IVV vs SOXX
IVV vs SOXX
iShares Core S&P 500 ETF vs iShares Semiconductor ETF
Quick Verdict
IVV has a lower expense ratio. SOXX delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SOXX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.34% | |
| AUM | $865.2B | $42.6B | |
| Dividend Yield | 1.09% | 0.23% | |
| Holdings | 508 | 34 | |
| YTD Return | +13.80% | +73.38% | |
| 1Y Return | +23.70% | +126.63% | |
| 3Y Return (annualized) | +21.49% | +48.30% | |
| 5Y Return (annualized) | +13.43% | +29.62% | |
| Volatility (annualized) | 15.1% | 30.4% | |
| Max Drawdown | -56.5% | -70.2% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 10, 2001 |
IVV vs SOXX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares Semiconductor ETF (SOXX) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +23.70% while SOXX returned +126.63%. Year to date, IVV is up 13.80% versus a gain of 73.38% for SOXX.
Over three years, IVV compounded at +21.49% per year against +48.30% for SOXX; over five years the annualized figures are +13.43% and +29.62% respectively. Across the full 25-year window we track, SOXX has the edge at +14.14% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOXX has been the more volatile fund, with annualized monthly volatility of 30.4% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -70.2% for SOXX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SOXX charges 0.34%. On a $10,000 position that is $3 vs $34 annually, a gap of $31 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.23% for SOXX.
Holdings Overlap
IVV and SOXX share 18 holdings out of 518 unique holdings combined, representing a 16.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SOXX | Difference |
|---|---|---|---|
| NVDA | 7.76% | 7.34% | 0.42% |
| AMD | 1.37% | 8.47% | 7.10% |
| MU | 1.69% | 8.03% | 6.34% |
| AVGO | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| AMAT | Pro | Pro | Pro |
| KLAC | Pro | Pro | Pro |
| MRVL | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| ADI | Pro | Pro | Pro |
See all 10 holdings IVV shares with SOXX Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or SOXX?
IVV has an expense ratio of 0.03% while SOXX charges 0.34%. IVV is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, IVV or SOXX?
Over the past year IVV returned +23.70% vs +126.63% for SOXX, so SOXX leads on 1-year performance. Over the longest common window we track (25 years), IVV annualized +7.05% vs +14.14% for SOXX. Past performance does not guarantee future results.
Which is riskier, IVV or SOXX?
SOXX has been the more volatile fund at 30.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SOXX -70.2%.
Should I hold both IVV and SOXX?
IVV and SOXX have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SOXX?
IVV and SOXX share 18 common holdings with a 16.9% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, IVV or SOXX?
IVV yields 1.09% while SOXX yields 0.23%, so IVV currently pays the higher dividend yield.
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