IVV vs SOXX
iShares Core S&P 500 ETF vs iShares Semiconductor ETF
Which is better, IVV or SOXX?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. SOXX led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 61.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | SOXX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.33% |
| AUM | $876.4B | $40.8B |
| Dividend Yield | 1.06% | 0.29% |
| Holdings | 508 | 34 |
| YTD Return | +11.57% | +65.13%Best |
| 1Y Return | +17.57% | +105.11%Best |
| 3Y Return (annualized) | +20.71% | +47.52%Best |
| 5Y Return (annualized) | +12.80% | +28.09%Best |
| Volatility (annualized) | 15.0%Best | 30.4% |
| Max Drawdown | -56.5%Best | -70.2% |
| $10,000 over 5 years | $18,262 | $34,481Best |
| Top 10 Weight | 37.9%Best | 61.4% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Jul 10, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Jul 13, 2001 to Sep 10, 2026 (25.2 years).
IVV vs SOXX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 25.2 years both funds cover.
IVV vs SOXX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares Semiconductor ETF (SOXX) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.57% while SOXX returned +105.11%. Year to date, IVV is up 11.57% versus a gain of 65.13% for SOXX.
Over three years, IVV compounded at +20.71% per year against +47.52% for SOXX; over five years the annualized figures are +12.80% and +28.09% respectively. Across the full 25-year window we track, SOXX has the edge at +13.86% annualized vs +7.88%.
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 15.0% 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 what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. 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 0.33%. On a $10,000 position that is $3 vs $33 annually, a gap of $30 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.29% for SOXX.
Holdings Overlap
17.8% of IVV's money is in holdings SOXX also owns. 81.7% of SOXX's money is in holdings IVV also owns.
Most of SOXX is already inside IVV. Owning both mostly buys the same companies twice.
19 positions in common, counted across the 505 positions we hold weights for in IVV and 31 in SOXX, against full books of 508 and 34.
What only one of them owns
Our book lists 6 positions for SOXX that do not appear in our book for IVV (8.4% of the fund), and 476 for IVV that do not appear in SOXX (81.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SOXX | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.98% | 9.43% | 1.45% |
| AVGOBroadcom Inc | 2.98% | 7.48% | 4.50% |
| MUMicron Technology, Inc. | 1.51% | 8.90% | 7.39% |
| AMDAdvanced Micro Devices Inc. | 1.18% | 8.22% | 7.04% |
| INTCIntel Corp. | 0.72% | 5.09% | 4.37% |
| AMATApplied Materials, Inc. | 0.64% | 4.59% | 3.95% |
| MRVLMarvell Technology Group Ltd | 0.28% | 4.66% | 4.38% |
| LRCXLam Research Corp | 0.58% | 4.27% | 3.69% |
| KLACKla Corp. | 0.38% | 4.12% | 3.74% |
| TXNTexas Instruments, Inc | 0.38% | 3.85% | 3.47% |
81.7% of SOXX is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SOXX?
IVV has an expense ratio of 0.03% while SOXX charges 0.33%. IVV is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, IVV or SOXX?
Over the past year IVV returned +17.57% vs +105.11% for SOXX, so SOXX leads on 1-year performance. Over the longest common window we track (25 years), IVV annualized +7.88% vs +13.86% for SOXX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SOXX?
SOXX has been the more volatile fund at 30.4% annualized versus 15.0% 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 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and SOXX?
81.7% of SOXX's money is in holdings IVV also owns. 81.7% of SOXX's is in holdings IVV also owns. They hold 19 positions in common, counted across the 505 positions we hold weights for in IVV and 31 in SOXX.
Which pays a higher dividend, IVV or SOXX?
IVV yields 1.06% while SOXX yields 0.29%, so IVV currently pays the higher dividend yield.
Is SOXX better than IVV?
IVV has a lower expense ratio. SOXX led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 61.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.