SOXX vs SDY
Comparison between ISHARES SEMICONDUCTOR ETF (SOXX, ETF) and SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceSOXX has outperformed SDY, delivering a return of +30.9% compared to +5.9%
SOXX vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXX
$21B
Winner
SDY
$21B
Expense Ratio
Winner
SOXX
0.34%
SDY
0.35%
Max Drawdown
SOXX
70.50%
Winner
SDY
58.57%
Sharpe Ratio
Winner
SOXX
3.11
SDY
1.05
5Y Beta
SOXX
1.92
Winner
SDY
0.48
P/E Ratio
SOXX
58.65
Winner
SDY
21.14
Forward P/E
SOXX
25.61
Winner
SDY
17.23
PEG Ratio
Winner
SOXX
0.30
SDY
0.92
5Y Dividends CAGR
Winner
SOXX
13.49%
SDY
7.36%
5Y EPS CAGR
Winner
SOXX
29.36%
SDY
8.33%
Debt to Equity
SOXX
N/A
SDY
35.03%
P/S Ratio
SOXX
3.84
Winner
SDY
1.86
P/B Ratio
SOXX
10.25
Winner
SDY
3.01
SOXX vs SDY - Holdings Comparison
SOXX and SDY have 5 common holdings. Overlap is 4.17%
SOXX's top 25 holdings weight is 96.57%. SDY's top 25 holdings weight is 39.30%.
| Rank | SOXX | SDY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.07% | VERIZON COMMUNICATIONS INC (VZ) - 3.31% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.84% | REALTY INCOME CORP (O) - 2.50% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 7.68% | TARGET CORP (TGT) - 2.22% |
| #4 | NVIDIA CORP (NVDA) - 7.53% | CHEVRON CORP (CVX) - 2.12% |
| #5 | MARVELL TECHNOLOGY INC (MRVL) - 5.97% | PEPSICO INC (PEP) - 1.77% |
| #6 | INTEL CORP (INTC) - 5.74% | WEC ENERGY GROUP INC (WEC) - 1.62% |
| #7 | APPLIED MATERIALS INC (AMAT) - 5.00% | EXXON MOBIL CORP (XOM) - 1.61% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 4.28% | KENVUE INC (KVUE) - 1.57% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 3.91% | CONSOLIDATED EDISON INC (ED) - 1.55% |
| #10 | TERADYNE INC (TER) - 3.87% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #11 | KLA CORP (KLAC) - 3.84% | SOUTHERN CO (SO) - 1.54% |
| #12 | LAM RESEARCH CORP (LRCX) - 3.42% | KIMBERLY-CLARK CORP (KMB) - 1.54% |
| #13 | ANALOG DEVICES INC (ADI) - 3.40% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.38% |
| #14 | QUALCOMM INC (QCOM) - 3.25% | XCEL ENERGY INC (XEL) - 1.36% |
| #15 | NXP SEMICONDUCTORS NV (NXPI) - 3.21% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.33% |
| #16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.06% | EDISON INTERNATIONAL (EIX) - 1.31% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.93% | NEXTERA ENERGY INC (NEE) - 1.30% |
| #18 | ASML HOLDING NV ADR (ASML) - 2.79% | COCA-COLA CO (KO) - 1.30% |
| #19 | ON SEMICONDUCTOR CORP (ON) - 2.45% | LOCKHEED MARTIN CORP (LMT) - 1.25% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.86% | ABBVIE INC (ABBV) - 1.24% |
| #21 | ASTERA LABS INC (ALAB) - 1.70% | PROCTER & GAMBLE CO (PG) - 1.23% |
| #22 | ENTEGRIS INC (ENTG) - 1.50% | SYSCO CORP (SYY) - 1.19% |
| #23 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.19% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% |
| #24 | NOVA LTD (NVMI) - 1.07% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #25 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.01% | EVERSOURCE ENERGY (ES) - 1.16% |
| Total Holdings | 33 | 158 |
SOXX vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXX
+40.47%
SDY
-0.14%
3M
Winner
SOXX
+47.58%
SDY
-2.68%
6M
Winner
SOXX
+77.11%
SDY
+9.30%
1Y
Winner
SOXX
+173.07%
SDY
+14.99%
5Y(CAGR)
Winner
SOXX
+30.93%
SDY
+5.88%
10Y(CAGR)
Winner
SOXX
+34.95%
SDY
+9.42%
Max(CAGR)
Winner
SOXX
+14.09%
SDY
+8.87%
SOXX vs SDY - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SOXX | SDY |
|---|---|---|
| 2026 | +65.97% | +6.33% |
| 2025 | +39.87% | +8.85% |
| 2024 | +17.14% | +8.00% |
| 2023 | +68.77% | +2.35% |
| 2022 | -36.35% | -0.44% |
| 2021 | +44.70% | +27.12% |
| 2020 | +49.64% | +2.06% |
| 2019 | +61.39% | +24.12% |
| 2018 | -8.95% | -2.82% |
| 2017 | +39.79% | +15.46% |
| 2016 | +39.97% | +21.95% |
| 2015 | -1.92% | -0.69% |
| 2014 | +31.66% | +15.05% |
| 2013 | +35.65% | +27.23% |
| 2012 | +5.30% | +10.85% |
| 2011 | -11.08% | +6.44% |
| 2010 | +12.93% | +14.94% |
| 2009 | +67.17% | +16.62% |
| 2008 | -50.36% | -21.76% |
| 2007 | -1.86% | -7.06% |
| 2006 | -2.41% | +16.23% |
| 2005 | +15.31% | +1.10% |
| 2004 | -14.60% | N/A |
| 2003 | +69.70% | N/A |
| 2002 | -49.88% | N/A |
| 2001 | -8.47% | N/A |
SOXX vs SDY Drawdown Comparison
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current SDY drawdown is -4.50%.
| Rank | SOXX | SDY |
|---|---|---|
| #1 | -70.21% Aug 2, 2001 - Jan 22, 2014 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -45.75% Dec 27, 2021 - Dec 13, 2023 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -41.36% Jul 10, 2024 - Sep 18, 2025 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -34.25% Feb 19, 2020 - Jun 5, 2020 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -25.24% Mar 12, 2018 - Mar 21, 2019 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -24.64% Jun 1, 2015 - Jul 18, 2016 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -18.16% Apr 24, 2019 - Jul 24, 2019 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -16.47% Mar 7, 2024 - May 24, 2024 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -16.46% Sep 18, 2014 - Nov 21, 2014 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -15.77% Feb 25, 2026 - Apr 8, 2026 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -14.60% Feb 16, 2021 - Apr 1, 2021 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -13.57% Apr 5, 2021 - Jun 28, 2021 | -7.67% Feb 27, 2026 - Mar 20, 2026 |
| #13 | -13.40% Oct 29, 2025 - Dec 8, 2025 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -12.37% Jan 23, 2018 - Mar 6, 2018 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -12.14% Jul 24, 2019 - Oct 15, 2019 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between SOXX and SDY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2003 - 2026)
SOXX vs SDY dividend yield comparison.
| Year | SOXX | SDY |
|---|---|---|
| 2026 | 0.04% | 0.59% |
| 2025 | 0.57% | 2.61% |
| 2024 | 0.67% | 2.56% |
| 2023 | 0.78% | 2.64% |
| 2022 | 1.25% | 2.55% |
| 2021 | 0.64% | 2.63% |
| 2020 | 0.81% | 2.85% |
| 2019 | 1.23% | 2.45% |
| 2018 | 1.37% | 2.73% |
| 2017 | 0.90% | 4.69% |
| 2016 | 1.08% | 3.30% |
| 2015 | 1.29% | 6.20% |
| 2014 | 1.56% | 4.74% |
| 2013 | 1.18% | 3.95% |
| 2012 | 1.24% | 3.28% |
| 2011 | 0.84% | 3.23% |
| 2010 | 0.96% | 3.35% |
| 2009 | 0.71% | 3.75% |
| 2008 | 1.37% | 5.44% |
| 2007 | 0.53% | 5.03% |
| 2006 | 0.16% | 2.86% |
| 2005 | 0.05% | 0.57% |
| 2003 | 0.01% | 0.00% |
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