SOXX vs XLE
Comparison between ISHARES SEMICONDUCTOR ETF (SOXX, ETF) and STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF).
SOXX is from the Technology sector, while XLE is from the Energy sector.
5-Year PerformanceSOXX has outperformed XLE, delivering a return of +35.0% compared to +18.9%
SOXX vs XLE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOXX
$38B
Winner
XLE
$39B
Expense Ratio
SOXX
0.34%
Winner
XLE
0.08%
Max Drawdown
Winner
SOXX
70.50%
XLE
76.73%
Sharpe Ratio
Winner
SOXX
2.71
XLE
1.48
5Y Beta
SOXX
1.98
Winner
XLE
0.54
P/E Ratio
SOXX
58.54
Winner
XLE
22.77
Forward P/E
SOXX
27.57
Winner
XLE
12.66
PEG Ratio
Winner
SOXX
0.06
XLE
1.06
5Y Dividends CAGR
Winner
SOXX
9.92%
XLE
6.90%
5Y EPS CAGR
Winner
SOXX
29.33%
XLE
19.33%
Debt to Equity
SOXX
N/A
XLE
39.74%
P/S Ratio
SOXX
4.03
Winner
XLE
1.65
P/B Ratio
SOXX
11.66
Winner
XLE
2.51
SOXX vs XLE - Holdings Comparison
SOXX and XLE have 1 common holdings. Overlap is 0.00%
SOXX's top 25 holdings weight is 96.20%. XLE's top 25 holdings weight is 100.01%.
| Rank | SOXX | XLE |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 12.33% | EXXON MOBIL CORP (XOM) - 22.12% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 9.33% | CHEVRON CORP (CVX) - 16.57% |
| #3 | BROADCOM INC (AVGO) - 7.07% | CONOCOPHILLIPS (COP) - 6.75% |
| #4 | MARVELL TECHNOLOGY INC (MRVL) - 6.59% | SLB LTD (SLB) - 4.73% |
| #5 | NVIDIA CORP (NVDA) - 6.22% | VALERO ENERGY CORP (VLO) - 4.40% |
| #6 | INTEL CORP (INTC) - 5.88% | MARATHON PETROLEUM CORP (MPC) - 4.34% |
| #7 | APPLIED MATERIALS INC (AMAT) - 4.51% | EOG RESOURCES INC (EOG) - 4.20% |
| #8 | QUALCOMM INC (QCOM) - 3.95% | WILLIAMS COMPANIES INC (WMB) - 4.20% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 3.39% | PHILLIPS 66 (PSX) - 4.11% |
| #10 | NXP SEMICONDUCTORS NV (NXPI) - 3.37% | BAKER HUGHES CO CLASS A (BKR) - 3.56% |
| #11 | LAM RESEARCH CORP (LRCX) - 3.33% | KINDER MORGAN INC CLASS P (KMI) - 3.44% |
| #12 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.31% | TARGA RESOURCES CORP (TRGP) - 3.16% |
| #13 | KLA CORP (KLAC) - 3.12% | ONEOK INC (OKE) - 3.05% |
| #14 | TERADYNE INC (TER) - 2.83% | DEVON ENERGY CORP (DVN) - 2.97% |
| #15 | ANALOG DEVICES INC (ADI) - 2.77% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.38% |
| #16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.62% | DIAMONDBACK ENERGY INC (FANG) - 2.20% |
| #17 | ASML HOLDING NV ADR (ASML) - 2.53% | EQT CORP (EQT) - 1.91% |
| #18 | MICROCHIP TECHNOLOGY INC (MCHP) - 2.46% | HALLIBURTON CO (HAL) - 1.88% |
| #19 | ON SEMICONDUCTOR CORP (ON) - 2.41% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.22% |
| #20 | ASTERA LABS INC (ALAB) - 2.21% | TEXAS PACIFIC LAND CORP (TPL) - 1.20% |
| #21 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.85% | APA CORP (APA) - 0.75% |
| #22 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.20% | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.61% |
| #23 | ENTEGRIS INC (ENTG) - 1.04% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.20% |
| #24 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.00% | US DOLLAR (n/a) - 0.06% |
| #25 | ARM HOLDINGS PLC ADR (ARM) - 0.88% | N/A |
| Total Holdings | 33 | 24 |
SOXX vs XLE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SOXX
+23.64%
XLE
-6.54%
3M
Winner
SOXX
+86.22%
XLE
-3.44%
6M
Winner
SOXX
+111.42%
XLE
+24.76%
1Y
Winner
SOXX
+177.59%
XLE
+30.55%
5Y(CAGR)
Winner
SOXX
+34.97%
XLE
+18.90%
10Y(CAGR)
Winner
SOXX
+36.28%
XLE
+9.56%
Max(CAGR)
Winner
SOXX
+14.89%
XLE
+8.24%
SOXX vs XLE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SOXX | XLE |
|---|---|---|
| 2026 | +100.55% | +22.47% |
| 2025 | +39.87% | +6.64% |
| 2024 | +17.14% | +4.40% |
| 2023 | +68.77% | +2.97% |
| 2022 | -36.35% | +59.24% |
| 2021 | +44.70% | +53.07% |
| 2020 | +49.64% | -33.12% |
| 2019 | +61.39% | +9.58% |
| 2018 | -8.95% | -19.53% |
| 2017 | +39.79% | -2.00% |
| 2016 | +39.97% | +28.06% |
| 2015 | -1.92% | -21.84% |
| 2014 | +31.66% | -7.38% |
| 2013 | +35.65% | +23.53% |
| 2012 | +5.30% | +2.36% |
| 2011 | -11.08% | +2.08% |
| 2010 | +12.93% | +18.05% |
| 2009 | +67.17% | +16.01% |
| 2008 | -50.36% | -39.08% |
| 2007 | -1.86% | +41.83% |
| 2006 | -2.41% | +12.74% |
| 2005 | +15.31% | +45.54% |
| 2004 | -14.60% | +33.98% |
| 2003 | +69.70% | +23.23% |
| 2002 | -49.88% | -14.05% |
| 2001 | -8.47% | -18.34% |
| 2000 | N/A | +26.90% |
| 1999 | N/A | +0.56% |
SOXX vs XLE Drawdown Comparison
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The current XLE drawdown is -11.21%.
| Rank | SOXX | XLE |
|---|---|---|
| #1 | -70.21% Aug 2, 2001 - Jan 22, 2014 | -71.26% Jun 23, 2014 - Mar 4, 2022 |
| #2 | -45.75% Dec 27, 2021 - Dec 13, 2023 | -57.37% May 20, 2008 - May 20, 2013 |
| #3 | -41.36% Jul 10, 2024 - Sep 18, 2025 | -41.54% May 18, 2001 - Jul 16, 2004 |
| #4 | -34.25% Feb 19, 2020 - Jun 5, 2020 | -26.08% Jun 8, 2022 - Nov 1, 2022 |
| #5 | -25.24% Mar 12, 2018 - Mar 21, 2019 | -20.15% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -24.64% Jun 1, 2015 - Jul 18, 2016 | -17.34% Nov 15, 2022 - Sep 8, 2023 |
| #7 | -18.16% Apr 24, 2019 - Jul 24, 2019 | -16.88% Dec 26, 2007 - Apr 16, 2008 |
| #8 | -16.47% Mar 7, 2024 - May 24, 2024 | -16.45% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -16.46% Sep 18, 2014 - Nov 21, 2014 | -15.99% Apr 21, 2006 - Nov 29, 2006 |
| #10 | -15.77% Feb 25, 2026 - Apr 8, 2026 | -14.71% Jan 21, 2000 - Mar 29, 2000 |
| #11 | -14.60% Feb 16, 2021 - Apr 1, 2021 | -14.14% Mar 8, 2001 - May 18, 2001 |
| #12 | -13.57% Apr 5, 2021 - Jun 28, 2021 | -13.72% Mar 4, 2005 - Jun 16, 2005 |
| #13 | -13.40% Oct 29, 2025 - Dec 8, 2025 | -13.33% Apr 5, 2024 - Nov 21, 2024 |
| #14 | -12.37% Jan 23, 2018 - Mar 6, 2018 | -12.96% Sep 14, 2023 - Mar 18, 2024 |
| #15 | -12.33% Jun 3, 2026 - Jun 15, 2026 | -12.44% Jul 19, 2007 - Sep 18, 2007 |
Correlation
Correlation between SOXX and XLE is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (1999 - 2026)
SOXX vs XLE dividend yield comparison.
| Year | SOXX | XLE |
|---|---|---|
| 2026 | 0.08% | 0.69% |
| 2025 | 0.57% | 3.28% |
| 2024 | 0.67% | 3.36% |
| 2023 | 0.78% | 3.55% |
| 2022 | 1.25% | 3.68% |
| 2021 | 0.64% | 4.21% |
| 2020 | 0.81% | 5.62% |
| 2019 | 1.23% | 6.72% |
| 2018 | 1.37% | 3.54% |
| 2017 | 0.90% | 3.03% |
| 2016 | 1.08% | 2.26% |
| 2015 | 1.29% | 3.39% |
| 2014 | 1.56% | 2.35% |
| 2013 | 1.18% | 1.73% |
| 2012 | 1.24% | 1.82% |
| 2011 | 0.84% | 1.54% |
| 2010 | 0.96% | 1.46% |
| 2009 | 0.71% | 1.81% |
| 2008 | 1.37% | 1.85% |
| 2007 | 0.53% | 0.99% |
| 2006 | 0.16% | 1.24% |
| 2005 | 0.05% | 1.13% |
| 2004 | 0.00% | 1.42% |
| 2003 | 0.01% | 1.74% |
| 2002 | 0.00% | 2.16% |
| 2001 | 0.00% | 1.85% |
| 2000 | 0.00% | 1.45% |
| 1999 | 0.00% | 0.30% |
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