SOXX vs DFAC
Comparison between ISHARES SEMICONDUCTOR ETF (SOXX, ETF) and DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC, ETF).
5-Year PerformanceSOXX has outperformed DFAC, delivering a return of +31.1% compared to +12.0%
SOXX vs DFAC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SOXX
$48B
DFAC
$47B
Expense Ratio
SOXX
0.34%
Winner
DFAC
0.17%
Max Drawdown
SOXX
70.50%
Winner
DFAC
23.86%
Sharpe Ratio
Winner
SOXX
2.03
DFAC
1.41
5Y Beta
SOXX
2.01
Winner
DFAC
0.95
P/E Ratio
SOXX
52.33
Winner
DFAC
24.87
Forward P/E
SOXX
22.77
Winner
DFAC
17.99
PEG Ratio
SOXX
0.05
DFAC
N/A
5Y Dividends CAGR
SOXX
9.92%
Winner
DFAC
51.60%
5Y EPS CAGR
Winner
SOXX
31.79%
DFAC
21.64%
Debt to Equity
SOXX
N/A
DFAC
44.72%
P/S Ratio
SOXX
3.56
Winner
DFAC
2.29
P/B Ratio
SOXX
11.05
Winner
DFAC
3.96
SOXX vs DFAC - Holdings Comparison
SOXX and DFAC have 23 common holdings. Overlap is 9.14%
SOXX's top 25 holdings weight is 96.56%. DFAC's top 25 holdings weight is 33.64%.
| Rank | SOXX | DFAC |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 8.61% | NVIDIA CORP (NVDA) - 5.38% |
| #2 | MICRON TECHNOLOGY INC (MU) - 8.21% | APPLE INC (AAPL) - 4.75% |
| #3 | NVIDIA CORP (NVDA) - 8.13% | MICROSOFT CORP (MSFT) - 3.88% |
| #4 | BROADCOM INC (AVGO) - 7.06% | AMAZON.COM INC (AMZN) - 2.57% |
| #5 | INTEL CORP (INTC) - 5.51% | ALPHABET INC CLASS A (GOOGL) - 2.08% |
| #6 | APPLIED MATERIALS INC (AMAT) - 5.36% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #7 | KLA CORP (KLAC) - 4.86% | ALPHABET INC CLASS C (GOOG) - 1.54% |
| #8 | LAM RESEARCH CORP (LRCX) - 4.41% | EXXON MOBIL CORP (XOM) - 1.04% |
| #9 | MARVELL TECHNOLOGY INC (MRVL) - 4.40% | JPMORGAN CHASE & CO (JPM) - 1.02% |
| #10 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.23% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 4.05% | ELI LILLY AND CO (LLY) - 0.91% |
| #12 | ANALOG DEVICES INC (ADI) - 3.85% | BROADCOM INC (AVGO) - 0.78% |
| #13 | NXP SEMICONDUCTORS NV (NXPI) - 3.58% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.78% |
| #14 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.29% | VISA INC CLASS A (V) - 0.66% |
| #15 | QUALCOMM INC (QCOM) - 2.88% | CHEVRON CORP (CVX) - 0.66% |
| #16 | TERADYNE INC (TER) - 2.77% | MICRON TECHNOLOGY INC (MU) - 0.55% |
| #17 | ASTERA LABS INC (ALAB) - 2.55% | PROCTER & GAMBLE CO (PG) - 0.53% |
| #18 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.33% | MASTERCARD INC CLASS A (MA) - 0.52% |
| #19 | ASML HOLDING NV ADR (ASML) - 2.32% | COSTCO WHOLESALE CORP (COST) - 0.50% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.97% | CISCO SYSTEMS INC (CSCO) - 0.45% |
| #21 | ON SEMICONDUCTOR CORP (ON) - 1.84% | MERCK & CO INC (MRK) - 0.44% |
| #22 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.23% | WALMART INC (WMT) - 0.44% |
| #23 | ENTEGRIS INC (ENTG) - 1.07% | NETFLIX INC (NFLX) - 0.43% |
| #24 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05% | CATERPILLAR INC (CAT) - 0.43% |
| #25 | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.00% | ABBVIE INC (ABBV) - 0.43% |
| Total Holdings | 33 | 2016 |
SOXX vs DFAC - Historical Returns
Returns include dividend reinvestment.
1M
SOXX
-15.62%
Winner
DFAC
+0.81%
3M
Winner
SOXX
+31.43%
DFAC
+6.38%
6M
Winner
SOXX
+58.92%
DFAC
+10.11%
1Y
Winner
SOXX
+124.84%
DFAC
+23.05%
5Y(CAGR)
Winner
SOXX
+31.11%
DFAC
+11.96%
10Y(CAGR)
SOXX
+33.72%
DFAC
N/A
Max(CAGR)
Winner
SOXX
+14.24%
DFAC
+11.89%
SOXX vs DFAC - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SOXX | DFAC |
|---|---|---|
| 2026 | +76.38% | +12.25% |
| 2025 | +39.87% | +15.76% |
| 2024 | +17.14% | +20.22% |
| 2023 | +68.77% | +22.46% |
| 2022 | -36.35% | -15.31% |
| 2021 | +44.70% | +9.52% |
| 2020 | +49.64% | N/A |
| 2019 | +61.39% | N/A |
| 2018 | -8.95% | N/A |
| 2017 | +39.79% | N/A |
| 2016 | +39.97% | N/A |
| 2015 | -1.92% | N/A |
| 2014 | +31.66% | N/A |
| 2013 | +35.65% | N/A |
| 2012 | +5.30% | N/A |
| 2011 | -11.08% | N/A |
| 2010 | +12.93% | N/A |
| 2009 | +67.17% | N/A |
| 2008 | -50.36% | N/A |
| 2007 | -1.86% | N/A |
| 2006 | -2.41% | N/A |
| 2005 | +15.31% | N/A |
| 2004 | -14.60% | N/A |
| 2003 | +69.70% | N/A |
| 2002 | -49.88% | N/A |
| 2001 | -8.47% | N/A |
SOXX vs DFAC Drawdown Comparison
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The maximum drawdown for DFAC was -23.11%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.
The current SOXX drawdown is -15.62%. The current DFAC drawdown is -0.38%.
| Rank | SOXX | DFAC |
|---|---|---|
| #1 | -70.21% Aug 2, 2001 - Jan 22, 2014 | -23.11% Jan 4, 2022 - Dec 13, 2023 |
| #2 | -45.75% Dec 27, 2021 - Dec 13, 2023 | -20.02% Dec 4, 2024 - Jul 3, 2025 |
| #3 | -41.36% Jul 10, 2024 - Sep 18, 2025 | -8.49% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -34.25% Feb 19, 2020 - Jun 5, 2020 | -8.27% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -25.24% Mar 12, 2018 - Mar 21, 2019 | -5.82% Mar 28, 2024 - May 15, 2024 |
| #6 | -24.64% Jun 1, 2015 - Jul 18, 2016 | -5.54% Nov 16, 2021 - Dec 27, 2021 |
| #7 | -20.34% Jun 22, 2026 - Jul 17, 2026 | -4.82% Oct 27, 2025 - Nov 28, 2025 |
| #8 | -18.16% Apr 24, 2019 - Jul 24, 2019 | -4.49% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -16.47% Mar 7, 2024 - May 24, 2024 | -3.87% Jul 12, 2021 - Jul 29, 2021 |
| #10 | -16.46% Sep 18, 2014 - Nov 21, 2014 | -3.51% Jun 4, 2026 - Jun 15, 2026 |
| #11 | -15.77% Feb 25, 2026 - Apr 8, 2026 | -3.19% Oct 6, 2025 - Oct 24, 2025 |
| #12 | -14.60% Feb 16, 2021 - Apr 1, 2021 | -3.12% Jun 15, 2021 - Jun 25, 2021 |
| #13 | -13.57% Apr 5, 2021 - Jun 28, 2021 | -2.97% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -13.40% Oct 29, 2025 - Dec 8, 2025 | -2.75% Jul 25, 2025 - Aug 12, 2025 |
| #15 | -12.37% Jan 23, 2018 - Mar 6, 2018 | -2.59% Dec 27, 2023 - Jan 22, 2024 |
Correlation
Correlation between SOXX and DFAC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2003 - 2026)
SOXX vs DFAC dividend yield comparison.
| Year | SOXX | DFAC |
|---|---|---|
| 2026 | 0.09% | 0.46% |
| 2025 | 0.57% | 0.97% |
| 2024 | 0.67% | 1.03% |
| 2023 | 0.78% | 1.20% |
| 2022 | 1.25% | 1.50% |
| 2021 | 0.64% | 0.88% |
| 2020 | 0.81% | 0.00% |
| 2019 | 1.23% | 0.00% |
| 2018 | 1.37% | 0.00% |
| 2017 | 0.90% | 0.00% |
| 2016 | 1.08% | 0.00% |
| 2015 | 1.29% | 0.00% |
| 2014 | 1.56% | 0.00% |
| 2013 | 1.18% | 0.00% |
| 2012 | 1.24% | 0.00% |
| 2011 | 0.84% | 0.00% |
| 2010 | 0.96% | 0.00% |
| 2009 | 0.71% | 0.00% |
| 2008 | 1.37% | 0.00% |
| 2007 | 0.53% | 0.00% |
| 2006 | 0.16% | 0.00% |
| 2005 | 0.05% | 0.00% |
| 2003 | 0.01% | 0.00% |
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