SOXX vs VBK
Comparison between ISHARES SEMICONDUCTOR ETF (SOXX, ETF) and VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF).
5-Year PerformanceSOXX has outperformed VBK, delivering a return of +29.5% compared to +5.8%
SOXX vs VBK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SOXX
$45B
VBK
$44B
Expense Ratio
SOXX
0.33%
Winner
VBK
0.05%
Max Drawdown
SOXX
70.50%
Winner
VBK
59.36%
Sharpe Ratio
Winner
SOXX
1.84
VBK
1.09
5Y Beta
SOXX
2.00
Winner
VBK
1.19
P/E Ratio
Winner
SOXX
50.82
VBK
118.40
Forward P/E
Winner
SOXX
22.58
VBK
26.05
PEG Ratio
SOXX
0.23
VBK
N/A
5Y Dividends CAGR
Winner
SOXX
9.92%
VBK
8.54%
5Y EPS CAGR
SOXX
32.60%
VBK
N/A
Debt to Equity
SOXX
N/A
VBK
238.34%
P/S Ratio
SOXX
3.16
Winner
VBK
2.71
P/B Ratio
SOXX
10.71
Winner
VBK
4.44
SOXX vs VBK - Holdings Comparison
SOXX and VBK have 5 common holdings. Overlap is 3.68%
SOXX's top 25 holdings weight is 96.71%. VBK's top 25 holdings weight is 19.78%.
| Rank | SOXX | VBK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.93% | SLCMT1142 (n/a) - 2.60% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.90% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.24% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 7.88% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.04% |
| #4 | BROADCOM INC (AVGO) - 7.84% | ASTERA LABS INC (ALAB) - 1.02% |
| #5 | INTEL CORP (INTC) - 5.36% | NATERA INC (NTRA) - 1.01% |
| #6 | APPLIED MATERIALS INC (AMAT) - 5.13% | TWILIO INC CLASS A (TWLO) - 0.86% |
| #7 | KLA CORP (KLAC) - 4.56% | CASEY'S GENERAL STORES INC (CASY) - 0.80% |
| #8 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.49% | CARPENTER TECHNOLOGY CORP (CRS) - 0.80% |
| #9 | MARVELL TECHNOLOGY INC (MRVL) - 4.46% | CURTISS-WRIGHT CORP (CW) - 0.77% |
| #10 | LAM RESEARCH CORP (LRCX) - 4.31% | FTAI AVIATION LTD (FTAI) - 0.76% |
| #11 | ANALOG DEVICES INC (ADI) - 3.91% | NVENT ELECTRIC PLC (NVT) - 0.75% |
| #12 | TEXAS INSTRUMENTS INC (TXN) - 3.81% | ENTEGRIS INC (ENTG) - 0.75% |
| #13 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.54% | ATI INC (ATI) - 0.74% |
| #14 | TERADYNE INC (TER) - 3.28% | MASTEC INC (MTZ) - 0.72% |
| #15 | NXP SEMICONDUCTORS NV (NXPI) - 3.06% | TECHNIPFMC PLC (FTI) - 0.72% |
| #16 | QUALCOMM INC (QCOM) - 2.73% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.71% |
| #17 | ASML HOLDING NV ADR (ASML) - 2.46% | WOODWARD INC (WWD) - 0.69% |
| #18 | ASTERA LABS INC (ALAB) - 2.34% | EVERPURE INC CLASS A (P) - 0.68% |
| #19 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.32% | STERLING INFRASTRUCTURE INC (STRL) - 0.67% |
| #20 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.21% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.63% |
| #21 | ON SEMICONDUCTOR CORP (ON) - 1.70% | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.37% |
| #22 | ENTEGRIS INC (ENTG) - 1.28% | TOAST INC CLASS A (TOST) - 0.37% |
| #23 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.24% | UDR INC (UDR) - 0.36% |
| #24 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.12% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.36% |
| #25 | UNITED MICROELECTRONICS CORP ADR (UMC) - 0.85% | PTC INC (PTC) - 0.36% |
| Total Holdings | 33 | 510 |
SOXX vs VBK - Historical Returns
Returns include dividend reinvestment.
1M
SOXX
-5.91%
Winner
VBK
+3.01%
3M
SOXX
-0.84%
Winner
VBK
+4.50%
6M
Winner
SOXX
+44.84%
VBK
+12.24%
1Y
Winner
SOXX
+115.57%
VBK
+26.89%
5Y(CAGR)
Winner
SOXX
+29.49%
VBK
+5.81%
10Y(CAGR)
Winner
SOXX
+31.88%
VBK
+11.27%
Max(CAGR)
Winner
SOXX
+13.91%
VBK
+9.93%
SOXX vs VBK - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SOXX | VBK |
|---|---|---|
| 2026 | +65.96% | +17.08% |
| 2025 | +39.87% | +8.29% |
| 2024 | +17.14% | +17.96% |
| 2023 | +68.77% | +22.53% |
| 2022 | -36.35% | -28.70% |
| 2021 | +44.70% | +7.63% |
| 2020 | +49.64% | +34.73% |
| 2019 | +61.39% | +33.46% |
| 2018 | -8.95% | -6.53% |
| 2017 | +39.79% | +21.21% |
| 2016 | +39.97% | +12.95% |
| 2015 | -1.92% | -2.40% |
| 2014 | +31.66% | +5.05% |
| 2013 | +35.65% | +34.65% |
| 2012 | +5.30% | +16.32% |
| 2011 | -11.08% | -3.15% |
| 2010 | +12.93% | +28.14% |
| 2009 | +67.17% | +38.51% |
| 2008 | -50.36% | -39.30% |
| 2007 | -1.86% | +10.06% |
| 2006 | -2.41% | +10.29% |
| 2005 | +15.31% | +10.57% |
| 2004 | -14.60% | +10.26% |
| 2003 | +69.70% | N/A |
| 2002 | -49.88% | N/A |
| 2001 | -8.47% | N/A |
SOXX vs VBK Drawdown Comparison
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The current SOXX drawdown is -20.60%. The current VBK drawdown is -2.07%.
| Rank | SOXX | VBK |
|---|---|---|
| #1 | -70.21% Aug 2, 2001 - Jan 22, 2014 | -58.69% Oct 10, 2007 - Dec 7, 2010 |
| #2 | -45.75% Dec 27, 2021 - Dec 13, 2023 | -38.71% Feb 20, 2020 - Jul 29, 2020 |
| #3 | -41.36% Jul 10, 2024 - Sep 18, 2025 | -38.39% Nov 8, 2021 - Nov 25, 2024 |
| #4 | -34.25% Feb 19, 2020 - Jun 5, 2020 | -28.93% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -29.01% Jun 22, 2026 - Jul 29, 2026 | -27.54% Dec 4, 2024 - Sep 18, 2025 |
| #6 | -25.24% Mar 12, 2018 - Mar 21, 2019 | -26.61% Jun 23, 2015 - Dec 8, 2016 |
| #7 | -24.64% Jun 1, 2015 - Jul 18, 2016 | -25.96% Sep 4, 2018 - Jul 3, 2019 |
| #8 | -18.16% Apr 24, 2019 - Jul 24, 2019 | -18.24% Apr 5, 2004 - Nov 12, 2004 |
| #9 | -16.47% Mar 7, 2024 - May 24, 2024 | -16.98% May 8, 2006 - Feb 1, 2007 |
| #10 | -16.46% Sep 18, 2014 - Nov 21, 2014 | -13.64% Feb 12, 2021 - Nov 1, 2021 |
| #11 | -15.77% Feb 25, 2026 - Apr 8, 2026 | -13.23% Mar 4, 2014 - Feb 5, 2015 |
| #12 | -14.60% Feb 16, 2021 - Apr 1, 2021 | -11.44% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -13.57% Apr 5, 2021 - Jun 28, 2021 | -10.96% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -13.40% Oct 29, 2025 - Dec 8, 2025 | -10.15% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -12.37% Jan 23, 2018 - Mar 6, 2018 | -9.88% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between SOXX and VBK is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2003 - 2026)
SOXX vs VBK dividend yield comparison.
| Year | SOXX | VBK |
|---|---|---|
| 2026 | 0.09% | 0.20% |
| 2025 | 0.57% | 0.54% |
| 2024 | 0.67% | 0.54% |
| 2023 | 0.78% | 0.68% |
| 2022 | 1.25% | 0.55% |
| 2021 | 0.64% | 0.36% |
| 2020 | 0.81% | 0.44% |
| 2019 | 1.23% | 0.57% |
| 2018 | 1.37% | 0.79% |
| 2017 | 0.90% | 0.82% |
| 2016 | 1.08% | 1.08% |
| 2015 | 1.29% | 0.98% |
| 2014 | 1.56% | 1.01% |
| 2013 | 1.18% | 0.65% |
| 2012 | 1.24% | 1.04% |
| 2011 | 0.84% | 0.55% |
| 2010 | 0.96% | 0.46% |
| 2009 | 0.71% | 0.40% |
| 2008 | 1.37% | 1.04% |
| 2007 | 0.53% | 0.58% |
| 2006 | 0.16% | 0.41% |
| 2005 | 0.05% | 0.37% |
| 2004 | 0.00% | 0.16% |
| 2003 | 0.01% | 0.00% |
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