XLI vs SOXX
Comparison between THE INDUSTRIAL SELECT SECTOR SPDR FUND (XLI, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
XLI is from the Industrials sector, while SOXX is from the Technology sector.
5-Year PerformanceSOXX has outperformed XLI, delivering a return of +33.3% compared to +12.6%
XLI vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLI
$30B
SOXX
$30B
Expense Ratio
Winner
XLI
0.08%
SOXX
0.34%
Max Drawdown
Winner
XLI
63.34%
SOXX
70.50%
Sharpe Ratio
XLI
1.32
Winner
SOXX
2.91
5Y Beta
Winner
XLI
0.89
SOXX
1.93
P/E Ratio
Winner
XLI
32.67
SOXX
58.30
Forward P/E
Winner
XLI
26.33
SOXX
27.79
PEG Ratio
XLI
0.70
Winner
SOXX
0.29
5Y Dividends CAGR
XLI
7.99%
Winner
SOXX
13.49%
5Y EPS CAGR
XLI
10.48%
Winner
SOXX
28.41%
Debt to Equity
XLI
65.95%
SOXX
N/A
P/S Ratio
Winner
XLI
3.21
SOXX
3.91
P/B Ratio
Winner
XLI
7.07
SOXX
10.00
XLI vs SOXX - Holdings Comparison
XLI and SOXX have 1 common holdings. Overlap is 0.00%
XLI's top 25 holdings weight is 66.13%. SOXX's top 25 holdings weight is 96.64%.
| Rank | XLI | SOXX |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 7.14% | MICRON TECHNOLOGY INC (MU) - 9.03% |
| #2 | GE AEROSPACE (GE) - 5.69% | BROADCOM INC (AVGO) - 7.78% |
| #3 | GE VERNOVA INC (GEV) - 5.50% | ADVANCED MICRO DEVICES INC (AMD) - 7.70% |
| #4 | RTX CORP (RTX) - 4.42% | INTEL CORP (INTC) - 6.90% |
| #5 | BOEING CO (BA) - 3.40% | NVIDIA CORP (NVDA) - 6.45% |
| #6 | EATON CORP PLC (ETN) - 3.01% | MARVELL TECHNOLOGY INC (MRVL) - 6.01% |
| #7 | UNION PACIFIC CORP (UNP) - 2.98% | APPLIED MATERIALS INC (AMAT) - 4.79% |
| #8 | UBER TECHNOLOGIES INC (UBER) - 2.86% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 4.04% |
| #9 | DEERE & CO (DE) - 2.67% | TEXAS INSTRUMENTS INC (TXN) - 3.85% |
| #10 | HONEYWELL INTERNATIONAL INC (HON) - 2.54% | QUALCOMM INC (QCOM) - 3.81% |
| #11 | PARKER HANNIFIN CORP (PH) - 2.28% | NXP SEMICONDUCTORS NV (NXPI) - 3.74% |
| #12 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.19% | LAM RESEARCH CORP (LRCX) - 3.43% |
| #13 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 2.00% | KLA CORP (KLAC) - 3.31% |
| #14 | LOCKHEED MARTIN CORP (LMT) - 1.95% | ANALOG DEVICES INC (ADI) - 3.31% |
| #15 | HOWMET AEROSPACE INC (HWM) - 1.81% | TERADYNE INC (TER) - 3.24% |
| #16 | QUANTA SERVICES INC (PWR) - 1.76% | MICROCHIP TECHNOLOGY INC (MCHP) - 3.14% |
| #17 | CUMMINS INC (CMI) - 1.66% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.81% |
| #18 | n/a (JCI) - 1.63% | ASML HOLDING NV ADR (ASML) - 2.65% |
| #19 | WASTE MANAGEMENT INC (WM) - 1.58% | ON SEMICONDUCTOR CORP (ON) - 2.42% |
| #20 | CSX CORP (CSX) - 1.58% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.88% |
| #21 | FEDEX CORP (FDX) - 1.58% | ASTERA LABS INC (ALAB) - 1.76% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.50% | ENTEGRIS INC (ENTG) - 1.35% |
| #23 | GENERAL DYNAMICS CORP (GD) - 1.49% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.22% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.46% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.03% |
| #25 | NORTHROP GRUMMAN CORP (NOC) - 1.45% | NOVA LTD (NVMI) - 0.99% |
| Total Holdings | 82 | 33 |
XLI vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
XLI
+0.52%
Winner
SOXX
+34.31%
3M
XLI
-0.04%
Winner
SOXX
+49.05%
6M
XLI
+14.93%
Winner
SOXX
+82.94%
1Y
XLI
+24.53%
Winner
SOXX
+148.70%
5Y(CAGR)
XLI
+12.64%
Winner
SOXX
+33.28%
10Y(CAGR)
XLI
+14.16%
Winner
SOXX
+35.21%
Max(CAGR)
XLI
+9.17%
Winner
SOXX
+14.15%
XLI vs SOXX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLI | SOXX |
|---|---|---|
| 2026 | +10.21% | +68.51% |
| 2025 | +19.75% | +39.87% |
| 2024 | +18.50% | +17.14% |
| 2023 | +17.87% | +68.77% |
| 2022 | -4.80% | -36.35% |
| 2021 | +24.08% | +44.70% |
| 2020 | +8.90% | +49.64% |
| 2019 | +28.43% | +61.39% |
| 2018 | -13.75% | -8.95% |
| 2017 | +23.23% | +39.79% |
| 2016 | +21.64% | +39.97% |
| 2015 | -4.19% | -1.92% |
| 2014 | +11.92% | +31.66% |
| 2013 | +37.25% | +35.65% |
| 2012 | +12.46% | +5.30% |
| 2011 | -1.82% | -11.08% |
| 2010 | +25.43% | +12.93% |
| 2009 | +17.74% | +67.17% |
| 2008 | -37.71% | -50.36% |
| 2007 | +12.77% | -1.86% |
| 2006 | +13.25% | -2.41% |
| 2005 | +3.64% | +15.31% |
| 2004 | +17.84% | -14.60% |
| 2003 | +28.54% | +69.70% |
| 2002 | -24.58% | -49.88% |
| 2001 | -6.01% | -8.47% |
| 2000 | +9.58% | N/A |
| 1999 | +8.76% | N/A |
XLI vs SOXX Drawdown Comparison
The maximum drawdown for XLI was -62.27%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The current XLI drawdown is -2.68%. The current SOXX drawdown is -0.84%.
| Rank | XLI | SOXX |
|---|---|---|
| #1 | -62.27% Oct 9, 2007 - Apr 29, 2011 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -43.29% Dec 11, 2000 - Dec 1, 2004 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -42.31% Feb 12, 2020 - Nov 9, 2020 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -25.84% Apr 29, 2011 - Mar 15, 2012 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -24.10% Sep 21, 2018 - Jul 24, 2019 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -21.66% Jan 4, 2022 - Jun 15, 2023 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -18.50% Nov 29, 2024 - May 16, 2025 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -15.69% Feb 20, 2015 - Apr 27, 2016 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #9 | -14.93% Dec 31, 1999 - Apr 7, 2000 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #10 | -12.57% Aug 1, 2023 - Dec 12, 2023 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #11 | -12.44% May 5, 2006 - Nov 16, 2006 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #12 | -12.22% Mar 2, 2026 - Mar 30, 2026 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #13 | -12.16% Mar 16, 2012 - Dec 10, 2012 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #14 | -11.41% May 16, 2000 - Aug 11, 2000 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
| #15 | -11.30% Jan 26, 2018 - Sep 21, 2018 | -12.14% Jul 24, 2019 - Oct 15, 2019 |
Correlation
Correlation between XLI and SOXX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
XLI vs SOXX dividend yield comparison.
| Year | XLI | SOXX |
|---|---|---|
| 2026 | 0.26% | 0.04% |
| 2025 | 1.29% | 0.57% |
| 2024 | 1.44% | 0.67% |
| 2023 | 1.63% | 0.78% |
| 2022 | 1.63% | 1.25% |
| 2021 | 1.25% | 0.64% |
| 2020 | 1.55% | 0.81% |
| 2019 | 1.94% | 1.23% |
| 2018 | 2.15% | 1.37% |
| 2017 | 1.77% | 0.90% |
| 2016 | 2.07% | 1.08% |
| 2015 | 2.15% | 1.29% |
| 2014 | 1.85% | 1.56% |
| 2013 | 1.67% | 1.18% |
| 2012 | 2.27% | 1.24% |
| 2011 | 2.16% | 0.84% |
| 2010 | 1.68% | 0.96% |
| 2009 | 2.32% | 0.71% |
| 2008 | 3.10% | 1.37% |
| 2007 | 1.45% | 0.53% |
| 2006 | 2.22% | 0.16% |
| 2005 | 1.56% | 0.05% |
| 2004 | 1.30% | 0.00% |
| 2003 | 1.28% | 0.01% |
| 2002 | 1.60% | 0.00% |
| 2001 | 1.23% | 0.00% |
| 2000 | 1.06% | 0.00% |
| 1999 | 0.66% | 0.00% |
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