SOXX vs SPY
Comparison between ISHARES SEMICONDUCTOR ETF (SOXX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSOXX has outperformed SPY, delivering a return of +30.9% compared to +13.3%
SOXX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXX
$21B
Winner
SPY
$652B
Expense Ratio
SOXX
0.34%
Winner
SPY
0.09%
Max Drawdown
SOXX
70.50%
Winner
SPY
56.47%
Sharpe Ratio
Winner
SOXX
3.11
SPY
2.07
5Y Beta
SOXX
1.92
Winner
SPY
1.00
P/E Ratio
SOXX
58.65
Winner
SPY
28.24
Forward P/E
SOXX
25.61
Winner
SPY
21.85
PEG Ratio
SOXX
0.30
SPY
N/A
5Y Dividends CAGR
Winner
SOXX
13.49%
SPY
5.43%
5Y EPS CAGR
Winner
SOXX
29.36%
SPY
25.79%
Debt to Equity
SOXX
N/A
SPY
22.35%
P/S Ratio
SOXX
3.84
Winner
SPY
3.55
P/B Ratio
SOXX
10.25
Winner
SPY
5.29
SOXX vs SPY - Holdings Comparison
SOXX and SPY have 18 common holdings. Overlap is 15.86%
SOXX's top 25 holdings weight is 96.57%. SPY's top 25 holdings weight is 51.32%.
| Rank | SOXX | SPY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.07% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.84% | APPLE INC (AAPL) - 6.48% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 7.68% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | NVIDIA CORP (NVDA) - 7.53% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | MARVELL TECHNOLOGY INC (MRVL) - 5.97% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | INTEL CORP (INTC) - 5.74% | BROADCOM INC (AVGO) - 3.09% |
| #7 | APPLIED MATERIALS INC (AMAT) - 5.00% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 4.28% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 3.91% | TESLA INC (TSLA) - 1.73% |
| #10 | TERADYNE INC (TER) - 3.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | KLA CORP (KLAC) - 3.84% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | LAM RESEARCH CORP (LRCX) - 3.42% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | ANALOG DEVICES INC (ADI) - 3.40% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | QUALCOMM INC (QCOM) - 3.25% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | NXP SEMICONDUCTORS NV (NXPI) - 3.21% | WALMART INC (WMT) - 0.91% |
| #16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.06% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.93% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ASML HOLDING NV ADR (ASML) - 2.79% | VISA INC CLASS A (V) - 0.85% |
| #19 | ON SEMICONDUCTOR CORP (ON) - 2.45% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.86% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | ASTERA LABS INC (ALAB) - 1.70% | INTEL CORP (INTC) - 0.65% |
| #22 | ENTEGRIS INC (ENTG) - 1.50% | NETFLIX INC (NFLX) - 0.64% |
| #23 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.19% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | NOVA LTD (NVMI) - 1.07% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.01% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 33 | 505 |
SOXX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXX
+40.47%
SPY
+9.11%
3M
Winner
SOXX
+47.58%
SPY
+6.59%
6M
Winner
SOXX
+77.11%
SPY
+10.56%
1Y
Winner
SOXX
+173.07%
SPY
+32.04%
5Y(CAGR)
Winner
SOXX
+30.93%
SPY
+13.35%
10Y(CAGR)
Winner
SOXX
+34.95%
SPY
+15.49%
Max(CAGR)
Winner
SOXX
+14.09%
SPY
+8.50%
SOXX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SOXX | SPY |
|---|---|---|
| 2026 | +65.97% | +8.27% |
| 2025 | +39.87% | +18.00% |
| 2024 | +17.14% | +25.59% |
| 2023 | +68.77% | +26.72% |
| 2022 | -36.35% | -18.64% |
| 2021 | +44.70% | +30.52% |
| 2020 | +49.64% | +17.28% |
| 2019 | +61.39% | +31.09% |
| 2018 | -8.95% | -5.24% |
| 2017 | +39.79% | +20.78% |
| 2016 | +39.97% | +13.59% |
| 2015 | -1.92% | +1.31% |
| 2014 | +31.66% | +14.56% |
| 2013 | +35.65% | +29.00% |
| 2012 | +5.30% | +14.17% |
| 2011 | -11.08% | +0.85% |
| 2010 | +12.93% | +13.14% |
| 2009 | +67.17% | +22.67% |
| 2008 | -50.36% | -36.25% |
| 2007 | -1.86% | +5.32% |
| 2006 | -2.41% | +13.85% |
| 2005 | +15.31% | +5.32% |
| 2004 | -14.60% | +10.75% |
| 2003 | +69.70% | +24.18% |
| 2002 | -49.88% | -22.42% |
| 2001 | -8.47% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SOXX vs SPY Drawdown Comparison
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | SOXX | SPY |
|---|---|---|
| #1 | -70.21% Aug 2, 2001 - Jan 22, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.75% Dec 27, 2021 - Dec 13, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.36% Jul 10, 2024 - Sep 18, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.25% Feb 19, 2020 - Jun 5, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.24% Mar 12, 2018 - Mar 21, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.64% Jun 1, 2015 - Jul 18, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.16% Apr 24, 2019 - Jul 24, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.47% Mar 7, 2024 - May 24, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.46% Sep 18, 2014 - Nov 21, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.77% Feb 25, 2026 - Apr 8, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.60% Feb 16, 2021 - Apr 1, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.57% Apr 5, 2021 - Jun 28, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.40% Oct 29, 2025 - Dec 8, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.37% Jan 23, 2018 - Mar 6, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.14% Jul 24, 2019 - Oct 15, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SOXX and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
SOXX vs SPY dividend yield comparison.
| Year | SOXX | SPY |
|---|---|---|
| 2026 | 0.04% | 0.24% |
| 2025 | 0.57% | 1.07% |
| 2024 | 0.67% | 1.21% |
| 2023 | 0.78% | 1.40% |
| 2022 | 1.25% | 1.65% |
| 2021 | 0.64% | 1.20% |
| 2020 | 0.81% | 1.52% |
| 2019 | 1.23% | 1.75% |
| 2018 | 1.37% | 2.04% |
| 2017 | 0.90% | 1.80% |
| 2016 | 1.08% | 2.03% |
| 2015 | 1.29% | 2.06% |
| 2014 | 1.56% | 1.87% |
| 2013 | 1.18% | 1.81% |
| 2012 | 1.24% | 2.18% |
| 2011 | 0.84% | 2.05% |
| 2010 | 0.96% | 1.80% |
| 2009 | 0.71% | 1.95% |
| 2008 | 1.37% | 3.02% |
| 2007 | 0.53% | 1.85% |
| 2006 | 0.16% | 1.73% |
| 2005 | 0.05% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.01% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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