 2006 | 1.57% | 0.16% |
| 2005 | 1.92% | 0.05% |
| 2004 | 1.73% | 0.00% |
| 2003 | 1.42% | 0.01% |
| 2002 | 1.54% | 0.00% |
| 2001 | 1.14% | 0.00% |
| 2000 | 0.64% | 0.00% |
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