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SOXX vs SCHB

Comparison between ISHARES SEMICONDUCTOR ETF (SOXX, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).

5-Year PerformanceSOXX has outperformed SCHB, delivering a return of +29.5% compared to +12.2%

SOXX vs SCHB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SOXX
$45B
SCHB
$43B
Expense Ratio
SOXX
0.33%
Winner
SCHB
0.03%
Max Drawdown
SOXX
70.50%
Winner
SCHB
35.27%
Sharpe Ratio
Winner
SOXX
1.84
SCHB
1.28
5Y Beta
SOXX
2.00
Winner
SCHB
0.98
P/E Ratio
SOXX
50.82
Winner
SCHB
25.09
Forward P/E
SOXX
22.58
Winner
SCHB
20.26
PEG Ratio
SOXX
0.23
SCHB
N/A
5Y Dividends CAGR
Winner
SOXX
9.92%
SCHB
5.01%
5Y EPS CAGR
Winner
SOXX
32.60%
SCHB
24.49%
Debt to Equity
SOXX
N/A
SCHB
48.72%
P/S Ratio
Winner
SOXX
3.16
SCHB
3.17
P/B Ratio
SOXX
10.71
Winner
SCHB
4.81

SOXX vs SCHB - Holdings Comparison

SOXX and SCHB have 23 common holdings. Overlap is 12.70%

SOXX's top 25 holdings weight is 96.71%. SCHB's top 25 holdings weight is 45.65%.

RankSOXXSCHB
#1
NVIDIA CORP (NVDA) - 8.93%
NVIDIA CORP (NVDA) - 6.89%
#2
MICRON TECHNOLOGY INC (MU) - 7.90%
APPLE INC (AAPL) - 6.03%
#3
ADVANCED MICRO DEVICES INC (AMD) - 7.88%
MICROSOFT CORP (MSFT) - 5.42%
#4
BROADCOM INC (AVGO) - 7.84%
AMAZON.COM INC (AMZN) - 3.38%
#5
INTEL CORP (INTC) - 5.36%
ALPHABET INC CLASS A (GOOGL) - 2.74%
#6
APPLIED MATERIALS INC (AMAT) - 5.13%
BROADCOM INC (AVGO) - 2.47%
#7
KLA CORP (KLAC) - 4.56%
ALPHABET INC CLASS C (GOOG) - 2.20%
#8
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.49%
META PLATFORMS INC CLASS A (META) - 2.17%
#9
MARVELL TECHNOLOGY INC (MRVL) - 4.46%
TESLA INC (TSLA) - 2.04%
#10
LAM RESEARCH CORP (LRCX) - 4.31%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#11
ANALOG DEVICES INC (ADI) - 3.91%
JPMORGAN CHASE & CO (JPM) - 1.33%
#12
TEXAS INSTRUMENTS INC (TXN) - 3.81%
ELI LILLY AND CO (LLY) - 1.27%
#13
MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.54%
VISA INC CLASS A (V) - 0.89%
#14
TERADYNE INC (TER) - 3.28%
EXXON MOBIL CORP (XOM) - 0.75%
#15
NXP SEMICONDUCTORS NV (NXPI) - 3.06%
JOHNSON & JOHNSON (JNJ) - 0.74%
#16
QUALCOMM INC (QCOM) - 2.73%
WALMART INC (WMT) - 0.73%
#17
ASML HOLDING NV ADR (ASML) - 2.46%
MASTERCARD INC CLASS A (MA) - 0.71%
#18
ASTERA LABS INC (ALAB) - 2.34%
n/a (PLTR) - 0.66%
#19
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.32%
ABBVIE INC (ABBV) - 0.61%
#20
MICROCHIP TECHNOLOGY INC (MCHP) - 2.21%
NETFLIX INC (NFLX) - 0.59%
#21
ON SEMICONDUCTOR CORP (ON) - 1.70%
COSTCO WHOLESALE CORP (COST) - 0.57%
#22
ENTEGRIS INC (ENTG) - 1.28%
BANK OF AMERICA CORP (BAC) - 0.56%
#23
ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.24%
ADVANCED MICRO DEVICES INC (AMD) - 0.52%
#24
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.12%
THE HOME DEPOT INC (HD) - 0.51%
#25
UNITED MICROELECTRONICS CORP ADR (UMC) - 0.85%
PROCTER & GAMBLE CO (PG) - 0.50%
Total Holdings332100

SOXX vs SCHB - Historical Returns

Returns include dividend reinvestment.

1M
SOXX
-5.91%
Winner
SCHB
+2.32%
3M
SOXX
-0.84%
Winner
SCHB
+3.81%
6M
Winner
SOXX
+44.84%
SCHB
+11.83%
1Y
Winner
SOXX
+115.57%
SCHB
+22.14%
5Y(CAGR)
Winner
SOXX
+29.49%
SCHB
+12.24%
10Y(CAGR)
Winner
SOXX
+31.88%
SCHB
+14.76%
Max(CAGR)
SOXX
+13.91%
Winner
SCHB
+14.41%

SOXX vs SCHB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearSOXXSCHB
2026+65.96%+13.15%
2025+39.87%+17.15%
2024+17.14%+24.73%
2023+68.77%+26.77%
2022-36.35%-19.93%
2021+44.70%+27.54%
2020+49.64%+19.76%
2019+61.39%+30.74%
2018-8.95%-6.12%
2017+39.79%+20.37%
2016+39.97%+14.36%
2015-1.92%+0.51%
2014+31.66%+13.72%
2013+35.65%+30.06%
2012+5.30%+14.75%
2011-11.08%+0.25%
2010+12.93%+15.16%
2009+67.17%+7.53%
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 SCHB Drawdown Comparison

The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.

The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current SOXX drawdown is -20.60%. The current SCHB drawdown is -1.60%.

RankSOXXSCHB
#1-70.21%
Aug 2, 2001 - Jan 22, 2014		-35.27%
Feb 19, 2020 - Aug 12, 2020
#2-45.75%
Dec 27, 2021 - Dec 13, 2023		-25.40%
Dec 27, 2021 - Dec 18, 2023
#3-41.36%
Jul 10, 2024 - Sep 18, 2025		-20.19%
Sep 20, 2018 - Apr 23, 2019
#4-34.25%
Feb 19, 2020 - Jun 5, 2020		-20.09%
Apr 29, 2011 - Feb 8, 2012
#5-29.01%
Jun 22, 2026 - Jul 29, 2026		-19.34%
Feb 19, 2025 - Jun 27, 2025
#6-25.24%
Mar 12, 2018 - Mar 21, 2019		-15.90%
Apr 23, 2010 - Nov 4, 2010
#7-24.64%
Jun 1, 2015 - Jul 18, 2016		-15.06%
Jun 23, 2015 - Jun 7, 2016
#8-18.16%
Apr 24, 2019 - Jul 24, 2019		-10.01%
Apr 2, 2012 - Aug 16, 2012
#9-16.47%
Mar 7, 2024 - May 24, 2024		-9.85%
Jan 26, 2018 - Jul 25, 2018
#10-16.46%
Sep 18, 2014 - Nov 21, 2014		-9.26%
Sep 2, 2020 - Nov 9, 2020
#11-15.77%
Feb 25, 2026 - Apr 8, 2026		-8.91%
Jan 27, 2026 - Apr 14, 2026
#12-14.60%
Feb 16, 2021 - Apr 1, 2021		-8.53%
Jul 16, 2024 - Sep 19, 2024
#13-13.57%
Apr 5, 2021 - Jun 28, 2021		-7.90%
Jan 19, 2010 - Mar 9, 2010
#14-13.40%
Oct 29, 2025 - Dec 8, 2025		-7.58%
Sep 14, 2012 - Jan 2, 2013
#15-12.37%
Jan 23, 2018 - Mar 6, 2018		-7.53%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SOXX and SCHB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2003 - 2026)

SOXX vs SCHB dividend yield comparison.

YearSOXXSCHB
20260.09%0.49%
20250.57%1.11%
20240.67%1.24%
20230.78%1.40%
20221.25%1.61%
20210.64%1.21%
20200.81%1.63%
20191.23%1.80%
20181.37%2.00%
20170.90%1.65%
20161.08%1.86%
20151.29%2.00%
20141.56%1.72%
20131.18%1.63%
20121.24%2.13%
20110.84%1.88%
20100.96%1.46%
20090.71%0.23%
20081.37%0.00%
20070.53%0.00%
20060.16%0.00%
20050.05%0.00%
20030.01%0.00%

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