SOXX vs RDVY
Comparison between ISHARES SEMICONDUCTOR ETF (SOXX, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
5-Year PerformanceSOXX has outperformed RDVY, delivering a return of +30.9% compared to +10.5%
SOXX vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SOXX
$21B
RDVY
$20B
Expense Ratio
Winner
SOXX
0.34%
RDVY
0.47%
Max Drawdown
SOXX
70.50%
Winner
RDVY
40.60%
Sharpe Ratio
Winner
SOXX
3.11
RDVY
1.62
5Y Beta
SOXX
1.92
Winner
RDVY
0.93
P/E Ratio
SOXX
58.65
Winner
RDVY
18.60
Forward P/E
SOXX
25.61
Winner
RDVY
16.73
PEG Ratio
Winner
SOXX
0.30
RDVY
0.39
5Y Dividends CAGR
Winner
SOXX
13.49%
RDVY
5.57%
5Y EPS CAGR
Winner
SOXX
29.36%
RDVY
22.83%
Debt to Equity
SOXX
N/A
RDVY
25.76%
P/S Ratio
SOXX
3.84
Winner
RDVY
2.54
P/B Ratio
SOXX
10.25
Winner
RDVY
3.46
SOXX vs RDVY - Holdings Comparison
SOXX and RDVY have 8 common holdings. Overlap is 15.59%
SOXX's top 25 holdings weight is 96.57%. RDVY's top 25 holdings weight is 56.26%.
| Rank | SOXX | RDVY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.07% | LAM RESEARCH CORP (LRCX) - 3.63% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.84% | APPLIED MATERIALS INC (AMAT) - 3.22% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 7.68% | KLA CORP (KLAC) - 3.17% |
| #4 | NVIDIA CORP (NVDA) - 7.53% | GE VERNOVA INC (GEV) - 3.16% |
| #5 | MARVELL TECHNOLOGY INC (MRVL) - 5.97% | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #6 | INTEL CORP (INTC) - 5.74% | BAKER HUGHES CO CLASS A (BKR) - 2.52% |
| #7 | APPLIED MATERIALS INC (AMAT) - 5.00% | MUELLER INDUSTRIES INC (MLI) - 2.46% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 4.28% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 3.91% | ROSS STORES INC (ROST) - 2.45% |
| #10 | TERADYNE INC (TER) - 3.87% | NVIDIA CORP (NVDA) - 2.32% |
| #11 | KLA CORP (KLAC) - 3.84% | BANK OF NEW YORK MELLON CORP (BK) - 2.26% |
| #12 | LAM RESEARCH CORP (LRCX) - 3.42% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% |
| #13 | ANALOG DEVICES INC (ADI) - 3.40% | SNAP-ON INC (SNA) - 1.98% |
| #14 | QUALCOMM INC (QCOM) - 3.25% | CHUBB LTD (CB) - 1.97% |
| #15 | NXP SEMICONDUCTORS NV (NXPI) - 3.21% | THE TRAVELERS COMPANIES INC (TRV) - 1.94% |
| #16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.06% | JPMORGAN CHASE & CO (JPM) - 1.90% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.93% | ALLSTATE CORP (ALL) - 1.85% |
| #18 | ASML HOLDING NV ADR (ASML) - 2.79% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% |
| #19 | ON SEMICONDUCTOR CORP (ON) - 2.45% | WILLIAMS-SONOMA INC (WSM) - 1.83% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.86% | PULTEGROUP INC (PHM) - 1.83% |
| #21 | ASTERA LABS INC (ALAB) - 1.70% | STATE STREET CORP (STT) - 1.82% |
| #22 | ENTEGRIS INC (ENTG) - 1.50% | META PLATFORMS INC CLASS A (META) - 1.80% |
| #23 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.19% | GE AEROSPACE (GE) - 1.80% |
| #24 | NOVA LTD (NVMI) - 1.07% | AMERICAN EXPRESS CO (AXP) - 1.75% |
| #25 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.01% | MICROSOFT CORP (MSFT) - 1.68% |
| Total Holdings | 33 | 75 |
SOXX vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXX
+40.47%
RDVY
+3.63%
3M
Winner
SOXX
+47.58%
RDVY
+2.69%
6M
Winner
SOXX
+77.11%
RDVY
+11.56%
1Y
Winner
SOXX
+173.07%
RDVY
+28.08%
5Y(CAGR)
Winner
SOXX
+30.93%
RDVY
+10.47%
10Y(CAGR)
Winner
SOXX
+34.95%
RDVY
+15.85%
Max(CAGR)
Winner
SOXX
+14.09%
RDVY
+13.18%
SOXX vs RDVY - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SOXX | RDVY |
|---|---|---|
| 2026 | +65.97% | +6.61% |
| 2025 | +39.87% | +19.20% |
| 2024 | +17.14% | +16.09% |
| 2023 | +68.77% | +20.81% |
| 2022 | -36.35% | -13.98% |
| 2021 | +44.70% | +33.30% |
| 2020 | +49.64% | +12.49% |
| 2019 | +61.39% | +37.39% |
| 2018 | -8.95% | -10.30% |
| 2017 | +39.79% | +21.69% |
| 2016 | +39.97% | +22.80% |
| 2015 | -1.92% | -3.01% |
| 2014 | +31.66% | +10.58% |
| 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 RDVY Drawdown Comparison
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The current RDVY drawdown is -1.22%.
| Rank | SOXX | RDVY |
|---|---|---|
| #1 | -70.21% Aug 2, 2001 - Jan 22, 2014 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -45.75% Dec 27, 2021 - Dec 13, 2023 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -41.36% Jul 10, 2024 - Sep 18, 2025 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -34.25% Feb 19, 2020 - Jun 5, 2020 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -25.24% Mar 12, 2018 - Mar 21, 2019 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -24.64% Jun 1, 2015 - Jul 18, 2016 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -18.16% Apr 24, 2019 - Jul 24, 2019 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -16.47% Mar 7, 2024 - May 24, 2024 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -16.46% Sep 18, 2014 - Nov 21, 2014 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -15.77% Feb 25, 2026 - Apr 8, 2026 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -14.60% Feb 16, 2021 - Apr 1, 2021 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -13.57% Apr 5, 2021 - Jun 28, 2021 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -13.40% Oct 29, 2025 - Dec 8, 2025 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -12.37% Jan 23, 2018 - Mar 6, 2018 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -12.14% Jul 24, 2019 - Oct 15, 2019 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between SOXX and RDVY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2003 - 2026)
SOXX vs RDVY dividend yield comparison.
| Year | SOXX | RDVY |
|---|---|---|
| 2026 | 0.04% | 0.24% |
| 2025 | 0.57% | 1.11% |
| 2024 | 0.67% | 1.64% |
| 2023 | 0.78% | 2.09% |
| 2022 | 1.25% | 2.21% |
| 2021 | 0.64% | 1.04% |
| 2020 | 0.81% | 1.53% |
| 2019 | 1.23% | 1.55% |
| 2018 | 1.37% | 1.68% |
| 2017 | 0.90% | 1.25% |
| 2016 | 1.08% | 2.07% |
| 2015 | 1.29% | 2.14% |
| 2014 | 1.56% | 1.91% |
| 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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