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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 +29.0% compared to +13.2%

SOXX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SOXX
$48B
Winner
SPY
$781B
Expense Ratio
SOXX
0.34%
Winner
SPY
0.09%
Max Drawdown
SOXX
70.50%
Winner
SPY
56.47%
Sharpe Ratio
Winner
SOXX
1.95
SPY
1.43
5Y Beta
SOXX
2.01
Winner
SPY
1.00
P/E Ratio
SOXX
49.54
Winner
SPY
26.48
Forward P/E
SOXX
21.67
Winner
SPY
20.89
PEG Ratio
Winner
SOXX
0.05
SPY
0.30
5Y Dividends CAGR
Winner
SOXX
9.92%
SPY
6.00%
5Y EPS CAGR
Winner
SOXX
31.34%
SPY
26.40%
Debt to Equity
SOXX
N/A
SPY
48.17%
P/S Ratio
Winner
SOXX
3.05
SPY
3.72
P/B Ratio
SOXX
10.00
Winner
SPY
5.55

SOXX vs SPY - Holdings Comparison

SOXX and SPY have 19 common holdings. Overlap is 17.87%

SOXX's top 25 holdings weight is 96.50%. SPY's top 25 holdings weight is 51.49%.

RankSOXXSPY
#1
ADVANCED MICRO DEVICES INC (AMD) - 8.78%
NVIDIA CORP (NVDA) - 7.76%
#2
MICRON TECHNOLOGY INC (MU) - 8.33%
APPLE INC (AAPL) - 7.44%
#3
NVIDIA CORP (NVDA) - 8.18%
MICROSOFT CORP (MSFT) - 4.56%
#4
BROADCOM INC (AVGO) - 7.20%
AMAZON.COM INC (AMZN) - 3.74%
#5
INTEL CORP (INTC) - 5.54%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
APPLIED MATERIALS INC (AMAT) - 5.22%
BROADCOM INC (AVGO) - 2.83%
#7
KLA CORP (KLAC) - 4.71%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.39%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
MARVELL TECHNOLOGY INC (MRVL) - 4.22%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
LAM RESEARCH CORP (LRCX) - 4.21%
TESLA INC (TSLA) - 1.65%
#11
TEXAS INSTRUMENTS INC (TXN) - 3.97%
ELI LILLY AND CO (LLY) - 1.44%
#12
ANALOG DEVICES INC (ADI) - 3.85%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
NXP SEMICONDUCTORS NV (NXPI) - 3.54%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.39%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
TERADYNE INC (TER) - 3.01%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
QUALCOMM INC (QCOM) - 2.88%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
ASML HOLDING NV ADR (ASML) - 2.42%
VISA INC CLASS A (V) - 0.91%
#18
ASTERA LABS INC (ALAB) - 2.32%
INTEL CORP (INTC) - 0.77%
#19
MICROCHIP TECHNOLOGY INC (MCHP) - 2.30%
WALMART INC (WMT) - 0.75%
#20
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.92%
ABBVIE INC (ABBV) - 0.70%
#21
ON SEMICONDUCTOR CORP (ON) - 1.84%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.25%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
ENTEGRIS INC (ENTG) - 1.10%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.01%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
UNITED MICROELECTRONICS CORP ADR (UMC) - 0.92%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings33505

SOXX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SOXX
-8.42%
Winner
SPY
+2.30%
3M
Winner
SOXX
+5.11%
SPY
+5.00%
6M
Winner
SOXX
+52.96%
SPY
+11.88%
1Y
Winner
SOXX
+125.80%
SPY
+22.80%
5Y(CAGR)
Winner
SOXX
+28.98%
SPY
+13.20%
10Y(CAGR)
Winner
SOXX
+32.59%
SPY
+15.26%
Max(CAGR)
Winner
SOXX
+14.05%
SPY
+8.59%

SOXX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOXXSPY
2026+69.94%+13.10%
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%
2000N/A-8.84%
1999N/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.

The current SOXX drawdown is -18.70%. The current SPY drawdown is -0.36%.

RankSOXXSPY
#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
#5-29.01%
Jun 22, 2026 - Jul 29, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.24%
Mar 12, 2018 - Mar 21, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.64%
Jun 1, 2015 - Jul 18, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.16%
Apr 24, 2019 - Jul 24, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.47%
Mar 7, 2024 - May 24, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.46%
Sep 18, 2014 - Nov 21, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.77%
Feb 25, 2026 - Apr 8, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.60%
Feb 16, 2021 - Apr 1, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.57%
Apr 5, 2021 - Jun 28, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.40%
Oct 29, 2025 - Dec 8, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.37%
Jan 23, 2018 - Mar 6, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.94
-101

Dividend Comparison (1999 - 2026)

SOXX vs SPY dividend yield comparison.

YearSOXXSPY
20260.09%0.48%
20250.57%1.07%
20240.67%1.21%
20230.78%1.40%
20221.25%1.65%
20210.64%1.20%
20200.81%1.52%
20191.23%1.75%
20181.37%2.04%
20170.90%1.80%
20161.08%2.03%
20151.29%2.06%
20141.56%1.87%
20131.18%1.81%
20121.24%2.18%
20110.84%2.05%
20100.96%1.80%
20090.71%1.95%
20081.37%3.02%
20070.53%1.85%
20060.16%1.73%
20050.05%1.73%
20040.00%1.82%
20030.01%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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