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