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