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 +35.5% compared to +13.2%
SOXX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXX
$38B
Winner
SPY
$784B
Expense Ratio
SOXX
0.34%
Winner
SPY
0.09%
Max Drawdown
SOXX
70.50%
Winner
SPY
56.47%
Sharpe Ratio
Winner
SOXX
2.63
SPY
1.54
5Y Beta
SOXX
1.99
Winner
SPY
1.00
P/E Ratio
SOXX
69.95
Winner
SPY
27.62
Forward P/E
SOXX
32.63
Winner
SPY
21.11
PEG Ratio
SOXX
0.07
SPY
N/A
5Y Dividends CAGR
Winner
SOXX
9.92%
SPY
6.00%
5Y EPS CAGR
Winner
SOXX
28.55%
SPY
25.30%
Debt to Equity
SOXX
N/A
SPY
31.11%
P/S Ratio
SOXX
4.97
Winner
SPY
3.49
P/B Ratio
SOXX
13.06
Winner
SPY
5.30
SOXX vs SPY - Holdings Comparison
SOXX and SPY have 18 common holdings. Overlap is 15.55%
SOXX's top 25 holdings weight is 96.41%. SPY's top 25 holdings weight is 51.24%.
| Rank | SOXX | SPY |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 11.85% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 8.94% | APPLE INC (AAPL) - 6.81% |
| #3 | MARVELL TECHNOLOGY INC (MRVL) - 8.30% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | INTEL CORP (INTC) - 6.22% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | BROADCOM INC (AVGO) - 5.76% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | APPLIED MATERIALS INC (AMAT) - 5.56% | BROADCOM INC (AVGO) - 2.77% |
| #7 | NVIDIA CORP (NVDA) - 5.41% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.75% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | KLA CORP (KLAC) - 3.67% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | QUALCOMM INC (QCOM) - 3.50% | TESLA INC (TSLA) - 1.76% |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 3.33% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | NXP SEMICONDUCTORS NV (NXPI) - 3.08% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | TERADYNE INC (TER) - 2.99% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.97% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ASML HOLDING NV ADR (ASML) - 2.77% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ANALOG DEVICES INC (ADI) - 2.73% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.48% | VISA INC CLASS A (V) - 0.87% |
| #18 | ASTERA LABS INC (ALAB) - 2.46% | INTEL CORP (INTC) - 0.85% |
| #19 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.42% | WALMART INC (WMT) - 0.82% |
| #20 | ON SEMICONDUCTOR CORP (ON) - 2.14% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.95% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.19% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | ENTEGRIS INC (ENTG) - 1.15% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 0.93% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | ARM HOLDINGS PLC ADR (ARM) - 0.86% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 33 | 505 |
SOXX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXX
+12.34%
SPY
-1.37%
3M
Winner
SOXX
+79.35%
SPY
+12.22%
6M
Winner
SOXX
+98.07%
SPY
+7.20%
1Y
Winner
SOXX
+167.62%
SPY
+23.58%
5Y(CAGR)
Winner
SOXX
+35.52%
SPY
+13.19%
10Y(CAGR)
Winner
SOXX
+37.60%
SPY
+15.12%
Max(CAGR)
Winner
SOXX
+16.44%
SPY
+8.44%
SOXX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SOXX | SPY |
|---|---|---|
| 2026 | +92.56% | +7.95% |
| 2025 | +39.87% | +18.00% |
| 2024 | +17.14% | +25.59% |
| 2023 | +71.98% | +26.72% |
| 2022 | -34.87% | -18.64% |
| 2021 | +46.87% | +30.52% |
| 2020 | +53.05% | +17.28% |
| 2019 | +66.25% | +31.09% |
| 2018 | -6.74% | -5.24% |
| 2017 | +42.67% | +20.78% |
| 2016 | +43.58% | +13.59% |
| 2015 | +0.67% | +1.31% |
| 2014 | +35.97% | +14.56% |
| 2013 | +39.25% | +29.00% |
| 2012 | +7.87% | +14.17% |
| 2011 | -9.66% | +0.85% |
| 2010 | +15.24% | +13.14% |
| 2009 | +69.90% | +22.67% |
| 2008 | -49.22% | -36.25% |
| 2007 | -0.89% | +5.32% |
| 2006 | -2.10% | +13.85% |
| 2005 | +15.43% | +5.32% |
| 2004 | -14.60% | +10.75% |
| 2003 | +69.72% | +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 -69.63%, occurring on Nov 20, 2008. Recovery took 3001 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 -7.88%. The current SPY drawdown is -3.18%.
| Rank | SOXX | SPY |
|---|---|---|
| #1 | -69.63% Aug 2, 2001 - Jul 11, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.76% Dec 27, 2021 - Jul 17, 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 | -24.25% Jun 1, 2015 - Jun 23, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.53% Jun 6, 2018 - Mar 19, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.16% Apr 24, 2019 - Jul 23, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.27% Aug 1, 2023 - Dec 11, 2023 | -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 | -16.00% Sep 18, 2014 - Nov 18, 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 | -13.72% Mar 12, 2018 - Jun 6, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.57% Apr 5, 2021 - Jun 28, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.40% Oct 29, 2025 - Dec 8, 2025 | -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.
| Year | SOXX | SPY |
|---|---|---|
| 2026 | 0.08% | 0.50% |
| 2025 | 0.57% | 1.07% |
| 2024 | 0.67% | 1.21% |
| 2023 | 2.35% | 1.40% |
| 2022 | 3.77% | 1.65% |
| 2021 | 1.91% | 1.20% |
| 2020 | 2.43% | 1.52% |
| 2019 | 3.70% | 1.75% |
| 2018 | 4.11% | 2.04% |
| 2017 | 2.70% | 1.80% |
| 2016 | 3.23% | 2.03% |
| 2015 | 3.86% | 2.06% |
| 2014 | 4.69% | 1.87% |
| 2013 | 3.54% | 1.81% |
| 2012 | 3.72% | 2.18% |
| 2011 | 2.53% | 2.05% |
| 2010 | 2.87% | 1.80% |
| 2009 | 2.13% | 1.95% |
| 2008 | 4.11% | 3.02% |
| 2007 | 1.58% | 1.85% |
| 2006 | 0.48% | 1.73% |
| 2005 | 0.14% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.02% | 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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